Exchange Traded Concepts LLC Reduces Stock Position in Baidu, Inc. $BIDU

Exchange Traded Concepts LLC trimmed its position in Baidu, Inc. (NASDAQ:BIDU) by 11.2% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 69,176 shares of the information services provider’s stock after selling 8,723 shares during the period. Exchange Traded Concepts LLC’s holdings in Baidu were worth $9,115,000 at the end of the most recent reporting period.

Several other hedge funds also recently modified their holdings of the company. Raymond James Financial Inc. raised its position in shares of Baidu by 88.1% in the first quarter. Raymond James Financial Inc. now owns 78,045 shares of the information services provider’s stock valued at $7,182,000 after buying an additional 36,564 shares during the last quarter. Northern Trust Corp grew its stake in Baidu by 4.1% in the 1st quarter. Northern Trust Corp now owns 250,531 shares of the information services provider’s stock worth $23,056,000 after acquiring an additional 9,877 shares during the period. Price T Rowe Associates Inc. MD raised its holdings in Baidu by 2.6% in the 1st quarter. Price T Rowe Associates Inc. MD now owns 1,037,626 shares of the information services provider’s stock valued at $95,494,000 after acquiring an additional 25,834 shares during the last quarter. Compound Planning Inc. lifted its stake in shares of Baidu by 70.9% during the 1st quarter. Compound Planning Inc. now owns 5,170 shares of the information services provider’s stock worth $476,000 after purchasing an additional 2,144 shares during the period. Finally, Jump Financial LLC acquired a new stake in shares of Baidu during the first quarter worth $377,000.

Key Stores Impacting Baidu

Here are the key news stories impacting Baidu this week:

• Positive Sentiment: Baidu struck partnerships with Uber and Lyft to test its Apollo Go robotaxis in London beginning in 2026 — a meaningful commercialization milestone that validates Apollo’s tech, expands addressable markets outside China, and positions Baidu alongside Waymo in a high-profile market. Read More.
• Positive Sentiment: Analyst sentiment improved on signs the Kunlunxin AI chip unit spinoff is gaining traction — a potential value-unlocking move that could narrow the valuation gap vs peers focused on AI infrastructure. Read More.
• Positive Sentiment: Investor research argues BIDU should be valued for its AI infrastructure (cloud, chips, AI marketing) rather than chatbot hype; a published Buy rating and $160 target highlight upside if non-ad segments keep scaling. Read More.
• Neutral Sentiment: Coverage pieces name Baidu among top self-driving tech stocks to watch into 2026 — a thematic positive for sentiment but not a company-specific catalyst on its own. Read More.
• Neutral Sentiment: New 2x single-stock ETFs now track Baidu, which may boost short-term volume and volatility (liquidity/event-driven flows) but doesn’t change fundamentals. Read More.
• Negative Sentiment: Analysts and coverage note Baidu is deliberately investing heavily in cloud and AI initiatives, which pressures short‑term margins and could weigh on near-term earnings even as long-term revenue streams improve. Read More.

Baidu Trading Down 0.5%

NASDAQ BIDU opened at $123.83 on Wednesday. The firm has a market capitalization of $42.78 billion, a price-to-earnings ratio of 41.14 and a beta of 0.44. The company has a debt-to-equity ratio of 0.23, a quick ratio of 1.91 and a current ratio of 1.91. Baidu, Inc. has a one year low of $74.71 and a one year high of $149.51. The company’s 50 day moving average price is $121.62 and its 200 day moving average price is $107.90.

Wall Street Analysts Forecast Growth

Several research firms recently weighed in on BIDU. Nomura Securities upgraded Baidu from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, November 19th. Barclays upped their price objective on shares of Baidu from $81.00 to $100.00 and gave the company an “equal weight” rating in a research note on Wednesday, November 19th. 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. Zephirin Group began coverage on shares of Baidu in a research report on Monday, September 15th. They set a “sell” rating and a $92.00 price target for the company. Finally, Arete Research upgraded shares of Baidu from a “sell” rating to a “buy” rating and set a $143.00 price target on the stock in a report on Tuesday, September 16th. Two research analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating, six have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, Baidu has an average rating of “Moderate Buy” and a consensus target price of $146.11.

About Baidu

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.