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JPMorgan Boosts Baidu Target, Predicts 61% Cloud Growth

11/26/2025

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Summary

Story summary

JPMorgan Chase & Co. upgraded Baidu to overweight and lifted its U.S. price target from $110 to $188, signaling 69% upside.
Analyst Alex Yao of JPMorgan projects 61% cloud growth in 2026 and a 55% year-over-year rise in AI-native marketing services revenue.
Baidu's U.S. stock has risen 32% this year, and 24 of 33 analysts rate it a buy or strong buy.

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Story summary

JPMorgan Chase & Co. upgraded Baidu to overweight and lifted its U.S. price target from $110 to $188, signaling 69% upside.
Analyst Alex Yao of JPMorgan projects 61% cloud growth in 2026 and a 55% year-over-year rise in AI-native marketing services revenue.
Baidu's U.S. stock has risen 32% this year, and 24 of 33 analysts rate it a buy or strong buy.