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<Research>UBS Trims BIDU-SW's TP to HKD165; AI Cloud Infra Acting as Key Growth Driver
UBS has issued a research report expecting that BIDU-SW (09888.HK) will report 1Q26 results in line with market expectations. Revenue growth will be driven by increased contributio...
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<Research>UBS Trims BIDU-SW's TP to HKD165; AI Cloud Infra Acting as Key Growth Driver
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UBS has issued a research report expecting that BIDU-SW (09888.HK)  +1.800 (+1.466%)    Short selling $265.04M; Ratio 25.483%   will report 1Q26 results in line with market expectations. Revenue growth will be driven by increased contribution from AI-fueled businesses, which are expected to account for more than 50% of core revenue.

Thanks to industry-wide price hikes as a result of surging AI demand and tight computing power supply, BIDU-SW's AI cloud infrastructure revenue is likely to soar by more than 40% in 1Q26. The company's supply-side advantage in its self-developed chips (Kunlunxin) not only helps secure new customers but also prompts existing clients toward renewals.

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UBS lowered its target price for BIDU-SW from HKD175 to HKD165, with a Buy rating.
(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-04-21 16:25.)

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