CMB International Securities analyst Saiyi He has maintained their bullish stance on BIDU stock, giving a Buy rating today.
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Saiyi He has given his Buy rating due to a combination of factors that highlight Baidu’s strategic advancements and financial performance. Baidu’s third-quarter results for 2025 exceeded expectations, with Baidu Core’s revenue slightly surpassing forecasts and demonstrating resilience despite a year-over-year decline. The company’s focus on AI-driven initiatives is evident, with significant growth in AI-native marketing services and AI-cloud infrastructure, which have shown impressive year-over-year increases in revenue. These AI-related developments are expected to enhance Baidu’s operational efficiency and drive future growth.
Moreover, Baidu’s AI Cloud revenue continues to grow robustly, with AI Cloud Infrastructure showing a notable year-over-year increase. The expansion of Apollo Go, Baidu’s autonomous ride-hailing service, has also contributed to the company’s positive outlook, with a substantial rise in fully driverless rides. Saiyi He believes that Baidu’s strategic initiatives, coupled with management’s efforts to improve operating efficiency and shareholder returns, provide a strong foundation for future valuation growth, justifying the Buy rating.
In another report released today, Benchmark Co. also maintained a Buy rating on the stock with a $158.00 price target.