Kanzhun (BZ) Is Up 8.1% After Strong Q3 and Bright Q4 Revenue Guidance – What's Changed?

• Kanzhun Limited recently reported third-quarter 2025 results, announcing a revenue rise to CNY 2.16 billion and net income of CNY 806.63 million, alongside issuing fourth-quarter guidance of CNY 2.05–2.07 billion in revenues, reflecting 12.4% to 13.5% anticipated year-on-year growth.
• This combination of strong recent performance and a positive revenue outlook highlights ongoing operational and market momentum for Kanzhun in China’s recruitment industry.
• We’ll explore how Kanzhun’s upbeat revenue guidance may shift the investment narrative, especially with increased confidence in its near-term earnings trajectory.

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Kanzhun Investment Narrative Recap

To invest in Kanzhun, you generally need to believe the company can continue to capitalize on digital hiring trends, capture market share, and sustain revenue growth in China’s competitive recruitment sector. The latest upbeat fourth-quarter revenue guidance modestly reinforces confidence in near-term earnings but does not significantly change the picture for the most important short-term catalyst, platform adoption and engagement among employers and job seekers, nor does it alter the biggest current risk of increased competition and rising customer acquisition costs. Of Kanzhun’s recent corporate actions, the introduction and payment of annual and special dividends is particularly relevant, as it indicates confidence in ongoing cash generation and provides additional value for shareholders apart from growth expectations. This aligns with the company’s focus on returning capital to investors and highlights management’s proactive approach to shareholder rewards during a period of sustained earnings momentum. Yet, as encouraging as these financial updates are, investors should also consider warning signs related to increasing marketing and competitive pressures that may impact future margins...

Read the full narrative on Kanzhun (it's free!)

Kanzhun's narrative projects CN¥11.2 billion in revenue and CN¥3.7 billion in earnings by 2028. This requires 13.2% yearly revenue growth and a CN¥1.5 billion earnings increase from the current CN¥2.2 billion.

Uncover how Kanzhun's forecasts yield a $25.93 fair value, a 17% upside to its current price.

Exploring Other Perspectives

Three investor fair value estimates from the Simply Wall St Community span from CNY18.95 to CNY44.01 per share. Despite robust revenue guidance, rising competition could threaten Kanzhun’s high profitability if customer acquisition costs climb, consider how your outlook may differ from others in the market.

Explore 3 other fair value estimates on Kanzhun - why the stock might be worth as much as 99% more than the current price!

Build Your Own Kanzhun Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Kanzhun research is our analysis highlighting 3 key rewards that could impact your investment decision.
• Our free Kanzhun research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Kanzhun's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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