303,687 Shares in Baidu, Inc. $BIDU Acquired by ARGA Investment Management LP

ARGA Investment Management LP acquired a new stake in shares of Baidu, Inc. (NASDAQ:BIDU) in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor acquired 303,687 shares of the information services provider’s stock, valued at approximately $40,017,000. Baidu comprises about 1.1% of ARGA Investment Management LP’s investment portfolio, making the stock its 22nd largest position. ARGA Investment Management LP owned 0.09% of Baidu as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also recently modified their holdings of BIDU. Empowered Funds LLC bought a new position in Baidu during the first quarter valued at $334,000. Wealth Enhancement Advisory Services LLC grew its holdings in Baidu by 128.0% during the 2nd quarter. Wealth Enhancement Advisory Services LLC now owns 6,203 shares of the information services provider’s stock worth $536,000 after acquiring an additional 3,482 shares in the last quarter. Ballentine Partners LLC bought a new position in shares of Baidu during the second quarter valued at approximately $234,000. CX Institutional increased its holdings in shares of Baidu by 34.1% in the 2nd quarter. CX Institutional now owns 715 shares of the information services provider’s stock valued at $61,000 after acquiring an additional 182 shares during the period. Finally, Cooper Financial Group purchased a new stake in shares of Baidu during the second quarter valued at about $519,000.

Trending Headlines about Baidu

Here are the key news stories impacting Baidu this week:

• Positive Sentiment: Major AI upgrade — Baidu released the Ernie 5.0 large model (reported to rival Google/OpenAI), a catalyst that pushed shares to a near three‑year high as the model outperformed peers in key areas. Baidu (BIDU) Stock Surges on AI Model Launch That Rivals Tech Giants
• Positive Sentiment: Apollo Go expansion — Baidu launched commercial robotaxi operations in Abu Dhabi (driverless service), a tangible monetization and global commercialization milestone for its autonomous-driving unit. Why Baidu (BIDU) Is Up 7.8% After Launching Driverless Robotaxis In Abu Dhabi
• Positive Sentiment: Analyst support — Wall Street analyst coverage remains favorable with several Buy/overweight views called out in recent writeups, supporting conviction in BIDU’s AI growth story. Wall Street Analysts See Baidu Inc. (BIDU) as a Buy: Should You Invest?
• Neutral Sentiment: Upcoming earnings — Baidu set its Q4 and full‑year 2025 results release for Feb 26; results and forward guidance will be the next major catalyst and could amplify volatility. Baidu to Report Fourth Quarter and Fiscal Year 2025 Financial Results on February 26, 2026
• Neutral Sentiment: Unusual options flows — elevated options trading was flagged, which can signal speculative positioning or hedging ahead of catalysts; this increases short‑term volatility risk. Baidu Target of Unusually High Options Trading (NASDAQ:BIDU)
• Neutral Sentiment: Valuation and expansion review — analysts and commentators are reassessing BIDU’s valuation in light of Ernie 5.0 and Apollo Go’s global expansion; upside depends on product monetization and margin leverage. Assessing Baidu (BIDU) Valuation After Apollo Go’s Abu Dhabi Launch And Global AI Expansion
• Negative Sentiment: Competitive risk — Chinese rivals (Alibaba, ByteDance) are advancing agentic AI features that enable real‑world transactions, increasing competitive pressure on Baidu’s AI assistant and monetization pathways. Alibaba’s AI Now Orders Your Food, Books Your Flights
• Negative Sentiment: Short‑term profit‑taking — after the recent run to multi‑year highs on product news, the stock is pulling back today as some investors lock in gains and position ahead of earnings.

Wall Street Analyst Weigh In

A number of equities research analysts have recently weighed in on the company. Citigroup restated a “buy” rating on shares of Baidu in a research note on Tuesday, January 13th. Morgan Stanley set a $150.00 target price on shares of Baidu in a research note on Tuesday. Nomura boosted their price objective on Baidu from $140.00 to $178.00 and gave the stock a “buy” rating in a research note on Monday, January 5th. Daiwa Capital Markets set a $160.00 price objective on Baidu and gave the stock a “buy” rating in a research report on Tuesday, October 14th. Finally, UBS Group set a $215.00 target price on shares of Baidu in a research note on Monday, January 12th. Two investment analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, Baidu currently has a consensus rating of “Moderate Buy” and a consensus target price of $152.17.

Baidu Price Performance

Shares of NASDAQ:BIDU opened at $161.44 on Friday. Baidu, Inc. has a 52 week low of $74.71 and a 52 week high of $165.30. The company has a quick ratio of 1.91, a current ratio of 1.91 and a debt-to-equity ratio of 0.23. The company has a 50-day moving average price of $130.93 and a 200 day moving average price of $116.77. The company has a market cap of $55.77 billion, a P/E ratio of 53.63 and a beta of 0.30.

Baidu Company 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.