Baidu, Inc.
 (BIDU)

- NASDAQ
What's your position on ?
Bullish
Bearish
Why are you ish?
Skip
Post
You voted ish on Vote again
Posts appear on the My Feed page of subscribers to this ticker
Last vote:
  • Feb. 4, 2013, 4:44 PM
    Baidu (BIDU): Q4 EPS of $1.31 beats by $0.02. Revenue of $1.02B (+41.6% Y/Y) beats by $7M. Expects Q1 revenue of $945.4M-$975.9M vs. $967.1M consensus. Shares -0.8% AH. (PR)
    | Feb. 4, 2013, 4:44 PM
  • Feb. 4, 2013, 12:10 AM

    Notable earnings after Monday’s close: ACLS, APC, APKT, ARRY, BIDU, EW, GGP, GILD, HI, HIG, HOLX, LEG, LIFE, MDU, MKL, SIMO, SWI, YUM

    | Feb. 4, 2013, 12:10 AM
  • Feb. 3, 2013, 5:35 PM

    Notable earnings after Monday’s close: ACLS, APC, APKT, ARRY, BIDU, EW, GGP, GILD, HI, HIG, HOLX, LEG, LIFE, MDU, MKL, SIMO, SWI, YUM

    | Feb. 3, 2013, 5:35 PM
  • Feb. 1, 2013, 3:57 PM

    Baidu (BIDU +0.2%) is seeing some negative Street commentary ahead of Monday afternoon's Q4 report. Oppenheimer and Maxim both see the Chinese search giant posting respectable Q4 numbers, but are worried about its 2013 top-line and margin performance in light of the mobile shift, competition from Qihoo, and aggressive capex plans. T.H. Capital's Tian Hou notes Baidu has been updating its search algorithm in an effort to increase ad clicks.

    | Feb. 1, 2013, 3:57 PM
  • Jan. 28, 2013, 12:11 PM

    Baidu (BIDU +2.6%) is reiterated a Sell by Citi's Muzhi Li, who lowers his price target to $90 amidst increased competition from the likes of Qihoo 360 (QIHU) which has already seized 10% of the search-engine market share. Nomura disagrees, noting Baidu still has an 80% share of the growing market.

    | Jan. 28, 2013, 12:11 PM | 3 Comments
  • Jan. 18, 2013, 10:01 AM
    China's strong Q4 GDP numbers fuel a rally in some Chinese Internet stocks. BIDU +1.9%. SINA +3.2%. RENN +1.8%. YY +2.4%.
    | Jan. 18, 2013, 10:01 AM
  • Jan. 16, 2013, 7:02 PM
    China's Internet user base rose 10% last year to 564M, according to a government-linked agency. Mobile data adoption has much to do with this growth: the number of Chinese users relying on mobile devices to go online rose 18% to 420M. All that mobile activity is both a growth opportunity and a monetization challenge for the likes of Baidu (BIDU) and Sina (SINA) - Sina recently said it would adopt a "mobile first" strategy in 2013.
    | Jan. 16, 2013, 7:02 PM
  • Jan. 14, 2013, 6:15 PM

    Baidu (BIDU) is partnering with France Telecom (FTE) to offer a mobile browser tailored for African/Middle Eastern users - FTE's Mobinil Egyptian unit is the first to provide the software. The tie-up represents another stab at international expansion for Baidu, one focused on markets where cheap smartphones will likely end up the primary means of accessing the Web for many. But Baidu's past international efforts, such as is partnership with Japan's Rakuten, generally haven't fared well.

    | Jan. 14, 2013, 6:15 PM
  • Jan. 10, 2013, 11:39 AM

    Baidu (BIDU +3.5%) is rallying after JPMorgan argues an improving Chinese economy and rising mobile revenue (aided by Baidu's iOS search deal) will give the company a lift. The firm thinks mobile, clearly a major concern for the Street, could make up 10% of sales by year's end. Youku Tudou (YOKU +3.5%), which JPMorgan also sees benefiting from the aforementioned trends, is also up. Alibaba's analytics arm recently estimated Qihoo (QIHU) took more search share from Baidu in December, but at a slower pace.

    | Jan. 10, 2013, 11:39 AM
  • Jan. 7, 2013, 9:15 AM
    Baidu (BIDU) -2.4% on a downgrade to Equalweight from Barclays; the firm cites earnings risk, a lack of mobile visibility, and Qihoo's (QIHU) search success. Barclays launched coverage on Baidu with an Outperform in Oct. '11, but slashed its PT last August.
    | Jan. 7, 2013, 9:15 AM
  • Dec. 31, 2012, 12:04 PM

    Credit Suisse is becoming even more bearish on Baidu (BIDU +0.9%), lowering its PT to $80 from $82 while reiterating an Underperform. The firm is worried Baidu will use the proceeds from its $1.5B debt offering to embark on a "costly and risky" M&A strategy. It views security software vendor/Qihoo rival Kingsoft, mobile browser developer UCWeb (already the subject of M&A rumors), and even Sina Weibo as possible targets. Qihoo (QIHU +5.3%) is making new 52-week highs today. (October downgrade)

    | Dec. 31, 2012, 12:04 PM | 1 Comment
  • Dec. 28, 2012, 10:24 AM

    The Chinese government has signed off on new Internet censorship rules: posts and pages containing "illegal" info can now be deleted, and service providers have to "instantly stop the transmission" of such content, as well as take "relevant measures." But there isn't a requirement to have all Internet users register their names to gain Web access, as had been proposed. Investors seem relieved: SINA +3.7%. SOHU +2%. RENN +1.5%. BIDU +1%. YOKU +1.1%. Update: Bloomberg claims rules requiring users to identify themselves when signing up for new Internet and phone service have also been passed.

    | Dec. 28, 2012, 10:24 AM | 1 Comment
  • Dec. 26, 2012, 3:57 PM

    'Tis the season for covering profitable tech shorts. A slew of beaten-down tech names, many of them with giant short interests, are joining RIM and Chinese solar stocks in closing higher today, even as the NASDAQ finishes lower. GRPN +3.7% RENN +3.6%. SPWR +6.8%. ZNGA +3%. JIVE +2.5%. BIDU +5%.

    | Dec. 26, 2012, 3:57 PM
  • Dec. 26, 2012, 10:25 AM

    Baidu (BIDU) is the latest company to build a Siri clone: the Chinese search giant has developed a voice assistant app it will offer on Google Play. A Baidu product manager says he thinks the cloud-based app's ability to leverage Baidu's giant search database will give it in a edge. Baidu has been busy growing its mobile footprint through a mixture of search investments, cloud services, and an Android-based OS, but monetization remains a challenge.

    | Dec. 26, 2012, 10:25 AM
  • Dec. 24, 2012, 12:33 PM

    Sina (SINA -2.1%), Baidu (BIDU -1.8%), Sohu (SOHU -2.3%), Youku (YOKU -2.4%), and Renren (RENN -1.5%) slump following news a People's Congress committee will decide this week on a law requiring Internet users to register their real names to have Web access. Sina was required earlier this year to implement real-name registration for Weibo, but has admitted it isn't yet able to verify the identities of all posters. The state-run People's Daily has been publishing editorials calling for greater Web regulation.

    | Dec. 24, 2012, 12:33 PM | 1 Comment
  • Dec. 21, 2012, 5:07 PM
    Qihoo (QIHU) appears to be on the verge of selling ads for its suddenly-popular search engine, and thereby becoming a rival for search ad dollars that currently go to Baidu (BIDU) and Sohu (SOHU). A Chinese online ad agency notes Qihoo's search ad service will launch on Jan. 1. After entering the market in August, Qihoo has quickly managed to grab a ~10% share of Chinese search traffic. it has also launched complementary music and mapping services.
    | Dec. 21, 2012, 5:07 PM | 1 Comment
Company Description
Baidu Inc is a Chinese language Internet search provider. The Company offers a Chinese-language search platform on its website Baidu.com.