Baidu (ADR) (BIDU)
Connects Chinese search and advertising with AI Cloud, ERNIE models and Apollo mobility.
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Runs Chinese-language search and online marketing alongside AI Cloud, ERNIE applications, Apollo intelligent driving and iQIYI video. A shared AI stack links consumer discovery, enterprise computing and autonomous mobility, while mainland VIE contracts and evolving advertising, data and generative-AI rules shape operations.
Combines Chinese-language search and online marketing with a mobile ecosystem that includes Baidu App and ERNIE applications. AI Cloud supplies infrastructure, platforms, software and AI solutions, while Apollo supports intelligent-driving products and robotaxi services. iQIYI remains the separately reported online-video business.
Uses a shared AI stack across consumer discovery, enterprise computing and physical-world mobility. Long-running search distribution and performance-based marketing connect users with advertisers, while common cloud, model and application layers extend the technology into newer services.
Operates primarily through mainland Chinese subsidiaries and contractual arrangements with VIEs under a Cayman holding company. Paid-search verification and labeling, privacy and data security, algorithmic recommendation and generative-AI rules are continuing operating obligations. Founder Robin Li retains voting control through the dual-class structure.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 7, 2026 | Arete Research | Target | Target: — | Target: $108 |
| Aug 19, 2026 | Barclays | Reiterate | Rating: —Target: $124 | Target: $96 |
| Aug 19, 2026 | Morgan Stanley | Downgrade | ||
| Aug 18, 2026 | Morgan Stanley | Downgrade | Target: $150 | Target: $80 |
| Jul 13, 2026 | Barclays | Target | Target: $128 | Target: $124 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $24.89B · Total debt $16.89B · Total assets $70.29B · Shareholders' equity $40.65B
- Revenue
- $4.67B
- Operating income
- $450.9M
- Net income
- $345.7M
Reported in CNY, converted at the latest exchange rate
No dividends on record.
| Institutions | 17.51% | 59.56M ADS | |
|---|---|---|---|
| 565 holders · as of Jun 30, 2026 | |||
| Insiders | 16.82% | 57.21M ADS | |
| 1 holder · as of Feb 11, 2022 | |||
| Other | 65.67% | 223.36M ADS | |
| remainder | |||
340.12M ADS (1 ADS = 8 ordinary shares) as of Aug 24, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
The share count is from the company's Dec 2024 annual report; nothing newer is on file here.
This company has 2 share classes; every stake here is a share of the whole company.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Yanhong Robin Li1Insiderdirector, 10 percent owner, officer: See Remarks | 16.82% | 13.53M A ordinary · 3.33M ordinary · 439.20M B ordinary | filed Feb 11, 2022 |
Primecap Management Co/CA/Institution | 3.24% | 11.01M A ADS | as of Jun 30, 2026 |
Morgan StanleyInstitution | 1.91% | 6.50M A ADS | as of Jun 30, 2026 |
UBS Group AGInstitution | 0.89% | 3.04M A ADS | as of Jun 30, 2026 |
Robeco Institutional Asset Management B.V.Institution | 0.44% | 1.48M A ADS | as of Jun 30, 2026 |
- The filed share classes (A, COMMON, B) could not be matched to the company's, so no percentage.
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| May 21, 2026 | Jixun Foo | director | −122,584 | $16.32 |
- Alibaba Group (ADR)
Direct overlap in cloud, AI, information search, ads and video
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Direct rival in commercial robotaxis and autonomous-driving systems
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Named Chinese rival in public, enterprise and AI cloud services
- Alphabet Class A
Global overlap across search, ads, cloud, foundation models and robotaxis
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Baidu (ADR) | $93.53 | +1.43% | $31.36B | — | 18.6 | 1.6 | +1.1% |
| Alibaba Group (ADR) | $119.70 | +3.41% | $277.46B | 26.3 | 18.2 | 1.8 | +14.7% |
| Bilibili (ADR) | $15.50 | +2.11% | $6.37B | 30.1 | 18.5 | 1.4 | +14.1% |
| Pony.ai | $7.03 | +2.12% | $2.43B | — | — | 19.4 | +68.8% |
| Kingsoft Cloud (ADR) | $10.22 | −0.49% | $3.04B | — | — | 1.8 | +37.9% |
| Alphabet Class A | $360.85 | +1.66% | $4.30T | 17.8 | 26.9 | 9.6 | +24.2% |
| Median | 26.3 | 18.5 | 1.8 | +24.2% |