Education
About Us
Working with TipRanks
Follow Us
Baidu (BIDU)
NASDAQ:BIDU
BIDU Analyst Ratings
Moderate Buy
14 Buy
3 Hold
1 Sell
TipRanks enables you to focus on the analyst rating consensus of all analysts or only the top performers in the past 3 months
BIDU Stock 12 Month Forecast
Average Price Target
$151.71
▲(21.36% Upside)
| Highest Price Target$188.00 | Average Price Target$151.71 | Lowest Price Target$92.00 |
The highest, average, and lowest price target of all analysts. Click on ‘Top Analysts’ to focus on the best performers.
Detailed List of Analyst Forecasts
Detailed List of Analyst Forecasts
Citi
$166→$181
Buy
44.79%
Upside
Assigned
12/07/25
Wall Street Analysts Are Bullish on Top Communication Services PicksWe recently hosted Baidu at Citi’s ASEAN Summit in KL. Key discussions included: 1) strong balance sheet and continuous optimization and ways to unlock value; 2) AI investment yielding achievement and increasing AI- powered revs; 3) latest progress of Apollo Go; 4) AI 5) AI applications progress and AI-native marketing services revs update. With improving disclosure of operating metrics and AI related revs, together with Baidu’s continued investment in upgrading its Ernie model, AI agents as well as mgmt’s commitment to further unlocking its value through shareholder return, we believe investors will likely express higher confidence in Baidu’s operational outlook and ways to unlock core and non-core assets. Maintain Buy and SOTP of US$181 and open a 90- day positive Catalyst Watch.
Bank of America Securities
$151
Buy
20.79%
Upside
Reiterated
12/02/25
Baidu's Strategic AI Positioning and Financial Strength Reinforce Buy RatingWe recently hosted Baidu CFO Mr. Henry He for investor meetings. Baidu has self- developed full stack AI infrastructure & service: competitive AI chip that can attract 3 rd party customers, world leading robotaxi, fast growing cloud, advanced model, multiple applications. Baidu believes AI brings benefits: 1) Baidu has real-world scenarios and applications to generate incremental business value from AI; 2) Baidu cloud business gains competitive edge in the GPU era, as it has full stack service and own AI chip. Baidu’s AI-powered businesses revenue grew 50% YoY to RMB10bn, representing c40% of Baidu Core’s total revenue in 3Q. We expect AI-powered businesses to grow fast to offset legacy businesses, and that Baidu Core’s total revenue growth can turn positive in 2Q26.
J.P. Morgan
$110→$188
Buy
50.39%
Upside
Upgraded
11/23/25
Benchmark Co.
$115→$158
Buy
26.39%
Upside
Reiterated
11/19/25
CMB International Securities
$148.4→$150.7
Buy
20.55%
Upside
Reiterated
11/19/25
Nomura
$135→$140
Buy
11.99%
Upside
Upgraded
11/19/25
Goldman Sachs
$154→$155
Buy
23.99%
Upside
Reiterated
11/19/25
Morgan Stanley
$140→$130
Hold
3.99%
Upside
Reiterated
11/19/25
Jefferies
$157→$159
Buy
27.19%
Upside
Reiterated
11/18/25
Barclays
$81→$100
Hold
-20.01%
Downside
Reiterated
11/18/25
Deutsche Bank
$160
Buy
27.99%
Upside
Upgraded
11/06/25
Daiwa
$94→$160
Buy
27.99%
Upside
Reiterated
10/14/25
Macquarie
$91→$176
Buy
40.79%
Upside
Upgraded
10/10/25
Bernstein
$90→$150
Hold
19.99%
Upside
Reiterated
09/26/25
Analyst Type
Any
Ranks
Any
Analyst Rating
Any
Upside/ Downside
Any
Action
Any
Citi
$166→$181
Buy
44.79%
Upside
Assigned
12/07/25
Wall Street Analysts Are Bullish on Top Communication Services PicksWe recently hosted Baidu at Citi’s ASEAN Summit in KL. Key discussions included: 1) strong balance sheet and continuous optimization and ways to unlock value; 2) AI investment yielding achievement and increasing AI- powered revs; 3) latest progress of Apollo Go; 4) AI 5) AI applications progress and AI-native marketing services revs update. With improving disclosure of operating metrics and AI related revs, together with Baidu’s continued investment in upgrading its Ernie model, AI agents as well as mgmt’s commitment to further unlocking its value through shareholder return, we believe investors will likely express higher confidence in Baidu’s operational outlook and ways to unlock core and non-core assets. Maintain Buy and SOTP of US$181 and open a 90- day positive Catalyst Watch.
Bank of America Securities
$151
Buy
20.79%
Upside
Reiterated
12/02/25
Baidu's Strategic AI Positioning and Financial Strength Reinforce Buy RatingWe recently hosted Baidu CFO Mr. Henry He for investor meetings. Baidu has self- developed full stack AI infrastructure & service: competitive AI chip that can attract 3 rd party customers, world leading robotaxi, fast growing cloud, advanced model, multiple applications. Baidu believes AI brings benefits: 1) Baidu has real-world scenarios and applications to generate incremental business value from AI; 2) Baidu cloud business gains competitive edge in the GPU era, as it has full stack service and own AI chip. Baidu’s AI-powered businesses revenue grew 50% YoY to RMB10bn, representing c40% of Baidu Core’s total revenue in 3Q. We expect AI-powered businesses to grow fast to offset legacy businesses, and that Baidu Core’s total revenue growth can turn positive in 2Q26.
J.P. Morgan
$110→$188
Buy
50.39%
Upside
Upgraded
11/23/25
Benchmark Co.
$115→$158
Buy
26.39%
Upside
Reiterated
11/19/25
CMB International Securities
$148.4→$150.7
Buy
20.55%
Upside
Reiterated
11/19/25
Nomura
$135→$140
Buy
11.99%
Upside
Upgraded
11/19/25
Goldman Sachs
$154→$155
Buy
23.99%
Upside
Reiterated
11/19/25
Morgan Stanley
$140→$130
Hold
3.99%
Upside
Reiterated
11/19/25
Jefferies
$157→$159
Buy
27.19%
Upside
Reiterated
11/18/25
Barclays
$81→$100
Hold
-20.01%
Downside
Reiterated
11/18/25
Deutsche Bank
$160
Buy
27.99%
Upside
Upgraded
11/06/25
Daiwa
$94→$160
Buy
27.99%
Upside
Reiterated
10/14/25
Macquarie
$91→$176
Buy
40.79%
Upside
Upgraded
10/10/25
Bernstein
$90→$150
Hold
19.99%
Upside
Reiterated
09/26/25
Best Analysts Covering Baidu
1 Month
xxx
Success Rate
11/17 ratings generated profit
Average Return
+2.06%
reiterated a xxx
rating 25 days ago
Copying xxxxxxxxxxxxxxxxxx
trades and holding each position for 1 Month would result in 64.71% of your transactions generating a profit, with an average return of +2.06% per trade.
3 Months
xxx
Success Rate
21/44 ratings generated profit
Average Return
+0.76%
reiterated a xxx
rating 25 days ago
Copying xxxxxxxxxxxxxxxxxx
trades and holding each position for 3 Months would result in 47.73% of your transactions generating a profit, with an average return of +0.76% per trade.
1 Year
Success Rate
22/44 ratings generated profit
Average Return
+2.47%
reiterated a buy rating 25 days ago
Copying Fawne Jiang's trades and holding each position for 1 Year would result in 50.00% of your transactions generating a profit, with an average return of +2.47% per trade.
2 Years
xxx
Success Rate
14/17 ratings generated profit
Average Return
+21.40%
reiterated a xxx
rating 25 days ago
Copying xxxxxxxxxxxxxxxxxx
trades and holding each position for 2 Years would result in 82.35% of your transactions generating a profit, with an average return of +21.40% per trade.
The Best Analyst Covering tool allows you to follow the analysts who have the best success rates and average returns on a specific stock. Only analysts that gave a Buy or Sell rating on the stock in the past 12 months are eligible for inclusion in this tool. Follow the analysts of your choice to receive real-time updates when they publish a new rating.
BIDU Analyst Recommendation Trends
Rating
Aug 25
Sep 25
Oct 25
Nov 25
Dec 25
Strong Buy
2
2
1
2
2
Buy
23
25
18
20
14
Hold
7
9
10
11
9
Sell
1
2
2
1
0
Strong Sell
0
0
0
0
0
total
33
38
31
34
25
Each month's total comprises the sum of three months' worth of ratings.
BIDU Financial Forecast
BIDU Stock Forecast FAQ
What is BIDU’s average 12-month price target, according to analysts?
Based on analyst ratings, Baidu’s 12-month average price target is 151.71.
What is BIDU’s upside potential, based on the analysts’ average price target?
Baidu has 21.36% upside potential, based on the analysts’ average price target.
Can I see which stocks the top-ranking analysts are rating?
Yes, go to the Analysts’ Top Stocks tool to see stocks with a Strong Buy or Strong Sell analyst rating consensus, according to the top performers.
How can I follow the stock ratings of top Wall Street analysts?
Head over to our Expert Center to see a list of the top 100 Wall Street analysts and follow the analysts of your choice. Visit their profiles for more details about their stock ratings and see how they perform on a stock-by-stock basis.
Is BIDU a Buy, Sell or Hold?
Baidu has a consensus rating of Moderate Buy which is based on 14 buy ratings, 3 hold ratings and 1 sell ratings.
What is Baidu’s price target?
The average price target for Baidu is 151.71. This is based on 18 Wall Streets Analysts 12-month price targets, issued in the past 3 months.
The highest analyst price target is $188.00 ,the lowest forecast is $92.00. The average price target represents 21.36% Increase from the current price of $125.01.
The highest analyst price target is $188.00 ,the lowest forecast is $92.00. The average price target represents 21.36% Increase from the current price of $125.01.
What do analysts say about Baidu?
Baidu’s analyst rating consensus is a Moderate Buy. This is based on the ratings of 18 Wall Streets Analysts.
How can I buy shares of BIDU?
Open a brokerage account, see exclusive account opening deals on our Best Online Brokers page.