On September 17, 2025, Arete, an investment firm, upgraded Baidu's rating to Buy from Sell and raised its price target to $143. The upgrade was specifically attributed to the significant potential of Baidu's Kunlun AI chip venture.
Arete highlighted that AI chips remain under-supplied within China, and Baidu’s Kunlun chip venture has the capacity to more than offset the struggling online advertising business. This indicates a growing recognition of Baidu's diversified AI strategy.
This analyst upgrade underscores the strategic importance of Baidu's internal chip development capabilities, positioning it as a key driver for future growth and a hedge against headwinds in its traditional business segments.
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