Profund Advisors LLC Sells 4,740 Shares of Baidu, Inc. $BIDU

Profund Advisors LLC lowered its stake in shares of Baidu, Inc. (NASDAQ:BIDU) by 19.1% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 20,088 shares of the information services provider’s stock after selling 4,740 shares during the quarter. Profund Advisors LLC’s holdings in Baidu were worth $2,625,000 at the end of the most recent quarter.

A number of other large investors also recently modified their holdings of BIDU. Empowered Funds LLC acquired a new position in shares of Baidu during the first quarter worth approximately $334,000. EverSource Wealth Advisors LLC lifted its holdings in shares of Baidu by 71.6% during the second quarter. EverSource Wealth Advisors LLC now owns 1,182 shares of the information services provider’s stock worth $101,000 after buying an additional 493 shares during the last quarter. Guggenheim Capital LLC lifted its holdings in shares of Baidu by 53.3% during the second quarter. Guggenheim Capital LLC now owns 9,670 shares of the information services provider’s stock worth $829,000 after buying an additional 3,362 shares during the last quarter. First Trust Advisors LP lifted its holdings in shares of Baidu by 2.6% during the second quarter. First Trust Advisors LP now owns 50,033 shares of the information services provider’s stock worth $4,291,000 after buying an additional 1,259 shares during the last quarter. Finally, Flow Traders U.S. LLC acquired a new position in shares of Baidu during the second quarter worth approximately $254,000.

Key Stories Impacting Baidu

Here are the key news stories impacting Baidu this week:

• Positive Sentiment: Baidu said its core AI-powered business accounted for more than half of general business revenue for the first time, reinforcing the view that AI is now the company’s primary growth engine. Baidu Announces First Quarter 2026 Results
• Positive Sentiment: AI cloud revenue surged sharply, with reports highlighting 49% growth in AI revenue and strong momentum in GPU cloud and Apollo Go, which helped offset declines in Baidu’s legacy ad business. Baidu Stock Rises After AI Revenue Surges 49% in Blowout Quarter
• Positive Sentiment: Analysts turned more constructive after the earnings release, with Benchmark reiterating a Buy rating and Morgan Stanley lifting its price target, signaling confidence that AI monetization will continue improving. Morgan Stanley Lifts Price Target on Baidu
• Neutral Sentiment: Management said AI agent commercialization is still in an early stage, suggesting the biggest upside from AI may take time to show up in revenue and profit. Robin Li: Commercialization of AI Agents Still at Very Early Stage
• Negative Sentiment: Weakness in Baidu’s traditional advertising and repeated revenue declines remain a concern, and some coverage noted that profits fell sharply despite the AI progress. Baidu’s Profit Slides Again Amid Slow AI Payoff

Analyst Ratings Changes

A number of brokerages have recently commented on BIDU. Weiss Ratings lowered Baidu from a “hold (c-)” rating to a “sell (d)” rating in a report on Monday. Susquehanna upped their price target on Baidu from $110.00 to $120.00 and gave the stock a “neutral” rating in a report on Thursday, March 5th. BNP Paribas Exane began coverage on Baidu in a report on Wednesday, April 1st. They set an “outperform” rating and a $161.00 price target for the company. Benchmark reiterated a “buy” rating and set a $215.00 price target on shares of Baidu in a report on Tuesday. Finally, UBS Group reiterated a “buy” rating on shares of Baidu in a report on Wednesday, February 4th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, three have issued a Hold rating and three have issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $161.32.

Baidu Stock Performance

Shares of NASDAQ BIDU opened at $137.68 on Wednesday. The business has a fifty day simple moving average of $122.98 and a 200 day simple moving average of $129.14. The company has a current ratio of 1.76, a quick ratio of 1.76 and a debt-to-equity ratio of 0.22. The firm has a market capitalization of $46.85 billion, a price-to-earnings ratio of -1,147.24 and a beta of 0.53. Baidu, Inc. has a one year low of $81.17 and a one year high of $165.30.

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.