KANZHUN LTD (BZ)
NASDAQCommunication ServicesInternet Content & InformationSnapshot 2026-09-04
NASDAQCommunication ServicesInternet Content & InformationSnapshot 2026-09-04
Research Workspace
Put BZ beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Communication Services is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisThis stock is volatile — it swings about 2% on a typical day and fell roughly 49% in its worst 12-month stretch.
View RiskKanzhun's growth in revenue and strong financial health support a positive outlook. Revenue guidance for Q3 2026 is between RMB 2.41 billion and RMB 2.50 billion. The company recently announced a dividend of US$0.255 per share and a commitment to over US$300 million in buybacks. Kanzhun trades at a valuation that appears low compared to peers, suggesting potential upside. However, there is a risk from AI impacting labor demand and the job-board business model. Peer multiples imply a price about 11% above where it trades. Our read remains intact.
Trailing returns as of 2026-09-04. BZ is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 23 analysts currently covering BZ (as of Sep 2026).
Based on 3 Wall Street analysts offering 12-month price targets for BZ in the last 4 months.
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Compare BZ with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| BZ Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 1 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Interactive Media & Services — fair value, gap to price, and forward P/E.
Compare the value case
Put BZ next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Profit growth supports positive valuation outlook.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $16.92
The last 12 months of price, then the range of analyst 12-month targets from today’s $16.92.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.

Stronger profits and dividends enhance valuation outlook.

Record margins and AI-driven growth support product strategy.

Reiteration of stock rating supports positive valuation outlook.

Growth outlook from Morgan Stanley aligns with positive investment thesis.

Stronger growth indicates positive future performance.

Earnings beat suggests robust financial health.

Upgrade reflects positive sentiment on growth potential.