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BIDU

BaiduC
Nasdaq / Media & Entertainment
Last Price
At close
2026-07-18
View Chart
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
Mixed
Lead driver
Sentiment
What changed
Sentiment remains the lead driver in the composite, 7D delta +7.9.
What can break
AI Applications revenue was approximately flat YoY and down sequentially, leaving cloud as the main AI monetization engine for now.
Momentum
10
Value
48
Sentiment
84
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $146.00 · Bull $180.00 · Bear $118.00
Data freshness
Prices
As of 2026-07-18
Fundamentals
As of 2026-07-17 • Vendor: Data Vendor v1
Scores
As of 2026-07-18 • Model: HYBRID_IC_RP
AI Memo
As of 2026-05-19 • Model: RankAlpha Sentiment Codex
Investment thesis
As of 2026-07-18
Supporting evidence
What
Grade C · Mixed
Confidence Medium · Net Neutral
Target $173.97
Why
Momentum10 · Δ7d +3.2
Value48 · Δ7d +1.3
Sentiment84 · Δ7d +7.9
So what
Balanced signals (Net Neutral). Wait for confirmation before sizing up.
Lead driver: Sentiment · See AI snapshot
Momentum
10
26% active weight
Current posture
7d trendImproving
Δ7d
+3.2
Δ21d
+6.6
Value
48
39% active weight
Current posture
7d trendImproving
Δ7d
+1.3
Δ21d
+0.6
Sentiment
84
34% active weight
Current posture
7d trendImproving
Δ7d
+7.9
Δ21d
-4.7
Why this grade

Composite grade C. Momentum 10.4 / Value 48.2 / Sentiment 84.3

Fundamentals (TTM)
As of 2026-07-17
Market Cap
$36.47B
Beta
0.31
Shares Out
278.23M
P/E (TTM)
43.8
P/S (TTM)
2.76
P/FCF (TTM)
27.71
Rev YoY
+3.9%
EPS YoY
-51.5%
Gross Margin
+42.1%
Op Margin
-2.6%
Net Debt
-$2.64B
Current Ratio
1.85
As of 2026-07-18 • Updated nightlySource: Internal modelMethodology