24/100BBaidu stock forecast 2026–2030What is an analyst price target? A price target is the price an analyst expects a stock to reach in 12 months. Arincen shows the average, high and low targets and the upside to the average.
Analysts' average 12-month price target for Baidu is 114.17, 46.1% above the current price of 78.15. Their targets range from 80.00 to 145.00.
Of the 10 firms that rated Baidu in the past 12 months, 7 rate it buy or strong buy, 2 hold and 1 sell or strong sell (each firm at its latest rating): a Buy consensus.
Analysts' 1-year price targets range from 80.00 to 145.00, with an average of 114.17.
| Buy | 7 | |
| Hold | 2 | |
| Sell | 1 |
12-month price target
| Highest target | 145.00 |
| Average target | 114.17 |
| Lowest target | 80.00 |
| Current price | 78.15 |
Baidu price target historyWhat is an analyst price target? A price target is the price an analyst expects a stock to reach in 12 months. Arincen shows the average, high and low targets and the upside to the average.
Have analysts recently raised or lowered their Baidu price target and rating?
How analysts rate Baidu, month by monthWhat is the analyst rating? The analyst rating sums up what the analysts covering a stock recommend, from strong buy to strong sell, by the share of them rating it a buy.
7 of 10 firms rate it buy now, against 10 of 13 in December 2025.
Each month: every firm at its latest rating from the 12 months before. Strong buys count as buys, strong sells as sells.
Baidu analyst upgrades, downgrades and price targets
The latest rating change came on 19 August 2026, when Morgan Stanley downgraded Baidu from Equal Weight to Underweight. Its price target is 80.00, from 150.00. The most recent new target came from Bank of America Securities on 26 October 2026: 132.00.
| Date | Firm | Rating | Price target | Change | Price then |
|---|---|---|---|---|---|
| 26 Oct 2026 | Bank of America Securities Miranda Zhuang | — | 132.00 | — | 77.85 |
| 23 Oct 2026 | J.P. Morgan Alex Yao | — | 145.00 | — | 77.20 |
| 23 Oct 2026 | Barclays | — | 96.00 → 80.00 | -16.7% | 77.98 |
| 7 Sept 2026 | Arete Research | — | 108.00 | — | 99.47 |
| 19 Aug 2026 | Barclays | Reiterated · Equal Weight | 124.00 → 96.00 | -22.6% | 90.87 |
| 19 Aug 2026 | Morgan Stanley | Downgraded · Equal Weight → Underweight | 150.00 → 80.00 | -46.7% | 90.87 |
| 13 Jul 2026 | Barclays Jiong Shao | — | 128.00 → 124.00 | -3.1% | 113.39 |
| 20 May 2026 | Susquehanna | Reiterated · Neutral | 110.00 → 140.00 | +27.3% | 137.68 |
| 14 Apr 2026 | Macquarie | — | 177.00 → 158.00 | -10.7% | 118.23 |
| 5 Mar 2026 | Barclays Jiong Shao | — | 147.00 → 128.00 | -12.9% | 118.95 |
| 26 Feb 2026 | Macquarie Ellie Jiang | — | 176.00 → 177.00 | +0.6% | 125.15 |
| 4 Feb 2026 | US Tiger Securities Bo Pei | — | 150.00 | — | 137.86 |
| 26 Jan 2026 | Barclays Jiong Shao | Reiterated · Equal Weight | 84.00 → 147.00 | +75.0% | 161.44 |
| 20 Jan 2026 | Morgan Stanley Gary Yu | — | 150.00 | — | 151.37 |
| 12 Jan 2026 | UBS | — | 188.00 → 215.00 | +14.4% | 152.30 |
| 2 Jan 2026 | Jefferies Thomas Chong | Reiterated · Buy | 181.00 | — | 130.66 |
| 24 Nov 2025 | Susquehanna Shyam Patel | — | 95.00 → 110.00 | +15.8% | 110.95 |
| 24 Nov 2025 | UBS | — | 188.00 | — | 110.95 |
| 24 Nov 2025 | JP Morgan | Upgraded · Neutral → Overweight | — | — | — |
| 19 Nov 2025 | Nomura | — | 140.00 | — | 115.49 |
| 19 Nov 2025 | Goldman Sachs Lincoln Kong | Reiterated · Buy | 155.00 | — | 115.49 |
Baidu EPS and revenue estimatesWhat are estimate revisions? Estimate revisions are the changes analysts make to their EPS and revenue forecasts for the years ahead. They show whether expectations are rising or falling.
Revenue
EPS
Does Baidu beat earnings estimates?What is an earnings surprise? An earnings surprise is how far a company's reported EPS or revenue came above or below the analysts' average estimate, in percent.
On average, analysts' EPS estimate was 17.3% off the result, either way, and their revenue estimate 2.3%, over the last 12 quarters.
- EPS beats
- 72 / 84
- Revenue beats
- 56 / 78
- Average EPS surprise, last 12What is an earnings surprise? An earnings surprise is how far a company's reported EPS or revenue came above or below the analysts' average estimate, in percent.
- +10.4%
- Since
- October 2005
| Quarter | Report date | EPS estimate | Reported EPS | Surprise | Revenue estimate | Reported revenue | Surprise |
|---|---|---|---|---|---|---|---|
| Q2 FY2026 | 18 Aug 2026 | 1.51 | 1.06 | -29.8% | 4.68B | 4.61B | -1.4% |
| Q1 FY2026 | 18 May 2026 | 1.87 | 1.75 | -6.4% | 4.54B | 4.65B | +2.3% |
| Q4 FY2025 | 26 Feb 2026 | 1.39 | 1.52 | +9.4% | 4.67B | 4.68B | +0.2% |
| Q3 FY2025 | 18 Nov 2025 | 1.20 | 1.56 | +30.0% | 4.66B | 4.38B | -6.1% |
| Q2 FY2025 | 20 Aug 2025 | 1.74 | 1.90 | +9.2% | 4.33B | 4.56B | +5.3% |
| Q1 FY2025 | 21 May 2025 | 1.96 | 2.55 | +30.1% | 4.68B | 4.46B | -4.8% |
| Q4 FY2024 | 18 Feb 2025 | 1.97 | 2.63 | +33.5% | 4.57B | 4.67B | +2.2% |
| Q3 FY2024 | 21 Nov 2024 | 2.49 | 2.36 | -5.2% | 4.78B | 4.78B | +0.1% |
| Q2 FY2024 | 22 Aug 2024 | 2.68 | 2.89 | +7.8% | 4.70B | 4.67B | -0.7% |
| Q1 FY2024 | 16 May 2024 | 2.30 | 2.76 | +20.0% | 4.65B | 4.83B | +3.8% |
| Q4 FY2023 | 28 Feb 2024 | 2.75 | 3.08 | +12.0% | 4.91B | 4.93B | +0.5% |
| Q3 FY2023 | 21 Nov 2023 | 2.45 | 2.80 | +14.3% | 4.73B | 4.72B | -0.4% |
Baidu stock price 2026–2030: scenariosHow are the stock price scenarios calculated? Bear, base and bull prices for the years ahead: the analysts' EPS estimates times the lowest, average and highest P/E of the stock today and at its last five year ends, or of its peers.
If Baidu's earnings keep growing at the 2.0% a year analysts expect to FY2028, it would earn about 8.32 a share in FY2030. At the P/E it has traded at over the last five years (9.3 to 39.4) that is 77.01 to 328.18 a share, or 201.42 at its average P/E of 24.2. This is arithmetic on the analysts' estimates, not a prediction.
| Fiscal year | EPS | Bear | Base | Bull |
|---|---|---|---|---|
| FY2026 | 5.33 | 49.33 | 129.01 | 210.20 |
| FY2027 | 6.55 | 60.66 | 158.64 | 258.48 |
| FY2028 | 7.99 | 74.00 | 193.54 | 315.34 |
| FY2029 (extrapolated) | 8.16 | 75.49 | 197.44 | 321.70 |
| FY2030 (extrapolated) | 8.32 | 77.01 | 201.42 | 328.18 |
Each year's EPS is the analysts' consensus to FY2028; the years after grow 2.0% a year (the analysts' growth, at most 15%). Bear, base and bull apply the lowest, average and highest P/E of today and the last five fiscal year ends, leaving out any above 60, the mark of a year of collapsed earnings (9.3, 24.2, 39.4).
Most undervalued US stocksHow does Arincen work out a stock's fair value? Fair value is our estimate of a share's price at the P/E the company usually trades at, with a low to high range around it.
| Stock | Price | Fair value | Upside |
|---|---|---|---|
| 35.760 | 71.4258Price 35.76193 | +99.7% | |
| 29.080 | 56.2434Price 29.0896 | +93.4% | |
| 240.360 | 464.26205Price 240.36627 | +93.2% | |
| 202.040 | 384.58163Price 202.042,644 | +90.3% | |
| 161.340 | 305.52160Price 161.34396 | +89.4% | |
| 125.395 | 237.44178Price 125.40297 | +89.4% | |
| 159.580 | 300.48225Price 159.58376 | +88.3% |
Furthest below the fair value on each stock's page, updated every day.