BI
BIDU
Baidu, Inc.
$115.77
-0.29%
$39.4B
No data for this timeframe.
Vol
Market Cap$39.4B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (85%)
Inst. Holders50 funds
Inst. Value$4.0B
Inst. Activity35 buys / 15 sells
Insider Activity0B / 1S
Insider Net $-$2.0M
Reddit Sentiment50° Neutral
SEC Reports1
Exchange OTC·Sector Services-Computer Programming, Data Processing, Etc.·Inc. E9·CIK 0001329099·Prev Close $116.11
Recent Activity
Jun 11, 2026
SEC
Three mega-passive institutional investors (BlackRock, Fidelity, Morgan Stanley) significantly increased their BIDU posi
INST-CLUSTER — Impact 3/10
May 21, 2026
Insider
Foo Jixun sold 122,584 shares
Director @ $16.32 ($2.0M)
Inst.
MORGAN STANLEY — DOUBLED
6,514,644 shares ($725.9M)
Inst.
BlackRock, Inc. — DOUBLED
2,296,478 shares ($255.9M)
Jun 9, 2026
short_volume
Short Volume: BIDU — 65.7% short (0.6M / 0.8M)
Short: 554,318 | Exempt: 266 | TRF Vol: 843,819 | Short Ratio: 65.7% | Off-exchange volume (dark poo
Price Targets
$180.52
+55.9% upside
Strong Buy
Current $115.77
Low $92.62
Median $181.22
High $274.23
33 analysts
$92.62
$274.23
Analyst Ratings
11Strong Buy
22Buy
5Hold
1Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 20, 2026 | Susquehanna | MAINTAIN | Neutral → Neutral |
| May 19, 2026 | Benchmark | REITERATE | Buy → Buy |
| Mar 6, 2026 | Barclays | MAINTAIN | Equal-Weight → Equal-Weight |
| Mar 5, 2026 | Susquehanna | MAINTAIN | Neutral → Neutral |
| Jan 26, 2026 | Barclays | MAINTAIN | Equal-Weight → Equal-Weight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $12.95 ▼ -3.0% | $10.51 — $14.89 | -5% YoY | 15 |
| Next Q | $12.81 ▼ -3.8% | $8.78 — $16.03 | 15% YoY | 12 |
| Current FY | $52.75 ▼ -1.7% | $42.88 — $57.67 | -1% YoY | 21 |
| Next FY | $61.86 ▼ -1.6% | $42.65 — $93.22 | 17% YoY | 23 |
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| MORGAN STANLEY | $725.9M | DOUBLED |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $358.4M | — |
| BlackRock, Inc. | $255.9M | DOUBLED |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $216.1M | — |
| CITADEL ADVISORS LLC | $194.1M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 21, 2026 | Foo Jixun | SELL | $2.0M |
Reddit Sentiment
50°
Neutral
Bearish
Neutral
Bullish
50 institutional holders with $4.0B total value (35,528,716 shares) as of 2026-Q1. Top holders: MORGAN, SUSQUEHANNA, BlackRock,. Net buying activity: 35 institutions added/increased vs 15 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 6,514,644 | $725.9M | 18.3% | DOUBLED +140.4% |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3,216,500 | $358.4M | 9.1% | — |
| 3 | BlackRock, Inc. | 2,296,478 | $255.9M | 6.5% | DOUBLED +805.4% |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1,939,300 | $216.1M | 5.5% | — |
| 5 | CITADEL ADVISORS LLC | 1,741,700 | $194.1M | 4.9% | — |
| 6 | CITADEL ADVISORS LLC | 1,264,800 | $140.9M | 3.6% | — |
| 7 | DIMENSIONAL FUND ADVISORS LP | 1,212,101 | $135.1M | 3.4% | — |
| 8 | Capital World Investors | 1,198,291 | $133.5M | 3.4% | — |
| 9 | ARK Investment Management LLC | 1,120,331 | $124.8M | 3.2% | — |
| 10 | GOLDMAN SACHS GROUP INC | 873,903 | $97.4M | 2.5% | — |
| 11 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 859,332 | $95.7M | 2.4% | DOUBLED +180.1% |
| 12 | EARNEST PARTNERS LLC | 857,969 | $95.6M | 2.4% | — |
| 13 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 838,173 | $93.4M | 2.4% | — |
| 14 | Appaloosa LP | 692,100 | $77.1M | 1.9% | — |
| 15 | Sumitomo Mitsui Trust Group, Inc. | 567,778 | $63.3M | 1.6% | — |
| 16 | FMR LLC | 559,181 | $62.3M | 1.6% | — |
| 17 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 550,863 | $62.2M | 1.6% | — |
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 547,285 | $61.0M | 1.5% | — |
| 19 | DnB Asset Management AS | 540,777 | $60.3M | 1.5% | — |
| 20 | ROYAL BANK OF CANADA | 470,144 | $52.4M | 1.3% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | DOUBLED | 2,709,426 | 6,514,644 | +140.4% | $725.9M | 2026-Q1 |
| BlackRock, Inc. | DOUBLED | 253,631 | 2,296,478 | +805.4% | $255.9M | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | DOUBLED | 306,789 | 859,332 | +180.1% | $95.7M | 2026-Q1 |
| FARALLON CAPITAL MANAGEMENT LLC | ADD | 315,300 | 443,785 | +40.8% | $49.4M | 2026-Q1 |
| WCM INVESTMENT MANAGEMENT, LLC | DOUBLED | 42,564 | 454,295 | +967.3% | $48.4M | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | TRIM | 886,732 | 356,604 | -59.8% | $39.7M | 2026-Q1 |
| Clark Capital Management Group, Inc. | NEW | — | 301,645 | — | $33.6M | 2026-Q1 |
| Alyeska Investment Group, L.P. | DOUBLED | 139,308 | 296,451 | +112.8% | $33.0M | 2026-Q1 |
| MARSHALL WACE, LLP | TRIM | 535,653 | 249,407 | -53.4% | $27.8M | 2026-Q1 |
| FRANKLIN RESOURCES INC | DOUBLED | 3,392 | 208,674 | +6051.9% | $23.3M | 2026-Q1 |
| NORDEA INVESTMENT MANAGEMENT AB | TRIM | 293,159 | 211,469 | -27.9% | $22.9M | 2026-Q1 |
| Capital Wealth Planning, LLC | DOUBLED | 54,067 | 164,149 | +203.6% | $18.3M | 2026-Q1 |
| BANK OF MONTREAL /CAN/ | ADD | 118,622 | 163,573 | +37.9% | $18.2M | 2026-Q1 |
| Holocene Advisors, LP | NEW | — | 163,419 | — | $18.2M | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL | DOUBLED | 27,792 | 158,545 | +470.5% | $17.7M | 2026-Q1 |
| Russell Investments Group, Ltd. | DOUBLED | 46,786 | 136,397 | +191.5% | $15.2M | 2026-Q1 |
| M&G Plc | ADD | 88,096 | 126,402 | +43.5% | $14.0M | 2026-Q1 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | DOUBLED | 11,817 | 121,035 | +924.2% | $13.5M | 2026-Q1 |
| HSBC HOLDINGS PLC | ADD | 79,282 | 119,175 | +50.3% | $13.2M | 2026-Q1 |
| CIBC WORLD MARKET INC. | ADD | 88,304 | 113,144 | +28.1% | $12.6M | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC | DOUBLED | 18,720 | 105,427 | +463.2% | $11.7M | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS | DOUBLED | 1,595 | 98,567 | +6079.7% | $11.0M | 2026-Q1 |
| PEAK6 LLC | DOUBLED | 21,200 | 85,068 | +301.3% | $9.5M | 2026-Q1 |
| Amundi | DOUBLED | 5,993 | 79,978 | +1234.5% | $8.9M | 2026-Q1 |
| MACKENZIE FINANCIAL CORP | ADD | 36,681 | 48,722 | +32.8% | $5.4M | 2026-Q1 |
1 unique insiders with 1 transactions. Net insider value: -$2.0M ($0.00 bought, $2.0M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 21, 2026 | Foo Jixun | Director | SELL | 122,584 | $16.32 | $2.0M |
1 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 1 neutral. Avg impact: 3.0/10.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Buy (85% buy). Based on 39 analysts: 11 strong buy, 22 buy, 5 hold, 1 sell, 0 strong sell.
Analyst Price Targets
$180.52 mean target
+55.9% upside
Strong Buy (1.48)
$92.62 Low
$274.23 High
| Metric | Value |
|---|---|
| Current Price | $115.77 |
| Target Low | $92.62 |
| Target Mean | $180.52 |
| Target Median | $181.22 |
| Target High | $274.23 |
| # Analysts | 33 |
| Recommendation | Strong Buy (1.48) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$12.95 | $10.51 | $14.89 | -4.6% | -3.0% | 3↑ 7↓ | $33.2B | 1.5% | 15 |
| Next Q 2026-09-30 |
$12.81 | $8.78 | $16.03 | 15.2% | -3.8% | 4↑ 4↓ | $32.5B | 4.4% | 12 |
| Current FY 2026-12-31 |
$52.75 | $42.88 | $57.67 | -1.2% | -1.7% | 8↑ 9↓ | $132.9B | 3.0% | 21 |
| Next FY 2027-12-31 |
$61.86 | $42.65 | $93.22 | 17.3% | -1.6% | 9↑ 10↓ | $142.6B | 7.3% | 23 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $12.952 | |
| 7d ago | $12.950 | +0.003 |
| 30d ago | $13.351 | -0.398 |
| 60d ago | $13.379 | -0.427 |
| 90d ago | $13.379 | -0.427 |
6 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 20, 2026 | Susquehanna | MAINTAIN | Neutral | Neutral |
| May 19, 2026 | Benchmark | REITERATE | Buy | Buy |
| Mar 6, 2026 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
| Mar 5, 2026 | Susquehanna | MAINTAIN | Neutral | Neutral |
| Jan 26, 2026 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
| Jan 7, 2026 | Freedom Capital Markets | MAINTAIN | Buy | Buy |
| Jan 7, 2026 | Freedom Broker | MAINTAIN | Buy | Buy |
| Jan 2, 2026 | Jefferies | MAINTAIN | Buy | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 11 | 22 | 5 | 1 | 0 | 85% | |
| May 1, 2026 | 10 | 21 | 6 | 1 | 0 | 82% | |
| Apr 1, 2026 | 10 | 21 | 6 | 1 | 0 | 82% | |
| Mar 1, 2026 | 11 | 21 | 6 | 1 | 0 | 82% | |
| Feb 1, 2026 | 10 | 21 | 8 | 1 | 0 | 78% | |
| Jan 1, 2026 | 10 | 20 | 8 | 1 | 0 | 77% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
50°
Neutral
Bearish
Neutral
Bullish
2 mentions
0 bullish
0 bearish
2 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Mar 26, 2026 | 1 | 56° Neutral | 0 | 0 | 1 |
| Mar 26, 2026 | 1 | 56° Neutral | 0 | 0 | 1 |
Recent Reddit Threads
Jun 9, 2026
short_volume
Short Volume: BIDU — 65.7% short (0.6M / 0.8M)
Short: 554,318 | Exempt: 266 | TRF Vol: 843,819 | Short Ratio: 65.7% | Off-exchange volume (dark pool + OTC)
Jun 8, 2026
short_volume
Short Volume: BIDU — 66.3% short (0.6M / 1.0M)
Short: 631,399 | Exempt: 17,272 | TRF Vol: 951,870 | Short Ratio: 66.3% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
short_volume
Short Volume: BIDU — 59.4% short (0.5M / 0.8M)
Short: 453,392 | Exempt: 491 | TRF Vol: 763,649 | Short Ratio: 59.4% | Off-exchange volume (dark pool + OTC)
May 29, 2026
short_volume
Short Volume: BIDU — 68.1% short (0.7M / 1.0M)
Short: 693,659 | Exempt: 1 | TRF Vol: 1,018,570 | Short Ratio: 68.1% | Off-exchange volume (dark pool + OTC)
May 28, 2026
short_volume
Short Volume: BIDU — 60.4% short (0.6M / 0.9M)
Short: 567,925 | Exempt: 1,276 | TRF Vol: 940,344 | Short Ratio: 60.4% | Off-exchange volume (dark pool + OTC)
May 22, 2026
short_volume
Short Volume: BIDU — 55.6% short (0.5M / 1.0M)
Short: 547,987 | Exempt: 977 | TRF Vol: 984,859 | Short Ratio: 55.6% | Off-exchange volume (dark pool + OTC)
May 21, 2026
short_volume
Short Volume: BIDU — 61.7% short (0.5M / 0.7M)
Short: 453,744 | Exempt: 180 | TRF Vol: 735,503 | Short Ratio: 61.7% | Off-exchange volume (dark pool + OTC)
May 20, 2026
short_volume
Short Volume: BIDU — 62.7% short (0.4M / 0.6M)
Short: 407,763 | Exempt: 66 | TRF Vol: 649,832 | Short Ratio: 62.7% | Off-exchange volume (dark pool + OTC)
May 19, 2026
short_volume
Short Volume: BIDU — 55.8% short (0.4M / 0.7M)
Short: 374,452 | Exempt: 3,153 | TRF Vol: 671,252 | Short Ratio: 55.8% | Off-exchange volume (dark pool + OTC)
May 18, 2026
earnings_calendar
BIDU Q1 2026 Earnings Before Market Open — 2026-05-18
May 18, 2026
short_volume
Short Volume: BIDU — 68.6% short (1.0M / 1.4M)
Short: 960,638 | Exempt: 20 | TRF Vol: 1,401,042 | Short Ratio: 68.6% | Off-exchange volume (dark pool + OTC)
May 15, 2026
short_volume
Short Volume: BIDU — 65.9% short (0.8M / 1.2M)
Short: 818,438 | Exempt: 1,208 | TRF Vol: 1,241,679 | Short Ratio: 65.9% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_interest
FTD: BIDU — 102,855 shares ($15.5M) failed to deliver
Settlement: 20260514, Price: $150.50, FTD Value: $15,479,677.5, BAIDU INC SPON ADR RPTNG ORD S
May 13, 2026
short_interest
FTD: BIDU — 55,009 shares ($7.7M) failed to deliver
Settlement: 20260513, Price: $139.94, FTD Value: $7,697,959.46, BAIDU INC SPON ADR RPTNG ORD S
May 11, 2026
short_volume
Short Volume: BIDU — 56.9% short (0.9M / 1.5M)
Short: 862,900 | Exempt: 227 | TRF Vol: 1,515,483 | Short Ratio: 56.9% | Off-exchange volume (dark pool + OTC)