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Technology Stocks : Artificial Intelligence, Robotics, Chat bots - ChatGPT

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From: Julius Wong	11/29/2025 8:09:53 PM
	1 Recommendation of 5553

Baidu shares jump after J.P. Morgan's bullish upgrade Nov. 24, 2025 11:01 AM ET By: Ahmed Farhath, SA News Editor Over the weekend, J.P. Morgan upgraded Chinese internet giant Baidu ( BIDU) to "overweight" from a previous investment rating of "neutral" and said cloud and AI are set to become the primary growth engines and value drivers for the company, rather than a rebound in its legacy advertising. Shares of the company are up nearly 8% in early open market trading in the U.S.on Monday. The research firm believes revenue growth from AI and cloud will be driven by Kunlun chip sales and GPU compute consumption. "We view Kunlun AI chip as one of the best positioned. We forecast chip sales to increase sixfold, reaching RMB 8B in 2026," according to JPM analysts, led by Alex Yao. "We believe domestic demand for AI compute in China remains intense, and hyperscalers are increasingly sourcing from local solution providers." JPM expects Baidu's GPU compute revenue will maintain triple-digit growth due to the "enterprise mania for model training, fine-tuning, and inference" and cloud revenue growth of ~61% in 2026, accelerating from ~23% in 2025. Although Baidu’s AI-marketing revenue is "growing strongly," JPM said the expansion in AI-based ad services is likely to cannibalize the legacy search advertising business. They also noted that there is uncertainty around the traditional search ads business and when it will stabilize. BIDU has a new price target of $188, from $110, implying an upside of 69.4%.

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