- Alibaba’s Profit Plunges and the Stock Rises. Thank Trump and Xi.
May 13, 2026
Alibaba Group Holding stock was rising on Wednesday as reports of potential progress on lowering U.S.-China tariffs outweighed a mixed earnings report. Alibaba’s American depositary receipts were up 6.6% in morning trading. The ADRs were reversing earlier losses amid optimism that the summit between President Donald Trump and Chinese leader Xi Jinping will lead to lower import duties.
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- Baidu Advances Agent Portfolio to Embrace the Agent Era, Champions Daily Active Agents as Key Metric
May 13, 2026 · prnewswire.com
Baidu Co-founder and CEO Robin Li proposed Daily Active Agents (DAA) as the defining metric as the industry enters the agent era. The company also unveiled a series of updates to its agent portfolio, including the general-purpose agent DuMate, the app and enterprise edition of the coding agent Miaoda, the upgraded digital human platform Baidu Yijing, and the upgraded self-evolving agent Famou Agent 2.0.
- BAIDU ADVANCES AGENT PORTFOLIO TO EMBRACE THE AGENT ERA, CHAMPIONS DAILY ACTIVE AGENTS AS KEY METRIC
May 13, 2026
BAIDU CO-FOUNDER AND CEO ROBIN LI PROPOSED DAILY ACTIVE AGENTS (DAA) AS THE DEFINING METRIC AS THE INDUSTRY ENTERS THE AGENT ERA. THE COMPANY ALSO UNVEILED A SERIES OF UPDATES TO ITS AGENT PORTFOLIO, INCLUDING THE GENERAL-PURPOSE AGENT DUMATE, THE APP AND ENTERPRISE EDITION OF THE CODING AGENT MIAODA, THE UPGRADED DIGITAL HUMAN PLATFORM BAIDU YIJING, AND THE UPGRADED SELF-EVOLVING AGENT FAMOU AGENT 2.0.
- Baidu Q1 Earnings Preview: Kunlunxin IPO Makes BIDU's Valuation Math Irrational
May 13, 2026 · seekingalpha.com
Baidu is scheduled to report Q1 earnings on May 18. More than the headline numbers, my primary focus will be on the progress of its AI cloud business. The strengthening AI cloud subscription revenue momentum and AI-native marketing are key growth drivers amid core search headwinds. The planned Kunlunxin IPO, targeting a RMB 100 billion valuation, will unlock value, shift the CapEx burden, and enhance Baidu's financial profile.
- Why Baidu Inc. (BIDU) Dipped More Than Broader Market Today
May 12, 2026
In the latest trading session, Baidu Inc. (BIDU) closed at $140.01, marking a -3.96% move from the previous day. This move lagged the S&P 500's daily loss of 0.16%. Meanwhile, the Dow experienced a rise of 0.11%, and the technology-dominated Nasdaq saw a decrease of 0.71%.
Prior to today's trading, shares of the web search company had gained 30.15% outpaced the Computer and Technology sector's gain of 17.98% and the S&P 500's gain of 8.81%.
Investors will be eagerly watching for the performance of Baidu Inc. in its upcoming earnings disclosure. The company's earnings report is set to be unveiled on May 18, 2026. The company's upcoming EPS is projected at $1.87, signifying a 26.67% drop compared to the same quarter of the previous year. Our most recent consensus estimate is calling for quarterly revenue of $4.66 billion, up 4.27% from the year-ago period.
For the full year, the Zacks Consensus Estimates are projecting earnings of $8.21 per share and revenue of $20.02 billion, which would represent changes of +7.46% and +10.6%, respectively, from the prior year.
Investors should also take note of any recent adjustments to analyst estimates for Baidu Inc. These revisions help to show the ever-changing nature of near-term business trends. Hence, positive alterations in estimates signify analyst optimism regarding the business and profitability.
Our research demonstrates that these adjustments in estimates directly associate with imminent stock price performance. To take advantage of this, we've established the Zacks Rank, an exclusive model that considers these estimated changes and delivers an operational rating system.
Ranging from #1 (Strong Buy) to #5 (Strong Sell), the Zacks Rank system has a proven, outside-audited track record of outperformance, with #1 stocks returning an average of +25% annually since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has moved 16.28% lower. Baidu Inc. currently has a Zacks Rank of #5 (Strong Sell).
In terms of valuation, Baidu Inc. is presently being traded at a Forward P/E ratio of 17.76. This valuation marks no noticeable deviation compared to its industry average Forward P/E of 17.76.
The Internet - Services industry is part of the Computer and Technology sector. This group has a Zacks Industry Rank of 158, putting it in the bottom 36% of all 250+ industries.
The strength of our individual industry groups is measured by the Zacks Industry Rank, which is calculated based on the average Zacks Rank of the individual stocks within these groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
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- Why Baidu Inc. (BIDU) Dipped More Than Broader Market Today
May 12, 2026 · zacks.com
In the closing of the recent trading day, Baidu Inc. (BIDU) stood at $140.01, denoting a -3.96% move from the preceding trading day.
- Tesla stock slips ahead of Musk's trip to China with Trump trade delegation
May 12, 2026
After a string of gains, Tesla (TSLA) stock slipped on Tuesday ahead of CEO Elon Musk’s trip to China with President Trump on Thursday.
Tesla stock jumped last week as tech rebounded and the company announced its latest plans to begin its chip fabrication plant, dubbed the Terafab, in Austin. On Monday, Piper Sandler analyst Alexander Potter published his guide to investing in Tesla, claiming that at the $400 price level, shareholders were getting the Optimus humanoid robot business for free.
After nearly touching $450/share on Monday and gaining nearly 15% over the past five trading sessions, Tesla stock slipped in early trade on Tuesday.
NasdaqGS - Nasdaq Real Time Price•USD
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427.38 -17.70 (-3.98%)
As of 11:35:36 AM EDT. Market Open. Advanced Chart
This comes as President Trump invited US company CEOs like Musk, Boeing’s Kelly Ortberg, and Apple’s Tim Cook to join him for meetings this week with China President Xi Jinping. US and China trade delegations will also meet to hammer out trade deals and other agreements, coming on the back of Trump’s trade war with China, and subsequent retaliatory duties imposed by Beijing.
For Tesla, the likely main point of negotiation is the company’s FSD (full-self driving) software and its approval on the mainland.
Musk had previously suggested February or early spring for FSD approval in China, but that deadline came and passed. On the company’s Q1 earnings call, the company targeted a third quarter timeline for approval, but again, there are no guarantees it will happen.
Chinese authorities are more cautious when it comes to self-driving and autonomous vehicles, and recent issues with Baidu (BIDU) autonomous vehicles stopping in the middle of streets has authorities reportedly pausing autonomous vehicle licenses.SHANGHAI, CHINA - APRIL 25, 2026 - Consumers experience the Tesla Model Y new energy vehicle at a Tesla store in Shanghai, China on April 25, 2026. (Photo credit should read CFOTO/Future Publishing via Getty Images)·CFOTO via Getty Images
BYD’s (BYDDY) God’s Eye self-driving system has also faced criticism from its own clients, who have reported it functioning erratically and dangerously.
While Tesla’s FSD is considered to be more advanced that BYD’s, the company still needs regulatory sign off in light of recent issues.
Approval of FSD would be a major feather in its cap for Tesla, as it attempts to claw back market gains in the competitive Chinese auto market.Visitors look a the latest car at the BYD booth during Auto China 2026 in Beijing, Friday, April 24, 2026. (AP Photo/Ng Han Guan)·ASSOCIATED PRESS
Tesla sold 25,956 vehicles in China in April per the China Passenger Car Association (CPCA), down nearly 10% from a year ago. Tesla’s share of China’s new-energy vehicle market (which includes both EVs and hybrids) fell to 3%, while its EV share slipped to 4%.
Tesla watchers point out that the first month of the quarter typically is used to fulfill exports from Giga Shanghai, with the later months production meant for domestic shipments. Nevertheless, approval of FSD for Tesla EVs would be a major competitive advantage for Tesla against the likes of Xiaomi (XIACY), BYD, Geely (GELYF), and others.
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If Musk can again work his magic in China (where Tesla is the only foreign automaker with a wholly owned factory in the country) and get FSD approved, it could be a major shot in the arm for Tesla’s China sales, as well as the stock price.
Pras Subramanian is Lead Auto Reporter for Yahoo Finance. You can follow him on X and on Instagram.
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- New Strong Sell Stocks for May 12th
May 12, 2026
Here are three stocks added to the Zacks Rank #5 (Strong Sell) List today:
A. O. Smith Corporation AOS is a residential and commercial gas and electric water utility products company. The Zacks Consensus Estimate for its current year earnings has been revised 5% downward over the last 60 days.
Baidu, Inc. BIDU is an internet search services company. The Zacks Consensus Estimate for its current year earnings has been revised 9.8% downward over the last 60 days.
Bank of Marin Bancorp BMRC is the holding company for Bank of Marin. The Zacks Consensus Estimate for its current year earnings has been revised 8.3% downward over the last 60 days.
View the entire Zacks Rank #5 List.
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Baidu, Inc. (BIDU) : Free Stock Analysis Report
A. O. Smith Corporation (AOS) : Free Stock Analysis Report
Bank of Marin Bancorp (BMRC) : Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).
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- New Strong Sell Stocks for May 12th
May 12, 2026 · zacks.com
AOS, BIDU and BMRC have been added to the Zacks Rank #5 (Strong Sell) List on May 12th, 2026.
- Baidu Inc (BIDU) Stock Up 3.4% but GF Value Says Overvalued -- GF Score: 77/100
May 11, 2026 · gurufocus.com
On May 11, 2026, Baidu Inc (BIDU) shares rose 3.4% to a current price of $145.78. The stock has experienced a notable uptrend recently, with a 52-week range bet
