Market Cap
$29.6B
BIDU
Baidu, Inc.
$84.25 ▼ -1.57%
Prev close $85.59Market cap$29.6B
ConsensusStrong Buy
12-mo target$145.30 (+72.5%)
▲ Bullish
Analyst conviction 8/10
33 New Institutional Positions17 Institutional Exits Software & IT
Snapshot
The big-picture read on BIDU right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (84%)
Inst. Holders
50 funds
Inst. Value
$6.9B
Inst. Activity
33 buys / 17 sells
Insider Activity
$0.00 buy / $2.0M sell
Insider Net $
-$2.0M
Social Sentiment
56° Neutral
SEC Reports
16
Price chart 30d -10.7%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 m_and_a
Sep 16, 2026 SEC BIDU Stockholders Have Rights - If You Lost Money Investing in Baidu, Inc. Contact Robbins LLP for Information About Recovering Your Losses
SAN DIEGO, Oct. 1, 2026 /PRNewswire/ -- Shareholder rights law firm Robbins LLP reminds investors th
Baidu filed a Form 6-K with the SEC, attaching a Hong Kong Stock Exchange Next Day Disclosure Return. The filing details
6-K — Impact 3/10
Baidu filed a 6-K with the Hong Kong Stock Exchange's Next Day Disclosure Return, reporting the repurchase of 556,900 Cl
6-K — Impact 2/10
Baidu filed a Form 6-K with the SEC, attaching a Hong Kong Stock Exchange Next Day Disclosure Return. The return reports
6-K — Impact 2/10
Aug 9, 2026 Insider
Li Yanhong Robin acquired via exercise 342,096 shares
See Remarks
Aug 8, 2026 Insider
Li Yanhong Robin acquired via exercise 510,808 shares
See Remarks
Aug 7, 2026 Insider
Li Yanhong Robin acquired via exercise 527,200 shares
See Remarks
Jun 30, 2026 Inst.
UBS Group AG — ADD
3,042,042 shares ($347.7M)
Analyst ratings buy % +9.1%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
84% rate it Buy or better · 38 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 28, 2026 | Susquehanna | MAINTAIN | Neutral | 56% |
| Aug 19, 2026 | Benchmark | MAINTAIN | Buy | 54% |
| Aug 19, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Aug 19, 2026 | Morgan Stanley | DOWNGRADE | Underweight | 55% |
| Jul 17, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Jul 14, 2026 | B of A Securities | MAINTAIN | Buy | 54% |
| Jul 14, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| May 20, 2026 | Susquehanna | MAINTAIN | Neutral | 56% |
| May 19, 2026 | Benchmark | REITERATE | Buy | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 10 | 22 | 4 | 2 | 0 | 84% | |
| Aug 1, 2026 | 10 | 22 | 5 | 1 | 0 | 84% | |
| Jul 1, 2026 | 10 | 22 | 5 | 1 | 0 | 84% | |
| Jun 1, 2026 | 11 | 22 | 5 | 1 | 0 | 85% | |
| May 1, 2026 | 10 | 21 | 6 | 1 | 0 | 82% | |
| Apr 1, 2026 | 10 | 21 | 6 | 1 | 0 | 82% | |
| Mar 1, 2026 | 11 | 21 | 6 | 1 | 0 | 82% | |
| Feb 1, 2026 | 10 | 21 | 8 | 1 | 0 | 78% |
Price targets
Where 30 covering analysts think BIDU trades over the next 12 months.
$145.30 +72.5% upside Strong Buy
Current$84.25 Low$80.40 Median$152.66 High$206.98 30 analysts
$80.40$206.98
Analyst rating Buy· 1.6/5 as of Oct 2, 2026
Social media sentiment mood +7.1%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
56°
Neutral
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
16 SEC filing reports analyzed · 1 bullish, 1 bearish, 0 mixed, 14 neutral · avg impact 3.1/10.
NEUTRAL6-K3/10
Baidu filed a Form 6-K with the SEC, attaching a Hong Kong Stock Exchange Next Day Disclosure Return
Sep 16, 2026
NEUTRAL6-K2/10
Baidu filed a 6-K with the Hong Kong Stock Exchange's Next Day Disclosure Return, reporting the repu
Sep 15, 2026
NEUTRAL6-K2/10
Baidu filed a Form 6-K with the SEC, attaching a Hong Kong Stock Exchange Next Day Disclosure Return
Sep 14, 2026
NEUTRAL6-K3/10
Baidu filed a Form 6-K with the SEC to report its Hong Kong Stock Exchange Next Day Disclosure Retur
Sep 11, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
m_and_a
BIDU Stockholders Have Rights - If You Lost Money Investing in Baidu, Inc. Contact Robbins LLP for Information About Recovering Your Losses
SAN DIEGO, Oct. 1, 2026 /PRNewswire/ -- Shareholder rights law firm Robbins LLP reminds investors that a class action was filed on behalf of persons a
Sep 28, 2026
other
BIDU Investors Have Opportunity to Lead Baidu, Inc. Securities Fraud Lawsuit
NEW YORK, Sept. 28, 2026 /PRNewswire/ -- WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Baidu, Inc. (NASD
Sep 24, 2026
other
BIDU Investors Have Opportunity to Lead Baidu, Inc. Securities Fraud Lawsuit
NEW YORK, Sept. 23, 2026 /PRNewswire/ -- Rosen Law Firm, a global investor rights law firm, announces a class action lawsuit on behalf of purchasers o
Sep 20, 2026
other
Bronstein, Gewirtz & Grossman LLC Urges Baidu, Inc. Investors to Act: Class Action Filed Alleging Investor Harm
NEW YORK, Sept. 20, 2026 /PRNewswire/ -- Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class
Sep 18, 2026
other
BIDU Investors with Losses in Excess of $100K Have Opportunity to Lead Baidu, Inc. Securities Fraud Lawsuit
NEW YORK, Sept. 18, 2026 /PRNewswire/ -- Why: Rosen Law Firm, a global investor rights law firm, announces a class action lawsuit on behalf of purchas
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $8.20 | $6.28–$10.41 | -26.3% | +0.0% | 0↑ 9↓ | $30.5B | 13 |
| Next Q | $10.27 | $8.39–$12.27 | -3.3% | +0.0% | 0↑ 9↓ | $33.2B | 11 |
| Current FY | $39.68 | $34.57–$47.78 | -25.7% | -0.7% | 0↑ 17↓ | $127.1B | 20 |
| Next FY | $51.11 | $33.02–$75.35 | 28.8% | -4.0% | 0↑ 16↓ | $135.2B | 21 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $8.199 | — |
| 7d ago | $8.199 | — |
| 30d ago | $8.199 | — |
| 60d ago | $12.044 | -3.845 |
| 90d ago | $12.808 | -4.609 |
Institutional ownership
Which big funds own BIDU (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $6.9B total value (60,298,861 shares) as of 2026-Q2. Top holders: PRIMECAP, MORGAN, SUSQUEHANNA. Net buying activity: 33 institutions added/increased vs 17 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| PRIMECAP MANAGEMENT CO/CA/ | 11,010,100 | $1.3B | 18.2% | — |
| MORGAN STANLEY | 6,502,445 | $743.2M | 10.7% | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4,254,200 | $486.2M | 7.0% | ADD +25.0% |
| UBS Group AG | 3,042,042 | $347.7M | 5.0% | ADD +43.2% |
| JANE STREET GROUP, LLC | 2,653,400 | $303.3M | 4.4% | ADD +25.9% |
| CITADEL ADVISORS LLC | 2,254,300 | $257.6M | 3.7% | TRIM -30.8% |
| JANE STREET GROUP, LLC | 1,790,300 | $204.6M | 3.0% | ADD +25.9% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1,674,500 | $191.4M | 2.8% | ADD +25.0% |
| Robeco Institutional Asset Management B.V. | 1,483,369 | $169.5M | 2.4% | — |
| BANK OF AMERICA CORP /DE/ | 1,443,340 | $165.0M | 2.4% | DOUBLED +304.7% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| UBS Group AG | ADD | 2,124,299 | 3,042,042 | +43.2% | $347.7M |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 356,604 | 1,443,340 | +304.7% | $165.0M |
| Appaloosa LP | ADD | 692,100 | 1,295,000 | +87.1% | $148.0M |
| Alyeska Investment Group, L.P. | DOUBLED | 296,451 | 1,209,089 | +307.9% | $138.2M |
| FARALLON CAPITAL MANAGEMENT, L.L.C. | DOUBLED | 443,785 | 1,203,785 | +171.3% | $137.6M |
| Holocene Advisors, LP | DOUBLED | 163,419 | 1,190,286 | +628.4% | $136.0M |
| FEDERATED HERMES, INC. | DOUBLED | 13,796 | 1,089,012 | +7793.7% | $124.5M |
| MILLENNIUM MANAGEMENT LLC | ADD | 394,028 | 768,462 | +95.0% | $87.8M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | ADD | 547,285 | 684,269 | +25.0% | $78.2M |
| BNP PARIBAS FINANCIAL MARKETS | ADD | 419,845 | 610,291 | +45.4% | $69.8M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
3 insiders, 7 transactions. Net -$2.0M — $0.00 bought, $2.0M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 9, 2026 | Li Yanhong Robin | See Remarks | EXERCISE | 342,096 | — | — |
| Aug 8, 2026 | Li Yanhong Robin | See Remarks | EXERCISE | 510,808 | — | — |
| Aug 7, 2026 | Li Yanhong Robin | See Remarks | EXERCISE | 527,200 | — | — |
| Aug 7, 2026 | He Haijian | Chief Financial Officer | EXERCISE | 151,536 | — | — |
| Aug 6, 2026 | Li Yanhong Robin | See Remarks | AWARD | 1,966,824 | — | — |
| Aug 6, 2026 | He Haijian | Chief Financial Officer | AWARD | 122,792 | — | — |
| May 21, 2026 | Foo Jixun | Director | SELL | 122,584 | $16.32 | $2.0M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for BIDU.
Shares short
9,000,728
Settlement Sep 15, 2026
Change vs prior
-15.7%
Semi-monthly cycle
Days to cover
3.5
At avg daily volume
Of shares outstanding
≈2.6%
Estimate — not % of float
All BIDU filing & press-release reports (16)
- 6-K reportSep 16, 2026
- 6-K reportSep 15, 2026
- 6-K reportSep 14, 2026
- 6-K reportSep 11, 2026
- 6-K reportSep 10, 2026
- 6-K reportSep 9, 2026
- 6-K reportSep 4, 2026
- 6-K reportSep 1, 2026
- 6-K reportAug 27, 2026
- 6-K reportAug 26, 2026
- 6-K reportAug 18, 2026
- 6-K reportJul 31, 2026
- 6-K reportJul 27, 2026
- 6-K reportJul 16, 2026
- 6-K reportJul 2, 2026
- INST-CLUSTER reportJun 11, 2026