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BZ: Future Cash Flow Resilience Will Drive Continued Share Upside

BZ: Extended Buyback and Earnings Upside Will Drive Enduring Shareholder Value

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BZ
AnalystConsensusTarget
Not Invested
Published 15 Dec 2024

Update shared on 15 Dec 2025

Fair value Increased 0.20%
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AnalystConsensusTarget's Fair Value
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1Y
44.0%
7D
-5.9%

Analysts have nudged their price target for Kanzhun slightly higher to approximately $25.98 per share, up from about $25.93. This adjustment reflects modestly stronger expectations for long term revenue growth and a marginally lower discount rate, which more than offset a minor trim to projected profit margins.

What's in the News

  • Kanzhun announced that Chief Financial Officer Phil Yu Zhang will resign effective December 11, 2025, with Vice President Wenbei Wang appointed Deputy CFO, drawing on her decade of finance and investment banking experience (company announcement).
  • The company issued fourth quarter 2025 revenue guidance of RMB 2.05 billion to RMB 2.07 billion, indicating year on year growth of 12.4% to 13.5%, while cautioning that the outlook may change with market conditions in China (company guidance).
  • The board scheduled a meeting for November 18, 2025 to review and approve unaudited results for the quarter ended September 30, 2025 and consider their publication (board meeting notice).

Valuation Changes

  • The fair value estimate has risen slightly from $25.93 to $25.98 per share, reflecting modestly stronger long term assumptions.
  • The discount rate has fallen marginally from 7.69% to 7.68%, modestly boosting the present value of forecast cash flows.
  • Revenue growth has edged up from 12.36% to 12.37% annually, indicating a slightly more optimistic top line outlook.
  • The net profit margin has slipped slightly from 33.81% to 33.77%, suggesting a small anticipated pressure on profitability.
  • The future P/E has decreased very slightly from 32.67x to 32.66x, implying a nearly unchanged valuation multiple on forward earnings.

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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.