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<Research>UBS Expects Baidu's 4Q25 Results to Meet Expectations; AI Cloud Infra Remains Key Growth Driver
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BIDU-SW (09888.HK) is projected to meet expectations for its 4Q25 results, UBS said in its research report. The group's core ads revenue is estimated to narrow its YoY decline. Although the growth of the cloud business may slow to low teens on base effects, AI cloud infrastructure is still expected to be the key growth driver. The broker forecast that Baidu's core total revenue for 4Q25 will pick up, with the YoY decrease narrowing to 6.2%. Considering Kunlunxin's advantages in performance and revenue scale in the domestic AI chip market, the potential upside has not been fully priced in. The broker maintained a Buy rating for Baidu (BIDU.US) US shares, with a target price of USD180. AASTOCKS Financial News Website: www.aastocks.com |
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