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Over the years, Arista Networks has generated its revenue from the sale of switching and routing platforms that incorporate the company’s EOS software. Since 2018, Arista has fallen below the top 3 Chinese Cloud SPs and top 5 U.S. Cloud SPs in terms of data center Ethernet swit...
Horos is an asset management firm that knows the benefits of value investing over the long term. We invest in companies that we consider, after analyzing them, to have a value higher than the price they ask for within the stock market. In our search for companies with potential an...
My two favorite Chinese companies, Alibaba and Baidu, have declined for more than a year. During that time, both stocks became drastically oversold and dramatically undervalued. While there is some risk in owning Chinese stocks, I don't see why they should trade at such ridiculous...
Baidu 's (NASDAQ: BIDU) stock rallied 14% on May 26 after the Chinese tech giant posted its first-quarter earnings report. Its revenue rose 1% year over year to 28.41 billion yuan ($4.48 billion), which beat analysts' estimates by $320 million. Its adjusted net income declined 10% t...
Deutsche Bank thinks the current quarter likely marks a bottom for Baidu (NASDAQ:BIDU), which is already on a roll after last week's earnings beat - and that gradual quarterly improvement will begin from the third quarter on. Analyst Leo Chiang says recovery is under way but exactly how fast ...
Baidu's actual Q1 2022 earnings were more than double what the market had expected, thanks largely to good cost management. In the near term, COVID-19 and the resulting economic pressure on China will be negative for BIDU; in the long term, Baidu's AI Cloud business is the key growth ...
Baidu to Hold Annual General Meeting on June 28, 2022 PR Newswire BEIJING , May 31, 2022 /PRNewswire/ -- Baidu, Inc. ("Baidu" or the "Company") (NASDAQ: BIDU; HKEX: 9888), a leading AI company with strong Internet foundation, today announced that it ...
Our 3-step process focuses on wide-moat stocks (as per Morningstar’s rating). We are only interested in those targets that are attractively valued in historical comparison. We share the heat map of the most investable candidates that may be worth your time for further analy...
Harding Loevner has been investing globally in high-quality, growing businesses based on disciplined industry research since 1989. Stock markets fell in the quarter, as the world watched in horror Russia’s invasion of Ukraine. China-based WuXi Biologics illustrates the perf...
Earnings reports from the likes of Nvidia (NASDAQ:NVDA), Dell Technologies (DELL) and Alibaba (NYSE:BABA) garnered a lot of attention from investors last week, but the ongoing saga involving Twitter (NYSE:TWTR) and Elon Musk still found a way to remain in the sights of many on Wall Street and...
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Baidu to Report Second Quarter 2024 Financial Results on Aug 22, 2024 PR Newswire BEIJING , July 17, 2024 /PRNewswire/ -- Baidu, Inc. (Nasdaq: BIDU; HKEX: 9888 (HKD Counter) and 89888 (RMB Counter)) ("Baidu" or the "Company"), a leading AI company with stron...
2024-07-15 16:35:00 ET Shares of Chinese tech stocks Alibaba (NYSE: BABA) , Baidu (NASDAQ: BIDU) , and JD.com (NASDAQ: JD) fell on Monday, down 2%, 5.9%, and 5.3%, respectively, in Monday's trading session. The downdraft in China-oriented consumer tech names appe...