Barclays maintains a Buy rating on Kanzhun Ltd Sponsored with a price target of $25.00. The company's shares opened at $22.00. The analyst consensus is a Strong Buy with an average price target of $24.34, representing a 10.64% upside. UBS has also upgraded the stock to a Buy with a $26.00 price target. BZ market cap is $10.11B and has a P/E ratio of 38.85.
Title: Kanzhun Limited Reports Strong Second Quarter 2025 Financial Results
Kanzhun Limited, a leading online recruitment platform in China, reported robust financial results for the second quarter of 2025. The company's revenue and net income saw significant year-over-year increases, reflecting strong demand for its services. 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%. Revenues for the quarter were RMB2,102.4 million (approximately US$293.5 million), marking a 9.7% increase year-over-year, and net income surged by 70.4% to RMB711.2 million (US$99.3 million).
The CEO, Jonathan Peng Zhao, highlighted the company's sustained user growth momentum and the integration of AI to enhance user experience. The company 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. For the third quarter, Kanzhun expects revenues between RMB2.13 billion and RMB2.16 billion, indicating continued growth momentum.
Analysts have responded positively to these results. Barclays maintains a Buy rating with a price target of $25.00, while UBS has upgraded 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. Despite these positive indicators, concerns about high share-based compensation expenses and rising employee-related costs may raise questions about cost management.
References
[1] https://www.quiverquant.com/news/KANZHUN+LIMITED+Reports+Strong+Financial+Growth+in+Second+Quarter+2025
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