Goldman Sachs·2026-10-22CompanyBaidu.com Inc. (BIDU.US) 3Q26 preview: Cloud re-acceleration with improving margin; Advertising weakness weighs on near-term profit; Not Rated
Goldman Sachs·2026-08-20CompanyBAIDU (BIDU 9888.HK) & IQIYI (IQ) 2Q26 review and NDR takeaways: Cloud to accelerate in 2H, higher AI spending to weigh on profit
Deutsche Bank·2026-08-19CompanyBuy$190 → $166▼Baidu (BIDU.US) Sustained cloud momentum amidst prolonged advertising headwinds
J.P. Morgan·2026-10-23CompanyOverweight$175 → $145▼Baidu.com (9888.HK) Baidu 3Q26 Preview: Cloud Carries the Quarter, Ads and Depreciation Cut Earnings; Trim PT, Stay OW
Nomura·2026-10-04SectorChina Internet & New Media: ByteDance dominates China’s AI short-drama value chain