BIDU
BaiduBNasdaq / Media & Entertainment
Last Price
At close
2026-06-02
Current thesis
The bull case is that Baidu's AI mix is now material enough to change the story: Core AI-powered Business exceeded half of General Business revenue, AI Cloud Infra grew 79% YoY, Apollo Go kept scaling, and the company returned cash via repurchases. Third-party post-print coverage also cited revenue and adjusted profit above consensus, supporting the immediate positive market read-through.
Posture
Constructive
Lead driver
Momentum
What changed
3 setup hits (3d) with net bullish as of 2026-06-02.
What can break
AI Applications revenue was approximately flat YoY and down sequentially, leaving cloud as the main AI monetization engine for now.
Momentum
69
Value
45
Sentiment
58
Setup hits (3d)
3 · Net Bullish
AI TargetsBase $146.00 · Bull $180.00 · Bear $118.00
Data freshness
Prices
As of 2026-06-02
Fundamentals
As of 2026-06-01 • Vendor: Data Vendor v1
Scores
As of 2026-06-02 • Model: HYBRID_IC_RP
AI Memo
As of 2026-05-19 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-06-02
Investment thesis
As of 2026-06-02
Supporting evidence
What
Grade B · Constructive
Confidence Medium · Net Bullish
Target $179.52
Why
Momentum69 · Δ7d -0.5
Value45 · Δ7d +0.0
Sentiment58 · Δ7d -0.9
So what
Strength-led posture (Net Bullish). Favor watchlist adds and disciplined entries.
Lead driver: Momentum · See technicals
Momentum
69
34% active weight
Current posture
7d trendFlat
Δ7d
-0.5
Δ21d
-2.8
Value
45
32% active weight
Current posture
7d trendFlat
Δ7d
+0.0
Δ21d
+0.4
Sentiment
58
33% active weight
Current posture
7d trendFlat
Δ7d
-0.9
Δ21d
+14.0
Why this grade
Composite grade B. Momentum 69.0 / Value 45.0 / Sentiment 58.1
Fundamentals (TTM)As of 2026-06-01
Fundamentals (TTM)
As of 2026-06-01
Market Cap
$45.53B
Beta
0.31
Shares Out
2.75B
P/E (TTM)
43.8
P/S (TTM)
2.76
P/FCF (TTM)
27.71
Rev YoY
-7.1%
EPS YoY
-251.3%
Gross Margin
+44.7%
Op Margin
-2.6%
Net Debt
-$7.84B
Current Ratio
1.91
As of 2026-06-02 • Updated nightlySource: Internal modelMethodology

