Baidu Stock (NASDAQ:BIDU) Jumps 33% since July to $115 as AI Cloud and Robotaxis Drive Growth
Baidu (BIDU) Stock Price Climbs 33% Since July Call
NASDAQ:BIDU is trading at $114.82, up more than 33% from the $86 level of early July 2025 when valuation was barely above net cash. The company’s market cap has expanded to $40.6B from $29.9B, while forward P/E has risen to 12.3x compared to the single-digit multiples investors saw two months ago. Despite the rally, BIDU still trades at a steep discount to U.S. peers like Alphabet at ~25x and Microsoft above 30x.
AI Cloud and Ernie X1.1 Strengthen Baidu’s Competitive Position
Baidu’s launch of Ernie X1.1 in September significantly improves reasoning accuracy and user interaction. Management claims it surpasses OpenAI GPT-5 and Alphabet’s Gemini 2.5 Pro, with enterprise…
