Latest news with #BaiduInc
Yahoo
05-07-2025
- Business
- Yahoo
Baidu's (BIDU) New AI Tool Turns Images into Videos — Here's What You Need to Know
Baidu, Inc. (NASDAQ:) is one of the . On July 2, China's Baidu launched an AI-driven video generator for businesses and also had a major upgrade to its search engine. The image-to-video model, known as the MuseSteamer, can generate videos up to 10 seconds long and comes in three versions – Turbo, Pro, and Lite. The MuseSteamer is available only for business users at the moment. Meanwhile, Baidu's search engine now includes a redesigned search box that can accept longer queries and also supports voice and image-based searches. Through Baidu's AI technology, the platform can also display more targeted content. Baidu, Inc. (NASDAQ:BIDU) is a Chinese internet giant and AI pioneer, known for its noteworthy investments in artificial intelligence technology and its position as the dominant search engine within the country. While we acknowledge the potential of BIDU as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 10 AI Stocks in the Spotlight and . Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Globe and Mail
26-06-2025
- Business
- Globe and Mail
Baidu's AI-Push Gains Momentum: Is ERNIE Enough to Power Ambitions?
Baidu, Inc. 's BIDU push into AI is gaining momentum and the centerpiece of that effort is its ERNIE family of large language models. The latest iterations, ERNIE 4.5 and X1 Turbo, demonstrate remarkable progress in both reasoning and multimodal capabilities. Yet the key question remains: Is ERNIE alone enough to anchor Baidu's broader AI strategy? There is no denying the model's technical strength. ERNIE now powers a growing share of Baidu's product ecosystem, including Gen AI-enhanced search, intelligent digital humans and its Qianfan model-as-a-service platform. These efforts are already translating into commercial success, AI Cloud revenues surged 42% year over year in first-quarter 2025, now accounting for 26% of Baidu Core revenues. However, Baidu's AI strategy is clearly broader than just the ERNIE model itself. The company's strength lies in its end-to-end AI stack, combining infrastructure, models, applications and tools. Importantly, it is adopting an application-driven approach, optimizing model development around real-world use cases, not academic benchmarks. Open-sourcing ERNIE 4.5 later this year indicates Baidu's confidence, but also a strategic hedge. In a fiercely competitive AI landscape, where rivals offer chatbots and foundation models of their own, openness and flexibility can drive developer adoption. So, while ERNIE is the engine, it is Baidu's integrated AI ecosystem, Qianfan, agents, digital humans and Apollo Go, that fuels the real ambition. On its own, ERNIE may not be enough. But as part of Baidu's full-stack AI playbook, this could be more than enough to keep it at the forefront of China's AI race. AI Rivals in Focus: How Baidu's ERNIE Compares to Alibaba and Tencent Baidu's ERNIE may be at the forefront of China's AI-foundation model race, but Alibaba Group Holding Limited BABA and Tencent Holdings Limited TCEHY are formidable challengers building out their own AI ecosystems. Alibaba, through the Cloud Intelligence Group, has been pushing hard with its Tongyi Qianwen model series. Integrated deeply into enterprise SaaS, cloud services and consumer-facing platforms like DingTalk, Alibaba's model strategy emphasizes versatility and ecosystem embedding. The company's enterprise scale and cloud dominance give it distribution power that Baidu must match through Qianfan and strategic partnerships. Tencent, meanwhile, is leveraging its massive user base and gaming, social and content platforms to deploy Hunyuan, its own large model. The company focuses more on AI-as-a-service and verticalized applications across entertainment, finance and healthcare. While Baidu leads in full-stack AI infrastructure, Tencent's reach and monetization pathways pose a real challenge. To stay ahead, Baidu must keep differentiating ERNIE with cost-efficient performance, rapid iteration and real-world applications at scale. BIDU's Price Performance, Valuation and Estimates Baidu's shares have lost 12% in the past three months against the Zacks Internet - Services industry's 5.6% rise. Price Performance BIDU's forward 12-month price/earnings ratio is 8.63, far below the industry average of 18.13. P/E (F12M) Image Source: Zacks Investment Research Over the past 60 days, the Zacks Consensus Estimate for Baidu's 2025 earnings per share has decreased, as you can see below. Baidu currently carries a Zacks Rank #5 (Strong Sell). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Research Chief Names "Single Best Pick to Double" From thousands of stocks, 5 Zacks experts each have chosen their favorite to skyrocket +100% or more in months to come. From those 5, Director of Research Sheraz Mian hand-picks one to have the most explosive upside of all. This company targets millennial and Gen Z audiences, generating nearly $1 billion in revenue last quarter alone. A recent pullback makes now an ideal time to jump aboard. Of course, all our elite picks aren't winners but this one could far surpass earlier Zacks' Stocks Set to Double like Nano-X Imaging which shot up +129.6% in little more than 9 months. Free: See Our Top Stock And 4 Runners Up Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Baidu, Inc. (BIDU): Free Stock Analysis Report Tencent Holding Ltd. (TCEHY): Free Stock Analysis Report Alibaba Group Holding Limited (BABA): Free Stock Analysis Report
Yahoo
21-05-2025
- Business
- Yahoo
Baidu Crushes Q1 Forecasts--So Why Is the Stock Sinking?
Baidu Inc. (NASDAQ:BIDU) shares plunged about 2.5% on Wednesday despite the company posting first-quarter results that topped revenue and EPS forecasts. Warning! GuruFocus has detected 3 Warning Signs with BIDU. Revenue grew 3% year-on-year to RMB 32,452 ($4.47 billion), above the RMB 31 billion consensus. Core business sales rose 7% to RMB 25.5 billion, while non-marketing revenue, which includes AI Cloud and other services, surged 40% to RMB 9.4 billion. Online advertising declined 6% to RMB 16 billion, underscoring Baidu's shift toward high-growth segments. Adjusted EPS came in at RMB 18.5, beating the RMB 13.84 estimate. However, operating income fell 18%, with margins contracting 300 basis points to 14%, as traffic acquisition and cloud infrastructure costs lifted operational expenses to RMB 17.5 billion. Sales, marketing and administrative spending climbed 10% to RMB 5.9 billion, while R&D costs eased 15% to RMB 4.5 billion on lower personnel expenses. Adjusted EBITDA declined 13% to RMB 7.2 billion, reflecting a 22% margin. iQIYI video revenue slipped 9% to RMB 7.2 billion. Cash and equivalents stood at RMB 49.2 billion as of March 31. AI Cloud momentum, up 42% year on year, drove Baidu Core growth, CEO Robin Li said, highlighting the firm's distinctive price-performance edge in full-stack AI offerings. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
21-05-2025
- Business
- Yahoo
Baidu Crushes Q1 Forecasts--So Why Is the Stock Sinking?
Baidu Inc. (NASDAQ:BIDU) shares plunged about 2.5% on Wednesday despite the company posting first-quarter results that topped revenue and EPS forecasts. Warning! GuruFocus has detected 3 Warning Signs with BIDU. Revenue grew 3% year-on-year to RMB 32,452 ($4.47 billion), above the RMB 31 billion consensus. Core business sales rose 7% to RMB 25.5 billion, while non-marketing revenue, which includes AI Cloud and other services, surged 40% to RMB 9.4 billion. Online advertising declined 6% to RMB 16 billion, underscoring Baidu's shift toward high-growth segments. Adjusted EPS came in at RMB 18.5, beating the RMB 13.84 estimate. However, operating income fell 18%, with margins contracting 300 basis points to 14%, as traffic acquisition and cloud infrastructure costs lifted operational expenses to RMB 17.5 billion. Sales, marketing and administrative spending climbed 10% to RMB 5.9 billion, while R&D costs eased 15% to RMB 4.5 billion on lower personnel expenses. Adjusted EBITDA declined 13% to RMB 7.2 billion, reflecting a 22% margin. iQIYI video revenue slipped 9% to RMB 7.2 billion. Cash and equivalents stood at RMB 49.2 billion as of March 31. AI Cloud momentum, up 42% year on year, drove Baidu Core growth, CEO Robin Li said, highlighting the firm's distinctive price-performance edge in full-stack AI offerings. This article first appeared on GuruFocus.
Bloomberg
21-05-2025
- Business
- Bloomberg
Baidu Reports Surprise Revenue Jump During China's AI Battle
Baidu Inc. 's revenue beat estimates, after China's internet search leader fended off intensifying competition in AI and a persistent economic downturn. Revenue for the three months ended March rose 3% to 32.45 billion yuan ($4.5 billion), when analysts expected it to shrink to 31.03 billion yuan. Net income for the same period came at 7.72 billion yuan.
