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BIDU

BaiduD
Nasdaq / Media & Entertainment
Last Price
At close
2026-07-20
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
Defensive
Lead driver
Sentiment
What changed
Sentiment remains the lead driver in the composite, 7D delta +6.7.
What can break
AI Applications revenue was approximately flat YoY and down sequentially, leaving cloud as the main AI monetization engine for now.
Momentum
11
Value
48
Sentiment
79
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $146.00 · Bull $180.00 · Bear $118.00
Data freshness
Prices
As of 2026-07-20
Fundamentals
As of 2026-07-20 • Vendor: Data Vendor v1
Scores
As of 2026-07-20 • Model: HYBRID_IC_RP
AI Memo
As of 2026-05-19 • Model: RankAlpha Sentiment Codex
Investment thesis
As of 2026-07-20
Supporting evidence
What
Grade D · Defensive
Confidence Medium · Net Neutral
Target $172.35
Why
Momentum11 · Δ7d +1.2
Value48 · Δ7d +0.3
Sentiment79 · Δ7d +6.7
So what
Weak posture (Net Neutral). Prioritize risk control and patience.
Lead driver: Sentiment · See AI snapshot
Momentum
11
26% active weight
Current posture
7d trendFlat
Δ7d
+1.2
Δ21d
+4.0
Value
48
39% active weight
Current posture
7d trendFlat
Δ7d
+0.3
Δ21d
+0.1
Sentiment
79
34% active weight
Current posture
7d trendImproving
Δ7d
+6.7
Δ21d
-5.9
Why this grade

Composite grade D. Momentum 10.9 / Value 47.9 / Sentiment 79.0

Fundamentals (TTM)
As of 2026-07-20
Market Cap
$37.34B
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 2026-07-20 • Updated nightlySource: Internal modelMethodology