TickerTalks
Browse all tickers →
TickerTalks›$BIDU
BIBIDU

Baidu, Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 615% YoYStreet coverage with positive forward estimatesConsistent chatter on X (540/wk), no spike
$BIDU·$38B·Internet Content & Information·Communication Services
$111.11+3.4%YTD-25.6%1Y+26.4%
Mentions · last 7 days
2026-07-25: 7 posts2026-07-26: 5 posts2026-07-27: 7 posts2026-07-28: 96 posts2026-07-29: 163 posts2026-07-30: 145 posts2026-07-31: 117 posts540+129%
Price updated 16h ago·X counts updated 15h ago
BIBIDU
$BIDUBaidu, Inc.
$111.11+3.38%540 posts+129%
AI analysisFundamentalsVoices on X
Loading…

AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $BIDU, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersCooling offAI verdict · as of 2026-07-31

Catching its breath after a run — could pick back up or fade from here.

Baidu is one of the cheapest China internet names — Apollo Go's London robotaxi push is the specific catalyst that reframes the setup.

Baidu is the Chinese search giant that has increasingly become a two-sided story — a decelerating advertising business paired with a real autonomous-driving (Apollo Go) and AI-cloud growth engine. This year has been a proper drawdown, but the tape is starting to base.

  • The autonomous-vehicle push is stacking real proof: Apollo Go and Freenow (by Lyft) begin road testing in London this week — the first serious European market for Baidu's robotaxi platform, which had previously been limited to Chinese cities like Wuhan.
  • The fundamentals are noisy but improving: Q1 revenue of ¥31.9B was up 615% YoY (off a divestiture-adjusted low base), and consensus points to FY26 EPS of ¥48.78 growing to ¥57.10 in FY27 — reported growth looks strange from one-time comparisons but the forward trajectory is accelerating.
  • The valuation looks strange but the forward math is cheap: at 850x trailing earnings (distorted by one-time items) but a $36B market cap on FY27 EPS of ¥57 (~$8), Baidu is functionally trading at ~14x forward earnings for a name with autonomous-vehicle + AI-cloud optionality.

The stock is at the 28th percentile of its 52-week range and below both moving averages — the coiling pattern that either bases into a real bottom or resolves lower on the Aug 19 print. What extends the move is any Apollo Go monetization commentary or an AI-cloud segment reveal; what deepens the cooling is a soft ad-revenue print or a delayed London robotaxi rollout.

Agrees with X sentimentX's bull frame is thin (only 6 posts) but constructive on Apollo Go's global expansion into right-hand-drive markets like London, the Elliott Wave 'final stop' setup, and the $214 target — fair given the Q2 EPS beat pattern and the specific London launch, though the thin corpus means the crowd's confidence is untested.

What to watch: The Aug 19 Q2 print — specifically ad-revenue growth, Apollo Go trip volume disclosure, and AI-cloud segment revenue. A beat plus Apollo Go London launch timing extends the move; a soft ad-revenue print or a delayed robotaxi rollout deepens the cooling.

On the calendar: 2026-08-19 — Q2 2026 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment6 posts analyzed · as of 2026-07-30

Baidu drew bullish chatter as an add brought BIDU up to equal size with MSFT and META positions. Elliott Wave analysis flagged a possible final stop before the bounce, and Apollo Go's global expansion into right-hand-drive markets like London was framed as a positive, with a target zone up to $214.

Read the AI verdict + X sentiment for $BIDU

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
Free, forever. No credit card.

What it does

Plain-English summary of the business — what they sell and how they make money.

China's dominant search engine, expanding into AI cloud services and autonomous driving via its Apollo platform.

Industry overviewAI analysisGenerated by AI from underlying data

Where Internet Content & Information sits in its cycle right now — and what that implies for $BIDU.

Internet Content & Information · Communication Services

No material change from last week — AI-enhanced ad targeting sustains META and GOOGL digital advertising pricing while LLM-based search agents remain a medium-term displacement risk to search revenue. Digital advertising continues to outperform traditional media as brand budgets follow eyeballs to social and search platforms.

What this means for $BIDU

Partial — China's dominant search engine, expanding into AI cloud services and autonomous driving via its Apollo platform; partial earnings exposure to internet content & information demand dynamics through its product portfolio.

Top industry ETF

$FDNFirst Trust Dow Jones Internet Index Fund
-1.0%YTD
+0.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
849.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-1.1%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-5.7%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-5.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
0.1%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
42.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 18, 2026$1.75$1.87-6.4%
Q4 2025Feb 26, 2026$1.52$1.39+9.4%
Q3 2025Nov 18, 2025$1.56$1.20+30.0%
Q2 2025Aug 20, 2025$1.90$1.74+9.2%
Next earningsWed, Aug 19·consensus EPS $1.57

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$31.9B+614.9%38.9%10.0%$10.08—
Q4 FY25$4.6B-86.5%44.2%4.5%$2.40$87.6M
Q3 FY25$4.4B-87.0%41.2%3.5%$-33.12$-2.1B
Q2 FY25$4.5B-86.7%43.9%10.0%$21.52$-4.7B

Forward consensus

4-year forecast · up to 25 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$130.2B$127.3B – $135.9B$48.78$42.19 – $56.6724
FY27$139.2B$128.7B – $155.3B$57.10$46.93 – $73.0625
FY28$154.9B$137.8B – $195.0B$68.40$47.19 – $95.1322
FY29$169.9B$150.8B – $190.5B$78.39$66.95 – $90.7115

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.2×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.33%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-4.6%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-11.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 265.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.565-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellMay 21Jixun FooDirector122.6K sh$2.0M

See when $BIDU insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsMar 183
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for BIDU on 2026-03-18, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

3New insider — initial holdingsMar 183
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for BIDU on 2026-03-18, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

3New insider — initial holdingsMar 183
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for BIDU on 2026-03-18, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

3New insider — initial holdingsMar 183
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for BIDU on 2026-03-18, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

3New insider — initial holdingsMar 183
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for BIDU on 2026-03-18, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

3New insider — initial holdingsMar 183
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for BIDU on 2026-03-18, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

3New insider — initial holdingsMar 183
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for BIDU on 2026-03-18, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

+ 14 other (13 6-Ks · 1 20-F) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Baidu to Report Second Quarter 2026 Financial Results on August 18, 2026prnewswire.com·1d agoBaidu Inc. (BIDU) Outpaces Stock Market Gains: What You Should Knowzacks.com·2d agoBaidu, Inc. (BIDU) Is a Trending Stock: Facts to Know Before Betting on Itzacks.com·4d agoBaidu's Apollo Go and Freenow by Lyft Begin Road Testing in Londonprnewswire.com·4d agoLyft and Baidu enter London's robotaxi battleground as testing beginstechcrunch.com·4d ago

In themes

Explore the broader themes this ticker is being talked about under.

AI InfrastructureEVs & Autonomous Vehicles

More in Internet Content & Information

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$META$GOOGL$RDDT$GOOG$SNAP$DJT$DASH$SPOT
Voices on X · top 6 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport