NASDAQ$BIDU

Baidu, Inc.-ADR · Q4 2026 earnings

Q4 2026 earnings · · Before market open · Investor relations

Briefing

BIDU Q4 2026 — extraction skipped

Baidu, Inc.-ADR filed Form 6-K (accession 0001193125-26-193797) for Q4 2026, but headline financial numerics could not be extracted automatically: cached document missing (fetch error or PDF). The row is marked as AI-processed so the queue advances; numerics will be filled by Financial Datasets on its next pass.

  • Form 6-K filed; press release body not parseable here.
  • Reason: cached document missing (fetch error or PDF).
  • Numerics rely on the Financial Datasets fallback.

Headline financials

Total Revenue

$4.68B

No prior period
EPS (adj)

$1.52

No prior period
Free Cash Flow

$91M

No prior period
Net Income

$255M

No prior period
Operating Income

$212M

No prior period

Revenue & EPS history

Baidu · Revenue · Quarterly

$4.68B

Q4 2026
Beat estimate in 9 of 14 quarters(64%)
ActualEstimate

Forward guidance

Management highlighted continued execution of its AI-first strategy, capital return initiatives, and the planned Kunlunxin spin-off, without issuing explicit numerical guidance.

Tailwinds

  • Strong enterprise traction in AI Cloud Infrastructure.
  • Rapid growth in AI-native Marketing Services.
  • Apollo Go expanded to 26 global cities.
  • New USD5000000000 share repurchase authorization.
  • Introduction of first-ever dividend policy.

Headwinds

  • Operating margin remained modest at 5%.
  • Sequential increase in SG&A and R&D expenses.
  • Foreign exchange losses impacted other income.
  • Income tax expense increased versus prior quarter benefit.
  • No explicit quantitative revenue guidance provided.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2026

Historical avgQ4 2026

-0.2%

Avg return

Earnings day

-0.7%

Avg return

5 days after

+0.8%

Avg return

30 days after

48%

21 / 44 earnings

Positive

+16.6%

Q1 2022

Best reaction

-18.5%

Q2 2015

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026-4.5%+4.3%+11.7%
Q3 2024-7.4%-3.7%-1.1%
Q1 2024-0.2%-5.1%-16.9%
Q4 2023-9.8%-10.4%-6.3%
Q3 2023+7.9%+10.9%+5.7%
Q2 2023+6.1%+7.1%+2.5%
Q1 2023+2.3%-2.6%+16.5%
Q4 2022-2.0%-1.0%+11.0%
Q3 2022+2.6%-1.3%+19.2%
Q2 2022-2.3%-4.9%-20.1%
Q1 2022+16.6%+17.6%+26.8%
Q4 2021+5.3%-3.4%-13.2%
Q3 2021-9.9%-13.7%-17.0%
Q2 2021-7.6%-13.7%-0.5%
Q1 2021-0.0%+0.2%-1.9%
Q4 2020-8.6%+2.9%-21.1%
Q3 2020-0.8%-6.2%+31.2%
Q2 2020-7.4%-1.5%-4.4%
Q1 2020+9.9%+3.5%+22.2%
Q4 2019-2.9%-4.5%-21.0%
Q3 2019+12.8%+11.9%+7.2%
Q2 2019+12.4%+5.3%+12.1%
Q1 2019-15.9%-21.0%-25.8%
Q4 2018-2.3%-5.4%-2.6%
Q3 2018+4.6%+7.1%+0.8%
Q2 2018-9.3%-6.3%-10.8%
Q1 2018+8.9%+9.0%+5.4%
Q4 2017+6.4%+10.4%+18.5%
Q3 2017-9.0%-7.3%-5.2%
Q2 2017+9.4%+12.1%+12.1%
Q1 2017-3.4%-4.3%+2.0%
Q4 2016-5.8%-6.4%-9.5%
Q3 2016+3.9%+0.4%-4.8%
Q2 2016-3.6%-2.9%+4.8%
Q1 2016+3.4%
Q4 2015+6.8%
Q3 2015+8.7%
Q2 2015-18.5%
Q1 2015-8.6%
Q4 2014-6.6%
Q4 2010+2.0%
Q4 2008+1.9%
Q4 2007+1.9%
Q4 2009+1.9%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro