Baidu Set to Benefit From Strong AI Demand -- Market Talk

Dow Jones

2025/04/29

0732 GMT - Baidu is likely to benefit from strong AI demand, Nomura analysts say in a research note. They estimate that the company's cloud revenue grew 29% on year in 1Q, supported by its AI business, though advertising likely remained soft. The analysts note that the Chinese search giant remains optimistic about the AI outlook despite geopolitical risks, as shown at its recent AI event. Nomura says forecast risks are skewed to the upside, maintaining a neutral rating on the stock. It keeps a target price of $98.00 on ADRs, which last closed at $90.37. (tracy.qu@wsj.com)

(END) Dow Jones Newswires

April 29, 2025 03:32 ET (07:32 GMT)

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They estimate that the company's cloud revenue grew 29% on year in 1Q, supported by its AI business, though advertising likely remained soft. The analysts note that the Chinese search giant remains optimistic about the AI outlook despite geopolitical risks, as shown at its recent AI event. Nomura says forecast risks are skewed to the upside, maintaining a neutral rating on the stock. It keeps a target price of $98.00 on ADRs, which last closed at $90.37. (tracy.qu@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  April 29, 2025 03:32 ET (07:32 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Baidu Set to Benefit From Strong AI Demand -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBaidu Set to Benefit From Strong AI Demand -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-04-29 15:32</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0732 GMT - Baidu is likely to benefit from strong AI demand, Nomura analysts say in a research note. They estimate that the company's cloud revenue grew 29% on year in 1Q, supported by its AI business, though advertising likely remained soft. The analysts note that the Chinese search giant remains optimistic about the AI outlook despite geopolitical risks, as shown at its recent AI event. Nomura says forecast risks are skewed to the upside, maintaining a neutral rating on the stock. It keeps a target price of $98.00 on ADRs, which last closed at $90.37. 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They estimate that the company's cloud revenue grew 29% on year in 1Q, supported by its AI business, though advertising likely remained soft. The analysts note that the Chinese search giant remains optimistic about the AI outlook despite geopolitical risks, as shown at its recent AI event. Nomura says forecast risks are skewed to the upside, maintaining a neutral rating on the stock. It keeps a target price of $98.00 on ADRs, which last closed at $90.37. 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They estimate that the company's cloud revenue grew 29% on year in 1Q, supported by its AI business, though advertising likely remained soft. The analysts note that the Chinese search giant remains optimistic about the AI outlook despite geopolitical risks, as shown at its recent AI event. Nomura says forecast risks are skewed to the upside, maintaining a neutral rating on the stock. It keeps a target price of $98.00 on ADRs, which last closed at $90.37. (tracy.qu@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  April 29, 2025 03:32 ET (07:32 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}