Investment House LLC Takes Position in Baidu, Inc. $BIDU

Investment House LLC bought a new position in Baidu, Inc. (NASDAQ:BIDU) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm bought 6,000 shares of the information services provider’s stock, valued at approximately $791,000.

Other hedge funds have also added to or reduced their stakes in the company. ARGA Investment Management LP bought a new position in shares of Baidu during the 3rd quarter valued at $40,017,000. Y Intercept Hong Kong Ltd purchased a new stake in Baidu during the third quarter valued at $9,328,000. Ardent Capital Management Inc. bought a new position in Baidu in the third quarter valued at about $1,120,000. Ridgewood Investments LLC lifted its holdings in Baidu by 2.9% in the third quarter. Ridgewood Investments LLC now owns 10,433 shares of the information services provider’s stock valued at $1,360,000 after acquiring an additional 290 shares during the period. Finally, Arkadios Wealth Advisors boosted its position in Baidu by 26.3% in the third quarter. Arkadios Wealth Advisors now owns 3,112 shares of the information services provider’s stock worth $410,000 after purchasing an additional 648 shares during the last quarter.

Baidu Stock Down 0.7%

BIDU opened at $161.44 on Monday. The stock has a market cap of $55.77 billion, a price-to-earnings ratio of 53.63 and a beta of 0.30. The company has a debt-to-equity ratio of 0.23, a quick ratio of 1.91 and a current ratio of 1.91. The firm’s fifty day moving average is $130.93 and its 200 day moving average is $117.15. Baidu, Inc. has a fifty-two week low of $74.71 and a fifty-two week high of $165.30.

Baidu News Roundup

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.

Analysts Set New Price Targets

Several equities research analysts have recently commented on the stock. Barclays upped their price target on shares of Baidu from $81.00 to $100.00 and gave the company an “equal weight” rating in a research report on Wednesday, November 19th. Benchmark reiterated a “buy” rating on shares of Baidu in a research note on Monday, January 12th. Deutsche Bank Aktiengesellschaft raised shares of Baidu from a “hold” rating to a “buy” rating and set a $160.00 price objective for the company in a research report on Thursday, November 6th. Bank of America raised their target price on Baidu from $100.00 to $151.00 and gave the stock a “buy” rating in a report on Wednesday, November 19th. Finally, Macquarie upgraded Baidu from a “neutral” rating to an “outperform” rating and lifted their target price for the company from $91.00 to $176.00 in a research report on Friday, October 10th. Two analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating, five have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $152.17.

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.