We use cookies to understand how you use our site and to improve your experience.
This includes personalizing content and advertising.
By pressing "Accept All" or closing out of this banner, you consent to the use of all cookies and similar technologies and the sharing of information they collect with third parties.
You can reject marketing cookies by pressing "Deny Optional," but we still use essential, performance, and functional cookies.
In addition, whether you "Accept All," Deny Optional," click the X or otherwise continue to use the site, you accept our Privacy Policy and Terms of Service, revised from time to time.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
The Zacks Consensus Estimate for Baidu’s second-quarter revenues is pegged at $4.06 billion, indicating a decline of 1.54% on a year-over-year basis.
The consensus mark for second-quarter earnings is pegged at $ 1.74 per share, which is down by 4 cents over the past 30 days, indicating a decline of 39.79% from the year-ago quarter's reported figure.
Baidu beat the Zacks Consensus Estimate for earnings in all the trailing four quarters, with an average surprise of 21.64%.
Let us see how things have shaped up for the upcoming announcement.
Key Factors to Note for BIDU’s Q2 Earnings
Baidu is expected to have faced the second quarter of 2025 on a softer footing, as the first quarter delivered only 3% year-over-year revenue growth, highlighting limited momentum outside of AI Cloud. AI Cloud momentum is likely to remain the main driver, while advertising and streaming are anticipated to continue weighing on overall performance.
AI Cloud adoption and new steps in intelligent driving, including Apollo Go’s expansion into Dubai, Abu Dhabi and Hong Kong, are expected to provide some support in the to-be-reported quarter. However, these initiatives are unlikely to offset pressure in core operations. Online marketing revenue, which declined 6% year over year in the first quarter, is expected to stay under strain as advertisers curb spending in a weak macro environment. Rising costs tied to cloud infrastructure, traffic acquisition and promotional activity are anticipated to further squeeze margins despite incremental top-line growth. iQIYI revenues declined 9% year over year in the first quarter, and are expected to remain a drag on consolidated results.
Product launches in April, including ERNIE 4.5 Turbo, ERNIE X1 Turbo and PaddlePaddle 3.0, are expected to stay in the early stages of adoption with limited contribution. Aggressive pricing and elevated investment spending are anticipated to further pressure profitability and free cash flow.
What Our Model Says
According to the Zacks model, the combination of a positive Earnings ESP and Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. However, that is not the case here.
Baidu has an Earnings ESP of 0.00% and a Zacks Rank #4 (Sell) at present. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter.
Stocks to Consider
Here are a few companies worth considering, as our model indicates that they possess the right combination of factors to exceed earnings expectations in their upcoming releases:
BuildABear Workshop shares have jumped 20.8% year to date. BuildABear Workshop is slated to report its second-quarter 2025 results on Aug. 28.
Okta (OKTA - Free Report) has an Earnings ESP of +2.29% and a Zacks Rank #3 at present.
Okta shares have appreciated 16.8% year to date. Okta is slated to report its second-quarter fiscal 2026 results on Aug. 26.
BILL Holdings (BILL - Free Report) currently has an Earnings ESP of +2.94% and a Zacks Rank #3.
BILL Holdings shares have declined 52.3% in the year-to-date period. BILL Holdings is scheduled to release fourth-quarter fiscal 2025 results on Aug. 27.
See More Zacks Research for These Tickers
Normally $25 each - click below to receive one report FREE:
Image: Bigstock
Baidu Set to Report Q2 Earnings: What's in Store for the Stock?
Key Takeaways
Baidu (BIDU - Free Report) is scheduled to release second-quarter 2025 results on Aug. 20.
The Zacks Consensus Estimate for Baidu’s second-quarter revenues is pegged at $4.06 billion, indicating a decline of 1.54% on a year-over-year basis.
The consensus mark for second-quarter earnings is pegged at $ 1.74 per share, which is down by 4 cents over the past 30 days, indicating a decline of 39.79% from the year-ago quarter's reported figure.
Baidu beat the Zacks Consensus Estimate for earnings in all the trailing four quarters, with an average surprise of 21.64%.
Baidu, Inc. Price and EPS Surprise
Baidu, Inc. price-eps-surprise | Baidu, Inc. Quote
Let us see how things have shaped up for the upcoming announcement.
Key Factors to Note for BIDU’s Q2 Earnings
Baidu is expected to have faced the second quarter of 2025 on a softer footing, as the first quarter delivered only 3% year-over-year revenue growth, highlighting limited momentum outside of AI Cloud. AI Cloud momentum is likely to remain the main driver, while advertising and streaming are anticipated to continue weighing on overall performance.
AI Cloud adoption and new steps in intelligent driving, including Apollo Go’s expansion into Dubai, Abu Dhabi and Hong Kong, are expected to provide some support in the to-be-reported quarter. However, these initiatives are unlikely to offset pressure in core operations. Online marketing revenue, which declined 6% year over year in the first quarter, is expected to stay under strain as advertisers curb spending in a weak macro environment. Rising costs tied to cloud infrastructure, traffic acquisition and promotional activity are anticipated to further squeeze margins despite incremental top-line growth. iQIYI revenues declined 9% year over year in the first quarter, and are expected to remain a drag on consolidated results.
Product launches in April, including ERNIE 4.5 Turbo, ERNIE X1 Turbo and PaddlePaddle 3.0, are expected to stay in the early stages of adoption with limited contribution. Aggressive pricing and elevated investment spending are anticipated to further pressure profitability and free cash flow.
What Our Model Says
According to the Zacks model, the combination of a positive Earnings ESP and Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. However, that is not the case here.
Baidu has an Earnings ESP of 0.00% and a Zacks Rank #4 (Sell) at present. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter.
Stocks to Consider
Here are a few companies worth considering, as our model indicates that they possess the right combination of factors to exceed earnings expectations in their upcoming releases:
BuildABear Workshop (BBW - Free Report) currently has an Earnings ESP of +11.00% and a Zacks Rank #2 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
BuildABear Workshop shares have jumped 20.8% year to date. BuildABear Workshop is slated to report its second-quarter 2025 results on Aug. 28.
Okta (OKTA - Free Report) has an Earnings ESP of +2.29% and a Zacks Rank #3 at present.
Okta shares have appreciated 16.8% year to date. Okta is slated to report its second-quarter fiscal 2026 results on Aug. 26.
BILL Holdings (BILL - Free Report) currently has an Earnings ESP of +2.94% and a Zacks Rank #3.
BILL Holdings shares have declined 52.3% in the year-to-date period. BILL Holdings is scheduled to release fourth-quarter fiscal 2025 results on Aug. 27.