BAIDU ($BIDU) posted quarterly earnings results for Q4 2025 on Thursday, February 26th. The company reported earnings of $10.40 per share, beating estimates of $9.43 by $0.96. The company also reported revenue of $32,031,903,000, missing estimates of $33,272,282,700 by $-1,240,379,700.
You can see Quiver Quantitative's $BIDU stock page to track data on insider trading, hedge fund activity, congressional trading, and more.
BAIDU Hedge Fund Activity
We have seen 270 institutional investors add shares of BAIDU stock to their portfolio, and 255 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- DODGE & COX removed 4,387,885 shares (-99.6%) from their portfolio in Q4 2025, for an estimated $573,321,054
- HSBC HOLDINGS PLC added 1,999,110 shares (+1472.6%) to their portfolio in Q3 2025, for an estimated $263,422,724
- BLACKROCK, INC. removed 1,858,459 shares (-88.0%) from their portfolio in Q4 2025, for an estimated $242,826,252
- HHLR ADVISORS, LTD. removed 1,641,000 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $214,413,060
- RPD FUND MANAGEMENT LLC removed 1,258,856 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $165,879,455
- MACQUARIE GROUP LTD removed 1,032,502 shares (-99.6%) from their portfolio in Q4 2025, for an estimated $134,906,711
- PRIMECAP MANAGEMENT CO/CA/ removed 1,008,700 shares (-8.3%) from their portfolio in Q4 2025, for an estimated $131,796,742
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
BAIDU Analyst Ratings
Wall Street analysts have issued reports on $BIDU in the last several months. We have seen 7 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- JP Morgan issued a "Overweight" rating on 11/24/2025
- Benchmark issued a "Buy" rating on 11/19/2025
- Goldman Sachs issued a "Buy" rating on 11/19/2025
- B of A Securities issued a "Buy" rating on 11/19/2025
- Macquarie issued a "Outperform" rating on 10/10/2025
- DBS Bank issued a "Buy" rating on 09/25/2025
- Arete Research issued a "Buy" rating on 09/16/2025
To track analyst ratings and price targets for BAIDU, check out Quiver Quantitative's $BIDU forecast page.
BAIDU Price Targets
Multiple analysts have issued price targets for $BIDU recently. We have seen 12 analysts offer price targets for $BIDU in the last 6 months, with a median target of $156.5.
Here are some recent targets:
- Jiong Shao from Barclays set a target price of $147.0 on 01/26/2026
- Roman Lukianchikov from Freedom Capital Markets set a target price of $160.0 on 01/07/2026
- Thomas Chong from Jefferies set a target price of $181.0 on 01/02/2026
- Alex Yao from JP Morgan set a target price of $188.0 on 11/24/2025
- Lincoln Kong from Goldman Sachs set a target price of $155.0 on 11/19/2025
- Fawne Jiang from Benchmark set a target price of $158.0 on 11/19/2025
- Gary Yu from Morgan Stanley set a target price of $130.0 on 11/19/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
