Acquired 102,139 shares in Baidu, creating a new position valued at $13,458,856 Transaction equaled 3.3961% of 13F reportable assets under management Post-trade stake: 102,139 shares, valued at $13,458,856 This new position places Baidu outside the fund's top five holdings by value
Yesterday, Baidu reported a -7% y/y revenue decline for Q3 2025 along with a significantly large net loss, and yet, BIDU stock traded up ~2.5%. In my view, Mr. Market is looking beyond the legacy Search business contraction and focusing on the explosive growth in Baidu's AI Cloud and Apollo Go (robotaxi) businesses. Despite near-term revenue and margin pressures from the AI transition, BIDU sto...
Baidu, Inc. ( BIDU ) Q3 2025 Earnings Call November 18, 2025 7:30 AM EST Company Participants Juan Lin - Director of Investor Relations Yanhong Li - Co-Founder, Chairman & CEO Haijian He - Chief Financial Officer Dou Shen - Executive VP & President of Baidu AI Cloud Group Rong Luo - Executive Vice President of Baidu Mobile Ecosystem Group Conference Call Participants Alicis a Yap - Citigroup In...
Baidu stock price has come under pressure in the past few weeks, moving from the year-to-date high of $150 in October to the current $113. This pullback has brought its market capitalization from ~$50 billion to ~$40 billion today.
The Chinese search-engine giant reported lower revenue as advertising demand remained weak, and swung to a quarterly loss, hit by an impairment charge.
Chinese search engine company Baidu beat market expectations for third-quarter revenue on Tuesday, helped by strong growth in its cloud business amid a recovering ad market.
BEIJING , Nov. 18, 2025 /PRNewswire/ -- Baidu, Inc. (NASDAQ: BIDU and HKEX: 9888 (HKD Counter) and 89888 (RMB Counter)), ("Baidu" or the "Company"), a leading AI company with strong Internet foundation, today announced its unaudited financial results for the third quarter ended September 30, 2025. "In the third quarter, we demonstrated AI's transformative value across our portfolio.
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