Research analysts who have asked questions during Baidu earnings calls.
AY
Alex Yao
JPMorgan Chase & Co.
7 questions for BIDU
Also covers: BABA, TCOM, TME +1 more
GY
Gary Yu
Morgan Stanley
7 questions for BIDU
Also covers: BABA
LK
Lincoln Kong
Goldman Sachs Group, Inc.
7 questions for BIDU
Also covers: BILI, IQ, NTES +3 more
TC
Thomas Chong
Jefferies Financial Group Inc.
7 questions for BIDU
Also covers: ATHM, BABA, BEKE +22 more
AY
Alicia Yap
Citigroup
6 questions for BIDU
Also covers: BABA, BZUN, DADA +10 more
Wei Xiong
UBS
4 questions for BIDU
Also covers: BZ, DADA, TCOM +2 more
XZ
Xiaomeng Zhuang
Bank of America Securities
4 questions for BIDU
MZ
Miranda Zhuang
Bank of America Merrill Lynch
3 questions for BIDU
Also covers: BILI, NTES
WZ
Wei Zhong
UBS Group AG
2 questions for BIDU
JL
James Lee
Mizuho Securities
1 question for BIDU
Also covers: ABNB, BABA, CART +5 more
Z
Zhengyu
UBS Group AG
1 question for BIDU
Recent press releases and 8-K filings for BIDU.
Baidu Announces New Share Repurchase Program and Dividend Policy
BIDU
Share Buyback
Dividends
- Baidu's Board of Directors has approved a new US$5 billion share repurchase program effective through December 31, 2028.
- The Board has also approved the adoption of a dividend policy for the Company's ordinary shares, with the first payment expected in 2026.
- Future dividend distributions will primarily be supported by operating profits.
1 day ago
Baidu Announces First Dividend Policy and New $5 Billion Share Buyback
BIDU
Dividends
Share Buyback
- Baidu announced its first-ever dividend policy and approved a new $5 billion share buyback program that runs through December 2028, marking a shift toward returning capital to shareholders.
- The first dividend is expected in 2026, and repurchases will be executed in the open market, supported by a strong cash position of about $42.7 billion as of September 2025.
- This move follows the completion of a prior $5 billion buyback program (2023–2025) and aligns Baidu more closely with domestic peers like Alibaba and Tencent on shareholder returns.
- Baidu’s U.S. and Hong Kong listings rose by more than 5% in after-hours and pre-market trading following the announcement.
- Analysts maintain a 'Strong Buy' consensus with an average price target of $169.59, implying 22.9% upside from recent levels.
2 days ago
Baidu Announces New Share Repurchase Program and Dividend Policy
BIDU
Dividends
Share Buyback
- Baidu's Board of Directors has approved a new US$5 billion share repurchase program, effective through December 31, 2028.
- The Board also approved the adoption of a dividend policy for the Company's ordinary shares for the first time, which may include regular and/or special distributions.
- The Board expects to declare the first payment of dividend in 2026.
- These initiatives aim to further enhance shareholder returns.
2 days ago
Baidu and K2 Launch Fully Autonomous Ride-Hailing Service
BIDU
New Projects/Investments
Product Launch
- Baidu's Apollo Go and K2's AutoGo have officially launched a fully autonomous commercial ride-hailing service in Abu Dhabi, UAE, which is now available via the AutoGo app.
- The service initially operates on Yas Island, with phased expansion planned for Reem, Al Maryah, and Saadiyat Islands.
- This launch follows securing a fully driverless commercial permit in mid-November 2025 and is a critical step toward the partners' goal of deploying hundreds of vehicles by 2026 to build Abu Dhabi's largest fully driverless fleet.
- As of October 31, 2025, Apollo Go has logged over 240 million autonomous kilometers, with more than 140 million kilometers in fully driverless mode, and completed over 17 million cumulative rides.
Jan 17, 2026, 11:00 AM
Baidu's Kunlunxin Preparing for Domestic Listing
BIDU
New Projects/Investments
Delisting/Listing Issues
- Baidu's Kunlunxin is reportedly among major firms fast-tracking or preparing domestic AI and chip listings.
- These listings are part of Beijing's efforts to develop local alternatives to advanced U.S. technology.
Jan 8, 2026, 3:33 AM
Baidu's Apollo Go Secures Dubai Driverless Testing Permit and Launches Operations Hub
BIDU
Product Launch
New Projects/Investments
- Baidu's Apollo Go has secured Dubai's first driverless vehicle trial permit, allowing it to operate fully autonomous vehicles without a safety driver on designated public roads.
- This permit paves the way for Apollo Go to launch a fully autonomous commercial ride-hailing service in Dubai as early as the first quarter of 2026.
- Apollo Go also established its first overseas operations and management hub, Apollo Go Park, in Dubai, with plans to expand the fleet to over 1,000 fully driverless vehicles.
- As of October 31, 2025, Apollo Go has logged over 240 million autonomous kilometers, with 140 million in fully driverless mode, and completed more than 17 million cumulative rides.
Jan 7, 2026, 7:16 AM
Baidu's AI Chip Unit Kunlunxin Files for Hong Kong IPO
BIDU
New Projects/Investments
Listing Issues
- Baidu’s AI chip unit, Kunlunxin, has confidentially filed for a Hong Kong IPO that could raise up to $2 billion, though some scenarios under consideration could set the IPO size closer to about $1 billion.
- Kunlunxin, which was spun out in 2021 and remains majority-owned by Baidu, designs powerful AI accelerators and data-center chips to support Baidu’s services and contribute to China's semiconductor self-reliance.
- The planned listing aims to supply capital to accelerate R&D, scale production, and pursue strategic partnerships.
- Following the IPO reports, Baidu’s Hong Kong-listed shares (HK:9888) rose approximately 0.5%.
Jan 7, 2026, 4:00 AM
Baidu Announces Proposed Spin-off and Separate Listing of Kunlunxin
BIDU
M&A
New Projects/Investments
Delisting/Listing Issues
- Baidu, Inc. announced a proposed spin-off and separate listing of Kunlunxin (Beijing) Technology Co., Ltd., a non-wholly owned subsidiary specializing in AI computing chips, on the Main Board of the Hong Kong Stock Exchange.
- A confidential listing application form (Form A1) was submitted to the Hong Kong Stock Exchange on January 1, 2026.
- The spin-off aims to independently showcase Kunlunxin's value, attract investors focused on the AI chip sector, and enhance its market profile and financing channels.
- Following the completion of the proposed spin-off, Kunlunxin is expected to remain a subsidiary of Baidu.
- The proposed spin-off is subject to various approvals, including from the HKEX and the China Securities Regulatory Commission, and there is no assurance it will occur or when it may take place.
Jan 2, 2026, 11:02 AM
Baidu Announces Proposed Spin-off of Kunlunxin
BIDU
Delisting/Listing Issues
New Projects/Investments
M&A
- Baidu (NASDAQ: BIDU) announced a proposed spin-off and separate listing of H shares of Kunlunxin (Beijing) Technology Co., Ltd., a non-wholly owned subsidiary, on the Main Board of the Hong Kong Stock Exchange.
- The proposed spin-off aims to independently showcase Kunlunxin's value, attract investors focused on the AI chip sector, enhance its market profile, and broaden financing channels.
- Following the completion of the proposed spin-off, Kunlunxin is expected to remain a subsidiary of Baidu.
- The spin-off is subject to various conditions, including approvals from the HKEX and the China Securities Regulatory Commission, and there is no assurance that it will take place.
Jan 2, 2026, 12:30 AM
Baidu's AI Chip Unit Kunlunxin Files for Hong Kong IPO
BIDU
Delisting/Listing Issues
New Projects/Investments
- Baidu's AI chip arm, Kunlunxin, confidentially filed for a Hong Kong Main Board listing on Jan. 1.
- This move aims to establish Kunlunxin as a separately listed subsidiary, with a prior funding round valuing it at approximately 21 billion yuan (roughly $3 billion).
- While Kunlunxin is expanding to outside customers, Baidu remains its principal buyer.
- Following the announcement, Baidu's shares increased by roughly 5.6%.
Jan 1, 2026, 11:23 PM
Quarterly earnings call transcripts for Baidu.
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