Arete Research stuft Baidu von ’Verkaufen’ auf ’Kaufen’ hoch: Kursziel von 143 US-Dollar signalisiert massives Upside-Potenzial

Analysten drehen den Daumen nach oben—Baidus Aktie bekommt überraschendes Bullen-Rating.

Arete Research zieht die Notbremse: Der frühere Verkaufs-Alarm weicht einer klaren Kaufempfehlung. Das neue Kursziel von 143 US-Dollar liegt deutlich über dem aktuellen Handelsniveau und unterstreicht die fundamentale Stärke des chinesischen Tech-Giganten.

KI-Revolution treibt Bewertung: Baidus tiefe Integration künstlicher Intelligenz in Suchmaschinen, Cloud-Dienste und autonome Fahrzeugtechnologie überzeugt die Analysten. Die Zahlen sprechen eine klare Sprache—hier entfaltet sich echtes Wachstum, kein Hype.

Wall Street meets Peking: Während traditionelle Finanzplayer noch mit Zinsängsten kämpfen, erkennen kluge Köpfe den Wert disruptiver Technologien. Baidu demonstriert, wie Tech-Innovation auch in unsicheren Märkten outperformen kann.

Fazit: Arete sieht, was andere übersehen—Baidu hat das Zeug zum Comeback. Wer jetzt einsteigt, profitiert von der analystischen Weitsicht... und einem Kursziel, das andere Broker schlicht verschlafen haben.

Baidu’s AI ambition gains traction

Baidu's going vertical now. Chinese tech shares surge 4% on Wednesday pic.twitter.com/aqAoCd6l1b

— David Ingles (@DavidInglesTV) September 17, 2025

Baidu’s options bets also soared, with roughly 170,000 contracts changing hands on Wednesday, more than triple the 20-day average. The firm’s derivatives have surged in recent days, reaching a record number of trades last week.

The increased growth stems from Arete Research Services LLP’s lifting its rating on Baidu’s American depositary receipts to buy from sell. The company had only held the sell recommendation on the stock since it downgraded it last May. 

Arete analysts Shawn Yang and Richard Kramer argued that Baidu’s chip venture has the potential to more than offset the drag from its struggling online advertising business. The brokerage currently prices Baidu’s target at $143, suggesting a potential upside of 17.45% from its current price.

Citigroup and Goldman Sachs Group analysts also published bullish views on Baidu on Wednesday, noting its growth potential in the Cloud business and its latest reasoning model update. On Monday, the company also partnered with China Merchants Group to achieve resource sharing and common development in AI technologies.

Citigroup analyst Alicia Yap acknowledged that the initiative could be a multi-year contract to boost Baidu’s cloud revenue. The chief executive officer of the Kunlun unit, Robin Li, said on Tuesday that its latest chip version has achieved mass production.

Li also mentioned in August that the AI-focused firm had secured orders from China Mobile to power its servers. He also revealed that the value of Baidu’s contracts is larger than that of its rivals.

The tech executive argued that the company had gone through a few funding rounds in recent years to power its development of AI chips. According to Goldman Sachs analysts, Baidu’s latest AI model, Ernie X1.1, showed huge improvements surpassing a DeepSeek model.

Baidu launches pricing of its notes offering

The Chinese tech company also launched the pricing of its offering of CNY4.4 billion with an aggregate principal amount of 1.90% senior unsecured notes. The notes were sold to non-U.S. persons and will be due by 2029.

The AI company said it will use the revenue from the notes for general corporate purposes, such as repaying certain debts, paying interest, and general corporate purposes. Baidu also limits the offering and selling of the notes to any U.S. citizen due to Regulation S under the Securities Act. U.S. persons can be exempted from a transaction that’s not subject to the regulation. The notes will also be listed on the Hong Kong Stock Exchange.

As Cryptopolitan reported, Baidu released positive Q2 results, with total revenues surging by 4% YoY to $4.56 billion. The firm’s non-online marketing revenue also rose by 34% year-over-year and exceeded RMB 10 billion for the first time.

“In the second quarter, our AI Cloud business continued to deliver robust and healthy revenue growth, supported by our strengthening full-stack AI capabilities and comprehensive end-to-end AI products and solutions.”

–Robin Li, Co-founder and CEO of Baidu.

Li revealed that the Chinese tech firm intensified its AI transformation of  “Search” to boost user experience and establish a stronger foundation for long-term growth. He added that Baidu remains focused on AI initiatives that offer the greatest long-term value creation potential.

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