Baidu (BIDU) Raises AI Cloud Prices on Strong Demand

2 hours ago 1

Sheryar Siddiq

Thu, April 2, 2026 astatine 8:45 AM CDT 1 min read

Baidu, Inc. (NASDAQ:BIDU) ranks among the stocks that could 10x implicit the adjacent 5 years. On March 18, Morgan Stanley maintained an Equalweight standing connected Baidu, Inc. (NASDAQ:BIDU) with a $135 terms target. The accommodation came aft Baidu Cloud declared a 5% to 30% terms summation for its AI computing services, arsenic good arsenic a 30% hike for record retention and affiliated services.

Morgan Stanley attributed the terms increases to beardown involvement successful China’s AI part and elevated costs successful the AI proviso chain. The steadfast believes this indicates that unreality work providers person important pricing power, which drives stronger unreality gross growth.

That said, Barclays reduced its terms people for Baidu, Inc. (NASDAQ:BIDU) to $128 from $147 portion keeping an Equalweight standing connected the company’s shares. This displacement is driven by worries regarding AI monetization, arsenic shown by the contrasting trends successful Baidu’s AI-related gross maturation and declining modular advertizing revenues.

Baidu, Inc. (NASDAQ:BIDU), a starring Chinese exertion company, manages China’s largest net hunt engine. The institution has besides expanded into AI-driven initiatives that see self-driving technology.

While we admit the imaginable of BIDU arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

READ NEXT: 33 Stocks That Should Double successful 3 Years and 15 Stocks That Will Make You Rich successful 10 Years.

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