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BZ: Rising Profit Margins And Earnings Visibility Will Drive Share Upside

Update shared on 30 Nov 2025

Fair value Increased 3.60%
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AnalystConsensusTarget's Fair Value
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1Y
63.7%
7D
0.5%

Analysts have raised their price target for Kanzhun from $25.03 to $25.93, citing a slightly improved profit margin outlook despite somewhat lower expected revenue growth ahead.

What's in the News

  • Kanzhun Limited has provided earnings guidance for the fourth quarter of 2025, projecting total revenues between RMB 2.05 billion and RMB 2.07 billion. This represents a year-on-year increase of 12.4% to 13.5% (Corporate Guidance).
  • The company stated that its forecast reflects its current views on the market and operational conditions in China. However, it noted these are subject to change and cannot be predicted with reasonable accuracy at this time (Corporate Guidance).
  • Kanzhun Limited will hold a board meeting on November 18, 2025, to consider and approve the unaudited results for the three months ended September 30, 2025, and to arrange for their publication (Board Meeting).

Valuation Changes

  • Fair Value has increased moderately from $25.03 to $25.93 per share.
  • Discount Rate has edged up slightly from 7.67% to 7.69%.
  • Revenue Growth expectation has declined from 13.27% to 12.36%.
  • Net Profit Margin has risen modestly from 32.76% to 33.81%.
  • Future P/E ratio has increased noticeably from 26.70x to 32.67x.

Disclaimer

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