Added to YB: 2024-01-17
Pitch date: 2024-01-16
BIDU [bullish]
Baidu, Inc.
+25.94%
current return
Author Info
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Company Info
Baidu, Inc. provides online marketing and non-marketing value added services through an internet platform in the People’s Republic of China.
Market Cap
$291.0B
Pitch Price
$99.26
Price Target
N/A
Dividend
N/A
EV/EBITDA
8.25
P/E
36.61
EV/Sales
2.20
Sector
Interactive Media and Services
Category
value
Show full summary:
Baidu: Chinese Risk Is Overdone
$BIDU unfairly hit on false ERNIE military link; Citi sees overreaction given $NVDA chip stockpile. Top China AI chat at $8/mo vs $20 for $CHAT. $27B cash, $700M+ Q3 FCF, $17B net cash (~half of <$40B mkt cap), $10B LT invst. Irrational dip = AI & robotaxi leader below cash & invst value.
Read full article (3 min)