4,531 Shares in Baidu, Inc. $BIDU Purchased by ABC Arbitrage SA

ABC Arbitrage SA bought a new stake in shares of Baidu, Inc. (NASDAQ:BIDU) in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor bought 4,531 shares of the information services provider’s stock, valued at approximately $597,000.

Several other institutional investors also recently added to or reduced their stakes in BIDU. UMB Bank n.a. boosted its position in shares of Baidu by 65.0% in the third quarter. UMB Bank n.a. now owns 340 shares of the information services provider’s stock valued at $45,000 after acquiring an additional 134 shares during the period. Binnacle Investments Inc acquired a new position in Baidu during the 2nd quarter valued at $29,000. Winthrop Capital Management LLC bought a new stake in Baidu in the 2nd quarter valued at $39,000. Mizuho Securities Co. Ltd. bought a new stake in Baidu in the 2nd quarter valued at $43,000. Finally, Assetmark Inc. grew its position in Baidu by 127.6% in the 2nd quarter. Assetmark Inc. now owns 742 shares of the information services provider’s stock worth $64,000 after purchasing an additional 416 shares during the last quarter.

Key Stories Impacting Baidu

Here are the key news stories impacting Baidu this week:

• Positive Sentiment: Baidu’s Apollo Go autonomous ride‑hailing service is launching on the Uber app in Dubai (expected within weeks), expanding Baidu’s commercial AV footprint and recurring‑revenue potential from mobility services. This is a clear execution milestone for international expansion and monetization of its self‑driving stack. Baidu and Uber Partner to Bring Apollo Go to Dubai (BusinessWire)
• Positive Sentiment: Short interest has declined from mid‑January levels (6.91M shares as of Jan 30, down ~14%), reducing one potential source of downward pressure and suggesting fewer aggressive short bets compared with earlier in the quarter. (Data provided in filings/market reports.)
• Neutral Sentiment: Morgan Stanley kept an Equal Weight rating on BIDU but raised its price target from $130 to $150 while trimming core revenue growth assumptions for 2025–26 to around 0%. The higher target signals some upside vs. recent levels, but the unchanged rating and lowered revenue outlook show continued caution on near‑term fundamentals. Morgan Stanley Maintains Equal Weight on Baidu (InsiderMonkey)
• Neutral Sentiment: Market data reports around short interest in early February contain anomalies (entries showing 0/NaN), so some short‑interest updates are unclear; treat recent February figures cautiously until exchanges/clearing reports reconcile the data.
• Neutral Sentiment: Increased investor attention—Zacks notes heavy recent search/coverage of BIDU—can amplify intraday moves but is not itself directional; it may increase volatility as news and analyst comments flow. Investors Heavily Search Baidu (Zacks)
• Negative Sentiment: Price weakness: coverage and market reports note BIDU has declined more than the broader market in the most recent session, which can trigger downside momentum and prompt profit‑taking or stop‑loss activity among traders. Baidu Sees a Larger Dip Than Market (Zacks)

Wall Street Analysts Forecast Growth

A number of research analysts have recently commented on BIDU shares. JPMorgan Chase & Co. raised shares of Baidu from a “neutral” rating to an “overweight” rating and upped their price objective for the company from $110.00 to $188.00 in a research report on Monday, November 24th. Deutsche Bank Aktiengesellschaft raised Baidu from a “hold” rating to a “buy” rating and set a $160.00 price target for the company in a report on Thursday, November 6th. Benchmark reissued a “buy” rating on shares of Baidu in a report on Monday, January 12th. Nomura boosted their price objective on Baidu from $178.00 to $196.00 and gave the company a “buy” rating in a research report on Monday, January 26th. Finally, Citigroup reaffirmed a “buy” rating on shares of Baidu in a research report on Tuesday, January 13th. Two equities research analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, five have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, Baidu has an average rating of “Moderate Buy” and a consensus target price of $157.05.

Baidu Trading Down 1.7%

Baidu stock opened at $145.12 on Thursday. The stock has a 50-day simple moving average of $139.47 and a 200 day simple moving average of $122.39. The stock has a market capitalization of $50.13 billion, a P/E ratio of 48.21 and a beta of 0.32. 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 52 week low of $74.71 and a 52 week high of $165.30.

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.