BIDU
ACCE-researchedOverview
ACCE thesis
Baidu operates China's dominant search engine with 76% market share and runs the country's most advanced autonomous driving program through Apollo Go, which logged 899,000 rides in Q3 2024. The company's AI cloud services revenue jumped 11% year-over-year as Chinese enterprises accelerate adoption of Baidu's large language model ERNIE, now powering over 200,000 applications. Apollo Go's robotaxi fleet expanded to 500 vehicles across 11 cities, generating meaningful revenue for the first time while regulators signal broader commercial approvals coming in 2025. Trading at just 16x forward earnings despite controlling critical AI infrastructure in the world's second-largest economy, Baidu offers asymmetric upside as autonomous driving monetization accelerates and search margins recover from this year's AI investment cycle.
- severeMassive negative FCFFCF is -$16.43B, a deeply alarming cash burn relative to $37.3B market cap, signaling serious capital consumption.
- highEarnings collapsed 59%EPS down 59.3% YoY with net margin at just 1.0% and trailing P/E showing zero, indicating near-zero profitability.
- highACCE score collapseScore dropped 12 points in 90 days (47→35), reflecting rapid deterioration across multiple fundamental dimensions.
- highInsider selling onlyLast 10 disclosures show $0 buys vs $16.08M in sales; insiders are exclusively selling at current prices.
- moderateRevenue declining, deceleratingRevenue down 1.2% YoY and -2.0% QoQ; 5y CAGR of 31.4% masks a sharp recent growth reversal.
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Price
Valuation
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Quality
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Analysts
Wall Street consensus
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Smart Money
PROFollow the institutions: 13F position changes, insider trades, and active 13D activist filings.
- +Quarter-over-quarter institutional position changes
- +Recent open-market insider transactions
- +Active 13D activist filings and top holders
Compare
Where it sits vs peers
Algorithmic peers (6)
| Ticker | Company | Mcap | P/E | ROE | D/E | Yield | Quality | |
|---|---|---|---|---|---|---|---|---|
| 9888.HK | Baidu, Inc. | $30.3B | - | -1.4% | 0.34 | 0.0% | - | Compare |
| RDDT | Reddit Inc. Class A Common Stock | $29.0B | 35.1 | 30.7% | 0.00 | 0.0% | - | Compare |
| 035420.KS | NAVER | $21.3B | - | 6.4% | 0.11 | 1.3% | - | Compare |
| 1024.HK | Kuaishou Technology | $16.9B | 7.4 | 20.6% | 0.31 | 2.1% | - | Compare |
| NBIS | Nebius Group N.V. Class A Ordinary Shares | $60.8B | - | 0.6% | 0.89 | 0.0% | - | Compare |
| REA.AX | REA Group Limited | $14.6B | 30.6 | 34.9% | 0.00 | 1.9% | - | Compare |
Sector report card
Where BIDU ranks against its sector peers on each metric.
News and Record
Press releases mentioning this company
- PR Newswire•Sep 7, 2026Baidu Announces Inclusion of Its Class A Ordinary Shares in the Shenzhen-Hong Kong Stock Connect and Shanghai-Hong Kong Stock Connect Programs
- PR Newswire•Sep 4, 2026Baidu Announces Upcoming Inclusion of Its Class A Ordinary Shares in the Shanghai-Hong Kong Stock Connect Program
- PR Newswire•Sep 1, 2026Baidu Announces Dual-Primary Listing on the Main Board of The Stock Exchange of Hong Kong Limited
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Recent performance
SEC filings
Recent ACCE blog coverage
- $BIDU Earnings: Revenue Slips, Earnings Crater 81%Baidu reported earnings on May 18, 2026. Revenue fell 4.1% YoY and earnings dropped 81%. Here's what the numbers say about $BIDU right now.2026-05-18