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Express News | Zhao Jian: The AI large model Industry is thriving and stands out as a highlight of our country's new quality productive forces.
BofA Securities Maintains Baidu(BIDU.US) With Buy Rating, Maintains Target Price $104
UBS Group expects Baidu (BIDU.US) last quarter's core Business operations to be in line with expectations, rating it as "Buy."
UBS Group released a Research Report indicating that due to weak macroeconomic recovery and the continuous upgrade of GenAI-powered search, it is expected that Baidu-SW (BIDU.US) will meet market expectations for performance in the last quarter of last year, with core revenue and advertising revenue expected to decline by 2% and 8% year-on-year, respectively. UBS Group stated that considering macroeconomic stability, a loose base, and the accelerated monetization of artificial intelligence in the second half of the year, it still anticipates that the year-on-year decline in Baidu's core advertising will bottom out in the fourth quarter, followed by consecutive improvements over several quarters in 2025. The firm also expects the fields of GPU cloud computing and large language model training/inference to impact.
"Great Business" Morgan Stanley expects Baidu (BIDU.US) to experience a 2% decline in core revenue last quarter, with an operating profit falling by 28% under non-GAAP accounting standards.
Morgan Stanley published a report predicting that Baidu (BIDU.US) experienced a 2% decline in core revenue and a 28% drop in non-GAAP operating profit in the fourth quarter of last year. The decline in core advertising intensified to 7%, partially offset by a 16% acceleration in growth from the Cloud Computing Service. Additionally, it is expected to be impacted by one-time costs due to extreme layoffs. The bank maintains a 'Market Perform' rating for Baidu, noting that there is a need for clearer visibility regarding the timing and impact of monetizing generative AI advertising, with a Target Price of $100 for Baidu (BIDU.US). Morgan Stanley anticipates a 7% year-on-year decline in Baidu's core advertising revenue for the fourth quarter of last year.
Goldman Sachs expects that Baidu (BIDU.US) will see weak advertising revenue last quarter, which will offset improvements in Cloud Computing Service.
Goldman Sachs has lowered its revenue forecast for Baidu (09988.HK) (BIDU.US) for last year to 2026 by 0% to 1% and net profit forecast by 2% to 5%, reflecting a weakening in advertising revenue and profit margins, as well as an increase in losses. The Target Price has been reduced from 104 yuan to 99 yuan, based on the current stock price equivalent to a forecast PE of 8.5 times, which is lower than the industry average in China of 12 times, maintaining a 'Buy' rating. The firm expects Baidu's core sales in the fourth quarter of last year to decline by 2% year-on-year, and adjusted core operating profit to drop by 26%, based on continued short-term pressure on advertising revenue, with the quarterly decline widening by 3 percentage points to 8%, affected by artificial intelligence.
HSBC Research: Intense competition may overshadow Baidu's (09888.HK) monetization prospects.
HSBC Research released a report indicating that Baidu-SW (09888.HK)(BIDU.US) is expected to start monetizing search ads driven by AI in the second quarter of this year, which may turn around the year-on-year performance of the advertising Business. Therefore, the bank raised its revenue forecasts for Baidu by 1% for both this year and next year, and also increased the profit forecasts for the same period by 1% under a better advertising outlook. However, the bank considers that the year-on-year growth of revenues in 2026 will be relatively subdued, as the sustained growth of AI search ad monetization relies on user growth and improvements in usage time. The report believes that fierce competition may overshadow Baidu's monetization prospects.
Futu Morning Report | USA's December PPI unexpectedly cools down! Wall Street nervously prepares for CPI release day; quantum computing stocks rebound strongly, RGTI surges 48%.
In December, the USA's PPI unexpectedly cooled, growing by 0.2% month-on-month. The year-on-year growth of the December PPI and core PPI were 3.3% and 3.5% respectively, both the highest growth rates since February 2023; Biden has signed another executive order to accelerate the development of AI infrastructure.
US stocks closed with mixed results | The three major Indexes had varied performances, Quantum Computing stocks rebounded sharply, with RGTI surging 48%; China Concept Stocks saw a general increase, with Xiaopeng Autos rising nearly 7%.
① The seven tech giants all fell, with Meta down more than 5%; ② China Concept Stocks collectively rose, with the Nasdaq China Golden Dragon Index up 2.10%; ③ Eli Lilly and Co fell 6.6%, marking its worst single-day performance since March 2021.
Baidu Inc. (BIDU) Beats Stock Market Upswing: What Investors Need to Know
Unusual Options Activity: PAA, CFLT and Others Attract Market Bets, PAA V/OI Ratio Reaches 163.9
EST Jan 14th Closing Delivery - In the last three hours of trading, 10 options with a high V/OI ratio were detected. With the market volatile, it's crucial to stay informed on the latest options
Stocks Fail To Rise Despite Benign Producer Inflation, 30-Year Treasury Yields Hit 5%, Ely Lilly Tumbles: What's Driving Markets Tuesday?
Top Analyst predicts: In 2027, the "AI bubble" may burst, potentially triggering a stock market crash.
FX168 Financial News (North America) reports that the frenzy in the Global stock market driven by the Technology Sector may last for several years, but it could ultimately face the fate of a market bubble burst.
Jefferies Maintains Baidu(BIDU.US) With Buy Rating, Cuts Target Price to $128
New Strong Sell Stocks for January 14th
Express News | Ishares China Large Cap ETF up 2.3%, Kraneshares CSI China Internet ETF 3%
Express News | PDD Holdings up 2.9%, NetEase up 1.4%, Baidu up 2.3%
Express News | Li Auto up 4.2%, JD.com up 4.8%, NIO up 1.4%, Xpeng 8.9%
U.S. stocks unusual movement | Baidu rises over 2% in pre-market after Jefferies Financial raises Target Price.
On January 14th, Gelonghui reported that Baidu (BIDU.US) pre-market rose by 2.29%, reaching $79.95. In terms of news, Jefferies Financial raised Baidu's Target Price from $126 to $128. (Gelonghui)
Baidu Core's 4Q Revenue Likely Hit by Weak Advertising -- Market Talk
Express News | Jefferies Financial: Raised the Target Price for Baidu from $126 to $128.