Baidu

Signals

1 story (new)

Media momentum

As of 1 Nov 2026 · Visible stories in the last 30 days, compared with the 30 days before.

4 sources

Source diversity

As of 1 Nov 2026 · Distinct publications behind this entity's visible coverage.

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Release activity

As of 1 Nov 2026 · Model, product and open-source release events in the last 90 days whose coverage involves this entity.

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Funding signals

As of 1 Nov 2026 · Funding and acquisition events in the last 90 days whose coverage involves this entity.

Jul 2026 → Oct 2026

Coverage span

As of 1 Nov 2026 · First to most recent month of TLDRocket coverage of this entity.

Market context

BIDU · NASDAQ · last close $76.40 (30 Oct 2026)

-30.4% over this window · S&P 500 -2.3% (dashed line)

Price moves around recent events

21 Jul Other: Anthropic & Claude Sonnet 5 Other

— insufficient price data
15 Jul Feature update: Apple & Apple Intelligence Feature update

— insufficient price data

Correlation does not establish causation. Market moves have many simultaneous causes — macro news, sector rotation, earnings and unrelated company events — and the timing of our daily closes may not align with when an event actually reached the market (pre-announcements, leaks, after-hours trading). Moves are shown next to the S&P 500 (SPY) over the same window so market-wide swings are visible, not hidden. None of this is investment advice.

Price history

BIDU · daily closes

$76.40 -37.3% · 12 months 52-week high $165.30 · low $75.80

12-month span · monthly close · 30 Oct 2025–30 Oct 2026

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Daily · last 90 trading days

Candlestick · last 30 trading days

Read BIDU is down 37.3% over twelve months, trading -53.8% from its 52-week high ($165.30, 22 Jan) — the strongest month was January at +17.2%.

Not investment advice. TLDRocket's market and earnings analysis is automated editorial commentary on public information. It can be wrong or out of date, it is never a recommendation to buy, sell or hold any security, and it should not be relied on for investment decisions.

Latest earnings

BIDU · quarterly EPS

Next report Mon 16 Nov · before market open Q3 FY2026 est EPS 7.07 est revenue $31.4B 2 weeks from now

Q2 2026 latest

7.22 EPS

est 10.12 -28.6%

Q1 2026

12.06 EPS

est 11.80 +2.2%

Q4 2025

10.62 EPS

est 9.43 +12.6%

Q3 2025

11.12 EPS

est 7.80 +42.6%

The TLDRocket take Q2 2026 · written 18 Aug 2026

Baidu just snapped a three-quarter beat streak with a thud: EPS of 7.15 against an estimate of 11.05, a 35% miss. That's a sharp reversal from Q1's modest beat and Q3 2025's blowout 42.6% surprise, and the swing is big enough that it's worth noting we don't have the underlying revenue or segment detail here to say whether this is an AI-spending crunch, a one-off writedown, or something else entirely — the estimate table alone doesn't explain the gap, and I won't guess.

What we do know is Baidu has been busy on the product side while this number cooked. It's the Apple partner for localized Apple Intelligence features in China, a deal that matters because Apple's $20.5 billion in Greater China sales gives Baidu a shot at default distribution most AI labs would kill for — though Apple hedged by also inking Alibaba's Qwen for the same rollout, so Baidu isn't the sole beneficiary. Baidu's also shipping smaller, practical tools: the 3-billion-parameter Unlimited-OCR model for document parsing, and its chatbot is one of several (alongside Alibaba, ByteDance, and Tencent's) that Chinese students are leaning on to pick colleges after the gaokao exam. None of that is small-scale hype — it's real usage — but it also hasn't been enough to stop this quarter's earnings miss, which is the more immediate story here.

The pattern to watch is whether this miss is a blip or a trend. Three straight beats followed by a 35% whiff is the kind of thing that either reflects lumpy AI infrastructure costs (common across the sector right now) or a genuine slowdown in whatever's driving Baidu's core ad and cloud business. With only four quarters of data and no revenue breakdown supplied, that's an open question rather than a conclusion.

Read alongside: Unlimited-OCR Apple Unlimited OCR 2

Not investment advice. TLDRocket's market and earnings analysis is automated editorial commentary on public information. It can be wrong or out of date, it is never a recommendation to buy, sell or hold any security, and it should not be relied on for investment decisions.