Baidu, Inc. (NASDAQ:BIDU) sees an increase in price target to $154.00 from $90.00 by Goldman Sachs analyst Lincoln Kong, maintaining a Buy rating. Q3 2025 expected to show steepest decline in core profits. Focus shifts to fast-growing non-search businesses like cloud and AI, with positive outlook on Apollo Robotaxi.

Analysts predict non-search revenue to reach 54% of core revenue by 2027, with cloud contributing 36%. Baidu’s strengths in full stack capabilities and AI software applications are noted. Target multiple raised to 5X P/S to reflect growth potential. Positive views on Apollo Robotaxi for fleet rollout, industry TAM, and international expansion.

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Read more at Yahoo Finance: Goldman Sachs Lifts Baidu (BIDU) Price Target to $154 on AI and Cloud Growth