Baidu (BIDU): Evaluating Valuation as Kunlunxin AI Chip Subsidiary Eyes a Potential Separate Listing

Simply Wall St.12-19 09:30

Baidu (BIDU) shares are back in focus after reports that the company is weighing a separate listing for its Kunlunxin AI chip arm, a move that could unlock fresh value and sharpen its position against...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2592013188?lang=en_US&edition=fundamental","thumbnail":"https://images.simplywall.st/asset/company-cover/428613-main-header/1756255900354","is_english":true,"pubTime":"2025-12-19 09:30","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2592013188","market":"sg","top_or_hot":-1,"title":"Baidu (BIDU): Evaluating Valuation as Kunlunxin AI Chip Subsidiary Eyes a Potential Separate Listing","media":"Simply Wall St.","content":"<div>\n<p>Baidu (BIDU) shares are back in focus after reports that the company is weighing a separate listing for its Kunlunxin AI chip arm, a move that could unlock fresh value and sharpen its position against...</p>\n\n<a href=\"https://simplywall.st/stocks/us/media/nasdaq-bidu/baidu/news/baidu-bidu-evaluating-valuation-as-kunlunxin-ai-chip-subsidi\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Baidu (BIDU): Evaluating Valuation as Kunlunxin AI Chip Subsidiary Eyes a Potential Separate Listing</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBaidu (BIDU): Evaluating Valuation as Kunlunxin AI Chip Subsidiary Eyes a Potential Separate Listing\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-19 09:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/media/nasdaq-bidu/baidu/news/baidu-bidu-evaluating-valuation-as-kunlunxin-ai-chip-subsidi><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Baidu (BIDU) shares are back in focus after reports that the company is weighing a separate listing for its Kunlunxin AI chip arm, a move that could unlock fresh value and sharpen its position against...</p>\n\n<a href=\"https://simplywall.st/stocks/us/media/nasdaq-bidu/baidu/news/baidu-bidu-evaluating-valuation-as-kunlunxin-ai-chip-subsidi\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0588546209.SGD","symbol_name":"Eastspring Investments - China Equity Fund AS SGD","start_time":0,"source_url":"https://simplywall.st/stocks/us/media/nasdaq-bidu/baidu/news/baidu-bidu-evaluating-valuation-as-kunlunxin-ai-chip-subsidi","article_id":"2592013188","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/company-cover/428613-main-header/1756255900354"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/media/nasdaq-bidu/baidu/news/baidu-bidu-evaluating-valuation-as-kunlunxin-ai-chip-subsidi","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2592013188","pubTimestamp":1766107815,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Baidu (BIDU) shares are back in focus after reports that the company is weighing a separate listing for its Kunlunxin AI chip arm, a move that could unlock fresh value and sharpen its position against global chip rivals.\nSee our latest analysis for Baidu.\nThe Kunlunxin news lands as Baidu’s share price sits at $120.51 and rides a strong year to date share price return of about 45.7 percent. Even though the 1 year total shareholder return of roughly 40.8 percent still reflects a choppy few...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"89888":"百度集团-SWR","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","BK4588":"碎股","LU0856984785.SGD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"ACH\" (SGDHDG) ACC","BK4552":"Archegos爆仓风波概念","LU0359201612.USD":"贝莱德中国基金A2","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","BK4551":"寇图资本持仓","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","LU0149721374.USD":"HSBC GIF HONG KONG EQUITY \"AD\" INC","BK1575":"同股不同权","LU0762541174.USD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED INCOME \"AM2\" (USD) INC","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","LU0640798160.USD":"EASTSPRING INVESTMENTS GLOBAL EMERGING MARKET DYNAMIC \"A\" (USD) ACC","LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","LU0197773160.USD":"HSBC GIF ASIA PACIF EX JAPAN EQ HD \"AC\" ACC","LU0762540952.USD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED INCOME \"AC\" (USD) ACC","BK4602":"量子计算概念","LU0197773673.USD":"HSBC GIF ASIA PACIF EX JAPAN EQ HD \"AS\" (USD) INC","BK4528":"SaaS概念","LU0163747925.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY A ACC","LU0543330566.HKD":"TEMPLETON BRIC \"A\" (HKD) ACC","BK4504":"桥水持仓","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","AI":"C3.ai, Inc.","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","LU0173614495.USD":"富达中国焦点A","LU1048588211.SGD":"Blackrock Asian Dragon A2 SGD-H","SG9999002828.SGD":"Eastspring Investments Unit Trusts - Dragon Peacock A SGD","LU0819121731.USD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"AC\" (USD) ACC","LU0072462343.USD":"贝莱德亚洲巨龙基金","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","BK4526":"热门中概股","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","LU0821914370.USD":"贝莱德亚洲成长领袖A2","LU0287142896.SGD":"Fidelity China Focus A-SGD","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","BK4612":"AI芯片","LU0043850808.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AD\" INC","09888":"百度集团-SW","BK4614":"Manus概念股","BK4579":"人工智能","LU0823426308.USD":"法巴中国股票基金","LU1328615791.USD":"FULLERTON LUX FUNDS - ALL CHINA EQUITIES \"I\" (USD) ACC","BK4574":"无人驾驶","LU0051755006.USD":"摩根大通中国A (dist)","LU1115378108.SGD":"Eastspring Investments - Global Emerging Markets Dynamic AS SGD","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","BK1588":"回港中概股","LU1481107354.HKD":"HSBC GIF HONG KONG EQUITY \"AD\" (HKD) INC","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","BK1615":"港股-互联网","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","BK4543":"AI","LU2476274308.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (USD) ACC","BK4531":"中概回港概念","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","BK1587":"次新股","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","LU0762542818.HKD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED INCOME \"AM\" (HKD) INC","BK4514":"搜索引擎","LU0228367735.SGD":"Eastspring Investments - Asian Equity Fund AS SGD","BK4535":"淡马锡持仓","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU0823426480.USD":"法巴中国股票经典Dis","LU0164880469.USD":"HSBC GIF HONG KONG EQUITY \"AC\" ACC","BK4548":"巴美列捷福持仓","SG9999014674.SGD":"Nikko AM All China Equity A SGD","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","SG9999002463.SGD":"LionGlobal China Growth SGD","BK4023":"应用软件","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","BK1095":"互动媒体与服务","LU0052750758.USD":"富兰克林中国基金A Acc","BK4077":"互动媒体与服务","LU0531971595.HKD":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) INC","LU0831093199.SGD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED INCOME \"AM3\" (SGDHDG) INC","LU0630378429.USD":"HSBC GIF ASIA PACIFIC EX JAPAN EQ HD \"AM2\" (USD) INC","BK4585":"ETF&股票定投概念","LU2778985437.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"A\" (USD) INC","LU0630378692.HKD":"HSBC GIF ASIA PACIFIC EX JAPAN EQ HD \"AM2\" (HKD) INC","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","LU0229945570.USD":"TEMPLETON BRIC \"A\" (USD) ACC","BIDU":"百度","BK4587":"ChatGPT概念","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","BK1609":"ChatGPT概念","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU0315179316.USD":"EASTSPRING INVESTMENTS ASIAN DYNAMIC \"A\" (USD) ACC"},"translate_title":"百度（BIDU）：昆仑芯人工智能芯片子公司考虑单独上市，评估估值","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"89888":0.6,"AI":0.81,"BIDU":1.98,"09888":1.98},"content_text":"Baidu (BIDU) shares are back in focus after reports that the company is weighing a separate listing for its Kunlunxin AI chip arm, a move that could unlock fresh value and sharpen its position against global chip rivals. See our latest analysis for Baidu. The Kunlunxin news lands as Baidu’s share price sits at $120.51 and rides a strong year to date share price return of about 45.7 percent. Even though the 1 year total shareholder return of roughly 40.8 percent still reflects a choppy few years where long term total shareholder returns remain modest and earlier enthusiasm has yet to fully recover, this suggests momentum is rebuilding but not yet euphoric. If Baidu’s AI chip ambitions have your attention, it might be a good moment to see what else is shaping the space with high growth tech and AI stocks as potential ideas beyond the usual names. Yet with revenue and earnings accelerating, but the stock still trading at a hefty discount to analyst targets and weighed down by a weak five year track record, is Baidu now undervalued or already pricing in its AI chip future? Most Popular Narrative: 20.5% Undervalued With Baidu closing at $120.51 versus a narrative fair value near $152, the valuation case leans on AI driven growth and higher future earnings multiples.  The commercialization and global expansion of Apollo Go (autonomous driving) through capital efficient, asset light partnerships with Uber, Lyft, and major international markets introduces high margin, recurring revenue streams. Successful execution could diversify income, support higher net margins, and unlock significant long term profit growth.  Read the complete narrative. Want to see how steady top line growth, shifting margins, and a richer earnings multiple combine into that price tag? The narrative’s projections may surprise you. Result: Fair Value of $152 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this upside hinges on Baidu proving it can effectively monetize AI search and avoid prolonged margin pressure from heavy AI and cloud investment.\nFind out about the key risks to this Baidu narrative. Another Take on Value Step away from narratives and Baidu looks pricey on earnings. It trades on a 34.7x price to earnings ratio, richer than the US Interactive Media and Services industry at 16.3x and even above its 32.7x fair ratio, which hints at more downside risk if expectations reset. See what the numbers say about this price — find out in our valuation breakdown. NasdaqGS:BIDU PE Ratio as at Dec 2025 Build Your Own Baidu Narrative If you see the story differently or want to dig into the numbers yourself, you can build a fresh narrative in minutes with Do it your way. A great starting point for your Baidu research is our analysis highlighting 1 key reward and 2 important warning signs that could impact your investment decision. Looking for more investment ideas? Before Baidu steals all your attention, lock in an edge by scanning other opportunities on Simply Wall Street’s screener so the next big move does not pass you by.  Capture potential mispricings by targeting companies trading below their estimated cash flow value through these 916 undervalued stocks based on cash flows before the market fully catches on. Ride structural trends in automation and machine learning by focusing on these 24 AI penny stocks that may influence long-term industry developments. Strengthen your income stream by filtering for these 13 dividend stocks with yields > 3% that may help balance volatility with consistent cash returns.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.The New Payments ETF Is Live on NASDAQ:Money is moving to real-time rails, and a newly listed ETF now gives investors direct exposure. Fast settlement. Institutional custody. Simple access.Explore how this launch could reshape portfoliosSponsored ContentValuation is complex, but we're here to simplify it.Discover if Baidu might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.12","shortVersion":"4.35.12","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2592013188","isCrawlerRequest":true}