Baidu, Inc.
boothcheck covers Baidu, Inc. (BIDU) but does not put one priced-in number on it: here the defensible answer is the evidence rather than a point estimate. boothcheck publishes no house fair value, target price, or buy/sell rating. Narrative composed July 25, 2026.
• Just over half of revenue still comes from online marketing, and that line is shrinking by the company's own design: the annual report attributes the decline to ⟦"our ongoing AI transformation, which impacted the monetization"⟧ of the search page it rebuilt around generated answers. • Roughly 5.8 billion dollars of net assets sat restricted inside the Chinese subsidiaries and the consolidated affiliates at the end of 2025, so a large slice of the apparent balance-sheet comfort cannot move free
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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.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.