Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
KANZHUN LTD (BZ)
NASDAQCommunication ServicesInternet Content & InformationSnapshot 2026-11-04
$17.76+1.72%
Close 2026-11-05 · 1-day change
NASDAQCommunication ServicesInternet Content & InformationSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
9.80 → 9.89 EPS · FY ending Dec 31, 2027 · 9 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 10 to 9; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for BZ yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
analyst ratings remain positive | A supporting condition in KANZHUN LTD's published investment case. The stated target is maintain buy or better ratings. | Intact | multiple analyst downgrades or negative reports | Qualitative: Positive ratings maintained Analysts reiterated buy ratings; strong Q2 earnings and dividend policy support positive sentiment. Nov 4, 2026Last status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Nov 17, 2026
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Review earningsObserved price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This is a high-uncertainty business thesis, not a clearly established durable compounder or turnaround. The thesis state is insufficient because there is not enough recent financial-performance history to assess it.
The evidence does not provide a valuation level or market expectations, so it is not possible to judge whether BZ looks cheap, fair, or expensive versus peers. Fragility is labeled low, but that does not resolve the wider uncertainty about what expectations are already reflected.
Near term, the estimated risk of missing is described as low, but industry peers have missed recently and BZ had a deep miss in its recent history. The risk label has recently shifted from moderate to elevated, while the evidence does not establish a multi-year earnings or execution trend.
A favorable sector setup could follow if the Fed begins cutting rates or major Communication Services companies keep beating earnings and raising guidance. The sector tailwind could fade if those companies miss or guide lower; BZ’s own limited recent financial evidence leaves its company-specific path unclear.
Over the next 1 to 3 years, BZ’s long-term thesis is difficult to assess from the available evidence, with elevated risk and a sector headwind as key concerns. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| Earnings per share could grow to about $9.80. |
| Improving |
| EPS falls below $8.73 |
Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
annual revenue growth near $10.5 billion | A primary condition in KANZHUN LTD's published investment case. The stated target is >= $10.47 billion. | Improving | annual revenue falls below $9.3 billion | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$9.64 → $9.89 · observed estimates
$10.49B → $10.54B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $9.64 | $10,489,806,761 | 9 / 15 |
| 2026-07-25 | $9.64 | $10,489,806,761 | 9 / 15 |
| 2026-07-26 | $9.63 | $10,475,595,819 | 9 / 15 |
| 2026-07-27 | $9.63 | $10,475,595,819 | 9 / 15 |
| 2026-07-28 | $9.63 | $10,475,595,819 | 9 / 15 |
| 2026-07-29 | $9.64 | $10,484,832,931 | 9 / 15 |
| 2026-07-30 | $9.64 | $10,484,832,931 | 9 / 15 |
| 2026-07-31 | $9.64 | $10,484,832,931 | 9 / 15 |
| 2026-08-01 | $9.64 | $10,484,832,931 | 9 / 15 |
| 2026-08-02 | $9.66 | $10,511,123,174 | 9 / 15 |
| 2026-08-03 | $9.66 | $10,511,123,174 | 9 / 15 |
| 2026-08-04 | $9.66 | $10,511,123,174 | 9 / 15 |
| 2026-08-05 | $9.80 | $10,466,875,040 | 17 / 21 |
| 2026-08-06 | $9.80 | $10,466,875,040 | 17 / 21 |
| 2026-08-07 | $9.66 | $10,507,570,438 | 9 / 15 |
| 2026-08-08 | $9.66 | $10,507,570,438 | 9 / 15 |
| 2026-08-09 | $9.80 | $10,466,875,040 | 17 / 21 |
| 2026-08-10 | $9.66 | $10,507,570,438 | 9 / 15 |
| 2026-08-11 | $9.66 | $10,507,570,438 | 9 / 15 |
| 2026-08-12 | $9.66 | $10,507,570,438 | 9 / 15 |
| 2026-08-13 | $9.66 | $10,507,570,438 | 9 / 15 |
| 2026-08-14 | $9.66 | $10,507,570,438 | 9 / 15 |
| 2026-08-15 | $9.66 | $10,507,570,438 | 9 / 15 |
| 2026-08-16 | $9.66 | $10,507,570,438 | 9 / 15 |
| 2026-08-17 | $9.66 | $10,507,570,438 | 9 / 15 |
| 2026-08-18 | $9.66 | $10,507,570,438 | 9 / 15 |
| 2026-08-19 | $9.66 | $10,507,570,438 | 9 / 16 |
| 2026-08-20 | $9.66 | $10,523,298,866 | 10 / 16 |
| 2026-08-21 | $9.69 | $10,551,713,336 | 10 / 16 |
| 2026-08-22 | $9.69 | $10,551,713,336 | 10 / 16 |
| 2026-08-23 | $9.69 | $10,551,713,336 | 10 / 16 |
| 2026-08-24 | $9.69 | $10,558,816,953 | 10 / 16 |
| 2026-08-25 | $9.69 | $10,558,106,592 | 10 / 16 |
| 2026-08-26 | $9.82 | $10,553,466,043 | 10 / 16 |
| 2026-08-27 | $9.82 | $10,553,466,043 | 10 / 16 |
| 2026-08-28 | $9.82 | $10,553,466,043 | 10 / 16 |
| 2026-08-29 | $9.92 | $10,558,943,089 | 10 / 16 |
| 2026-08-30 | $9.92 | $10,558,943,089 | 10 / 16 |
| 2026-08-31 | $9.91 | $10,543,317,047 | 10 / 16 |
| 2026-09-01 | $9.91 | $10,543,317,047 | 10 / 16 |
| 2026-09-02 | $9.93 | $10,567,466,385 | 10 / 16 |
| 2026-09-03 | $9.85 | $10,546,636,133 | 10 / 16 |
| 2026-09-04 | $9.85 | $10,547,360,394 | 10 / 16 |
| 2026-09-05 | $9.85 | $10,547,360,394 | 10 / 16 |
| 2026-09-06 | $9.85 | $10,547,360,394 | 10 / 16 |
| 2026-09-07 | $9.85 | $10,547,360,394 | 10 / 16 |
| 2026-09-08 | $9.86 | $10,560,838,996 | 10 / 16 |
| 2026-09-09 | $9.86 | $10,562,967,196 | 10 / 16 |
| 2026-09-10 | $9.86 | $10,564,385,996 | 10 / 16 |
| 2026-09-11 | $9.87 | $10,575,736,397 | 10 / 16 |
| 2026-09-12 | $9.92 | $10,581,965,031 | 10 / 16 |
| 2026-09-13 | $9.92 | $10,581,965,031 | 10 / 16 |
| 2026-09-14 | $9.91 | $10,573,447,216 | 10 / 16 |
| 2026-09-15 | $9.91 | $10,572,024,816 | 10 / 16 |
| 2026-09-16 | $9.91 | $10,567,765,910 | 9 / 16 |
| 2026-09-17 | $9.93 | $10,581,962,264 | 9 / 16 |
| 2026-09-18 | $9.93 | $10,581,962,264 | 9 / 16 |
| 2026-09-19 | $9.93 | $10,581,962,264 | 9 / 16 |
| 2026-09-20 | $9.92 | $10,575,573,905 | 10 / 16 |
| 2026-09-21 | $9.79 | $10,430,677,418 | 10 / 16 |
| 2026-09-22 | $9.81 | $10,454,728,728 | 10 / 16 |
| 2026-09-23 | $9.82 | $10,463,097,286 | 10 / 16 |
| 2026-09-24 | $9.82 | $10,463,097,286 | 10 / 16 |
| 2026-09-25 | $9.79 | $10,436,053,222 | 10 / 16 |
| 2026-09-26 | $9.80 | $10,444,496,399 | 10 / 16 |
| 2026-09-27 | $9.80 | $10,444,496,399 | 10 / 16 |
| 2026-09-28 | $9.79 | $10,434,497,224 | 10 / 16 |
| 2026-09-29 | $9.79 | $10,430,525,526 | 10 / 16 |
| 2026-09-30 | $9.79 | $10,430,525,526 | 10 / 16 |
| 2026-10-01 | $9.81 | $10,455,838,211 | 10 / 16 |
| 2026-10-02 | $9.79 | $10,440,649,197 | 10 / 16 |
| 2026-10-03 | $9.80 | $10,442,300,040 | 10 / 16 |
| 2026-10-04 | $9.80 | $10,442,300,040 | 10 / 16 |
| 2026-10-05 | $9.80 | $10,442,258,510 | 10 / 16 |
| 2026-10-06 | $9.80 | $10,442,258,510 | 10 / 16 |
| 2026-10-07 | $9.81 | $10,454,879,248 | 10 / 16 |
| 2026-10-08 | $9.80 | $10,450,672,335 | 10 / 16 |
| 2026-10-09 | $9.80 | $10,449,971,183 | 10 / 16 |
| 2026-10-10 | $9.80 | $10,449,971,183 | 10 / 16 |
| 2026-10-11 | $9.80 | $10,449,971,183 | 10 / 16 |
| 2026-10-12 | $9.82 | $10,465,279,403 | 10 / 16 |
| 2026-10-13 | $9.82 | $10,472,840,590 | 10 / 16 |
| 2026-10-14 | $9.83 | $10,473,009,818 | 10 / 16 |
| 2026-10-15 | $9.83 | $10,473,804,845 | 10 / 16 |
| 2026-10-16 | $9.83 | $10,477,234,510 | 10 / 16 |
| 2026-10-17 | $9.83 | $10,477,234,510 | 10 / 16 |
| 2026-10-18 | $9.83 | $10,477,234,510 | 10 / 16 |
| 2026-10-19 | $9.83 | $10,477,234,510 | 10 / 16 |
| 2026-10-20 | $9.84 | $10,486,350,027 | 9 / 16 |
| 2026-10-21 | $9.84 | $10,486,350,027 | 9 / 16 |
| 2026-10-22 | $9.85 | $10,495,465,543 | 9 / 16 |
| 2026-10-23 | $9.85 | $10,498,971,511 | 9 / 16 |
| 2026-10-24 | $9.85 | $10,495,465,543 | 9 / 16 |
| 2026-10-25 | $9.85 | $10,495,465,543 | 9 / 16 |
| 2026-10-26 | $9.85 | $10,495,465,543 | 9 / 16 |
| 2026-10-27 | $9.85 | $10,495,465,543 | 9 / 16 |
| 2026-10-28 | $9.86 | $10,504,581,060 | 9 / 16 |
| 2026-10-29 | $9.87 | $10,511,592,996 | 9 / 16 |
| 2026-10-30 | $9.87 | $10,511,592,996 | 9 / 16 |
| 2026-10-31 | $9.88 | $10,524,214,480 | 9 / 16 |
| 2026-11-01 | $9.88 | $10,524,214,480 | 9 / 16 |
| 2026-11-02 | $9.89 | $10,535,433,578 | 9 / 16 |
| 2026-11-03 | $9.89 | $10,539,640,739 | 9 / 16 |
| 2026-11-04 | $9.89 | $10,539,640,739 | 9 / 16 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 21 Buy / Strong Buy · 2 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
2 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.