Baidu | BIDU | Long at $82.50Baidu NASDAQ:BIDU - the Google of China. This one is being ignored by AI investors, and may be an opportunity. Maybe... nothing is certain (especially with the "risks" of Chinese investments).
P/E = 9x
Debt/Equity = 0.27x
Price/Sales = 1.55x
Price/Book = 0.80x
Price/Cash flow = 7.59x
Thus, at $82.50, NASDAQ:BIDU is in a personal buy zone.
Targets:
$109.00
$125.00
$150.00
BIDU trade ideas
$bidu smash or crashNASDAQ:BIDU continues to get bought up at this demand zone that has held for 12 years between $85-$73. One of the most beautiful charts Ive seen on an individual name in a long time. Not the most exciting name around but $70 cash per share on hand and a PE of 9 with as solid of a defined R/R as you can find. I think Trump's delistment threats are just fluff and could serve as a great buying oppurtunity if you're into Chinese stocks. Let me know your thoughts
Baidu Wave Analysis – 11 April 2025
- Baidu reversed from support zone
- Likely to rise to resistance level 90.00.
Baidu recently reversed from the support zone between the major long-term support level 78.60 (which has been reversing the price from the end of 2022) and the lower weekly Bollinger Band.
The upward reversal from this support level 78.60 is likely to form the weekly Japanese candlesticks reversal pattern Hammer (strong buy signal for Baidu).
Given the strength of the support level 78.60 and the clear bullish divergence on the weekly Stochastic indicator, Baidu can be expected to rise to the next resistance level 90.00.
Baidu: Possible move as per previous chart patternNASDAQ:BIDU
Hello,
Just a guess work.
I see similar pattern played out few years ago, I guess it can follow the same pattern, may be the magnitude is different.
Please exercise caution while trading these stocks as they can stay flat for years.
Happy trading
Baidu Inc. (BIDU) 1WTechnical Analysis 1W
A breakout from the "falling wedge" could signal potential upside.
Key levels:
-Support: 94.26 | 77.24
-Resistance: 107.61 | 116.99 | 156.75
Fundamental Analysis
-AI Leadership: Baidu continues expanding in AI, cloud computing, and autonomous driving.
-Financials: Solid revenue growth but faces regulatory risks in China.
-Competition: Strong rivalry with Alibaba and Tencent in AI and cloud services.
-Risks: U.S.-China tensions and economic slowdown may impact performance.
A breakout above $116.99 could confirm further upside.
BbThis analysis focuses on a combination of trendlines, RSI, and MACD to identify potential trading opportunities.
• Trendlines: Key support and resistance levels drawn to highlight the market structure and price action.
• RSI (Relative Strength Index): Used to identify overbought and oversold conditions, signaling potential reversals.
• MACD (Moving Average Convergence Divergence): Helps confirm trend strength and possible momentum shifts.
Baidu Heading Up and Up. BIDUTriple Drive/ABCDE B Wave of a zigzag....maybe. This is a bet on a E Wave yet to form. If fractal rules are obeyed, then next move should be a 1.2 of the previous, which aligns in a very nice Fibonacci cluster at 0.786/1.272. Naturally, the indicators below have just turned to bullish as well almost in unison.
BIDU: MAs coiling tightly + Double bottomI really like BIDU stock here, so I entered more than my usual size.
What I like about this setup
- MAs coiling super tightly across all timeframes. 10, 20, 50, 100, 200. Tight MAs represent volatility contraction and this often leads to volatility expansion, i.e. large price movements. All the MAs are now within 5% range. When the MAs crossover, its like this combo nuclear reaction igniting one another, propelling the stock upwards. And its possible you get a sustained one.
- 10 and 20 MA are already above 50MA. short term, we are up. And now I'm waiting for the next nuclear reaction to happen.
- We have attempted to break above this 94.5 key resistance for many times now. If we do, easily 113 as price target.
- Double bottom formation. Yes, its not a double bottom yet since it hasn't break above the neckline. But that false breakdown earlier gave me extra confidence that we have bottomed.
- Fibo retracement at 50% line now. Good support. (did not draw it in, else it becomes cluttered)
- Tailwind from China internet sector.
When will I stop loss
- Break below previous low at 96.8 and stay below 50MA for 5 days.
Others
- I note that Im front-running this a little. If it goes to 92.5 above the flag, and 200sma, it would be better confirmation. But I entered with options, so I wanted a better price before the pump actually happens.
Short BIDU
Taking a small short on BIDU using PUTS
BIDU 250321P90 @ $5.65
The whole Chinese stocks have been on a tear and felt quite overdone.. it's clearer if you see stocks like BABA.. If the broader market falls, I reckon we should see at least a small pullback here?
I was thinking of either shorting JD or BIDU. just choosing the weaker between these two..
BAIDU’S Q4 2024 Earnings drop today Review Q3BAIDU’S Q3 2024 PERFORMANCE—AI GROWTH VS. AD WOES
(1/9)
Good morning, Tradingview Fam! Baidu’s latest financials are 📈🔍. Q3 2024 revenue hit ¥33.6B ($4.7B USD), but the story’s in the details: AI’s soaring, ads are slipping. Let’s dive into BIDU’s numbers and outlook! 🚀
(2/9) – REVENUE & EARNINGS SNAPSHOT
• Total Revenue: ¥33.6B ($4.7B USD)
• Baidu Core: ¥26.5B ($3.7B USD), +4% YoY 💥
• Cloud Revenue: Strong growth (exact figures vary) ☁️
• Q3 EPS: ¥19.2 ($2.67 USD), missed ¥19.62 est.
• Non-GAAP Net Income: ¥7.6B (~$1.06B USD)
Next up: Feb 18 earnings, est. $1.78 EPS, $4.56B revenue (-7.4% YoY).
(3/9) – BIG MOVES IN AI & AUTONOMOUS TECH
• Baidu World 2024: Unveiled iRAG & Miaoda AI tools 🤖
• ERNIE API: 1.5B daily calls, up 30x YoY 📈
• Lidar Deal: $200-300M with Hesai for Yichi 06 robotaxis 🚗
AI and autonomy are stealing the show—growth engines revving up!
(4/9) – SECTOR SHOWDOWN
• Market Cap: $31.36B (Feb 2025) 🌍
• Trailing P/E: 10.56x, Forward P/E: 10.5x—cheap vs. Alphabet or Tencent 📊
• Lags GOOG in search/ad scale but leads Chinese peers (JD, PDD) in AI diversification
At 3x EV/EBITDA, is BIDU undervalued? X posts think so!
(5/9) – RISKS ON THE RADAR
• Ad revenue: Squeezed by Tencent, ByteDance competition 📉
• AI costs: Big R&D spend, profits TBD 🤔
• China regs: Unpredictable hurdles loom 🏛️
• Economy: Slowdown could hit ad & cloud growth
• U.S.-China tension: Weighs on sentiment ⚠️
(6/9) – SWOT: STRENGTHS
• King of China’s search market, mobile ecosystem thriving 🔍
• ERNIE Bot: 430M users, 770k enterprise apps 🌟
• Apollo Go: Leading autonomous driving, $162.6B robotaxi market by 2025 🚦
Baidu’s got serious firepower!
(7/9) – SWOT: WEAKNESSES & OPPORTUNITIES
• Weaknesses: Ad margins shrinking, AI not yet cashing in 💸
• Opportunities: AI cloud expansion, robotaxi scale-up, China stimulus upside 🌍
Can Baidu turn its tech bets into gold? Time will tell!
(8/9) – What’s BIDU’s 2025 vibe?
1️⃣ Bullish—AI and autonomy will drive a breakout.
2️⃣ Neutral—Growth potential, but risks balance it out.
3️⃣ Bearish—Ads and regs will drag it down.
Vote below! 🗳️👇
(9/9) – FINAL TAKEAWAY
Baidu’s Q3 shows a tale of two trends: AI and autonomy surging, ads under pressure 🌍. With a low valuation and big tech bets, BIDU’s at a crossroads. Will innovation outpace the risks? Earnings drop today—stay tuned for the next chapter! 💪
BIDU - Does history repeat itself? 100% Upside!NASDAQ:BIDU
This is probably the most predictable chart I've seen in a while!
$161 Breakout = 🎯 $248
- Bouncing off Major historical support
- Volume Shelf
- When the Wr% bounces off the green support beam we see the train go all the way from A to B! (See Yellow Dots)
- Double bottom forming and will most likely breakout
Not financial advice
BIDU is testing the border of the rangeDespite the strong driving narrative, BIDU had displayed less prominent growth than BABA, and had reached the upper border of Bollinger bands indicator with a parameter of 50. This usually might indicate an excess, and lead to a mean-reversion move back to the middle of the range.
Conversely, it might be a decent point for a breakout if the positive sentiment for Chinese stocks will prevail, but this is a less dominant scenario.
Don't forget - this is just the idea, always do your own research and never forget to manage your risk!
BIDU Poised For Another Bullish WaveBIDU Poised For Another Bullish Wave
From our previous analysis, BIDU tested 80 and later bounced aggressively near to 116.
However, the price moved back down to 80.
BIDU is profitable but also very risky, considering its price volatility as it moves up and down.
I think it's better to consider Call Options to manage the losses.
BIDU has the potential to rise again as it did before, with possible targets at 94.50, 103, and 112.
This is the same analysis as another one that I posted some time ago related to the data because BIDU is still perfectly respecting the same picture.
You may find more details in the chart!
Thank you and Good Luck!
❤️PS: Please support with a like or comment if you find this analysis useful for your trading day❤️
Baidu Wave Analysis 28 January 2025
- Baidu continues weekly upward correction
- Likely to rise to resistance level 95.00
Baidu continues to rise strongly inside the upward correction which started earlier from the major multi-year support level 80.00 (which has been reversing the price from 2022).
The upward reversal from the support level 80.00 created the weekly Japanese candlesticks reversal pattern Bullish Engulfing.
Baidu can be expected to rise further to the next resistance level 95.00 (which stopped the previous weekly correction 2 at the end of last year).
Why Baidu is Considered a Contrarian PlayWhy Baidu is Considered a Contrarian Play:
China's Regulatory Environment: As mentioned with Alibaba, increased regulatory scrutiny in China has impacted investor confidence in Chinese tech companies, including Baidu. This has led to lower valuations.
Competition in Search and AI: Baidu faces competition in its core search business from other platforms and in its AI initiatives from global tech giants. This competitive pressure can lead to investor skepticism.
Concerns about Growth: While Baidu is a leader in AI and autonomous driving in China, some investors are concerned about the monetization of these newer ventures and their contribution to overall growth.
Geopolitical Factors: U.S.-China relations and potential delisting concerns have also cast a shadow over Chinese stocks listed on U.S. exchanges.
The Contrarian Case for Baidu:
Despite these challenges, there are reasons why contrarian investors might find Baidu appealing:
Dominant Search Engine in China: Baidu remains the dominant search engine in China, with a massive user base.4 This provides a strong foundation for its other businesses.
Leader in AI and Autonomous Driving: Baidu has made significant investments in AI and autonomous driving technologies. Its Apollo program is a leading autonomous driving platform in China, with potential for significant growth in the future.
Undervalued Metrics: Compared to its global peers in search and AI, Baidu's stock may appear undervalued based on metrics like P/E ratio.
Potential for Growth in New Ventures: If Baidu can successfully monetize its AI and autonomous driving initiatives, it could unlock significant value for shareholders.
Risks to Keep in Mind:
Regulatory Risks: Changes in Chinese regulations could further impact Baidu's business.
Competition: Intense competition in search, AI, and autonomous driving could limit Baidu's growth potential.
Execution Risk: There is no guarantee that Baidu will be able to successfully commercialize its new technologies.
In Conclusion:
Baidu fits the profile of a contrarian investment due to the challenges it faces and the negative sentiment surrounding Chinese tech stocks. However, its strong position in search, its leadership in AI and autonomous driving, and its potentially undervalued stock price offer a compelling case for contrarian investors. As always, thorough research and risk assessment are essential before making any investment decisions.
BIDU Baidu Among My Top 10 Picks for 2025 | Price TargetIf you ahven`t bought the dip on BIDU:
My price target for BIDU in 2025 is $120, driven by the following fundamental factors:
Strong Domestic Market Growth:
Baidu continues to experience robust growth in its domestic market, particularly in its online marketplace, which reported a remarkable 24% year-over-year increase in the third quarter of 2024. This growth significantly outpaces industry averages and positions Baidu favorably against competitors. Analysts project mid-teen growth for Baidu in fiscal year 2025, driven by increased demand for its services and products within China, which remains one of the largest digital markets globally.
AI-Driven Revenue Expansion:
The company's commitment to an AI-first strategy is a major driver of its future growth. Baidu's AI Cloud business has shown resilience, with an 11% increase in revenue attributed to AI-related services. As businesses increasingly adopt AI technologies, Baidu is well-positioned to capitalize on this trend, enhancing its revenue streams and profitability. The anticipated improvements in monetization of AI search technologies further bolster this outlook.
Valuation and Financial Health:
Baidu's current valuation presents an attractive opportunity for investors. Trading at approximately 8.6 times its fiscal year 2025 earnings estimate, the stock appears undervalued compared to its peers. The company boasts a strong balance sheet with a net cash position of around $15 billion, providing a cushion for continued investments in growth initiatives without excessive debt burdens. Additionally, Baidu's price-to-earnings (P/E) ratio of about 10.8 suggests significant upside potential as market sentiment shifts positively.
Strategic Investments and Share Buybacks:
Baidu is actively investing in its ecosystem, focusing on merchant support and logistics improvements. While these investments may impact margins in the short term, they are expected to yield long-term benefits through enhanced operational efficiencies and increased market share. Furthermore, Baidu's ongoing share buyback program demonstrates management's confidence in the company's future prospects and commitment to returning value to shareholders.
bidu callstill bullish on china. took 12 days to hit initial $92 price target. my feel on china currently is it is still on a bearish side when you look at monthly tank seng index. aka hang seng index.
but china is using strong words showing their determination for recovery. and with trump as pres-elect, There is no way XI is just gonna chill there but hes gonna try to bring the competition. China will not let America leverage their position as the market leader to gain even a further advantage. Competition is good. and both competition can thrive and grow at the same period. The biggest risk is how far will the trade wars go and what further stimulus will the CCP announce? The entire market moves 8-10% in either direction based on news of the stimmy. I think if this bullish momentum dies, which i think would be when it is below the weekly 50 MA at 17.5k. then it could get bad quick. i wont be hesitant to dump if it gets near my target.