Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
4
institutions
Market cap
$31.2B
341M shares
52-week range
$89.60 – $165.30
2% from low
Exchange
NASDAQ
ADRC
P/S (TTM)
0.2
Most of Baidu's revenue comes from Baidu core, with the rest coming from video-streaming subsidiary iQiyi. The firm's main businesses include online marketing services from its search engine, AI cloud infrastructure, AI applications, AI marketing, and autonomous driving.
ir.baidu.comNo one on the platform currently holds BIDU.
| Institution | Shares | Reported |
|---|---|---|
| Bridgewater Associatesas of 2025-03-31 | 2,076,305 | $191.1M |
| Appaloosa LPas of 2026-03-31 | 692,100 | $77.1M |
| Execution date | Ratio |
|---|---|
| 2010-05-12 | 10-for-1 |
No one on the platform has traded BIDU yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 2.5% | 4.4% | 5.1% | — | — | — |
| Rev. Growth % | -3.0% | 3.8% | ||||
| Profit Margin % | 4.3% | 10.3% | 14.0% | |||
| Free Cash Flow Margin % | -12.7% | 7.5% | 11.6% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +8.0% on the P/E track.
At today's price, your expected annual return is +14.1% on the P/E track.
At today's price, your expected annual return is +21.7% on the P/E track.
| 358,399 |
| $30.2M |
| Scion Asset Managementas of 2025-03-31 | 100,000 | $9.2M |
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $128.9B | -0.1% | $39.45 | $36.94–$41.19 | 2.3× | 13 |
| 2027 | $136.7B | +6.0% | $47.53 | $36.10–$60.88 | 1.9× | 14 |
| 2028 | $151.0B | +10.4% | $56.27 | $40.01–$85.87 | 1.6× | 12 |
| 2029 | $156.2B | +3.4% | $73.08 | $68.13–$81.33 | 1.3× | 9 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 5 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-18 | $1.51 | $1.06 | -29.8% |
| 2026-05-18 | $1.87 | $1.75 | -6.4% |
| 2026-02-26 | $1.39 | $1.52 | +9.4% |
| 2025-11-18 | $1.20 | $1.56 | +30.0% |
| 2025-08-20 | $1.74 | $1.90 | +9.2% |
| 2025-05-21 | $1.96 | $2.55 | +30.1% |
| 2025-02-18 | $1.97 | $2.63 | +33.5% |
| 2024-11-21 | $2.49 |
| $2.36 |
| -5.2% |
| $9.0B |
| — |
| LYVLive Nation Entertainment, Inc. | $170.15 | +0.04% | $39.6B | — |
| NBISNebius Group N.V. | $224.55 | -1.56% | $53.9B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$BIDU What a piece of garbage! These new rules are to keep chinese from avoiding taxes by using off shore accounts and the article makes it sound like china is north korea and it’s citizens can no longer travel outside their country. Complete garbage!
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Imagine a country so amazing, world class infrastructure, AI leader of the world, dream destination for all retail investors, haven for innovation …and it has to ban its own people and capital from leaving! 😂 $BABA $BIDU $KWEB https://www.cnbc.com/amp/2026/09/15/china-rich-talent-immigration-capital-outflows-border-control-.html
View on StockTwits ↗$BABA $BIDU $KWEB Again a gentle reminder of this simple playbook as HSI fully retraces yesterday’s move which some were claiming was a rotation out of US. I should add another rule to this playbook : AI full on: more liquidity to US, CN down; AI pacing: CN up for a session, eventually down.
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$JD $BIDU $BABA not sure why this isnt dropping , but indicators are bad. only retail still up +4.6% yoy.
View on StockTwits ↗$BABA it is hilarious how some folks claim to be “investors” and then talk about short term, even hourly, moves. Lot of celebration yesterday with US mrkts down and CN getting a bid - few hours later and both have closed their respective gaps from Friday and we are BAU! $BIDU $KWEB
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Wall St is expecting 1.21 EPS for $BIDU Q3 [Reporting 11/24 BMO] http://www.estimize.com/intro/bidu?chart=historical&metric_name=eps&utm_co
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$BIDU wow these guys are on fire with their buybacks
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$BIDU $BABA here we go. $PDD Grab grab. Gobble gobble.
View on StockTwits ↗$JD $BABA $BIDU all is noise until today china indicators at night. Waiting for better price in the coming days.
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$BABA $GOOG $NVDA $BIDU Is the rotation to China ai starting to happen? They offer a better bang for a US tech company’s buck than the US players.
View on StockTwits ↗$BIDU $BIDU Market makers on this stock should be thrown in jail for MAGA manipulation.
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@fatraylol05331 existing workship i know got $TENCENT and $BIDU
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