Baidu Set for Modest Growth on Improved Revenue Mix -- Market Talk

Dow Jones

2025/11/19

0829 GMT - Baidu is set for modest revenue and earnings growth in the coming years, HSBC analysts Charlene Liu and Ritchie Sun say in a note. They lift advertising revenue forecasts slightly after a smaller-than-expected 3Q decline in the segment, while leaving nonmarketing revenue projections largely unchanged. Revenue forecasts for 2025-2027 are raised by 1%, and earnings expectations by 1%-8%, reflecting a revenue-mix shift toward the higher-margin ad business. The analysts also highlight Baidu's strength in robotaxis as it hit new milestones in city coverage and ride volume, and increased visibility of its AI growth drivers across cloud infrastructure, software products and marketing services. HSBC raises the target price on the stock to $112.00 from $103.00 while keeping a hold rating. Baidu's ADRs last closed at $117.14. (jason.chau@wsj.com)

(END) Dow Jones Newswires

November 19, 2025 03:29 ET (08:29 GMT)

应版权方要求，你需要登录查看该内容

免责声明：投资有风险，本文并非投资建议，以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请，作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考，不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证，投资者应自行研究并在投资前寻求专业建议。

热议股票

{"basename":"/hans","ssrTDKData":{"titleTemplate":"%s - 老虎证券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎证券,老虎证券开户,老虎券商,老虎证券官网,老虎证券app,tigertrade老虎证券,股票,炒股,新加坡股票交易平台,投资,投资理财","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hans/news/2584916175"},"companyName":"老虎证券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2584916175\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2584916175?lang=zh_CN&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-11-19 16:29","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2584916175","market":"other","top_or_hot":-1,"title":"Baidu Set for Modest Growth on Improved Revenue Mix -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0829 GMT - <a href=\"https://laohu8.com/S/09888\">Baidu</a> is set for modest revenue and earnings growth in the coming years, <a href=\"https://laohu8.com/S/HSBC\">HSBC</a> analysts Charlene Liu and Ritchie Sun say in a note. They lift advertising revenue forecasts slightly after a smaller-than-expected 3Q decline in the segment, while leaving nonmarketing revenue projections largely unchanged. Revenue forecasts for 2025-2027 are raised by 1%, and earnings expectations by 1%-8%, reflecting a revenue-mix shift toward the higher-margin ad business. The analysts also highlight Baidu's strength in robotaxis as it hit new milestones in city coverage and ride volume, and increased visibility of its AI growth drivers across cloud infrastructure, software products and marketing services. HSBC raises the target price on the stock to $112.00 from $103.00 while keeping a hold rating. Baidu's ADRs last closed at $117.14. (jason.chau@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 19, 2025 03:29 ET (08:29 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 for Modest Growth on Improved Revenue Mix -- 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 for Modest Growth on Improved Revenue Mix -- 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\">2025-11-19 16:29</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0829 GMT - <a href=\"https://laohu8.com/S/09888\">Baidu</a> is set for modest revenue and earnings growth in the coming years, <a href=\"https://laohu8.com/S/HSBC\">HSBC</a> analysts Charlene Liu and Ritchie Sun say in a note. They lift advertising revenue forecasts slightly after a smaller-than-expected 3Q decline in the segment, while leaving nonmarketing revenue projections largely unchanged. Revenue forecasts for 2025-2027 are raised by 1%, and earnings expectations by 1%-8%, reflecting a revenue-mix shift toward the higher-margin ad business. The analysts also highlight Baidu's strength in robotaxis as it hit new milestones in city coverage and ride volume, and increased visibility of its AI growth drivers across cloud infrastructure, software products and marketing services. HSBC raises the target price on the stock to $112.00 from $103.00 while keeping a hold rating. Baidu's ADRs last closed at $117.14. (jason.chau@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 19, 2025 03:29 ET (08:29 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BIDU","symbol_name":"百度","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2584916175","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2584916175","pubTimestamp":1763540940,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0829 GMT - Baidu is set for modest revenue and earnings growth in the coming years, HSBC analysts Charlene Liu and Ritchie Sun say in a note. They lift advertising revenue forecasts slightly after a smaller-than-expected 3Q decline in the segment, while leaving nonmarketing revenue projections largely unchanged. Revenue forecasts for 2025-2027 are raised by 1%, and earnings expectations by 1%-8%, reflecting a revenue-mix shift toward the higher-margin ad business. The analysts also highlight Baidu's strength in robotaxis as it hit new milestones in city coverage and ride volume, and increased visibility of its AI growth drivers across cloud infrastructure, software products and marketing services. HSBC raises the target price on the stock to $112.00 from $103.00 while keeping a hold rating. Baidu's ADRs last closed at $117.14. ","collect":0,"end_time":0,"defaultTopTitle":"","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"BIDU":"百度","09888":"百度集团-SW"},"translate_title":"百度将因收入结构改善而实现温和增长——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BIDU":1.5,"09888":1.5},"content_text":"0829 GMT - Baidu is set for modest revenue and earnings growth in the coming years, HSBC analysts Charlene Liu and Ritchie Sun say in a note. They lift advertising revenue forecasts slightly after a smaller-than-expected 3Q decline in the segment, while leaving nonmarketing revenue projections largely unchanged. Revenue forecasts for 2025-2027 are raised by 1%, and earnings expectations by 1%-8%, reflecting a revenue-mix shift toward the higher-margin ad business. The analysts also highlight Baidu's strength in robotaxis as it hit new milestones in city coverage and ride volume, and increased visibility of its AI growth drivers across cloud infrastructure, software products and marketing services. HSBC raises the target price on the stock to $112.00 from $103.00 while keeping a hold rating. Baidu's ADRs last closed at $117.14. (jason.chau@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  November 19, 2025 03:29 ET (08:29 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":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}