Profund Advisors LLC Sells 4,740 Shares of Baidu, Inc. $BIDU

Profund Advisors LLC trimmed its stake in Baidu, Inc. (NASDAQ:BIDU) by 19.1% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 20,088 shares of the information services provider’s stock after selling 4,740 shares during the period. Profund Advisors LLC’s holdings in Baidu were worth $2,625,000 as of its most recent SEC filing.

Other large investors have also recently bought and sold shares of the company. Binnacle Investments Inc bought a new stake in Baidu in the second quarter valued at $29,000. UMB Bank n.a. grew its position in Baidu by 65.0% in the third quarter. UMB Bank n.a. now owns 340 shares of the information services provider’s stock valued at $45,000 after acquiring an additional 134 shares during the period. Ameritas Advisory Services LLC grew its holdings in shares of Baidu by 12,400.0% during the third quarter. Ameritas Advisory Services LLC now owns 375 shares of the information services provider’s stock worth $49,000 after purchasing an additional 372 shares during the last quarter. Sycomore Asset Management acquired a new stake in shares of Baidu in the third quarter valued at $79,000. Finally, Mondrian Investment Partners LTD acquired a new stake in shares of Baidu in the third quarter valued at $80,000.

Baidu News Summary

Here are the key news stories impacting Baidu this week:

• Positive Sentiment: Baidu said its core AI-powered business accounted for more than half of general business revenue for the first time, reinforcing the view that AI is now the company’s primary growth engine. Baidu Announces First Quarter 2026 Results
• Positive Sentiment: AI cloud revenue surged sharply, with reports highlighting 49% growth in AI revenue and strong momentum in GPU cloud and Apollo Go, which helped offset declines in Baidu’s legacy ad business. Baidu Stock Rises After AI Revenue Surges 49% in Blowout Quarter
• Positive Sentiment: Analysts turned more constructive after the earnings release, with Benchmark reiterating a Buy rating and Morgan Stanley lifting its price target, signaling confidence that AI monetization will continue improving. Morgan Stanley Lifts Price Target on Baidu
• Neutral Sentiment: Management said AI agent commercialization is still in an early stage, suggesting the biggest upside from AI may take time to show up in revenue and profit. Robin Li: Commercialization of AI Agents Still at Very Early Stage
• Negative Sentiment: Weakness in Baidu’s traditional advertising and repeated revenue declines remain a concern, and some coverage noted that profits fell sharply despite the AI progress. Baidu’s Profit Slides Again Amid Slow AI Payoff

Wall Street Analyst Weigh In

A number of brokerages have recently weighed in on BIDU. Wall Street Zen lowered Baidu from a “hold” rating to a “sell” rating in a research note on Sunday. Susquehanna raised their target price on Baidu from $110.00 to $120.00 and gave the company a “neutral” rating in a research note on Thursday, March 5th. UBS Group restated a “buy” rating on shares of Baidu in a research note on Wednesday, February 4th. BNP Paribas Exane began coverage on Baidu in a research note on Wednesday, April 1st. They issued an “outperform” rating and a $161.00 target price for the company. Finally, Nomura lowered their target price on Baidu from $196.00 to $186.00 and set a “buy” rating for the company in a research note on Friday, March 6th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, three have issued a Hold rating and three have issued a Sell rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $161.32.

Baidu Price Performance

Baidu stock opened at $137.68 on Wednesday. The business’s 50-day simple moving average is $122.98 and its 200 day simple moving average is $129.14. The stock has a market cap of $46.85 billion, a price-to-earnings ratio of -1,147.24 and a beta of 0.53. Baidu, Inc. has a 12-month low of $81.17 and a 12-month high of $165.30. The company has a quick ratio of 1.76, a current ratio of 1.76 and a debt-to-equity ratio of 0.22.

Baidu Profile

Baidu, Inc, founded in 2000 and headquartered in Beijing, is a Chinese multinational technology company best known for operating one of China’s leading internet search engines. The company built its business around online search and related advertising services, providing search, content aggregation and targeted ad placements to consumers and marketers across China. Baidu went public on the NASDAQ in 2005 and has since diversified beyond search into a broader technology and AI-focused portfolio.

Core products and services include the Baidu search platform and mobile app, Baidu Maps and Baidu Baike (an online encyclopedia), along with digital content initiatives.