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<Research>Haitong Int'l Keeps Baidu (BIDU.US) at Outperform; TP US$187
Haitong International's research report covered BIDU-SW (09888.HK)(BIDU.US), which was projected to post core revenue of RMB24.5106 billion in 3Q25, marking a YoY downfall of 7...
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<Research>Haitong Int'l Keeps Baidu (BIDU.US) at Outperform; TP US$187
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Haitong International's research report covered BIDU-SW (09888.HK)  -4.900 (-4.160%)    Short selling $1.12B; Ratio 45.519%   (BIDU.US)      , which was projected to post core revenue of RMB24.5106 billion in 3Q25, marking a YoY downfall of 7.6%. However, forecasts for core ads and cloud remained intact, while those for other core revenues were narrowly revised down.

In terms of profit, the forecast for core adjusted operating profit was lowered to RMB2.1 billion, corresponding to a margin of 8.5%. Baidu's core revenue and non-GAAP operating profit for 2025 were estimated to be RMB102.8595 billion, reflecting a YoY decrease of 1.8%, and RMB14.1288 billion, corresponding to a margin of 13.7%.

Related NewsCCBI Lifts BIDU-SW's TP to HKD159.49, Expects 3Q Results to Largely Meet Forecasts
The broker set a target price for Baidu's US stocks at US$187, slightly down from the previous US$188 due to lower margin forecasts, corresponding to 17x FY2026 PE of Baidu. The Outperform rating was maintained.
(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2025-10-17 16:25.) (Real-time Streaming US Stocks Quote; Except All OTC quotes are at least 15 minutes delayed.)

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