Baidu (NASDAQ:BIDU) Stock Gets Price Target Reduction from JPMorgan Chase & Co.

Baidu (NASDAQ:BIDU) had its target price cut by JPMorgan Chase & Co. from $175.00 to $145.00 in a research report report published on Friday morning,Benzinga reports. They currently have an overweight rating on the information services provider’s stock.

Several other research analysts have also commented on BIDU. Barclays set a $80.00 price target on Baidu in a research report on Friday. Susquehanna decreased their price objective on Baidu from $140.00 to $105.00 and set a “neutral” rating on the stock in a research report on Friday, August 28th. Morgan Stanley lowered Baidu from an “equal weight” rating to an “underweight” rating and lowered their price objective for the company from $130.00 to $80.00 in a research note on Wednesday, August 19th. Bank of America dropped their target price on Baidu from $180.00 to $165.00 and set a “buy” rating for the company in a report on Tuesday, July 14th. Finally, Benchmark dropped their target price on Baidu from $215.00 to $150.00 and set a “buy” rating for the company in a report on Wednesday, August 19th. Twelve investment analysts have rated the stock with a Buy rating, four have issued a Hold rating and three have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average target price of $144.27.

Baidu Price Performance

Shares of NASDAQ BIDU opened at $77.20 on Friday. The company has a current ratio of 2.33, a quick ratio of 2.33 and a debt-to-equity ratio of 0.28. Baidu has a 12-month low of $76.73 and a 12-month high of $165.30. The firm’s 50-day moving average price is $89.16 and its 200-day moving average price is $108.61. The stock has a market capitalization of $26.27 billion, a price-to-earnings ratio of -36.59, a P/E/G ratio of 3.41 and a beta of 0.59.

Institutional Investors Weigh In On Baidu

Institutional investors have recently made changes to their positions in the company. Sigma Planning Corp bought a new stake in Baidu in the third quarter worth about $149,000. Corecam Pte. Ltd. boosted its position in shares of Baidu by 69.0% during the third quarter. Corecam Pte. Ltd. now owns 67,614 shares of the information services provider’s stock valued at $5,874,000 after buying an additional 27,606 shares during the period. SBI Securities Co. Ltd. grew its stake in shares of Baidu by 1.2% during the third quarter. SBI Securities Co. Ltd. now owns 12,815 shares of the information services provider’s stock valued at $1,113,000 after buying an additional 154 shares during the last quarter. Crossmark Global Holdings Inc. grew its stake in shares of Baidu by 2.3% during the third quarter. Crossmark Global Holdings Inc. now owns 17,472 shares of the information services provider’s stock valued at $1,518,000 after buying an additional 387 shares during the last quarter. Finally, TD Waterhouse Canada Inc. grew its stake in shares of Baidu by 108.6% during the third quarter. TD Waterhouse Canada Inc. now owns 1,414 shares of the information services provider’s stock valued at $121,000 after buying an additional 736 shares during the last quarter.

Trending Headlines about Baidu

Here are the key news stories impacting Baidu this week:

• Positive Sentiment: Robotaxi expansion offers a new growth opportunity. Baidu is testing autonomous taxis on London streets and is advancing plans with Lyft for a robotaxi service. International deployment could broaden Baidu’s Apollo Go business and provide a meaningful long-term catalyst, although commercialization and regulatory timelines remain uncertain. China’s Baidu tests robotaxi on London streets
• Positive Sentiment: JPMorgan maintains an “overweight” rating. The bank lowered its price target from $175 to $145, but the revised target still implies substantial upside from Baidu’s current trading level. The target reduction signals more cautious expectations, while the continued overweight rating suggests JPMorgan believes the selloff may be excessive. JPMorgan Baidu rating
• Neutral Sentiment: Valuation-focused investors see potential value. A recent analysis describes Baidu as an inexpensive leading Chinese search and AI company, citing its sizable search market share. However, the investment case depends on whether AI monetization can offset weakness in legacy search advertising. The Google of China Suddenly Looks Like a Great Deal
• Negative Sentiment: Several law firms are promoting a securities-fraud class action. The claims concern alleged misleading statements between November 18, 2025 and August 17, 2026, including allegations that Baidu overstated the strength of its AI business. One report says AI revenue growth later weakened sequentially, raising questions about execution and disclosure. The November 13, 2026 lead-plaintiff deadline keeps the issue in focus and could increase reputational, legal, and financial risks, although the allegations have not been proven. SueWallSt Baidu lawsuit deadline

About Baidu

Baidu, Inc (NASDAQ: BIDU) is a Chinese internet and artificial intelligence company founded in 2000 by Robin Li and Eric Xu. The company began as an internet search provider and has expanded into a broad technology platform serving consumers, businesses and public-sector organizations.

Baidu’s consumer products include its search engine, Baidu App, Baidu Baike, Baidu Maps, Baidu Tieba and Baidu Wenku. Its business services include online advertising, cloud computing and AI Cloud offerings.