Update shared on12 Sep 2025
Fair value Increased 1.03%Kanzhun's substantially lower future P/E multiple, despite unchanged revenue growth forecasts, suggests improved earnings expectations, resulting in a marginal analyst price target increase to $24.40.
What's in the News
- Kanzhun increased its equity buyback authorization by $100 million to a total of $250 million and extended the plan's duration to August 28, 2026.
- The company issued Q3 2025 earnings guidance, expecting total revenues of RMB 2.13–2.16 billion, representing year-on-year growth of 11.4% to 13.0%.
- The board scheduled a meeting to consider approval and publication of unaudited results for the quarter and half-year ended June 30, 2025.
- Kanzhun completed a follow-on equity offering totaling HKD 2.277 billion, issuing 34,500,000 Class A ordinary shares at HKD 66 per share.
- Proceeds from the share offer will be used for technology investment, new business initiatives, strategic acquisitions or investments, and general corporate purposes.
Valuation Changes
Summary of Valuation Changes for Kanzhun
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from $24.15 to $24.40.
- The Future P/E for Kanzhun has significantly fallen from 26.61x to 3.61x.
- The Consensus Revenue Growth forecasts for Kanzhun remained effectively unchanged, at 13.2% per annum.
Disclaimer
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