BOSS Zhipin's Stock Price Rises Amid Positive Analyst Rating

BOSS Zhipin (BZ) saw a 2% pre-market rise after China International Capital Corporation (CICC) maintained an "outperform" rating with a target price of $23. Q2 2025 revenue reached 2.1 billion RMB, a 9.7% YoY growth, and Non-GAAP net profit reached 946 million RMB. CICC increased its 2025 and 2026 Non-GAAP net profit forecasts by 8% and 6%, respectively, with a 9% potential upside from the current stock price.

Kanzhun Limited (BZ), the leading online recruitment platform in China, reported robust financial results for the second quarter of 2025. The company's stock experienced a 2% pre-market rise following China International Capital Corporation (CICC) maintaining an "outperform" rating with a target price of $23. The quarterly revenue reached RMB2,102.4 million (approximately US$293.5 million), representing a 9.7% year-over-year (YoY) growth. Non-GAAP net profit reached RMB711.2 million (US$99.3 million), a 70.4% increase from the same period last year.

CICC has increased its 2025 and 2026 Non-GAAP net profit forecasts by 8% and 6%, respectively, indicating a 9% potential upside from the current stock price. The upgrade reflects the company's strong user growth momentum and the integration of AI to enhance user experience. Kanzhun's revenue growth is driven by an increase in enterprise customers and monthly active users. Total paid enterprise customers grew to 6.5 million, a 10.2% increase from the previous year, while average monthly active users reached 63.6 million, up by 16.5%.

The company's CEO, Jonathan Peng Zhao, highlighted the sustained user growth momentum and the integration of AI to enhance user experience. Kanzhun also announced an annual dividend of approximately US$80 million and a share repurchase program of up to US$250 million, signaling a commitment to returning value to shareholders. Analysts have responded positively to these results, with Barclays maintaining a Buy rating with a price target of $25.00, and UBS upgrading the stock to a Buy with a $26.00 price target. The analyst consensus is a Strong Buy with an average price target of $24.34, representing a 10.64% upside [1].

However, concerns about high share-based compensation expenses and rising employee-related costs may raise questions about cost management. Kanzhun's outlook projects CN¥10.8 billion in revenue and CN¥3.3 billion in earnings by 2028, assuming a 12.6% annual revenue growth rate and a CN¥1.4 billion increase in earnings from the current CN¥1.9 billion. The company's shares have added about 52.7% since the beginning of the year versus the S&P 500's gain of 9% [2].

References:
[1] https://www.quiverquant.com/news/KANZHUN+LIMITED+Reports+Strong+Financial+Growth+in+Second+Quarter+2025
[2] https://www.marketbeat.com/stocks/NASDAQ/BZ/