Assessing Baidu (NasdaqGS:BIDU) Valuation After Recent Double Digit Share Price Gains

Simply Wall St.01-05

Baidu (NasdaqGS:BIDU) has drawn fresh attention after recent share price moves, with the stock showing double digit returns over the past month and over the past 3 months, prompting closer scrutiny of...

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See our latest analysis for Baidu. Beyond the recent jump, Baidu’s share price has seen mixed momentum, with a 30 day share price return of 19.61% and a 1 year total shareholder return of 80.26%, in contrast with a 5 year total shareholder return decline of 31.54%. This suggests sentiment has improved recently even as longer term holders have experienced weaker results overall. If Baidu’s recent move has you thinking about where else capital is moving in tech and AI, it could be a useful moment to scan high growth tech and AI stocks for other ideas. So with Baidu trading around $150.30 and sitting close to a US$155.90 analyst target, while its intrinsic value estimate suggests a rich valuation, is there still a genuine opportunity here, or is the market already pricing in future growth? AdvertisementMost Popular Narrative Narrative: 1.1% Undervalued With Baidu closing at US$150.30 against a most-followed fair value of about US$152, the narrative sees only a modest gap left to close. Analysts have nudged our Baidu fair value estimate slightly higher to approximately $152 per share, citing a wave of price target hikes and upgrades. They note growing confidence that accelerating AI cloud growth, emerging robotaxi monetization, and potential capital returns could support sustained earnings expansion and margin recovery into 2026. Read the complete narrative. Curious what underpins that near US$152 figure? It leans on measured revenue growth, mid-teens profit margins, and a richer future earnings multiple than today. The full narrative lays out how those pieces fit together. Result: Fair Value of $151.99 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, there are still clear pressure points, including weaker core advertising trends and heavy AI investment that could keep free cash flow and margins under strain. Find out about the key risks to this Baidu narrative. Another View: Valuation Tension From Earnings Ratios That AI driven fair value of about US$152 suggests Baidu looks slightly undervalued, but the earnings multiples tell a different story. At a 43x P/E, Baidu trades below a 63.2x peer average yet above the broader industry at 15.5x and a fair ratio of 36.4x. In practice, that gap means the market is already paying up for Baidu compared with the industry, while still assigning a lower tag than closer peers and the fair ratio that the market could move toward. For you, the tension is simple: is this a cushion or a warning sign? See what the numbers say about this price — find out in our valuation breakdown. NasdaqGS:BIDU P/E Ratio as at Jan 2026Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out Baidu for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover 868 undervalued stocks based on their cash flows. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity.  Build Your Own Baidu Narrative If you see the story differently or want to test your own assumptions against the same data, you can build a customised Baidu view in just a few minutes, starting 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? If Baidu has sharpened your focus, do not stop here. Use the Simply Wall St Screener to spot fresh opportunities that fit what you are really hunting.  Target potential value by scanning these 868 undervalued stocks based on cash flows that currently look mispriced based on their cash flows and fundamentals. Ride key technology themes by checking out these 25 AI penny stocks at the front line of artificial intelligence and automation. Boost your income focus by reviewing these 14 dividend stocks with yields > 3% that can add yield alongside your growth names.   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.Valuation 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. 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