Kanzhun Limited research snapshot
BZ AI stock analysis as of the August 3, 2026 data cutoff reads Kanzhun Limited, the operator of the BOSS Zhipin recruitment platform in China, as a high-margin, cash-rich online recruitment leader whose stock has rebounded about 28% off its 52-week low of $12.57 while remaining below its 200-day moving average. The stock traded near $16.13 intraday on August 3, 2026 after a $16.28 close on July 31, giving a market capitalization near $7.21 billion, computed as $16.13 times 447.10 million shares and cross-validated with financial_rigor.py. The business delivered revenue of RMB 8.27 billion in FY2025, up 12.4%, and net income of RMB 2.74 billion, up 72.6%, with Q1 2026 revenue of RMB 2.07 billion up 7.6% and Q1 2026 net income of RMB 1.13 billion up 119.8% on record operating leverage. The balance sheet holds about $2.95 billion of net cash, or roughly $6.61 per share, near 40% of the share price, and management has repurchased over RMB 2.06 billion of shares in the first half of 2026 while raising the buyback authorization to US$400 million. This page uses a scenario framework, not a certain price prediction, and the key question is whether the rebound can extend above the 200-day moving average as China labor market conditions and AI-driven monetization evolve. This is informational research and not investment advice.
Current price
$16.13 at the August 3, 2026 intraday reading; $16.28 previous close on July 31, 2026
Market cap
$7.21 billion, computed as $16.13 x 447.10 million shares outstanding
AI score
68 / 100
Rating
Cash-rich China recruitment leader with record margins and strong buybacks, still trading below its 200-day moving average
Trend status
Rebounding above its 20-day, 50-day, and 100-day moving averages but below its 200-day moving average near $16.89
Data cutoff (updated monthly)
August 4, 2026
Informational use only. This page is not investment advice.
| Dimension | Conclusion | Confidence |
|---|---|---|
| Business quality | BOSS Zhipin is the leading direct-recruitment platform in China, connecting job seekers and employers through an AI-powered matching and direct-chat system. FY2025 net income rose 72.6% to RMB 2.74 billion on 85% gross margins, and Q1 2026 delivered record operating leverage with net income up 119.8%. | High |
| Moat | Two-sided network effects between job seekers and employers, brand recognition as the dominant direct-hire platform, data and algorithm advantages from matching behavior, and scale in a market where replicating the network requires large spending. | Medium-high |
| Management | Founder and CEO Peng Zhao has led the company since 2014 with significant insider ownership aligning interests. Management has delivered disciplined capital returns including over RMB 2.06 billion of buybacks in 1H2026, a raised US$400 million buyback authorization, and a new dividend policy targeting at least 50% of adjusted net income for dividends and buybacks. | Medium |
| Financial trend | Revenue grew from RMB 4.26 billion in FY2021 to RMB 8.27 billion in FY2025, up 12.4%, with net income of RMB 2.74 billion up 72.6%. TTM net income rose 81.6% to RMB 3.37 billion, Q1 2026 revenue grew 7.6% with a record quarterly net margin near 54%, and the company guides Q2 2026 revenue up 13.2% to 15.1%. | High |
| Valuation | At $16.13, the stock trades near 15.65x trailing earnings and 13.15x forward earnings per the StockAnalysis statistics page, with about $2.95 billion of net cash equal to roughly $6.61 per share, or near 40% of the price. The valuation embeds a meaningful China discount. | Medium |
| Technical trend | BZ closed at $16.28 on July 31, 2026, traded near $16.13 intraday on August 3, and sits above its 20-day, 50-day, and 100-day moving averages of about $15.19, $14.21, and $14.00 while remaining below its 200-day moving average near $16.89. RSI near 67 and a 14-day stochastic near 89% show the rebound is approaching overbought. | Medium |
| Risk level | Elevated. Key risks include China regulatory actions, Sino-US geopolitical tension affecting ADR holders, macro-driven slowdown in recruitment spending, competition, and the cyclical nature of hiring demand. The 52-week low of $12.57 marks the risk zone that a macro or policy shock could revisit. | Medium-high |
| AI confidence | High for source-backed financial data, user metrics, and market data that cross-validated during the August 3, 2026 refresh. Lower for forward returns because BZ is heavily influenced by China policy, macro, and labor market conditions that are hard to model. | High data confidence |
| Investment certainty | Medium-low. BZ is a high-quality, market-leading business with strong financials and a large net cash cushion trading at a reasonable valuation, but the China regulatory discount, macro uncertainty, and the stock position below its 200-day moving average reduce investment certainty. | Medium-low |
BZ AI stock forecast
The BZ AI stock forecast uses scenarios, not a precise prediction. The framework brackets the analyst distribution from a low target of $15.74 to a median of $21.02 and a high of $26.18, with the 52-week range of $12.57 to $25.26 as outer reference points and a scenario model based on the FY2026 consensus adjusted EPS of 4.92 CNY per ADS across a range of growth and exit multiple assumptions. The ranges below are scenario outcomes, not price commitments, and each case describes the conditions that would make it more likely.
$23 to $27
More likely if China recruitment demand recovers strongly, BZ sustains double-digit revenue growth with record margins, AI-driven monetization accelerates, buybacks and dividends keep reducing share count, and the market re-rates the stock toward the analyst high of $26.18 as regulatory risk clears.
$17 to $21
More likely if the China labor market improves gradually, BZ maintains mid-single to low-double-digit revenue growth with stable margins, net cash supports valuation, and the stock moves toward the consensus target near $20.80 while trading in the 14x to 18x forward range.
$12 to $16
More likely if new China regulations hit the recruitment sector, the economy and hiring activity deteriorate, competition intensifies, or ADR delisting risk rises. In that case the stock could fall back toward the 52-week low of $12.57 with the multiple compressing toward the analyst low of $15.74 and below.
BZ AI technical analysis
BZ AI technical analysis as of the August 3, 2026 data cutoff shows a stock in a rebound that has cleared its 20-day, 50-day, and 100-day moving averages but still faces its 200-day moving average near $16.89. The stock traded near $16.13 intraday on August 3 after closing at $16.28 on July 31. RSI near 67 on both Barchart and StockAnalysis and a 14-day stochastic near 89% indicate the rebound is approaching overbought after a 20-day gain of about 18.8%, while a 14-day ADX near 37 confirms the directional move.
| Level | Value | Why it matters |
|---|---|---|
| Current price | $16.13 | StockAnalysis.com real-time quote near $16.13 intraday on August 3, 2026, after a $16.28 close on July 31, 2026. |
| 5-day moving average | $16.17 | Barchart reported the 5-day moving average near $16.17 on August 3, 2026, essentially at the current price, meaning short-term momentum has flattened. |
| 20-day moving average | $15.19 | Barchart reported the 20-day moving average near $15.19, a first pullback support as the stock stays in a 20-day uptrend of about 18.8%. |
| 50-day moving average | $14.21 | Barchart reported the 50-day moving average near $14.21 and StockAnalysis near $14.16 on August 3, 2026, forming the next support below the 20-day. |
| 100-day moving average | $14.00 | Barchart reported the 100-day moving average near $14.00, close to the 50-day, creating a support cluster in the $14.00 to $14.21 zone. |
| 200-day moving average | $16.89 | Barchart reported the 200-day moving average near $16.89 and StockAnalysis near $16.92, the key overhead trend line that the rebound must reclaim to confirm a longer-term reversal. |
| Momentum | RSI near 67, stochastic near 89% | Barchart showed 14-day RSI near 66.67 and StockAnalysis near 67.37, with a 14-day stochastic near 89.40% and a 14-day ADX near 37.07, showing strong but approaching overbought momentum. |
| Volume | About 3.0 million average shares | Barchart listed 20-day average volume near 3.02 million shares and StockAnalysis near 3.13 million on August 3, 2026, useful for confirming any breakout above the 200-day moving average. |
| Volatility | Moderate to elevated | Barchart reported 14-day historical volatility near 30.85% and 50-day near 43.79%, so position sizing should account for swings around earnings and China policy news. |
| Invalidation | Close below $15.19 | A decisive close below the 20-day moving average near $15.19 would weaken the rebound, and a move below the $14.00 to $14.21 support cluster would turn it bearish. A break below the 52-week low of $12.57 would require a full fundamental review. |
BZ AI trading strategy
The BZ AI trading strategy is a rules-based research framework, not personalized advice. It should be paired with live price and volume checks, fresh filings, and awareness of China regulatory, macro, and labor market news.
Watch for BZ to reclaim and hold the 200-day moving average near $16.89 with rising volume. A confirmed close above that line would mark a shift from rebound to longer-term uptrend, with the 52-week high of $25.26 as the distant target zone.
A daily close back below the 20-day moving average near $15.19, or a failed move at the 200-day line, should trigger a stop and review.
If BZ pulls back toward the $14.00 to $14.21 support cluster without a fundamental thesis break, a mean-reversion entry with a tight stop is possible. The large net cash cushion of about $6.61 per share improves the risk-reward versus a purely cyclical China stock.
Do not average down without a predefined maximum loss, because China regulatory and macro headlines can turn a support zone into a sharp further decline.
Track quarterly revenue growth, paying customer counts, average monthly active users, gross and operating margin trend, net cash position, buyback pace, and the new dividend policy. Monitor the Q2 2026 earnings report expected around August 19, 2026, AI monetization progress, and China labor market indicators.
Reduce confidence if revenue growth decelerates toward the low single digits, margins compress, buybacks slow sharply, or regulatory and delisting risk escalates.
Investment research summary
BOSS Zhipin is paid by enterprise customers to access China largest pool of active job seekers through an AI-powered direct-chat recruitment platform that replaces traditional resume-based job boards, with Q1 2026 enterprise recruitment services making up about 99.5% of revenue.
The platform benefits from strong two-sided network effects: more job seekers attract more employers and better job listings attract more candidates. Brand recognition, matching algorithm data, and scale create meaningful barriers to entry in the China online recruitment market.
The thesis can fail if Chinese regulators impose new data privacy or recruitment rules that limit the matching model, if a deep recession reduces hiring activity across China, if geopolitical tensions cause ADR delisting, or if competitors erode market share. The stock also remains below its 200-day moving average, so a failure to reclaim that line could mark the rebound as a bear market rally.
Founder and CEO Peng Zhao owns a significant stake and has led the company from founding through IPO and dual listing. Management has been disciplined with capital: over RMB 2.06 billion of buybacks in 1H2026, a raised US$400 million buyback authorization through August 2027, and a new policy targeting at least 50% of adjusted net income for dividends and buybacks each year from 2026.
China online recruitment is structurally shifting from traditional job boards to mobile-first, AI-driven matching, a trend that favors BOSS Zhipin. The industry is cyclical and sensitive to economic conditions and regulatory changes, and the company is investing in AI including the open-sourced Nanbeige model to drive matching efficiency and monetization.
At about $16.13 and roughly 15.65x trailing earnings with net cash of about $6.61 per share, the valuation already embeds a meaningful China risk premium. Margin of safety improves if the stock can hold above the 20-day moving average and reclaim the 200-day line without a business thesis break.
Source-backed data
Every metric below includes a source and last verification date.
| Metric | Value | Source | Last verified |
|---|---|---|---|
| BZ price | $16.13 intraday on August 3, 2026, and $16.28 previous close on July 31, 2026 | StockAnalysis.com real-time quote | August 3, 2026 |
| Market capitalization | $7.21 billion, computed as $16.13 x 447.10 million shares, cross-validated with financial_rigor.py | StockAnalysis.com statistics and financial_rigor.py check | August 3, 2026 |
| Shares outstanding | 447.10 million shares, with float of 354.73 million and insider ownership of 14.49% | StockAnalysis.com statistics | August 3, 2026 |
| TTM financials | TTM revenue of $1.22 billion up 11.1%, TTM net income of $489.16 million up 81.6%, TTM EPS of $1.04 up 75.1% | StockAnalysis.com statistics | August 3, 2026 |
| FY2025 revenue | RMB 8,267,518,000 (US$1,182,240,000), up 12.4% from RMB 7,355,677,000, cross-checked across SEC EDGAR XBRL and StockAnalysis.com | SEC EDGAR XBRL company-concept data and FY2025 Form 20-F | August 3, 2026 |
| FY2025 net income | RMB 2,735,340,000 (US$391,148,000), up 72.6%, cross-checked across SEC EDGAR XBRL and StockAnalysis.com | SEC EDGAR XBRL company-concept data and FY2025 Form 20-F | August 3, 2026 |
| FY2025 EPS per ADS | RMB 5.90 diluted per ADS, equal to RMB 2.95 per ordinary share since each ADS represents two Class A ordinary shares | SEC EDGAR XBRL and FY2025 Form 20-F | August 3, 2026 |
| Q1 2026 revenue | RMB 2,068.8 million (US$299.9 million), up 7.6% year over year, with enterprise recruitment services of RMB 2,057.8 million up 8.2% | Kanzhun Q1 2026 earnings release | May 20, 2026 |
| Q1 2026 profit | Net income of RMB 1,125.8 million (US$163.2 million) up 119.8%, adjusted net income of RMB 856.2 million up 12.1%, and adjusted income from operations of RMB 814.6 million up 17.8% | Kanzhun Q1 2026 earnings release | May 20, 2026 |
| Q1 2026 user metrics | Total paid enterprise customers in the twelve months ended March 31, 2026 were 7.1 million, up 10.9%, and average monthly active users were 60.9 million, up 5.7%, with March 2026 MAU exceeding 72 million | Kanzhun Q1 2026 earnings release | May 20, 2026 |
| Q2 2026 revenue guidance | Total revenue of RMB 2.38 billion to RMB 2.42 billion, up 13.2% to 15.1% year over year | Kanzhun Q1 2026 earnings release outlook | May 20, 2026 |
| Cash position | Cash and cash equivalents, short-term time deposits, and short-term investments excluding equity securities of RMB 19,826.5 million (US$2,874.2 million) as of March 31, 2026 | Kanzhun Q1 2026 earnings release | May 20, 2026 |
| Net cash per share | About $2.95 billion of net cash, or roughly $6.61 per share, near 40% of the share price | StockAnalysis.com statistics | August 3, 2026 |
| Valuation ratios | TTM PE of 15.65, forward PE of 13.15, PS of 5.97, PB of 2.54, P/FCF of 10.64, EV/EBITDA of 11.03, EV/FCF of 6.32 | StockAnalysis.com statistics | August 3, 2026 |
| Forward valuation basis | The StockAnalysis forecast page reports a FY2026 forward PE near 22 based on adjusted EPS of 4.92 CNY per ADS, about $0.71, versus the 13.15 forward PE on the statistics page, a difference driven by EPS basis and exchange rate assumptions | StockAnalysis.com forecast and statistics pages | July 27, 2026 |
| Analyst consensus | Strong Buy with an average price target of $20.80 across 22 analysts, low $15.74, median $21.02, and high $26.18 | StockAnalysis.com forecast | July 27, 2026 |
| Analyst rating mix, July 2026 | 16 Strong Buy, 5 Buy, 1 Hold, 0 Sell, 0 Strong Sell out of 22 | StockAnalysis.com forecast recommendation trends | July 27, 2026 |
| Recent analyst actions | Bernstein maintained Buy at $18 on July 13, 2026, J.P. Morgan initiated Buy at $20 on July 3, 2026, CMB International maintained Buy at $23 on May 21, 2026, and Barclays reiterated Buy at $19 on May 21, 2026 | StockAnalysis.com forecast and TheFly news feed | July 27, 2026 |
| Share buybacks | Ongoing repurchases reached over RMB 2.06 billion in the first half of 2026, and the board increased the buyback authorization to repurchase up to US$400 million through August 28, 2027 | GlobeNewswire buyback releases and Q1 2026 earnings release | July 1, 2026 |
| Dividend policy | The company expects to allocate no less than 50% of adjusted net income of the preceding fiscal year to dividends and share repurchases for each of the next three years starting 2026 | Kanzhun Q1 2026 earnings release | May 20, 2026 |
| Technical snapshot | 5-day SMA near $16.17, 20-day SMA near $15.19, 50-day SMA near $14.21, 100-day SMA near $14.00, 200-day SMA near $16.89, 14-day RSI near 66.67, 14-day stochastic near 89.40%, 14-day ADX near 37.07 | Barchart technical analysis | August 3, 2026 |
| StockAnalysis technical | 50-day moving average near $14.16, 200-day moving average near $16.92, RSI near 67.37, and 20-day average volume near 3.13 million shares | StockAnalysis.com statistics | August 3, 2026 |
| 52-week range and performance | 52-week range of $12.57 to $25.26, down 14.99% over the trailing 52 weeks, with a beta of 0.49 | StockAnalysis.com quote and statistics | August 3, 2026 |
| Short interest | 19.17 million shares short, 5.02% of shares outstanding, about 5.37 days to cover | StockAnalysis.com statistics | August 3, 2026 |
| FY2025 cash and balance sheet | Cash and cash equivalents of RMB 4,104,917,000 (US$586,995,000) as of December 31, 2025 per SEC EDGAR XBRL, with total shareholders equity of RMB 20,081 million at year end | SEC EDGAR XBRL and FY2025 Form 20-F | August 3, 2026 |
| Leadership | Peng Zhao is founder, chairman, and chief executive officer | StockAnalysis.com company profile and company IR | August 3, 2026 |
This BZ AI stock analysis page is an informational research tool only. It is not investment advice, financial advice, a rating, or a recommendation to buy or sell any security. Forecast scenarios are based on available data at the stated cutoff date of August 3, 2026 and can be wrong if regulatory policy, economic conditions, earnings, market liquidity, company disclosures, or Sino-US relations change. Investing in Chinese ADR stocks carries additional risks including regulatory, currency, and potential delisting risks.
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