BIDU Stock Recent News

BEIJING , July 1, 2025 /PRNewswire/ -- Baidu, Inc. (NASDAQ: BIDU and HKEX: 9888 (HKD Counter) and 89888 (RMB Counter)) ("Baidu" or the "Company"), a leading AI company with a strong Internet foundation, today announced the appointment of Mr. Haijian He as Chief Financial Officer of the Company, effective immediately.

Despite ongoing macro headwinds and a painful AI-driven Search transition, Baidu is a truly asymmetric bet right now. Last quarter, BIDU marked a return to positive top-line growth, driven by an upsurge in AI cloud revenue. Furthermore, its robotaxi network is expanding rapidly. At ~$86/share ($29.9B market cap), the company is trading near its net cash balance. While aggressive AI investments are creating cash flow wobbles, the stock has a massive balance sheet floor.

Baidu trades at a deep discount to equity, with a strong balance sheet, significant cash position, and improving margins, making it a compelling value play. China's recent policy shift, potential rate cuts, and a $5B buyback program could catalyze better capital allocation and renewed growth. Risks include heavy reliance on search, political uncertainty, and slow diversification, but investments in AI, cloud, and autonomous driving offer upside.

Chinese search giant Baidu has said it will make its Ernie generative AI large language model open source on June 30, a threat to OpenAI, Anthropic and its own Chinese rival DeepSeek.  Tech experts are divided.

BIDU bets big on its ERNIE model, but its real AI edge may lie in a full-stack ecosystem driving cloud and app growth.

Baidu Inc. (BIDU) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Baidu BIDU and Alphabet GOOGL share roots in Internet search and have evolved into global AI heavyweights, each riding the wave of generative AI and cloud services. Baidu, China's dominant search engine, has leveraged its platform to develop and deploy advanced AI models—like ERNIE 4.5 and ERNIE X1—as well as autonomous driving technology through its Apollo initiative.

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.

ARCC, BIDU and BRKR have been added to the Zacks Rank #5 (Strong Sell) List on June 23 2025.

A delisting push is adding to the unraveling of Wall Street's love affair with China Inc.