Baidu, Inc. $BIDU Shares Sold by Robeco Institutional Asset Management B.V.

Robeco Institutional Asset Management B.V. lessened its stake in Baidu, Inc. (NASDAQ:BIDU) by 12.4% in the third quarter, HoldingsChannel.com reports. The institutional investor owned 1,539,432 shares of the information services provider’s stock after selling 217,282 shares during the quarter. Robeco Institutional Asset Management B.V.’s holdings in Baidu were worth $202,851,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Binnacle Investments Inc acquired a new stake in shares of Baidu in the 2nd quarter worth approximately $29,000. Winthrop Capital Management LLC bought a new stake in Baidu during the second quarter worth approximately $39,000. Mizuho Securities Co. Ltd. acquired a new stake in Baidu in the second quarter worth approximately $43,000. CX Institutional lifted its position in Baidu by 34.1% in the second quarter. CX Institutional now owns 715 shares of the information services provider’s stock worth $61,000 after purchasing an additional 182 shares during the period. Finally, Assetmark Inc. boosted its stake in Baidu by 127.6% during the 2nd quarter. Assetmark Inc. now owns 742 shares of the information services provider’s stock valued at $64,000 after purchasing an additional 416 shares in the last quarter.

Key Stores Impacting Baidu

Here are the key news stories impacting Baidu this week:

• Positive Sentiment: Baidu is moving to spin off its AI chip unit, Kunlunxin, via a Hong Kong IPO — a strategic move investors view as a catalyst to unlock value and accelerate the unit’s independent growth. Baidu: AI Chip Unit IPO A Major Catalyst
• Positive Sentiment: Market-share leadership in China’s GPU cloud: Baidu and Huawei together hold ~70.5% of the GPU cloud market in H1 2025, with Baidu leading (~40.4%) — supporting long-term cloud/AI revenue potential tied to its Baige platform and Kunlunxin chips. Baidu and Huawei Lead GPU Cloud Market
• Positive Sentiment: Strong recent growth in AI-related businesses: Baidu’s cloud revenue and AI accelerator sales have been accelerating (double‑/high‑teens growth in recent quarters), which strengthens the case for a higher standalone valuation for Kunlunxin. Baidu: AI Chip Unit IPO A Major Catalyst
• Neutral Sentiment: Heavy market attention and options activity have amplified volatility: recent large purchases of BIDU calls and widespread social-media discussion helped fuel a sharp short-term rally and wider analyst attention. That increases trading volume spikes and momentum-driven moves. Traders Purchase Large Volume of Baidu Call Options
• Neutral Sentiment: Wall Street sentiment is broadly constructive — multiple recent buy/outperform ratings and elevated price targets — which supports medium-term upside but also sets expectations. Baidu Stock Opinions on AI Chip Unit Spinoff
• Negative Sentiment: Short-term pullback risk and valuation concerns: BIDU’s recent ~20% surge exhausted some buyers, and the shares now face profit‑taking pressure alongside a high trailing P/E (~50), which can temper upside until the IPO path and financials are clearer. Baidu Skyrockets 20% as Chip Unit Eyes IPO

Analyst Upgrades and Downgrades

A number of analysts have recently commented on the company. Susquehanna reissued a “neutral” rating and issued a $110.00 price objective on shares of Baidu in a research note on Monday, November 24th. Weiss Ratings reiterated a “hold (c)” rating on shares of Baidu in a research report on Monday, December 29th. Macquarie raised shares of Baidu from a “neutral” rating to an “outperform” rating and upped their price target for the company from $91.00 to $176.00 in a report on Friday, October 10th. Jefferies Financial Group lifted their price objective on shares of Baidu from $159.00 to $181.00 and gave the stock a “buy” rating in a research note on Friday. Finally, Citigroup reiterated a “buy” rating on shares of Baidu in a report on Monday, December 8th. Two research analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating, six have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, Baidu has an average rating of “Moderate Buy” and an average price target of $147.44.

Baidu Stock Performance

Shares of BIDU opened at $149.68 on Tuesday. Baidu, Inc. has a one year low of $74.71 and a one year high of $151.08. The company has a 50-day moving average of $123.62 and a two-hundred day moving average of $110.81. The company has a debt-to-equity ratio of 0.23, a current ratio of 1.91 and a quick ratio of 1.91. The stock has a market cap of $51.71 billion, a price-to-earnings ratio of 49.73 and a beta of 0.30.

Baidu Profile

Baidu, Inc, founded in 2000 and headquartered in Beijing, is a Chinese multinational technology company best known for operating one of China’s leading internet search engines. The company built its business around online search and related advertising services, providing search, content aggregation and targeted ad placements to consumers and marketers across China. Baidu went public on the NASDAQ in 2005 and has since diversified beyond search into a broader technology and AI-focused portfolio.

Core products and services include the Baidu search platform and mobile app, Baidu Maps and Baidu Baike (an online encyclopedia), along with digital content initiatives.