Y Intercept Hong Kong Ltd Buys New Shares in Baidu, Inc. $BIDU

Y Intercept Hong Kong Ltd bought a new position in shares of Baidu, Inc. (NASDAQ:BIDU) in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund bought 70,788 shares of the information services provider’s stock, valued at approximately $9,328,000.

A number of other hedge funds also recently bought and sold shares of BIDU. Primecap Management Co. CA grew its position in shares of Baidu by 1.4% during the second quarter. Primecap Management Co. CA now owns 12,116,750 shares of the information services provider’s stock worth $1,039,132,000 after buying an additional 170,414 shares in the last quarter. RPD Fund Management LLC lifted its stake in Baidu by 161.6% in the second quarter. RPD Fund Management LLC now owns 1,258,856 shares of the information services provider’s stock worth $107,959,000 after acquiring an additional 777,570 shares during the last quarter. Polunin Capital Partners Ltd grew its holdings in Baidu by 19.9% during the 3rd quarter. Polunin Capital Partners Ltd now owns 412,368 shares of the information services provider’s stock worth $58,556,000 after acquiring an additional 68,496 shares in the last quarter. Arrowstreet Capital Limited Partnership increased its position in shares of Baidu by 28.9% in the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 366,002 shares of the information services provider’s stock valued at $31,388,000 after purchasing an additional 82,129 shares during the last quarter. Finally, Rheos Capital Works Inc. acquired a new stake in shares of Baidu in the 3rd quarter valued at $42,430,000.

Wall Street Analysts Forecast Growth

Several research firms recently commented on BIDU. Daiwa Capital Markets set a $160.00 target price on Baidu and gave the company a “buy” rating in a report on Tuesday, October 14th. Jefferies Financial Group boosted their target price on Baidu from $159.00 to $181.00 and gave the stock a “buy” rating in a research note on Friday, January 2nd. The Goldman Sachs Group increased their price target on shares of Baidu from $154.00 to $155.00 and gave the company a “buy” rating in a research note on Wednesday, November 19th. Benchmark restated a “buy” rating on shares of Baidu in a research report on Monday, January 12th. Finally, Deutsche Bank Aktiengesellschaft raised shares of Baidu from a “hold” rating to a “buy” rating and set a $160.00 target price on the stock in a research report on Thursday, November 6th. Two equities research analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, Baidu has a consensus rating of “Moderate Buy” and a consensus target price of $152.17.

More Baidu News

Here are the key news stories impacting Baidu this week:

• Positive Sentiment: Major AI upgrade — Baidu released the Ernie 5.0 large model (reported to rival Google/OpenAI), a catalyst that pushed shares to a near three‑year high as the model outperformed peers in key areas. Baidu (BIDU) Stock Surges on AI Model Launch That Rivals Tech Giants
• Positive Sentiment: Apollo Go expansion — Baidu launched commercial robotaxi operations in Abu Dhabi (driverless service), a tangible monetization and global commercialization milestone for its autonomous-driving unit. Why Baidu (BIDU) Is Up 7.8% After Launching Driverless Robotaxis In Abu Dhabi
• Positive Sentiment: Analyst support — Wall Street analyst coverage remains favorable with several Buy/overweight views called out in recent writeups, supporting conviction in BIDU’s AI growth story. Wall Street Analysts See Baidu Inc. (BIDU) as a Buy: Should You Invest?
• Neutral Sentiment: Upcoming earnings — Baidu set its Q4 and full‑year 2025 results release for Feb 26; results and forward guidance will be the next major catalyst and could amplify volatility. Baidu to Report Fourth Quarter and Fiscal Year 2025 Financial Results on February 26, 2026
• Neutral Sentiment: Unusual options flows — elevated options trading was flagged, which can signal speculative positioning or hedging ahead of catalysts; this increases short‑term volatility risk. Baidu Target of Unusually High Options Trading (NASDAQ:BIDU)
• Neutral Sentiment: Valuation and expansion review — analysts and commentators are reassessing BIDU’s valuation in light of Ernie 5.0 and Apollo Go’s global expansion; upside depends on product monetization and margin leverage. Assessing Baidu (BIDU) Valuation After Apollo Go’s Abu Dhabi Launch And Global AI Expansion
• Negative Sentiment: Competitive risk — Chinese rivals (Alibaba, ByteDance) are advancing agentic AI features that enable real‑world transactions, increasing competitive pressure on Baidu’s AI assistant and monetization pathways. Alibaba’s AI Now Orders Your Food, Books Your Flights
• Negative Sentiment: Short‑term profit‑taking — after the recent run to multi‑year highs on product news, the stock is pulling back today as some investors lock in gains and position ahead of earnings.

Baidu Stock Performance

Shares of Baidu stock opened at $161.44 on Friday. The firm’s fifty day simple moving average is $130.93 and its 200-day simple moving average is $116.77. Baidu, Inc. has a 12 month low of $74.71 and a 12 month high of $165.30. The stock has a market capitalization of $55.77 billion, a price-to-earnings ratio of 53.63 and a beta of 0.30. The company has a debt-to-equity ratio of 0.23, a current ratio of 1.91 and a quick ratio of 1.91.

Baidu Company 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.