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    Does A Wave Of Analyst Upgrades Reshape The Bull Case For Kanzhun (BZ)?

    Simply Wall St·12/09/2025 02:17:49
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    • In recent days, Kanzhun (NASDAQ:BZ) received a series of analyst upgrades, with Wall Street Zen and UBS Group lifting their ratings to “buy” and Barclays assigning an “overweight” stance, signaling a shift in professional opinion on the Chinese online recruitment platform.
    • This cluster of upgrades from prominent global firms highlights growing institutional interest in Kanzhun’s AI-enabled hiring platform and its role in China’s evolving digital recruitment market.
    • We’ll now examine how this wave of analyst upgrades could influence Kanzhun’s investment narrative and expectations around its AI-driven profitability.

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    Kanzhun Investment Narrative Recap

    To own Kanzhun, you need to believe its AI-powered platform can keep deepening its role in China’s digital hiring market while defending margins against intense competition and demographic headwinds. The recent analyst upgrades may support sentiment around the near term catalyst of AI-driven monetization, but they do not fundamentally change the key risk that slower graduate growth and cyclical hiring could cap longer term revenue momentum.

    Among recent announcements, Kanzhun’s Q3 2025 results stand out in this context, with revenue of RMB 2,163.28 million and net income of RMB 806.63 million underscoring the profit profile analysts are responding to. Together with Q4 2025 guidance implying double digit revenue growth, these figures frame why institutional interest is building around the company’s ability to convert AI efficiency gains into sustained earnings, even as competition and a softer talent pipeline remain front of mind.

    Yet behind the upbeat ratings, investors should also be aware of the risk that rising automation in HR could eventually...

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

    Kanzhun's narrative projects CN¥11.2 billion revenue and CN¥3.7 billion earnings by 2028. This requires 13.2% yearly revenue growth and an earnings increase of about CN¥1.5 billion from CN¥2.2 billion today.

    Uncover how Kanzhun's forecasts yield a $25.93 fair value, a 21% upside to its current price.

    Exploring Other Perspectives

    BZ 1-Year Stock Price Chart
    BZ 1-Year Stock Price Chart

    Three fair value estimates from the Simply Wall St Community span roughly US$18.95 to US$46.74 per share, showing how far apart individual views can be. When you set these side by side with the recent analyst upgrades that lean on Kanzhun’s AI enabled efficiency and profitability, it underlines why exploring multiple perspectives can be crucial before forming an opinion on the stock’s resilience in a more automated recruitment market.

    Explore 3 other fair value estimates on Kanzhun - why the stock might be worth over 2x 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 4 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.