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Baidu Elevates AI Core as 2025 Results Show Strong Growth and New Shareholder Rewards

Story Highlights
  • Baidu’s 2025 results highlight AI becoming its core growth driver, with strong gains in AI cloud, applications, Apollo Go and marketing services.
  • The company boosted Baidu General Business profitability, turned cash flow positive, advanced a Kunlunxin spin-off and launched major buyback and dividend plans.
  • Looking for the best stocks to buy? Follow the recommendations of top-performing analysts.
Baidu Elevates AI Core as 2025 Results Show Strong Growth and New Shareholder Rewards

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Baidu, Inc. Class A ( (HK:9888) ) has provided an update.

Baidu reported unaudited financial results for the fourth quarter and full year 2025, highlighting the rapid emergence of AI as the company’s central growth engine and the redefinition of its core segment as Baidu General Business. The firm emphasized momentum in AI Cloud Infra, scaling AI applications, and Apollo Go’s expansion into new international markets, alongside continued growth in AI-native marketing services.

Management underscored several key achievements: Baidu Core AI-powered Business revenue exceeded RMB11 billion in Q4 2025, representing 43% of Baidu General Business revenue, while total revenue in this segment grew 6% sequentially and non-GAAP operating income rose 28% to RMB2.8 billion. Baidu also turned operating cash flow positive in the second half of 2025, advanced the spin-off and separate listing of its Kunlunxin unit to unlock shareholder value, and announced a new share repurchase program of up to US$5 billion together with its first-ever dividend policy, signaling increasing shareholder returns and financial confidence.

The most recent analyst rating on (HK:9888) stock is a Buy with a HK$206.00 price target. To see the full list of analyst forecasts on Baidu, Inc. Class A stock, see the HK:9888 Stock Forecast page.

More about Baidu, Inc. Class A

Baidu, Inc. is a leading Chinese artificial intelligence company with a strong internet foundation, operating under a weighted voting rights structure and listed on both Nasdaq and the Hong Kong Stock Exchange. Its core businesses span AI cloud infrastructure, AI-powered applications and services, autonomous ride-hailing platform Apollo Go, and AI-native marketing solutions serving enterprise and individual users.

Average Trading Volume: 13,827,963

Technical Sentiment Signal: Buy

Current Market Cap: HK$356.7B

For a thorough assessment of 9888 stock, go to TipRanks’ Stock Analysis page.

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