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0.000416811392844754 0.00208405696422377 -0.00191038555053837 0.00156304272316783 0.000173671413685396 0.000695554011809794 0.00547064953108727 0.00225772837790904
Stock impact report

Baidu: No Pain, No Gain [Seeking Alpha]

Baidu, Inc. - American Depositary Shares, each representing 8 ordinary share (BIDU) 
Last baidu, inc. - american depositary shares, each representing 8 ordinary share earnings: 2/27 04:30 pm Check Earnings Report
US:NASDAQ Investor Relations: ir.baidu.com
Company Research Source: Seeking Alpha
In my view, Mr. Market is looking beyond the legacy Search business contraction and focusing on the explosive growth in Baidu's AI Cloud and Apollo Go (robotaxi) businesses. Despite near-term revenue and margin pressures from the AI transition, BIDU stock offers ~50% upside to fair value as per TQI's Valuation Model, with expected 5-year CAGR return of ~22.1%. I rate BIDU stock a "Buy" in the $110s, favoring staggered accumulation, as the twin growth engine of AI Cloud and Apollo Go positions the Chinese conglomerate for a turnaround. V2images/iStock Unreleased via Getty Images Baidu Q3-25: Painful AI Transition Continues With its legacy Search business in flux, Baidu, Inc. ( BIDU ) reported a -7% y/y top-line contraction for Q3 2025, with quarterly revenue landing at RMB 31.2B [ More on my IG service Are You Prepared For Whatever The Market Throws At Us Next? Your investing journey is unique, and so are your investment goals and risk tolerance levels. This is precise Show less Read more
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