- Baidu‘s total revenue for the third quarter totaled 31.17 billion yuan, slightly surpassing the estimate of 30.87 billion yuan.
- Revenue from Baidu Core reached 24.7 billion yuan, beating expectations of 24.29 billion yuan.
- iQIYI generated revenue of 6.7 billion yuan, which was marginally below the estimated 6.72 billion yuan.
- The adjusted profit per American depositary receipt was recorded at 11.12 yuan, significantly above the anticipated 7.72 yuan.
- Adjusted operating profit was 2.21 billion yuan, exceeding the projected 2.12 billion yuan.
- The company reported an adjusted EBITDA of 4.43 billion yuan, surpassing the estimate of 4.16 billion yuan.
- Baidu‘s monthly active users stood at 708 million, which did not meet the estimated range of 723.23 million.
- The company highlighted a strong growth momentum in AI Cloud, attributed to increasing enterprise adoption of AI products and solutions.
- Investment recommendations for Baidu include 29 buy, 8 hold, and no sell ratings.
“`
Baidu on Smartkarma
Analysts on Smartkarma have been closely following Baidu, Inc., with a mix of bullish and bearish sentiments. Baptista Research highlighted Baidu‘s strong performance in the first quarter of 2025, particularly in its AI cloud business, which showed a significant year-over-year increase contributing to overall revenue growth. The firm also analyzed Baidu‘s strategic moves in declaring a “Chip War” with key players like Huawei and Nvidia, questioning China’s support for this initiative.
On the other hand, analyst Ying Pan expressed a bearish outlook on Baidu, despite the company exceeding expectations in Q1 and showing growth in enterprise AI demand. Pan downgraded Baidu to a SELL rating with a reduced price target, citing concerns over the commercial viability of autonomous driving and the decline in the relevance of Baidu‘s search traffic as key issues affecting the company’s potential for future growth.
A look at Baidu Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 5 | |
| Dividend | 1 | |
| Growth | 5 | |
| Resilience | 4 | |
| Momentum | 5 | |
| OVERALL SMART SCORE | 4.0 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
According to Smartkarma Smart Scores, Baidu‘s long-term outlook appears promising. With a strong Value score of 5, the company is perceived favorably in terms of its valuation metrics. Additionally, Baidu has received high scores in Growth and Momentum, both rated at 5, indicating robust potential for expansion and positive price momentum. Despite a lower score in Dividend at 1, which suggests limited dividend payouts, Baidu stands out for its Resilience with a score of 4, showcasing its ability to weather market fluctuations effectively.
Baidu, Inc., known for operating an Internet search engine, offers a range of services including algorithmic search, enterprise search, news, voice assistance, and navigation services globally. The company’s impressive Smartkarma Smart Scores highlight its strengths in value, growth, momentum, and resilience, positioning Baidu well for long-term success in the competitive tech industry.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
Have feedback on this article? Concerned about the content? Get in touch with us directly.
💡 Before it’s here, it’s on Smartkarma
Sign Up for Free
The Smartkarma Preview Pass is your entry to the Independent Investment Research Network
- ✓ Unlimited Research Summaries
- ✓ Personalised Alerts
- ✓ Custom Watchlists
- ✓ Company Analytics and News
- ✓ Events & Webinars
