• On August 1, 2025, iQIYI announced significant changes to its board and compensation committee, including the resignation of two directors and the appointment of Mr. Haijian He, Baidu’s chief financial officer, as chairman.
• The addition of experienced executives from Baidu introduces new financial and human resources expertise, which could influence iQIYI’s leadership and governance priorities.
• We'll now examine how the appointment of Baidu's CFO as chairman could influence iQIYI's investment outlook and business direction.

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iQIYI Investment Narrative Recap

To be an iQIYI shareholder, you need to believe in the company’s ability to drive stronger and more consistent revenue growth by revitalizing its content slate and boosting user engagement. The appointment of Baidu’s CFO as chairman injects substantial financial and human capital expertise into iQIYI’s board, though, for now, this move does not materially alter the primary short-term catalyst: execution on high-quality content releases, nor does it reduce the main risk tied to content-driven revenue fluctuations.

Among recent announcements, iQIYI’s unveiling of over 400 new titles for 2025–2026 at the iQIYI World Conference stands out as most relevant. This robust content pipeline aims to reverse membership and advertising revenue declines, directly addressing the critical business drivers analysts have pinpointed as pivotal for the near-term outlook and financial recovery.

However, investors should also be aware that inconsistent content performance continues to pose…

Read the full narrative on iQIYI (it's free!)

iQIYI's outlook anticipates CN¥29.9 billion in revenue and CN¥1.5 billion in earnings by 2028. This is based on a projected 1.7% annual revenue growth rate and a roughly CN¥1.2 billion increase in earnings from the current CN¥290.9 million.

Uncover how iQIYI's forecasts yield a $1.88 fair value, in line with its current price.

Exploring Other Perspectives

Three fair value estimates from the Simply Wall St Community place iQIYI between US$1.38 and US$1.88 per share. While content expansion is the current catalyst for improvement, investors can find several distinct viewpoints on future performance within the community.

Explore 3 other fair value estimates on iQIYI - why the stock might be worth as much as $1.88!

Build Your Own iQIYI Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your iQIYI research is our analysis highlighting 1 key reward and 2 important warning signs that could impact your investment decision.
• Our free iQIYI research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate iQIYI's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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