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BIBIDU

Baidu, Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 615% YoYStreet coverage with positive forward estimatesConsistent chatter on X (209/wk), no spike
$BIDU·$31B·Internet Content & Information·Communication Services
$88.55-2.0%YTD-38.7%1Y-28.5%
Price updated 2m ago·X counts updated 4d ago
BIBIDU
$BIDUBaidu, Inc.
$88.55-2.04%209 posts0.8×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $BIDU on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

209X posts · last 7 days
Aug 31Sep 13
Chatter Meter
0.8×
QuietNormal · 1×Loud

How loud $BIDU's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Mixed sentimentAI analysisGenerated by AI from underlying data11 posts analyzed · as of 2026-09-15

Baidu is off ~7% on US/China AI-fight rhetoric and an Arete downgrade to Hold with PT cut to $108, while bulls point to Stock Connect access, HKEX Tech 100 inclusion next week, and DuMate embedding as buy-the-selloff angles. Directional tone is contested.

Read what X is saying about $BIDU

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $BIDU — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-09-17

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Chinese search + AI compounder at 0.4% of 52w — Arete cut vs HKEX Tech 100 inclusion.

Baidu is the Chinese search + AI franchise down 39% YTD and 28% over 12 months at 0.4% of 52w — the tape is off ~7% on US/China AI rhetoric and Arete's downgrade to Hold at $108, but HKEX Tech 100 inclusion next week is a real technical bid.

  • The base is holding: Q1 revenue grew off comparable base, normalized op margin at 10% — DuMate AI product and cloud are growth vectors under a Search franchise that keeps generating cash.
  • HKEX Tech 100 inclusion next week is a forced-passive bid — real technical demand from index funds into an oversold tape.
  • Stock Connect access adds mainland-China buying pressure — a distinct positive on top of index inclusion.

Nov 17: revenue growth and AI-product monetization commentary restart the move; a Trump-China rhetoric escalation or a Baidu product miss confirms the stall.

What to watch: The Nov 17 Q3 print plus HKEX Tech 100 inclusion date — revenue growth trajectory and AI product monetization commentary. A US/China rhetoric escalation is what keeps the coil resolving down.

On the calendar: 2026-11-17 — Q3 earnings

earnings within 60dindex inclusiongeopolitical overhang

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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

AI-enhanced ad targeting is widening the platform gap — Google's push into Microsoft enterprise customers via AI tools and YouTube's $93B annual revenue scale are concentrating digital ad market share in the largest platforms. FDN's near-flat T12M (+1.9%) reflects antitrust and valuation ceiling risk offsetting the ad recovery.

What this means for $BIDU

Partial — Baidu's ERNIE AI search integration and cloud services offer medium-term upside in China's enterprise market, partially offsetting search monetization pressure from ByteDance and short video platforms.

Top industry ETF

$FDNFirst Trust Dow Jones Internet Index Fund
+6.7%YTD
+2.0%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
Q2 2026Aug 18, 2026$1.06$1.51-29.8%
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%
Next earningsTue, Nov 17·consensus EPS $1.22

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 23 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$128.9B$128.5B – $129.7B$39.45$36.94 – $41.1921
FY27$136.7B$131.1B – $144.4B$47.53$36.10 – $60.8823
FY28$151.0B$138.9B – $182.0B$56.27$40.01 – $85.8723
FY29$156.2B$148.0B – $169.7B$73.08$68.13 – $81.3311

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.0.8×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.0%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.-13.6%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.-27.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 265.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.9% 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.β0.575-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
+ 6 other (4 exempts · 2 awards) in window

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.

No material 8-K / SC 13D / S-3 / 424B5 filings in the last 180 days.

+ 21 other (21 6-Ks) in window

Recent news

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

ROSEN, A LEADING LAW FIRM, Encourages Baidu, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action - BIDUglobenewswire.com·17h agoBIDU Investors Have Opportunity to Lead Baidu, Inc. Securities Fraud Lawsuit with SBS Lawbusinesswire.com·22h agoBIDU DEADLINE ALERT: Faruqi & Faruqi, LLP Reminds Baidu (NASDAQ: BIDU) Investors of Securities Class Action Lawsuit Deadline on November 13, 2026businesswire.com·23h agoBronstein, Gewirtz & Grossman LLC Urges Baidu, Inc. Investors to Act: Class Action Filed Alleging Investor Harmglobenewswire.com·1d agoBIDU Shareholder Alert: November 13, 2026 Lead Plaintiff Deadline in Baidu, Inc. Securities Class Action - Contact Levi & Korsinskygurufocus.com·1d ago

In themes

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

AI InfrastructureEVs & Autonomous Vehicles

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Voices on X · last 7 days

No standout posts about $BIDU on X in the 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.

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