Baidu (NASDAQ:BIDU) Price Target Raised to $140.00 at Morgan Stanley

Baidu (NASDAQ:BIDU) had its target price hoisted by analysts at Morgan Stanley from $135.00 to $140.00 in a note issued to investors on Tuesday,MarketScreener reports. Morgan Stanley’s price objective would indicate a potential upside of 1.34% from the stock’s current price.

Several other equities research analysts have also recently weighed in on the stock. Barclays lowered their price objective on shares of Baidu from $147.00 to $128.00 and set an “equal weight” rating for the company in a research report on Thursday, March 5th. Benchmark reiterated a “buy” rating and issued a $215.00 price target on shares of Baidu in a report on Tuesday. Wall Street Zen cut Baidu from a “hold” rating to a “sell” rating in a report on Sunday. Zephirin Group upped their target price on shares of Baidu from $88.00 to $89.00 and gave the company a “sell” rating in a research report on Monday, March 2nd. Finally, BNP Paribas Exane assumed coverage on shares of Baidu in a research note on Wednesday, April 1st. They issued an “outperform” rating and a $161.00 target price on the stock. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, four have issued a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $161.32.

Baidu Price Performance

BIDU stock traded up $0.43 during trading on Tuesday, hitting $138.14. The company had a trading volume of 424,611 shares, compared to its average volume of 2,667,028. Baidu has a fifty-two week low of $81.17 and a fifty-two week high of $165.30. The company has a market cap of $47.00 billion, a P/E ratio of 86.72 and a beta of 0.53. The company has a fifty day moving average price of $122.61 and a two-hundred day moving average price of $129.06. The company has a current ratio of 1.76, a quick ratio of 1.76 and a debt-to-equity ratio of 0.22.

Institutional Investors Weigh In On Baidu

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Signature Equity Partners LLC bought a new position in Baidu during the first quarter worth about $25,000. UMB Bank n.a. raised its position in shares of Baidu by 65.0% in the 3rd 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. Binnacle Investments Inc bought a new position in Baidu during the 2nd quarter worth approximately $29,000. Sankala Group LLC bought a new position in Baidu during the 4th quarter worth approximately $46,000. Finally, Ameritas Advisory Services LLC grew its holdings in Baidu by 12,400.0% during the third quarter. Ameritas Advisory Services LLC now owns 375 shares of the information services provider’s stock valued at $49,000 after purchasing an additional 372 shares during the period.

Key Baidu News

Here are the key news stories impacting Baidu this week:

• Positive Sentiment: Baidu reported Q1 results that beat expectations, with adjusted earnings and revenue coming in ahead of estimates, helping support the stock. Baidu Says AI Is Now Its Core Growth Engine
• Positive Sentiment: The company said AI-powered business made up more than half of Baidu General Business revenue for the first time, reinforcing the view that AI is becoming its core growth engine. Baidu Announces First Quarter 2026 Results
• Positive Sentiment: AI cloud revenue reportedly jumped 49%, while GPU cloud growth reached 184%, signaling strong demand for Baidu’s AI infrastructure and services. Baidu Stock Rises After AI Revenue Surges 49% in Blowout Quarter
• Positive Sentiment: Benchmark Co. reaffirmed its Buy rating and raised its price target to $215, implying meaningful upside from current levels. Baidu had its “buy” rating reaffirmed by Benchmark Co.
• Neutral Sentiment: Management commentary from the earnings call emphasized that AI agents are still at an early commercialization stage, suggesting a larger long-term opportunity but limited near-term monetization visibility. Baidu, Inc. (BIDU) Q1 2026 Earnings Call Transcript
• Negative Sentiment: Despite the AI strength, Baidu’s profit fell sharply and core revenue continued to decline, highlighting that the turnaround is not yet complete. Baidu’s Profit Slides Again Amid Slow AI Payoff

About Baidu

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.