AI Could Drive Baidu's 2026 Revenue -- Market Talk

Dow Jones

8 hours ago

0423 GMT - Artificial intelligence could drive Baidu's revenue in 2026, Citi analysts say in a research note. Citi expects Baidu's chip unit Kunlunxin to record 13.2 billion yuan in revenue in 2026, accounting for 52% of its AI cloud infrastructure revenue. Its AI-native market revenue could gain 51% in 2026, the analysts estimate. Despite in-line revenue and a profit beat for 4Q, investors are likely disappointed by the absence of a first dividend, the analysts say. Citi maintains a buy call on Baidu given its undemanding valuation and potential gains from the proposed Kunlunxin spinoff. The bank raises Baidu's ADR target price to US$188.00 from $186.00. The ADRs last ended 5.65% lower at $125.15. (sherry.qin@wsj.com)

(END) Dow Jones Newswires

February 26, 2026 23:23 ET (04:23 GMT)

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

{"basename":"","ssrTDKData":{"titleTemplate":"%s - Tiger Brokers","title":"Tiger Brokers | Global Stocks, Options & Futures Trading App","description":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","keywords":"tiger brokers,tiger trade,tiger brokers singapore,broker online,stock trading in singapore,share trading singapore,brokerage firm singapore,trading app,stock broker singapore,stock trading platforms,trading account","social":{"ogDescription":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/news/2614000256"},"companyName":"Tiger Brokers"},"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:\"2614000256\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2614000256?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-02-27 12:23","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2614000256","market":"other","top_or_hot":-1,"title":"AI Could Drive Baidu's 2026 Revenue -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0423 GMT - Artificial intelligence could drive <a href=\"https://laohu8.com/S/09888\">Baidu</a>'s revenue in 2026, Citi analysts say in a research note. Citi expects Baidu's chip unit Kunlunxin to record 13.2 billion yuan in revenue in 2026, accounting for 52% of its AI cloud infrastructure revenue. Its AI-native market revenue could gain 51% in 2026, the analysts estimate. Despite in-line revenue and a profit beat for 4Q, investors are likely disappointed by the absence of a first dividend, the analysts say. Citi maintains a buy call on Baidu given its undemanding valuation and potential gains from the proposed Kunlunxin spinoff. The bank raises Baidu's ADR target price to US$188.00 from $186.00. The ADRs last ended 5.65% lower at $125.15. (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  February 26, 2026 23:23 ET (04:23 GMT)\n</p>\n<p>\n  Copyright (c) 2026 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>AI Could Drive Baidu's 2026 Revenue -- 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\">\nAI Could Drive Baidu's 2026 Revenue -- 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\">2026-02-27 12:23</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0423 GMT - Artificial intelligence could drive <a href=\"https://laohu8.com/S/09888\">Baidu</a>'s revenue in 2026, Citi analysts say in a research note. Citi expects Baidu's chip unit Kunlunxin to record 13.2 billion yuan in revenue in 2026, accounting for 52% of its AI cloud infrastructure revenue. Its AI-native market revenue could gain 51% in 2026, the analysts estimate. Despite in-line revenue and a profit beat for 4Q, investors are likely disappointed by the absence of a first dividend, the analysts say. Citi maintains a buy call on Baidu given its undemanding valuation and potential gains from the proposed Kunlunxin spinoff. The bank raises Baidu's ADR target price to US$188.00 from $186.00. The ADRs last ended 5.65% lower at $125.15. (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  February 26, 2026 23:23 ET (04:23 GMT)\n</p>\n<p>\n  Copyright (c) 2026 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":"KBDU","symbol_name":"2倍做多BIDU ETF-KraneShares","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2614000256","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2614000256","pubTimestamp":1772166180,"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":"0423 GMT - Artificial intelligence could drive Baidu's revenue in 2026, Citi analysts say in a research note. Citi expects Baidu's chip unit Kunlunxin to record 13.2 billion yuan in revenue in 2026, accounting for 52% of its AI cloud infrastructure revenue. Its AI-native market revenue could gain 51% in 2026, the analysts estimate. Despite in-line revenue and a profit beat for 4Q, investors are likely disappointed by the absence of a first dividend, the analysts say. Citi maintains a buy call on Baidu given its undemanding valuation and potential gains from the proposed Kunlunxin spinoff. The bank raises Baidu's ADR target price to US$188.00 from $186.00. The ADRs last ended 5.65% lower at $125.15. ","collect":0,"end_time":0,"defaultTopTitle":"","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"89888":"百度集团-SWR","KBDU":"2倍做多BIDU ETF-KraneShares","LU1115378108.SGD":"Eastspring Investments - Global Emerging Markets Dynamic AS SGD","LU0051755006.USD":"摩根大通中国A (dist)","BK4548":"巴美列捷福持仓","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","LU1481107354.HKD":"HSBC GIF HONG KONG EQUITY \"AD\" (HKD) INC","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU2476274308.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (USD) ACC","BK1095":"互动媒体与服务","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","LU0762542818.HKD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED INCOME \"AM\" (HKD) INC","BK4077":"互动媒体与服务","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","09888":"百度集团-SW","BK4585":"ETF&股票定投概念","LU0228367735.SGD":"Eastspring Investments - Asian Equity Fund AS SGD","BK4587":"ChatGPT概念","LU0823426480.USD":"法巴中国股票经典Dis","BK1609":"ChatGPT概念","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU0164880469.USD":"HSBC GIF HONG KONG EQUITY \"AC\" ACC","SG9999014674.SGD":"Nikko AM All China Equity A SGD","BK4588":"碎股","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","SG9999002463.SGD":"LionGlobal China Growth SGD","BK4552":"Archegos爆仓风波概念","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","LU0531971595.HKD":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) INC","LU0052750758.USD":"富兰克林中国基金A Acc","LU0831093199.SGD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED INCOME \"AM3\" (SGDHDG) INC","BK1575":"同股不同权","LU0630378429.USD":"HSBC GIF ASIA PACIFIC EX JAPAN EQ HD \"AM2\" (USD) INC","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","LU2778985437.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"A\" (USD) INC","LU0630378692.HKD":"HSBC GIF ASIA PACIFIC EX JAPAN EQ HD \"AM2\" (HKD) INC","LU0229945570.USD":"TEMPLETON BRIC \"A\" (USD) ACC","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","BK4602":"量子计算概念","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU0315179316.USD":"EASTSPRING INVESTMENTS ASIAN DYNAMIC \"A\" (USD) ACC","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","BK4504":"桥水持仓","LU1188198961.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) INC QV","LU0856984785.SGD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"ACH\" (SGDHDG) ACC","LU0359201612.USD":"贝莱德中国基金A2","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","LU0149721374.USD":"HSBC GIF HONG KONG EQUITY \"AD\" INC","LU0762541174.USD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED INCOME \"AM2\" (USD) INC","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","LU0640798160.USD":"EASTSPRING INVESTMENTS GLOBAL EMERGING MARKET DYNAMIC \"A\" (USD) ACC","LU0197773160.USD":"HSBC GIF ASIA PACIF EX JAPAN EQ HD \"AC\" ACC","LU0762540952.USD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED INCOME \"AC\" (USD) ACC","BK4526":"热门中概股","LU0197773673.USD":"HSBC GIF ASIA PACIF EX JAPAN EQ HD \"AS\" (USD) INC","LU0463099449.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) ACC","LU0543330566.HKD":"TEMPLETON BRIC \"A\" (HKD) ACC","LU0163747925.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY A ACC","BIDG":"2倍做多BIDU ETF-Leverage Shares","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","BK4612":"AI芯片","LU0173614495.USD":"富达中国焦点A","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","LU1048588211.SGD":"Blackrock Asian Dragon A2 SGD-H","LU0244354667.USD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" ACC","BK4579":"人工智能","BK4614":"Manus概念股","LU0072462343.USD":"贝莱德亚洲巨龙基金","SG9999002828.SGD":"Eastspring Investments Unit Trusts - Dragon Peacock A SGD","LU0819121731.USD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"AC\" (USD) ACC","BK4574":"无人驾驶","LU1831875114.USD":"SCHRODER ISF ALL CHINA EQUITY \"A\" (USD) ACC","BK1588":"回港中概股","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","BK1615":"港股-互联网","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4543":"AI","BK4531":"中概回港概念","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","LU0287142896.SGD":"Fidelity China Focus A-SGD","BK1587":"次新股","LU0821914370.USD":"贝莱德亚洲成长领袖A2","BK4514":"搜索引擎","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","BIDU":"百度","LU0043850808.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AD\" INC","BK4535":"淡马锡持仓","LU0823426308.USD":"法巴中国股票基金","LU1328615791.USD":"FULLERTON LUX FUNDS - ALL CHINA EQUITIES \"I\" (USD) ACC"},"translate_title":"人工智能可能推动百度2026年收入——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"89888":0.6,"BIDG":0.6,"BIDU":1.95,"KBDU":0.6,"09888":1.95},"content_text":"0423 GMT - Artificial intelligence could drive Baidu's revenue in 2026, Citi analysts say in a research note. Citi expects Baidu's chip unit Kunlunxin to record 13.2 billion yuan in revenue in 2026, accounting for 52% of its AI cloud infrastructure revenue. Its AI-native market revenue could gain 51% in 2026, the analysts estimate. Despite in-line revenue and a profit beat for 4Q, investors are likely disappointed by the absence of a first dividend, the analysts say. Citi maintains a buy call on Baidu given its undemanding valuation and potential gains from the proposed Kunlunxin spinoff. The bank raises Baidu's ADR target price to US$188.00 from $186.00. The ADRs last ended 5.65% lower at $125.15. (sherry.qin@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  February 26, 2026 23:23 ET (04:23 GMT)\n\n\n  Copyright (c) 2026 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"}}}