Update shared on22 Aug 2025
Fair value Increased 7.67%Kanzhun's consensus price target has increased as a sharp decline in its future P/E multiple alongside a modest uptick in forecasted revenue growth signals improved earnings expectations, raising fair value from $21.18 to $22.80.
What's in the News
- Kanzhun increased its equity buyback plan by $100 million, bringing total authorization to $250 million, and extended the plan duration to August 28, 2026.
- The company issued earnings guidance for Q3 2025, expecting total revenues between RMB 2.13 billion and RMB 2.16 billion, up 11.4% to 13.0% YoY.
- The board is scheduled to consider and approve unaudited results for the three and six months ended June 30, 2025.
- Kanzhun completed a follow-on equity offering totaling HKD 2.277 billion, selling 34,500,000 Class A ordinary shares at HKD 66 per share.
- Net proceeds from the offering will be used for technology investment, new business development, strategic acquisitions or investments, and working capital.
Valuation Changes
Summary of Valuation Changes for Kanzhun
- The Consensus Analyst Price Target has risen from $21.18 to $22.80.
- The Future P/E for Kanzhun has significantly fallen from 25.28x to 3.64x.
- The Consensus Revenue Growth forecasts for Kanzhun has risen slightly from 12.6% per annum to 13.1% per annum.
Disclaimer
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