GJBAIDU@EC2701A

Baidu's Miaoda App iOS Version Officially Launched, System Evolved to 3.0

Baidu Q1 AI Revenue Surges 49% to 13.6 Billion RMB, Autonomous Driving Trips Double

Ninebot and Baidu Maps Launch Two-Wheeler Lane-Level Navigation Beta

Baidu Director Foo Jixun Sells 122,584 A-Class Shares, Holding Drops to Zero

Baidu's Li Yanhong Proposes New Metric DAA, Declaring Applications as the Core of the AI Era

Guosen Securities Maintains Buy Rating on Baidu, Sets Target Price at 165.00 HKD

JPMorgan Raises Baidu Target Price to HKD 225, Bullish on Strong AI Growth

Haitong International: Baidu Q1 Earnings Beat Expectations Driven by AI, Raises US Target Price to $201

Analysts Maintain Buy Rating on Baidu, Target Prices at 187 and 179 HKD

Baidu Qianfan Launches Token Welfare Package: Multi-Model Support with Prices Up to 50% Off

UOB Kay Hian Report Says Baidu Q1 Earnings Beat Expectations, Maintains Buy Rating with HKD 178 Target

Analysis of Baidu's Q1 2026 Earnings Call

BIDU-SW will continue to make steadfast efforts on the ERNIE base model

Baidu's Li Yanhong: To Continue Investing in ERNIE Bot and Optimize Structure for Multi-Scenario Applications

Baidu's Q1 AI Revenue Share Exceeds 50% for the First Time

CFRA Maintains Hold Rating on Baidu, Lowers 2026-2027 EPS Forecasts, Sets Target Price at $150

Baidu 2026 Q1 Earnings: AI Revenue Surpasses Half, Plans Global Robotaxi Expansion and Potential HK Dual Listing

Baidu Q1 Earnings: AI Revenue Hits 13.6 Billion, Traditional Ads Down 28%

Baidu Q1 Revenue Dips 2% as AI Surges 49%, Kunlun Chip Prepares for IPO

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In a report released yesterday, from First Shanghai Securities maintained a Buy rating on Baidu, Inc. Class A, with a price target of HK$176.20.Meet Samuel – Your Personal Investing ProphetStart a conversation with TipRanks’ trusted, data-backed investment intelligence Ask Samuel about stocks, your portfolio, or the market and get instant, personalized insights in seconds Currently, the analyst consensus on Baidu, Inc. Class A is a Strong Buy with an average price target of HK$175.49.

- First Shanghai Securities has maintained a Buy rating on Baidu, Inc. Class A, setting a price target of HK$176.20.  
- The current analyst consensus for Baidu, Inc. Class A is a Strong Buy, with an average price target of HK$175.49.  
- This positive outlook reflects confidence in the company's performance and growth potential in the market.

Tip Ranks

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Baidu

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Baidu, Inc. Class A (9888) Receives a Buy from First Shanghai Securities

GuoSen has maintained a Buy rating on Baidu, Inc. Class A (9888) with a price target of HK$165.00, while the stock currently trades at HK$126.50. The analyst consensus is a Strong Buy with an average target of HK$175.49, indicating a potential upside of 38.73%. Jefferies also supports a Buy rating with a target of HK$179.00.

- GuoSen has maintained a Buy rating on Baidu, Inc. Class A, setting a price target of HK$165.00.  
- The shares closed at HK$126.50, with an analyst consensus of Strong Buy and an average target of HK$175.49, indicating a 38.73% potential upside.  
- Jefferies also confirmed a Buy rating on the stock with a price target of HK$179.00 in a report from May 19.

GUOSEN SECURITIES

Jefferies Financial

GuoSen Keeps Their Buy Rating on Baidu, Inc. Class A (9888)

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SERES(09927) rose 5.09%, with a trading turnover 218.1 Million HKD, and a year-to-date fell 33.9%. OMNIVISION(00501) rose 5%, with a trading turnover 239.8 Million HKD, and a year-to-date fell 9.7%. BIREN TECH(06082) fell 7.69%, with a trading turnover 339.2 Million HKD, and a year-to-date rose 138.8%. YOFC(06869) fell 6.84%, with a trading turnover 3.4 Billion HKD, and a year-to-date rose 316.2%.

- The Hang Seng Index fell by 1.03%, with a year-to-date decline of 1%.  
- The Hang Seng Tech Index decreased by 2.15%, accumulating a 13.5% loss for the year.  
- Notable movements include Sai Liu Si rising by 5.09% despite a 33.9% year-to-date drop, while Wall Group and Biran Technology saw gains and losses, respectively, throughout the year.

Top Gainers&Losers

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Top 5 HK Stock Gainers/Losers (>100B) (5.21)

BIDU

DBS analyst Andy Yu maintained a Buy rating on Baidu, Inc. Class A with a price target of HK$187.00. Jefferies also upheld a Buy rating with a target of HK$179.00. Yu has a 49.18% success rate and focuses on the Technology sector.

- DBS analyst Andy Yu CFA reiterated a Buy rating for Baidu, Inc. Class A, with a price target of HK$187.00.  
- Jefferies also maintained a Buy rating for the stock, setting a price target of HK$179.00.  
- Yu specializes in the Technology sector and has a 49.18% success rate with an average return of 0.9%.

Vnet

Salesforce

Oracle

ORACLE CORP DEPOSITARY SH REP 1/2000TH PFD SER D

Baidu, Inc. Class A (9888) Gets a Buy from DBS

Baidu reported strong Q1 results, with AI-driven businesses contributing over 50% of revenue for the first time. Despite this, shares remained muted. Analyst Fawne Jiang reiterated a Buy rating with a price target of $215, highlighting AI as the core growth engine. Baidu's AI Cloud Infrastructure grew significantly, and management expects continued momentum. Key catalysts include the Kunlun spinoff and IPO, as well as plans for a Hong Kong listing.

- Baidu Inc reported strong Q1 results, with AI-driven revenue exceeding 50% of total revenue for the first time, growing 49% year-on-year.  
- Analyst Fawne Jiang noted that AI is becoming Baidu's core growth engine, maintaining a Buy rating with a price target of $215.  
- Future growth is anticipated from advancements in AI Cloud Infrastructure and catalysts such as the Kunlun spinoff and IPO, with shares trading at $137.79.

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Baidu Flat Despite Strong AI-Driven Q1 As Growth Engine Gains Traction

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0519 | Dolphin Research Focus: 🐬 Macro/Industry 1) Trump announced on social media that, at the request of leaders of Qatar, Saudi Arabia and the UAE, the planned strike on Iran set for the 19th has been postponed. He said the US and Iran are in 'serious talks', while the three Gulf states fear an escalation could hit their own energy infrastructure. He also stressed that US forces remain on alert, warning that if talks collapse, a full-scale offensive would follow.This move keeps a window open for diplomacy while applying military pressure on Tehran. In the near term, it eases risks around Middle East oil prices and shipping, supporting global energy markets and risk appetite. Over the longer run, US-Iran rifts are unlikely to be resolved...

JD 618 Kicks Off Low-Price Deals; Tencent Speeds Up AI Monetization | Daily News Recap

CLOU

Baidu (NASDAQ:BIDU) reported a 2% year-over-year revenue increase for Q1 2026, with AI-powered business revenue growing by 49%, now over half of total revenue. AI Cloud infrastructure saw a 79% revenue increase, and GPU cloud revenue surged by 184%. Management is optimistic about AI as a growth driver, planning to expand Robotaxi operations globally and considering a dual primary listing in Hong Kong.

Fidelity

Global X Cloud Computing ETF

Comm Servcies Select Sector SPDR

iShares Expanded Tech Software Sector ETF

Full Transcript: Baidu Q1 2026 Earnings Call

Baidu's stock rose after Q1 earnings exceeded Wall Street estimates, driven by strong growth in AI Cloud and autonomous driving. Revenue was $4.65 billion, slightly below expectations, but adjusted earnings of $1.75 per share beat estimates. AI now accounts for over half of Baidu's revenue, with AI Cloud revenue up 79%. The Apollo Go service completed 3.2 million driverless rides, marking a 120% increase. Baidu plans global expansion for Apollo Go, including testing in Switzerland and launches in London.

- Baidu, Inc. reported first-quarter earnings exceeding expectations, driven by its artificial intelligence cloud and autonomous driving segments, despite a slight revenue decline to $4.65 billion.  
- The company’s AI business became its main growth driver, accounting for over half of Baidu General Business revenue, with AI Cloud revenue rising 79% year over year.  
- Baidu plans to expand its Apollo Go autonomous driving service internationally, starting with Switzerland and potential launches in London through partnerships with Uber and Lyft.

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Baidu Says AI Is Now Its Core Growth Engine

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Below is Dolphin Research's curated Trans of $Baidu(BIDU.US) FQ1 2026 earnings call. For our earnings read-through, please see 'BIDU: Little Else to Rely On, All-in on Kunlun Chip'.Key takeaways from the results.1) Shareholder returns: last quarter the company announced a new buyback and introduced its first dividend policy. Management reiterated it will balance long-term AI investment with shareholder returns, committing to deliver sustainable value for shareholders.2) AI core revenue exceeded 50% of total for the first time. In Q1 2026, BIDU's AI core revenue came in at over RMB 13.6bn...

BIDU (Trans): Full-Stack AI Edge—Cost Efficiency & Deployment Stability

Singapore stocks could remain firm this week, led by banks, industrials and transport stocks, as investors focus on earnings resilience, stable dividends and improving regional sentiment.

🇺🇸🇭🇰🇸🇬 Big moves across US, HK, SG markets. Join the chat &amp; earn Task Coins!

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VictoryShares US Large Cap High Div

☕️ [Task Coins Giveaway] Daily Market Talk

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Baidu HK SDR 10to1

Wall Street’s rally was halted on Friday as a rout in global bond markets evoked fears of major central banks adopting a tighter monetary policy with the Middle East conflict driving oil prices higher, raising the specter of elevated inflation. Looks like there will be some extended losses for a few trading days minimally

orange

the dip in chip stock would not surprise anyone. The parabolic rise would warrant profit taking with any convenient narrative to sell down. Pumping up to trap retail while they quietly rotated to sectors already beaten down and then release another narrative to pump up this compressed sector.

Baidu Q1 actually quite decent leh, AI Cloud +79% and AI biz +49% but share price not really reflecting it yet. Bilibili tonight will be another good gauge of China consumer sentiment.

Today’s Key News Recap

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Want to get more information from market before trading.

The market is still so expensive and I don’t think it is a good idea to buy at this point. I rather be safe so I am staying defensive.

I have a few Singapore semiconductor stocks but the price has also retreated quite a bit, following the US market. I hope I don’t regret not taking profits yesterday.

The memory chips narrative is gone! Make way for cyber security, it is the new trendy place to invest. Save yourself from even worse drawdown and rotate out!

The Iran War narrative remains the same, Trump will not do anything to escalate and slowly pressure. All these are baked into price and should be ignored!

GJBAIDU@EC2701A(29615.HK)

Baidu, Inc. Class A (9888) Receives a Buy from First Shanghai Securities

GuoSen Keeps Their Buy Rating on Baidu, Inc. Class A (9888)

Top 5 HK Stock Gainers/Losers (>100B) (5.21)

Baidu, Inc. Class A (9888) Gets a Buy from DBS

Baidu Flat Despite Strong AI-Driven Q1 As Growth Engine Gains Traction