BIDUInternet & Digital Services
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Follow BIDU free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
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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.
Who’s talking about BIDU
| 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 ~$30K vehicle cost vs Waymo's 150K+, yet… |
| 2022-05-24 | Bill MillerFounder, Miller Value Partners (retired) | Bullish | Preston Pysh | Baidu is a dominant Chinese internet company trading at a steep discount to US equivalents; regulatory… |
| 2022-05-24 | Bill MillerFounder, Miller Value Partners (retired) | Bullish | The Intrinsic Value Podcast | Baidu is a dominant Chinese internet company that, like Amazon was viewed before its recovery, is hated by… |
| 2021-03-20 | Cathie WoodCEO & CIO, ARK Invest | Bullish | Fritz | The Chinese government has designated Baidu as the official autonomous driving platform for China, giving it… |
Next report: 16 Nov 2026 before the open
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 18 Aug 2026 | before the open | 7.22 vs 10.12 | -13.1% |
Notable options days
Sessions in the last 120 where BIDU’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 6 of 120 sessions qualified.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-10-23 | ||||||
| 2026-08-18 | ||||||
| 2026-08-17 | ||||||
| 2026-08-14 | ||||||
| 2026-07-14 | ||||||
| 2026-06-17 |
BIDU on the Wheel
BIDU did not pass our 1-month put test (V3); the Wheel shows its puts without calling one best.
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