Baidu (BIDU) Stock Analysis & Forecast

Nov 4 close

$80.43+3.46 (+4.5%)

Gekko Brief

AI summaryNov 4 close

Baidu's week centers on the launch of "Apollo World," an AI system that simulates real-world road environments for training its Apollo Go robotaxi service, generating up to 100,000 kilometers of simulated driving daily and cutting development costs and testing time. Alongside this product news, an analyst downgrade to SELL cites growing disintermediation risk, worsening China macro conditions, intensifying AI competition, and notes that Ernie's MAU trails ByteDance and Alibaba. Several securities class action deadline reminders also circulated this week, referencing a class period between 18 November 2025 and 17 August 2026.

Shares closed at $80.43, up 4.5% on the day, but remain below both the 50-day average of $86.50 and the 200-day average of $113.38, with the 50-day below the 200-day. Trailing returns show declines of 7.6% over one month, 26.4% over three months, and 42.8% over six months. The GekkoIndex sits at 64.7, in the Accumulation zone, down 3.3 over five sessions. Price stands 45% below Gekko Fair Value of $146.21.

Baidu next reports earnings on 16 November 2026, before the open, 11 days away and inside a typical 20-trading-day holding window; the prior quarter saw an EPS miss and a -10.8% reaction, with an average absolute reaction of 5.6% across past reports. Options activity shows 3 unusual signals in the last 30 days, with put premium of $6,383,403 exceeding call premium of $4,838,150. Seasonality over the next 20 trading days has averaged 2.9% across 5 years, rising in 2 of them. Analyst consensus target stands at $134.60 across 8 firms.

Written by AI from the Nov 4, 2026 close and checked automatically against the figures on this page.

Baidu price vs fair value

$146.21$80.43Nov ’25May ’26Nov ’26
Close $80.43200-day averageGekko Fair Value $146.21

Baidu quick facts

Market cap
$27.39B
P/E ratio
—
Forward P/E
15.8
EPS, TTM
−$2.24
Revenue, TTM
$127.3B
Profit margin
-2.9%
Dividend yield
—
Beta
0.58
Volume
3.08M avg 2.14M
1-year return
−33.7%
Typical daily move
±2.6%
Typical 20-day move
±8.1%
50-day average
$86.50
200-day average
$113.38
Next earnings
Nov 16 before open
Shares outstanding
274.9M
52-week range
$75.80$165.30

Baidu swing-trade checklist

Baidu scores 2 supportive, 1 mixed and 3 headwinds across the 6 checklist items with data.

Six things swing traders check before a 20-day hold, read from the latest data.

2 supportive1 mixed3 headwinds

  • Trendheadwind

    Below 50 and 200-day

    Close $80.43 is below the 50-day ($86.50) and 200-day ($113.38) averages, and the 50-day is below the 200-day.

    See the chart
  • GekkoIndexsupportive

    64.7, Accumulation

    Reading 64.7 is in the Accumulation zone.

    See the GekkoIndex
  • Fair valuesupportive

    45.0% below

    Price is 45% below Gekko Fair Value (more than 5% below).

    See fair value
  • Smart moneyheadwind

    Leans bearish

    Last 30 days: 3 unusual options signals.

    See smart money
  • Earnings riskheadwind

    Reports in 11 days

    Reports on Nov 16, 2026, 11 days away — inside a typical 20-trading-day hold.

    See earnings
  • Seasonalitymixed

    +2.9% on average

    From this point in the calendar, the next 20 trading days averaged +2.9% over 5 years, rising in 2 of them.

    See seasonality

A description of current data, not a recommendation. How this page works

Baidu stock chart and price history

Baidu closed at $80.43 on Nov 4, 2026, −33.7% over the past year, inside a 52-week range of $75.80 to $165.30.

Close50-day average200-day averageVolume
Baidu share price, past year, with 50-day and 200-day moving averages and volume$100$120$140$160DecJan 2026FebMarAprMayJunJulAugSepOct80.43

Use the left and right arrow keys to read daily values.

Performance Breakdown

1 month
−7.6%
3 months
−26.4%
6 months
−42.8%
1 year
−33.7%
The full BIDU chart adds GekkoIndex, insider, options, Congress and hedge fund markers, plus TrendCandles™.Open BIDU in Gekko

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Put BIDU on a Gekko watchlist and see its GekkoIndex, Gekko Fair Value and smart money signals update on the chart as they change.

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About Baidu

Baidu operates a wide range of internet services in China, with a focus on digital marketing and cloud computing delivered through its online platform. The company is widely known for its search-driven marketing business and for Haokan, a short-video platform carrying both user-generated and professionally made content.

Baidu organizes its business into two segments. The Baidu Core segment covers online marketing tied to search queries and user feeds, cloud offerings, and products stemming from its artificial intelligence work, along with Haokan. The iQIYI segment runs an online entertainment video platform that streams original productions, professionally produced shows, and licensed content from partners.

Baidu was founded in 2000 and is headquartered in Beijing, China. Its shares trade under the ticker BIDU.

Sector
Technology services
Website
ir.baidu.com

Baidu GekkoIndex: the smart money zone

Baidu’s GekkoIndex — Gekko’s 0 to 100 smart money score — reads 64.7, in the Accumulation zone, down 3.3 points over five sessions.

010064.7Accumulation

Down 3.3 points over five sessions.

Reading for Nov 4, 2026

What followed past readings in each zone

ZoneReadings5 days10 days20 days50 days
Buying45+2.7%+5.6%+2.8%+4.7%
Accumulation (current zone)266−0.6%−0.5%+0.7%+1.3%
Neutral303−0.4%−0.7%−0.4%+0.1%
Distribution30+4.3%+4.8%−1.1%−10.6%
Selling6Too few readings yet

Average BIDU share-price change over the trading days after each daily reading in its GekkoIndex history. Across every stock Gekko tracks, Accumulation readings averaged +2.0% over 20 days. Past behaviour doesn’t guarantee future results.

Accumulation zone: Institutional interest building. About the five zones →

See every daily GekkoIndex reading plotted over the BIDU price, zone by zone.Track BIDU in Gekko

Is Baidu stock overvalued? Gekko Fair Value

Baidu trades 45.0% below Gekko Fair Value of $146.21, so the shares are undervalued on Gekko’s estimate.

Gekko’s own estimate of what Baidu shares are worth, recalculated every trading day.

$146.21

Gekko Fair Value, Nov 4, 2026

45.0% Undervalued

At the end of Aug 2026 the price was 29.2% below the estimate.

Gekko Fair ValueShare price, month end
$146$77Aug 2026SepOctNov 2026

How Gekko Fair Value works →

Gekko Fair Value on every chart, with the gap to price updating daily.Open BIDU in Gekko

Baidu insider and Congress trading

No open-market insider purchases were filed for Baidu, and no Congress trades were disclosed, in the last 90 days.

Plus buybacks, unusual options and fund positions, each dated to when it became public.

Insider buying last 90 days

No open-market insider purchases were filed for BIDU in the last 90 days.

From Form 4 filings, dated to when each was filed.

Every BIDU insider filing, plotted on the chart in Gekko.Open BIDU in Gekko

Congress trades last 90 days

No trades in BIDU were disclosed by members of Congress in the last 90 days.

From congressional disclosures, which report amounts as ranges.

Congress disclosures for BIDU, plotted on the chart in Gekko.Open BIDU in Gekko

Unusual options activity last 30 days

3signals, 43% of the flagged premium in calls.

Latest: Bullish flow on Oct 24, $7.48M in unusual premium.

Hedge funds and billionaires quarter ended Jun 30

4of the funds Gekko tracks hold BIDU.

1added3opened0trimmed0sold out
Every signal with its contract, strike and premium, and which funds are on each side.Unlock in Gekko

Baidu earnings: next date and track record

Baidu reports on Nov 16, 2026, before the open (11 days away), and beat the EPS estimate in 6 of its last 8 reports.

6 of 8reports beat the EPS estimate
±5.6%average move across the report
2 of 8reports followed by a gain

Share-price move across each report

−7.4%Nov ’24−9.7%Feb ’25−5.9%May ’25−1.6%Aug ’25+1.2%Nov ’25−6.2%Feb ’26+1.7%May ’26−10.8%Aug ’26

Last earnings call, Aug 18, 2026 AI summary

What they said
Baidu Q2 2026 General Business revenue reached RMB 25.2 billion, with AI-powered business representing ~50% of total revenue. AI Cloud Infra grew 50% year-over-year, outpacing broader market, while GPU Cloud revenue surged 283% YoY, accelerating from 184% last quarter. Proprietary AI chip Kunlunxin expanded ecosystem compatibility and customer adoption across industries. Embedded AI revenue grew approximately sixfold year-over-year.
Guidance
Management expects AI Cloud Infra growth momentum to continue, supported by constrained computing supply and robust demand across training and inference workloads. Kunlunxin chip roadmap including M100 and upcoming M300s positions Baidu for sustained AI infrastructure expansion.
ReportedEPSSurpriseRevenueSurpriseMove
Aug 18, 2026$1.06
est $1.51
−29.8%$4.61B
est $4.68B
−1.4%−10.8%
May 18, 2026$1.75
est $1.87
−6.4%$4.65B
est $4.54B
+2.3%+1.7%
Feb 26, 2026$1.52
est $1.39
+9.4%$4.68B
est $4.67B
+0.2%−6.2%
Nov 18, 2025$1.56
est $1.20
+30.0%$4.38B
est $4.66B
−6.1%+1.2%
Aug 20, 2025$1.90
est $1.74
+9.2%$4.56B
est $4.33B
+5.3%−1.6%
May 21, 2025$2.55
est $1.96
+30.1%$4.46B
est $4.68B
−4.8%−5.9%
Feb 18, 2025$2.63
est $1.97
+33.5%$4.67B
est $4.57B
+2.2%−9.7%
Nov 21, 2024$16.60
est $2.48
+569.4%$4.78B
est $4.78B
+0.1%−7.4%

“Move” is the close of the first session after the report compared with the close of the last session before it, so it reads the same whether the company reported before the open or after the close.

Baidu stock forecast and analyst price targets

Analysts’ average 12-month price target for Baidu is $134.60, +67.4% from the last close, from 8 firms rating the stock in the last 90 days.

$134.60consensus 12-month target, +67.4% from the last close
Low $80High $192
Buy4
Hold3
Sell1

Each firm’s latest rating in the last 90 days: 8 firms.

Latest analyst actions

DateFirmRatingTargetvs price
Oct 26Bank of America SecuritiesBuy, reiterated$132+64.1%
Oct 23BarclaysHold, maintained$80−0.5%
Oct 23J.P. MorganBuy, reiterated$145+80.3%
Sep 7Arete ResearchHold, downgraded$108+34.3%
Aug 28SusquehannaHold, maintained$105+30.5%
+0.7%average 20-day move after past Accumulation readings
+2.9%average move over the next 20 trading days in the last 5 years
±2.6%typical daily move, from the 14-day average range

Gekko doesn’t publish price predictions. These are analyst targets and historical base rates, which don’t guarantee future results.

Baidu seasonality: the next 20 trading days

Over the next 20 trading days from Nov 4, Baidu averaged +2.9% across the last 5 years, rising in 2 of them.

Next 20 trading days, by year

−15.5%2021+37.2%2022+4.8%2023−5.0%2024−6.2%2025

Average move and hit rate

WindowAverageYears higher
Next 5 trading days+1.5%3 of 5
Next 10 trading days−1.1%1 of 5
Next 15 trading days+0.8%2 of 5
Next 20 trading days+2.9%2 of 5
Next 30 trading days+3.3%2 of 5

For scale, BIDU’s typical 20-trading-day move in either direction is about 8.1%.

Baidu market cap and key statistics

Baidu’s market cap is $27.39B and revenue of $127.3B over the last twelve months.

Valuation

Market cap
$27.39B
Forward P/E
15.8
EPS, TTM
−$2.24
Gekko Fair Value
$146.21

Trading

Volume
3.08M
Avg volume, 20 days
2.14M
52-week high
$165.30
52-week low
$75.80
Shares outstanding
274.9M

Financials

Revenue, TTM
$127.3B
Profit margin
-2.9%
Return on equity
-1.4%
Quarterly earnings growth, YoY
−73.8%

Risk and income

Beta
0.58
Typical daily move
±2.6%
Typical 20-day move
±8.1%

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Baidu stock FAQ

What is Baidu’s market cap?

Baidu’s market cap is $27.39B at the Nov 4, 2026 close of $80.43, with 274.9M shares outstanding.

What is the Baidu stock forecast?

The consensus analyst 12-month price target for Baidu is $134.60, +67.4% from the last close. Of the 8 firms that rated the stock in the last 90 days, 4 rate it a buy, 3 a hold and 1 a sell. Gekko doesn’t publish price predictions of its own.

Is Baidu stock overvalued or undervalued?

On Gekko’s estimate Baidu is undervalued: the Nov 4, 2026 close of $80.43 is 45.0% below Gekko Fair Value of $146.21. Gekko Fair Value is recalculated every trading day, and a gap inside 5% either way counts as about fair value.

When does Baidu report earnings next?

Baidu is expected to report on Nov 16, 2026, before the market opens (11 days away). Analysts expect earnings of $0.95 per share on revenue of $4.60B. Baidu beat the earnings estimate in 6 of its last 8 reports, moving 5.6% on average across the report.

What is Baidu’s 52-week high and low?

Baidu’s 52-week high is $165.30 and its 52-week low is $75.80; it closed at $80.43 on Nov 4, 2026, −33.7% over the past year. Over the last five years the shares peaked at $173.60 on Nov 17, 2021.

Is Baidu stock a buy right now?

Gekko describes the data; it does not make buy or sell recommendations. On the swing-trade checklist, 2 of the 6 items with data read as supportive (gekkoindex and fair value), 1 as mixed (seasonality) and 3 as headwinds (trend, smart money and earnings risk). The checklist is a description of current data, not a recommendation.

Is there unusual options activity in Baidu?

Gekko flagged 3 unusual options signals in Baidu over the last 30 days, with $4.84M of flagged premium in calls and $6.38M in puts. The latest, bullish flow, was on Oct 24, 2026 with $7.48M in unusual premium. The signal-by-signal table is in Gekko.

How this page works

During US trading hours the price at the top of the page is a delayed quote, refreshed every 15 minutes; everything else is rebuilt after each US market close. The GekkoIndex, Gekko Fair Value and the checklist are Gekko’s own, and the Gekko Brief is written by AI from this page’s data and checked against it before it is published. How Gekko’s data works →

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