Google’s Re-Entry into China is Bad News for Baidu
August 14, 2018
Google is setting up to re-enter the Chinese search market, where it was once the #1 search engine. That’s bad for Baidu.com (BIDU).
Research Reports
Strong Results Still Can’t Help Baidu Break Out
June 19, 2018
Chinese search engine Baidu (BIDU) posted solid results last qtr, but still the stock couldn’t break out to All-Time highs. Here’s why.
Baidu’s Future is Artificial Intelligence (or Maybe it Isn’t)
March 6, 2018
Baidu.com (BIDU) was the king of search engines in China. Then apps took hold, with people using the app to do searches. Now the company is moving into Artificial Intelligence.
Baidu is Trying to Be a Leader in Artificial Intelligence
December 3, 2017
Baidu (BIDU) is still getting a majority of its revenue from search engine advertising, but Baidu seems to be making strides in Artificial Intelligence. Will it succeed?
Baidu Focused on Artificial Intelligence
September 29, 2017
Management at Baidu (BIDU) is focused on artificial intelligence, but 86% of company revenue is derived from online ads, so will this company be able to adjust?
Baidu Set to Grow Rapidly, But Investors Don’t Forget
June 19, 2017
Baidu.com (BIDU) is cranking up its profit growth. But investors don’t forget what the company — and the stock — did during the past three years.
Baidu’s Revenue Growth Has Gone Negative
January 7, 2017
China’s leading search engine, Baidu.com (BIDU), used to be a star in the stock market. Now the company isn’t growing sales or profits.
Baidu’s Profits Are Hurting As Its Focus Shifts From Ads
September 26, 2016
Baidu’s (BIDU) been diversifying its business by investing in other things like self-driving cars, meanwhile the money is in its search business.
Baidu Earnings Estimates Have Been Cut in Half
June 2, 2016
In less than two years Baidu.com’s (BIDU) 2016 earnings estimates have been cut in half. Still, profits might make a comeback — next year.
Baidu Reports Earnings Today, Let’s Look at the Stock
April 28, 2016
Baidu.com (BIDU) is set to report profits today, so let’s take a look at the stock and see if its a good idea to buy in ahead of the news.
Declining Fundamentals
November 19, 2015
Baidu (BIDU) has been rising even though its fundamentals are declining at an alarming rate.
Look Out Below
August 12, 2015
Baidu.com (BIDU) just slashed profit estimates as it spends to grow, but the stock is free-falling and thus I will sell it from the Growth Portfolio.
Spending and Not Growing
June 11, 2015
Baidu (BIDU) is spending to grow, but its profits aren’t growing right now. 2016 could be good.
Another Year of The Transition
March 11, 2015
Once again management at Baidu (BIDU) decides its going to spend, which means less profit.
A New Top Dog
November 14, 2014
Baidu (BIDU) beat the street & raised estimates again, and moves up to #1 in my Power Rankings.
They Figured Out Mobile
August 13, 2014
Baidu.com (BIDU) has figured out mobile ads and now profits are set to soar through 2016. I will add BIDU to the Aggressive Growth Portfolio.
R&D Spending Could Be Slowing
May 22, 2014
Baidu’s (BIDU) R&D spending slowed last quarter, and if that continues profits will be able to flow once more.
Again With the Lowered Estimates?
April 4, 2014
Baidu.com (BIDU) lowered profit estimates big time. There’s better values than BIDU in the Chinese internet space.
Big Bump in Valuation
November 25, 2013
This quarter I’m giving Baidu.com (BIDU) a big bump in its valuation. Now the stock has a lot of upside going into 2014.
From $85 to $140. Seriously.
August 30, 2013
Shares of Baidu.com (BIDU) have shot from $85 to $140 since last quarter. Seriously. China’s largest search engine just bought a video company and a wireless company.
BIDU Spikes on Buy of PPS Net
May 8, 2013
Baidu.com (BIDU) is up on news it will become the king of online video in China. But BIDU has a bigger problem: how to make money off cell search.
The Year of Transition
March 8, 2013
Baidu.com (BIDU) is having to transition itself from PC to mobile advertising. The stock’s weak yet very undervalued right now.
A Little Competition
November 29, 2012
Investors have soured on Baidu.com (BIDU) because of a little competition. Baidu still has 80% of the Chinese search market, no big deal. BIDU is a top pick for 2013.
Small Business = Big Money
August 22, 2012
Last quarter, Baidu’s (BIDU) grew sales 63% and profits 72% mainly because each seach advertiser spent 35% more than they did last year
They Were Not Impressed
May 4, 2012
Investors were not impressed with Baidu.com’s (BIDU) latest quarter, and they sent shares down 10%. Momentum has slowed, but the stock’s still undervalued.
This is Slowing Growth?
March 7, 2012
Observers feel China’s slowing growth will slow Internet ad spending and hamper Baidu.com (BIDU). If this is slowing growth, I’ll take it.
Hey, Look at Me!
December 19, 2011
Baidu.com (BIDU) isn’t getting enough attention. Sales and profits keep growing around 90% but investors are too focused on the market to notice. Look for a big 2012.
In a Zone
August 11, 2011
Baidu.com’s (BIDU) profits have doubled in six consecutive quarters and earnings estimates continue to climb higher. There’s not a bit of red on BIDU’s One-Year Chart or Earnings Table. BIDU’s in a zone.
Explosive Growth Continues
May 27, 2011
Baidu.com (BIDU) is a great stock right now. The stock is off its highs, so if you wanted to buy BIDU (or get some more) this is the time.
Small Business Advertising
February 18, 2011
Baidu (BIDU) is the king of small business advertising in China as more than 99% of all its customers are small companies. When large corporations decide to jump on the bandwagon, we could see BIDU on steroids.
Break Out Baby!
August 2, 2010
Baidu.com (BIDU) just broke out today after the company took business to a new level last quarter. China’s internet search leader is now growing faster than ever — that means its stock should be higher than ever.
Left: BIDU’s one-year chart shows profits are expected to continue to grow in the triple-digits for the the next two quarters.