Baidu's Share Buyback, Dividend Could Raise its Valuation -- Market Talk

Dow Jones02-05 15:08

0708 GMT - Baidu's latest share buyback program and dividend policy could further unlock its valuation potential, Jefferies analysts say in a research note. Baidu on Thursday said it is set to pay its inaugural dividend this year and authorized a $5 billion share-buyback program. Jefferies thinks Baidu's valuation is undemanding. The company's commitment to return value to shareholders could further raise its valuation after the proposed spinoff of its chip unit Kunlunxin. Both its AI chip business and robotaxi segment Apollo Go are making solid progress, they note. Jefferies maintains a buy call on Baidu with the target price of US$181.00. Shares last ended 4.8% lower at US$137.95. (sherry.qin@wsj.com)

(END) Dow Jones Newswires

February 05, 2026 02:08 ET (07:08 GMT)

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The company's commitment to return value to shareholders could further raise its valuation after the proposed spinoff of its chip unit Kunlunxin. Both its AI chip business and robotaxi segment Apollo Go are making solid progress, they note. Jefferies maintains a buy call on Baidu with the target price of US$181.00. Shares last ended 4.8% lower at US$137.95. 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Baidu on Thursday said it is set to pay its inaugural dividend this year and authorized a $5 billion share-buyback program. Jefferies thinks Baidu's valuation is undemanding. The company's commitment to return value to shareholders could further raise its valuation after the proposed spinoff of its chip unit Kunlunxin. Both its AI chip business and robotaxi segment Apollo Go are making solid progress, they note. Jefferies maintains a buy call on Baidu with the target price of US$181.00. Shares last ended 4.8% lower at US$137.95. 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Baidu on Thursday said it is set to pay its inaugural dividend this year and authorized a $5 billion share-buyback program. Jefferies thinks Baidu's valuation is undemanding. The company's commitment to return value to shareholders could further raise its valuation after the proposed spinoff of its chip unit Kunlunxin. Both its AI chip business and robotaxi segment Apollo Go are making solid progress, they note. Jefferies maintains a buy call on Baidu with the target price of US$181.00. Shares last ended 4.8% lower at US$137.95. 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