Latest Search
Quote
| Back Zoom + Zoom - | ||||
|
<Research>UBS Upbeat on BIDU-SW AI Biz Maintaining Strong Growth, Keeps Buy Rating
Recommend 2 Positive 9 Negative 1 |
||||
|
||||
|
BIDU-SW (09888.HK) announced its 4Q25 and FY25 results, with 4Q25 beating, UBS Global Research's report indicated. To better demonstrate its strategic direction to investors, the group has improved financial disclosure since 3Q25 and continued to share key AI-powered metrics in 4Q25. The related revenue reached RMB11.3 billion, up 48% YoY, accounting for 43% of Baidu General Business revenue. Looking ahead to FY26, with the increasing penetration of AI applications, ongoing product innovation, and the expansion of usage scenarios, the group's AI business is expected to maintain strong growth, with its revenue share further increasing. Given many favorable factors in the future, such as the IPO of its Kunlunxin and dividend announcements, the broker saw attractive risk/ reward at the current price level. It maintained Baidu's (BIDU.US) US stock target price at USD180 and H-share target price at HKD175, with a rating of Buy. AASTOCKS Financial News Website: www.aastocks.com |
||||
Copied to Clipboard
 |
||||
