Stocks / Internet & Digital Services
BIDUInternet & Digital Services
Baidu, Inc.
$90.061d +0.9%5d -0.6%settled close · 2026-09-17
The tape, with the calls on it
Who said what, and what BIDU did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
bullish
bearish
both sides
Who’s talkingIdea Scout · free
Who’s talking about BIDU
4 longlatest 2025-10-28
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2025-10-28 | Cathie WoodCEO & CIO, ARK Invest | Bullish | CNBC International Live | ARK is actively buying Baidu as part of a deliberate re-engagement with Chinese tech, reflecting a conviction… |
| 2025-08-28 | Bill GurleyGeneral Partner, Benchmark | Bullish | Bg2 Pod | Baidu's Apollo autonomous vehicle unit is competitive with Waymo at ~$30K vehicle cost vs Waymo's 150K+, yet… |
| 2022-05-24 | Bill MillerFounder, Miller Value Partners (retired) | Bullish | Preston Pysh | Baidu is a dominant Chinese internet company trading at a steep discount to US equivalents; regulatory… |
| 2022-05-24 | Bill MillerFounder, Miller Value Partners (retired) | Bullish | The Intrinsic Value Podcast | Baidu is a dominant Chinese internet company that, like Amazon was viewed before its recovery, is hated by… |
Idea Scout tracks who’s
talking across television, podcasts, and interviews — every stance
dated to the appearance it came from.
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Earnings
Next report: 16 Nov 2026 before the open
Confirmed date · consensus EPS 8.17. Reactions below are the next settled session over the prior close.
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 18 Aug 2026 | before the open | 7.22 vs 10.12 | -13.1% |
The options tapeThe Brief · paid
Notable options days
Sessions in the last 120 where BIDU’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 5 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are Brief subscriber content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-08-18 | ||||||
| 2026-08-17 | ||||||
| 2026-08-14 | ||||||
| 2026-07-14 | ||||||
| 2026-06-17 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
Today’s tape on
BIDU is in this morning’s Brief.
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