Baidu, Inc.
Baidu, Inc. (BIDU) has a dated report snapshot, but its current priced-in claim is temporarily suppressed because the live engine record is unavailable or has changed.
At roughly 111 dollars Baidu trades near 5 times mid-cycle operating income, below what even a 5 percent annual profit decline would justify, so the price embeds contraction rather than recovery. The AI transition is visibly underway: AI Cloud revenue grew 79 percent year over year and the AI-powered core reached RMB 13.6 billion, up 49 percent and now the majority of revenue, while legacy advertising fell about 15 percent. The strong net-cash balance sheet (about 8.5 billion dollars, interest
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486 institutional managers reported holding BIDU in 13F filings for the quarter ended 2026-03-31. Together they hold about 16% of the company; the top 10 hold 9%. 75 opened new positions that quarter. Held by PRIMECAP Management, Morgan Stanley, BlackRock, among others. On the short side, 8.6M shares were sold short as of the 2026-06-15 count, about 3% of shares outstanding (3.6 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
Last analyzed: June 27, 2026
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