Added to YB: 2025-02-18
Pitch date: 2025-02-16
BIDU [bullish]
Baidu, Inc.
-2.83%
current return
Author Info
Coughlin Capital is a long-term investor dedicated to uncovering quality, undervalued companies. Sharing my journey as a do-it-yourself investor with in-depth research, actionable insights, and lessons learned along the way. Sign up for the newsletter.
Company Info
Baidu, Inc. provides online marketing and cloud services through an internet platform in the People’s Republic of China.
Market Cap
$247.9B
Pitch Price
$92.79
Price Target
150.00 (+66%)
Dividend
N/A
Sector
Interactive Media and Services
Category
value
(BIDU) Baidu Investment Thesis
BIDU: Undervalued AI leader trading below net assets. Core search biz funds AI, cloud, autonomous driving growth. ERNIE AI model rivals GPT-4. Apollo Go robotaxis operational. $18.3B cash (>50% mkt cap). Multiple catalysts for re-rating. Asymmetric risk-reward at 11.73x fwd P/E vs 21.15x historical median.
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