The following table lists the ratings and target prices of 7 brokers on BIDU-SW (09888.HK) +2.500 (+2.306%) Short selling $463.68M; Ratio 24.693% :
Broker│ Rating│ TP
Jefferies│ Buy│$173
JPMorgan│ Overweight│$170
BOCI│ Buy│$165.7
UBS│ Buy│$166-> $161
Goldman Sachs│ Buy│$157-> $150
Daiwa│ Buy│$153-> $142
BofA Securities│ Buy│$137
———————————————————
The following table lists 10 brokers' ratings and target prices on Baidu, Inc. (BIDU.US) :
Broker│ Rating│ TP
Jefferies│Buy│US$179
JPMorgan│Overweight│US$175
Citi│Buy│US$176-> US$170
BOCI│Buy│US$168.25-> US$169.87
UBS│Buy│US$170-> US$165
CLSA│Buy│US$158
Goldman Sachs│Buy│US$161-> US$153
Nomura│Buy│US$144
BofA Securities│Buy│US$140
Morgan Stanley│ Overweight-> Equalweight│US$140-> US$125
———————————————————
Broker│ Opinion
Jefferies│ The potential of AI unleashed in various aspects
JPMorgan│ Revenue contribution from AI monetization is yet to be seen, but core profitability had positive surprises
Citi│ Generative AI gradually contributing to revenue growth, but search ads were still weak
BOCI│Quarterly earnings beat expectations, and AI drove sustainable growth
UBS│Profitability beat expectations, but advertising outlook was weak
CLSA│Online market revenue weakened, and cloud revenue growth accelerate
Goldman Sachs│Cloud business improvement offset short-term advertising weakness, and generative AI contribution will increase in the future
Daiwa│Macro headwinds persisted
BofA Securities│Search shifted to, with accelerated cloud growth and still healthy profitability
Nomura│Quarterly revenue was in line with expectations, and earnings beat estimations
Morgan Stanley│Weak growth in advertising will continue for longer
(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2024-05-17 16:25.) (Real-time Streaming US Stocks Quote; Except All OTC quotes are at least 15 minutes delayed.)
