Movement Alert｜Baidu Overnight Rise 5.05%, Multiple Investment Banks Raise Target Prices on Strong AI Revenue Growth

Market Focus05-27

On May 27, Baidu rose 5.05% overnight, trading at 133.46 USD/share, with trading volume of $4.2892 million.

On the news front, multiple investment banks recently raised their target prices for Baidu. Nomura Securities lifted its target from $186 to $190 while maintaining a Buy rating, and Haitong International raised its target from $188 to $201 with an Outperform rating. The upgrades were driven by Baidu's Q1 earnings beating expectations, with total revenue reaching 32.1 billion RMB. Most notably, AI-driven revenue surged 49% year-over-year to 13.6 billion RMB, accounting for 52% of Baidu's core revenue — the first time AI business has exceeded half of total core revenue.

Within the AI revenue breakdown, cloud infrastructure revenue hit 8.8 billion RMB with 79% YoY growth, while GPU cloud revenue soared 184%. However, the rapid AI expansion came at a cost, with net profit declining 55% YoY to 3.445 billion RMB as sales costs rose 12% due to cloud-related investments.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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