Fourier Capital Management Ltd Acquires New Position in Baidu, Inc. $BIDU

Posted by Brian Himes on May 14th, 2026

Fourier Capital Management Ltd acquired a new stake in shares of Baidu, Inc. (NASDAQ:BIDU – Free Report) during the 4th quarter, Holdings Channel reports. The fund acquired 9,370 shares of the information services provider’s stock, valued at approximately $1,224,000. Baidu accounts for about 1.3% of Fourier Capital Management Ltd’s investment portfolio, making the stock its 19th largest holding.

Other institutional investors have also recently made changes to their positions in the company. Binnacle Investments Inc purchased a new stake in shares of Baidu during the 2nd quarter valued at about $29,000. UMB Bank n.a. boosted its holdings in shares of Baidu by 65.0% during the 3rd quarter. UMB Bank n.a. now owns 340 shares of the information services provider’s stock valued at $45,000 after acquiring an additional 134 shares during the last quarter. Ameritas Advisory Services LLC boosted its holdings in shares of Baidu by 12,400.0% during the 3rd quarter. Ameritas Advisory Services LLC now owns 375 shares of the information services provider’s stock valued at $49,000 after acquiring an additional 372 shares during the last quarter. Sycomore Asset Management purchased a new stake in shares of Baidu during the 3rd quarter valued at about $79,000. Finally, Mondrian Investment Partners LTD purchased a new stake in shares of Baidu during the 3rd quarter valued at about $80,000.

Wall Street Analysts Forecast Growth

A number of brokerages have recently issued reports on BIDU. Susquehanna raised their price target on shares of Baidu from $110.00 to $120.00 and gave the company a “neutral” rating in a report on Thursday, March 5th. Barclays lowered their price objective on shares of Baidu from $147.00 to $128.00 and set an “equal weight” rating on the stock in a research note on Thursday, March 5th. UBS Group reiterated a “buy” rating on shares of Baidu in a research note on Wednesday, February 4th. Zacks Research cut shares of Baidu from a “hold” rating to a “strong sell” rating in a research note on Thursday, April 16th. Finally, Zephirin Group increased their price objective on shares of Baidu from $88.00 to $89.00 and gave the stock a “sell” rating in a research note on Monday, March 2nd. One analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, four have given a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $158.05.

View Our Latest Report on Baidu

Baidu Price Performance

NASDAQ BIDU opened at $150.50 on Thursday. The stock has a market cap of $51.21 billion, a price-to-earnings ratio of 94.65 and a beta of 0.53. The company has a current ratio of 1.76, a quick ratio of 1.76 and a debt-to-equity ratio of 0.22. Baidu, Inc. has a 12 month low of $81.17 and a 12 month high of $165.30. The company’s 50 day moving average is $121.39 and its two-hundred day moving average is $128.80.

Key Baidu News

Here are the key news stories impacting Baidu this week:

Positive Sentiment: Baidu unveiled a new AI agent portfolio at its Baidu Create 2026 conference, including DuMate, Miaoda, Baidu Yijing, and Famou Agent 2.0, reinforcing its AI product roadmap and monetization potential. Baidu Advances Agent Portfolio to Embrace the Agent Era, Champions Daily Active Agents as Key Metric
Positive Sentiment: Citi reiterated a Buy rating and kept a $186 price target, citing confidence in Baidu’s leadership in agentic AI, which can support investor sentiment and valuation expectations. Analyst Reiterates Buy on Baidu, Maintains $186 Price Target Amid Confidence in Agentic AI Leadership
Neutral Sentiment: Management said “Daily Active Agents” should become the key metric for the industry, and Baidu highlighted progress on AI Cloud and ERNIE 5.1 training, but these updates are more strategic than immediately financial. Baidu AI Cloud: Kunlunxin Completes Training of Key ERNIE 5.1 Version; Tianchi 256-Card Supernode to Launch in Jun
Neutral Sentiment: An earnings-preview article highlighted valuation questions around Baidu and its Kunlunxin unit, but it did not provide a clear new catalyst by itself. Baidu Q1 Earnings Preview: Kunlunxin IPO Makes BIDU’s Valuation Math Irrational
Negative Sentiment: Earlier, Baidu shares had fallen after a broader market-style pullback, and the stock was also added to Zacks’ Strong Sell list, which could temper enthusiasm despite the recent AI optimism. Why Baidu Inc. (BIDU) Dipped More Than Broader Market Today

Baidu Profile

(Free Report)

Baidu, Inc, founded in 2000 and headquartered in Beijing, is a Chinese multinational technology company best known for operating one of China’s leading internet search engines. The company built its business around online search and related advertising services, providing search, content aggregation and targeted ad placements to consumers and marketers across China. Baidu went public on the NASDAQ in 2005 and has since diversified beyond search into a broader technology and AI-focused portfolio.

Core products and services include the Baidu search platform and mobile app, Baidu Maps and Baidu Baike (an online encyclopedia), along with digital content initiatives.