May. 13 at 12:50 PM
$BIDU
Alicia Yap has given his Buy rating due to a combination of factors tied to Baidu’s positioning in the emerging agent-centric AI landscape. She views Baidu as a frontrunner in “Agentic AI,” highlighting its new Daily Active Agents metric and the launch of DuMate and Miaoda as concrete avenues to convert AI capabilities into scalable, monetizable applications.
She also emphasizes Baidu’s end-to-end AI stack, from in-house Kunlun chips through its AI Cloud, as a key structural advantage that is difficult for competitors to replicate. Against this strategic backdrop and the company’s clear roadmap to turn technology into business results, she reiterates a Buy rating and keeps her target price unchanged at
$186, implying meaningful upside from current levels.
In another report released on May 8,
Jefferies also maintained a Buy rating on the stock with a
$181.00 price target.