Nomura Raises Baidu (BIDU.US) Price Target to USD196; Market Anticipates Kunlunxin IPO and Dividend Distribution
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 26 2026
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Should l Buy ?
Source: aastocks
Baidu's Financial Performance: Nomura's report indicates that Baidu's total revenue for 4Q25 is expected to decline by 5.7% YoY to RMB26 billion, with a significant drop in advertising revenue by 15.5%, although AI infrastructure revenue is projected to grow by 34% QoQ to RMB5.6 billion.
Market Focus and Target Price: The market is anticipated to concentrate on the IPO progress of Baidu's chip subsidiary Kunlunxin and upcoming capital return plans, including dividends. Nomura has raised Baidu's target price from USD178 to USD196 while maintaining a Buy rating.
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About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
