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Update shared on03 Oct 2025

Fair value Increased 2.30%
AnalystConsensusTarget's Fair Value
US$24.96
13.1% undervalued intrinsic discount
03 Oct
US$21.68
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1Y
27.5%
7D
-7.6%

Analysts have raised their price target for Kanzhun from $24.40 to $24.96. This reflects optimism about slightly improved revenue growth expectations and stable profit margins.

What's in the News

  • On August 20, 2025, Kanzhun increased its equity buyback plan by $100 million, bringing total authorization to $250 million. The plan duration was extended to August 28, 2026. (Buyback, Change in Plan Terms)
  • Kanzhun provided earnings guidance for the third quarter of 2025, expecting total revenues between RMB 2.13 billion and RMB 2.16 billion, a year-on-year increase of 11.4% to 13.0%. (Corporate Guidance, New/Confirmed)
  • The Board of Directors met on August 20, 2025, to consider and approve the unaudited results for the three and six months ended June 30, 2025. (Board Meeting)

Valuation Changes

  • Fair Value Estimate increased slightly from $24.40 to $24.96.
  • Discount Rate edged up marginally from 7.51% to 7.54%.
  • Revenue Growth improved narrowly from 13.20% to 13.27%.
  • Net Profit Margin dipped slightly from 32.83% to 32.76%.
  • Future P/E Ratio jumped significantly from 3.61x to 26.61x.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.