Baidu, Inc. $BIDU Stock: Pzena Investment Management LLC Decreases Stake

Pzena Investment Management LLC trimmed its position in shares of Baidu, Inc. (NASDAQ:BIDU) by 19.2% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 33,514 shares of the information services provider’s stock after selling 7,960 shares during the quarter. Pzena Investment Management LLC’s holdings in Baidu were worth $2,911,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of BIDU. Alyeska Investment Group L.P. lifted its holdings in shares of Baidu by 307.9% in the 2nd quarter. Alyeska Investment Group L.P. now owns 1,209,089 shares of the information services provider’s stock worth $138,187,000 after purchasing an additional 912,638 shares in the last quarter. WCM Investment Management LLC increased its stake in Baidu by 967.3% during the 1st quarter. WCM Investment Management LLC now owns 454,295 shares of the information services provider’s stock valued at $48,428,000 after purchasing an additional 411,731 shares in the last quarter. Nykredit A S bought a new stake in Baidu during the 2nd quarter valued at $28,089,000. Handelsbanken Fonder AB increased its stake in Baidu by 110.9% during the 2nd quarter. Handelsbanken Fonder AB now owns 246,789 shares of the information services provider’s stock valued at $28,206,000 after purchasing an additional 129,789 shares in the last quarter. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its holdings in Baidu by 19,231.1% during the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 123,526 shares of the information services provider’s stock worth $14,118,000 after buying an additional 122,887 shares during the last quarter.

Wall Street Analysts Forecast Growth

BIDU has been the topic of several research reports. Barclays lowered their price objective on shares of Baidu from $96.00 to $80.00 and set an “equal weight” rating on the stock in a report on Friday, October 23rd. Weiss Ratings reiterated a “sell (d)” rating on shares of Baidu in a report on Thursday, August 13th. Susquehanna decreased their target price on shares of Baidu from $140.00 to $105.00 and set a “neutral” rating for the company in a research report on Friday, August 28th. Zacks Research raised shares of Baidu from a “strong sell” rating to a “hold” rating in a research report on Monday, October 19th. Finally, Morgan Stanley lowered shares of Baidu from an “equal weight” rating to an “underweight” rating and lowered their target price for the stock from $130.00 to $80.00 in a report on Wednesday, August 19th. Eleven investment analysts have rated the stock with a Buy rating, four have given a Hold rating and three have issued a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus target price of $143.14.

More Baidu News

Here are the key news stories impacting Baidu this week:

• Neutral Sentiment: Wall Street analysts’ average brokerage recommendation is equivalent to a Buy, but the report cautions that analyst recommendations can be overly optimistic, making this a limited positive signal. Article: Is Baidu Inc. a Buy as Wall Street Analysts Look Optimistic?
• Negative Sentiment: The securities class action alleges that Baidu’s disclosures about its “Core AI-powered Business” relied on unaudited internal management data and did not adequately warn that declining legacy advertising revenue might outpace AI growth. The repeated law-firm notices highlight litigation risk for investors who bought shares during the alleged class period, November 18, 2025–August 17, 2026. Article: BIDU Shareholder Alert
• Negative Sentiment: A recent Q3 preview from Seeking Alpha flagged rising disintermediation risk and downgraded Baidu to Sell, adding to concerns about competitive pressure on its business. Article: Baidu Q3 2026 Preview

Baidu Stock Down 1.2%

BIDU stock opened at $79.48 on Friday. Baidu, Inc. has a twelve month low of $75.80 and a twelve month high of $165.30. The company has a quick ratio of 2.33, a current ratio of 2.33 and a debt-to-equity ratio of 0.28. The stock’s 50 day moving average is $86.22 and its 200-day moving average is $113.26. The firm has a market capitalization of $27.04 billion, a PE ratio of -37.67, a P/E/G ratio of 4.22 and a beta of 0.60.

Baidu Company Profile

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.