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Baidu: Patience Will Be Rewarded
Seeking Alpha· 2024-12-30 16:54
Stimulus, Slowdown, Tariff. These three words have not been very kind to Baidu, Inc. (NASDAQ: BIDU ) investors over the last few months. With questions already raging about the economy and the Chinese fiscal policies, a resounding Trump victory in theDividends (DGI and DRIP) and Growth at reasonable price (GARP) for Long-term. Serious money.Fun trading for short-term. Play money.Ideas and thoughts presented in the articles are not professional recommendations.Analyst’s Disclosure: I/we have a beneficial lon ...
Baidu Is Cheap And Has Low Growth, But AI Is A Wildcard
Seeking Alpha· 2024-12-27 15:25
Baidu (NASDAQ: BIDU ) shareholders have had a very rough ride, at least since mid-2023, with shares plunging from around $140 to the current high eighties. Just this year, the stock has fallen 23%, and is now quite cheap with a forward PE ratio. WithI am a dedicated financial risk manager and investor specializing in financials, consumer, and technology industries. I have been involved in the investing world for over seven years, making deep analyses and managing different types of portfolios.I believe in d ...
New Strong Sell Stocks for December 27th
ZACKS· 2024-12-27 09:31
Stocks Added to Zacks Rank 5 (Strong Sell) List - Baidu Inc (BIDU) is an online marketing and cloud services producer with a 5 2% downward revision in the Zacks Consensus Estimate for its current year earnings over the last 60 days [1] - Douglas Dynamics Inc (PLOW) is a vehicle upfitting company with an 11 1% downward revision in the Zacks Consensus Estimate for its current year earnings over the last 60 days [2] - DENTSPLY SIRONA Inc (XRAY) is a dental products and technologies company with a 6 6% downward revision in the Zacks Consensus Estimate for its current year earnings over the last 60 days [2]
Yiren Digital: Links With Baidu, Stimulus In China, Loan Demand, And Quite Cheap
Seeking Alpha· 2024-12-25 08:45
Yiren Digital Ltd. (NYSE: YRD ) reports links with Baidu ( BIDU ) and is experiencing double-digit quarterly revenue growth thanks to demand for loans in China. Given the company's proven performance in the past, YRD appears to be well positionedLike the common kingfisher or Alcedo Atthis searches for small fish, I research small, and medium cap companies in Europe, the United States, and South America. You can find a common kingfisher in my profile.With close to 14 years in the financial industry, I worked ...
百度:广告业务或短期承压,关注2025年AI搜索变现进度
交银国际证券· 2024-12-12 02:35
交银国际研究 财务模型更新 收盘价 目标价 潜在涨幅 美元 89.21 美元 102.00↓ +14.3% 互联网 2024 年 12 月 11 日 百度 (BIDU US) 广告业务或短期承压,关注 2025 年 AI 搜索变现进度 | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | |--------------------------------------------------|-------------------------------------------------------------------------------------------------|-------------------|-----------------------------------------------------------------------------------------------|--------------------------|--------------------- ...
Baidu Shares Plunge 28.9% Year to Date: Time to Sell the Stock?
ZACKS· 2024-12-05 14:15
Baidu (BIDU) , China's leading AI company, finds itself in increasingly troubled waters as its shares have plunged 28.9% year to date, underperforming the Zacks Computer and Technology sector’s growth of 30.6%. This has raised significant concerns about the company’s growth trajectory and market positioning. BIDU's latest financial results for third-quarter 2024 paint a concerning picture, with total revenues declining 3% year over year to RMB 33.6 billion ($4.78 billion), signaling persistent weakness acro ...
Hang Seng Index: Tech Stocks Weigh as Tariffs Loom, with Baidu Down 1.01%
FX Empire· 2024-12-04 04:09
EnglishItalianoEspañolPortuguêsDeutschالعربيةFrançaisImportant DisclaimersThe content provided on the website includes general news and publications, our personal analysis and opinions, and contents provided by third parties, which are intended for educational and research purposes only. It does not constitute, and should not be read as, any recommendation or advice to take any action whatsoever, including to make any investment or buy any product. When making any financial decision, you should perform your ...
Baidu Q3 Earnings: AI Revenue Remains Strong; 22% Below Its Book Value Is A Contrarian Buy (Upgrade)
Seeking Alpha· 2024-11-27 11:10
Baidu's (NASDAQ: BIDU ) has erased all the gains from its 40% rally, which had been driven by the fiscal stimulus plans announced in late September. Following a disappointing Q3 FY2024 earnings report, the stock initially took a hit to a I'm specialized in fundamental equity research, global macro strategy, and top-down portfolio construction. I graduated from UCLA with a degree of Business Economics and UMich Ross School of Business with a Master of Accounting. I'm a senior analyst at a multi-strategy hedg ...
百度:生成式AI商业化和模型迭代有望到新节点
广发证券· 2024-11-26 07:54
公司评级 [Table_Invest] 买入-美股买入-H 当前价格 80.33 美元/76.65 港元 合理价值 108 美元/105 港元 前次评级 买入/买入 报告日期 2024-11-24 盈利预测:美元兑人民币采用 7.2374:1,美元兑港元采用 7.818:1。 021-38003675 [Table_ 货币单位:人民币 Finance] 2022A 2023A 2024E 2025E 2026E 营业收入(百万元) 123,675 134,598 132,640 140,626 150,291 增长率(%) -1% 9% -1% 6% 7% EBITDA(百万元) 17,405 32,156 56,516 42,431 46,694 NonGaap归母净利润 (百万元)20,680 28,748 26,949 28,709 34,491 增长率(%) 10% 39% -6% 7% 20% NonGaap EPS ( 元 /ADS)59 82 77 82 98 NonGaap 市 盈 率 (P/E)10 7 8 7 6 ROE(%) 3% 8% 8% 8% 7% EV/EBITDA 12 6 4 ...
Baidu: Growth Algorithm Stuck In Neutral With AI Hype And Ad Blues
Seeking Alpha· 2024-11-25 04:06
Baidu (NASDAQ: BIDU ) reported an in-line 3Q24, but the key message coming out of the quarter was that advertising remains weak due to China's soft macro backdrop while AI remains in the early stage of development andAstrada Advisors delivers actionable recommendations that enhance portfolio performance and uncover alpha opportunities, supported by a strong track record in investment research at leading global investment banks. With expertise spanning technology, media, internet, and consumer sectors in Nor ...