AI Chip Spinoff News: Recent buzz on social media has centered around Baidu's announcement to potentially spin off its AI chip unit, Kunlunxin, with a confidential filing for a Hong Kong listing. Many users are excited about this move, seeing it as a strategic step to unlock value and sharpen focus on AI innovation. The stock's sharp rise, with some noting gains of over 10%, has fueled lively discussions.
Investor Optimism: Conversations also highlight a growing confidence in Baidu’s broader AI and tech potential, including cloud services and robotaxi prospects. Some have pointed out the stock’s technical strength, with price targets as high as $200 being floated by enthusiastic participants. The tone suggests a belief in significant upside, though opinions on durability vary.
Note: This discussion summary was generated from an AI condensation of post data.
Baidu Hedge Fund Activity
We have seen 259 institutional investors add shares of Baidu stock to their portfolio, and 187 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FIL LTD removed 3,207,778 shares (-94.1%) from their portfolio in Q3 2025, for an estimated $422,688,907
- HSBC HOLDINGS PLC added 1,999,110 shares (+1472.6%) to their portfolio in Q3 2025, for an estimated $263,422,724
- BLACKROCK, INC. added 1,952,072 shares (+1219.9%) to their portfolio in Q3 2025, for an estimated $257,224,527
- HHLR ADVISORS, LTD. added 1,641,000 shares (+inf%) to their portfolio in Q3 2025, for an estimated $216,234,570
- RPD FUND MANAGEMENT LLC removed 1,258,856 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $165,879,455
- SCHRODER INVESTMENT MANAGEMENT GROUP added 1,225,970 shares (+inf%) to their portfolio in Q3 2025, for an estimated $161,546,066
- ORBIS ALLAN GRAY LTD added 1,044,173 shares (+inf%) to their portfolio in Q3 2025, for an estimated $137,590,676
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 8 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
- Goldman Sachs issued a "Buy" rating on 11/19/2025
- Benchmark 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 $153.0.
Here are some recent targets:
- 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
- Jiong Shao from Barclays set a target price of $100.0 on 11/19/2025
- 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
- Eddie Leung from B of A Securities set a target price of $151.0 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.
