Baidu Inc Stock Price, News & Analysis

Baidu (NASDAQ: BIDU) and UAE partner AutoGo launched a fully autonomous commercial ride-hailing service on Yas Island, Abu Dhabi, available via the AutoGo app on Jan 17, 2026.

The partners secured a fully driverless commercial permit in mid-November 2025 and signed a next-phase agreement to scale to hundreds of vehicles by 2026, with phased expansion planned to Reem, Al Maryah, and Saadiyat Islands and a long-term goal to cover the wider emirate.

Apollo Go cites >240 million autonomous kilometers (over 140 million in fully driverless mode), 22 cities of presence, >17 million cumulative rides, and a weekly ride run-rate above 250,000.

Baidu (NASDAQ: BIDU) announced that Apollo Go received Dubai's first permit for fully driverless vehicle trials without a safety driver, enabling a potential fully autonomous commercial ride‑hailing launch as early as Q1 2026. The company opened a 2,000‑square‑meter Apollo Go Park in downtown Dubai as its first overseas operations and management hub. Apollo Go and Dubai RTA plan to expand to a target fleet of more than 1,000 fully driverless vehicles; prior trials included a 50‑vehicle RT6 fleet and an earlier trial permit issued in July 2025.

Apollo Go reported global operational metrics including 240 million autonomous km (140 million fully driverless km), weekly rides >250,000, and > 17 million cumulative rides as of Oct 31, 2025.

Baidu (NASDAQ: BIDU) announced a proposed spin-off and separate listing of the H shares of Kunlunxin (Beijing) Technology on the Main Board of the Hong Kong Stock Exchange.

A confidential listing application form has been submitted to the HKEX. The Proposed Spin-off aims to showcase Kunlunxin's value, attract AI chip investors, broaden financing channels, and align management accountability with performance.

Details are not final: the transaction is subject to HKEX approval, completion of the China Securities Regulatory Commission filing, and final decisions by both parties. It is expected Kunlunxin will remain a subsidiary after completion, and there is no assurance the Proposed Spin-off will occur or on its timing.

Baidu (NASDAQ: BIDU) reported Q3 2025 results for the quarter ended Sept 30, 2025. Total revenue was RMB31.2 billion (-7% YoY). AI-powered businesses grew >50% YoY to ~RMB10 billion, driven by AI Cloud, AI Applications and AI-native Marketing Services. AI Cloud Infra revenue was RMB4.2 billion (+33% YoY); subscription revenue for AI accelerator infrastructure grew 128% YoY. AI-native Marketing Services revenue was RMB2.8 billion (+262% YoY).

Operating loss was RMB15.1 billion, including an RMB16.2 billion impairment of long-lived assets; excluding impairment, operating income was RMB1.1 billion. Non-GAAP net income was RMB3.8 billion and adjusted EBITDA was RMB4.4 billion. Total cash and investments were RMB296.4 billion as of Sept 30, 2025.

Baidu (NASDAQ: BIDU) unveiled ERNIE 5.0, a natively omni-modal foundation model that jointly models text, images, audio, and video, with a public preview via ERNIE Bot and enterprise access through Baidu AI Cloud MaaS Qianfan on Nov 13, 2025. The company announced product upgrades including GenFlow 3.0, Famou (a commercially available self-evolving agent by invitation), Oreate workspace, MeDo/Miaoda no-code builders, and global rollouts of digital human technology. Key metrics cited: Apollo Go >17 million rides, GenFlow 20 million users, 70% of Top 1 search results in rich media, Miaoda >400,000 apps, and Oreate 1.2 million users.

Baidu (NASDAQ: BIDU) and UAE autonomous mobility partner AutoGo announced they won one of Abu Dhabi's inaugural fully driverless commercial permits and signed a next‑phase agreement to scale their fleet to hundreds of autonomous vehicles by 2026. The permit authorizes public robotaxi service and follows months of fully driverless public-road testing. Apollo Go reported 240 million autonomous kilometers, >b>250,000 weekly rides, and 17 million cumulative rides as of Oct 31, 2025, underpinning plans to build Abu Dhabi's largest fully driverless fleet.

Baidu (Nasdaq: BIDU) will host its annual flagship technology conference, Baidu World 2025, on November 13, 2025 at CNCC Phase II in Beijing under the theme "AI in Action".

Main-session speakers include Robin Li (co-founder, chairman, CEO), Dr. Haifeng Wang (CTO), and Dr. Dou Shen (executive VP, president of AI Cloud Group). The event will showcase AI-native applications and new technology demonstrations for a global audience.

The livestream begins at 9:30 AM Beijing Time on November 13, 2025 and will be available on Baidu's livestream page, official YouTube, and X accounts. More information is on the Baidu World 2025 website.

Baidu (NASDAQ: BIDU) announced that its autonomous ride-hailing arm Apollo Go is partnering with Swiss Post subsidiary PostBus to launch an on-demand autonomous service called AmiGo in eastern Switzerland.

Key facts: initial fleet testing begins in December 2025 across three cantons, driverless trials are planned later in 2026, and phased regular operations are expected by Q1 2027 at the latest, subject to safety and quality requirements. Apollo Go will deploy fully electric Level 4 RT6 vehicles (seating up to four, detachable steering wheel) with ride-pooling capability. The partnership has backing from multiple cantons and federal transport offices to support implementation.

Apollo Go cited a global fleet of over 1,000 vehicles, > 200 million autonomous km and > 14 million rides (as of Aug 2025) as operational credentials for the rollout.

Baidu (Nasdaq: BIDU) will report Q3 2025 financial results for the quarter ended September 30, 2025, before the U.S. market opens on November 18, 2025.

Management will hold an earnings conference call on November 18, 2025 at 7:30 AM ET (8:30 PM Beijing Time). Investors must pre-register for the call to receive dial-in numbers, passcode and a unique access PIN via the provided registration link. A live and archived webcast will be available at https://ir.baidu.com. A phone replay is available in the U.S. through November 25, 2025 using dial-in 1 855 883 1031 and replay PIN 10050558.