Baidu's Ad Revenue Likely to Remain Soft -- Market Talk

Dow Jones

10/14

0525 GMT - Baidu's ad revenue will likely continue to weigh on its earnings as the Chinese tech company transforms its search results with AI-generated content, Citi analysts say in a research note. Baidu's 3Q core ad revenue likely dropped 23% on year, while its AI cloud revenue is expected to have risen 20%, they say. Overall, the analysts expect Baidu to report in-line quarterly results, and any positive surprises are likely to come from better-than-expected Baidu core ad revenue and operating profit. They expect the ad-revenue drag to continue in 4Q, projecting a 19% decline. Citi maintains a buy call but raises the target price to $166.00 from $143.00 following recent share-price gains. Baidu's ADRs last ended at $125.72. (sherry.qin@wsj.com)

(END) Dow Jones Newswires

October 14, 2025 01:25 ET (05:25 GMT)

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Baidu's 3Q core ad revenue likely dropped 23% on year, while its AI cloud revenue is expected to have risen 20%, they say. Overall, the analysts expect Baidu to report in-line quarterly results, and any positive surprises are likely to come from better-than-expected Baidu core ad revenue and operating profit. They expect the ad-revenue drag to continue in 4Q, projecting a 19% decline. Citi maintains a buy call but raises the target price to $166.00 from $143.00 following recent share-price gains. Baidu's ADRs last ended at $125.72. 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Baidu's 3Q core ad revenue likely dropped 23% on year, while its AI cloud revenue is expected to have risen 20%, they say. Overall, the analysts expect Baidu to report in-line quarterly results, and any positive surprises are likely to come from better-than-expected Baidu core ad revenue and operating profit. They expect the ad-revenue drag to continue in 4Q, projecting a 19% decline. Citi maintains a buy call but raises the target price to $166.00 from $143.00 following recent share-price gains. Baidu's ADRs last ended at $125.72. (sherry.qin@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  October 14, 2025 01:25 ET (05:25 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"09888","symbol_name":"百度集團-SW","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2575257701","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2575257701","pubTimestamp":1760419500,"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":"0525 GMT - Baidu's ad revenue will likely continue to weigh on its earnings as the Chinese tech company transforms its search results with AI-generated content, Citi analysts say in a research note. Baidu's 3Q core ad revenue likely dropped 23% on year, while its AI cloud revenue is expected to have risen 20%, they say. Overall, the analysts expect Baidu to report in-line quarterly results, and any positive surprises are likely to come from better-than-expected Baidu core ad revenue and operating profit. They expect the ad-revenue drag to continue in 4Q, projecting a 19% decline. Citi maintains a buy call but raises the target price to $166.00 from $143.00 following recent share-price gains. Baidu's ADRs last ended at $125.72. ","collect":0,"end_time":0,"defaultTopTitle":"","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"09888":"百度集团-SW","BIDU":"百度"},"translate_title":"百度广告收入可能保持疲软——市场传言","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"09888":1.5,"BIDU":1.5},"content_text":"0525 GMT - Baidu's ad revenue will likely continue to weigh on its earnings as the Chinese tech company transforms its search results with AI-generated content, Citi analysts say in a research note. Baidu's 3Q core ad revenue likely dropped 23% on year, while its AI cloud revenue is expected to have risen 20%, they say. Overall, the analysts expect Baidu to report in-line quarterly results, and any positive surprises are likely to come from better-than-expected Baidu core ad revenue and operating profit. They expect the ad-revenue drag to continue in 4Q, projecting a 19% decline. Citi maintains a buy call but raises the target price to $166.00 from $143.00 following recent share-price gains. Baidu's ADRs last ended at $125.72. (sherry.qin@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  October 14, 2025 01:25 ET (05:25 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":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}