SecBot SecBot
PRESS-RELEASE ·Filed Aug 25, 2026

BZ

Kanzhun Limited
BULLISH
Impact 7/10
Horizonweeks Processed2mo ago WireGlobeNewswire
Press release · Earnings
Actionable Insight ▲ Bullish

Strong user and customer growth, combined with improving profitability, support a bullish outlook. Monitor Q3 guidance and any regulatory developments in China's recruitment sector. The company's cash position provides flexibility for strategic investments or buybacks.

DirectionBullish
Confidencehigh
Horizonweeks
Latest settled — T+20d ⚠ clustered
BZ ▼ -11.36% at T+20d
LONG call ✗ call lost -11.36% · α vs SPY -12.60% · entry $16.29 → $14.44
Next anchor: T+60d in 22d
Latest observation: T+42 -0.21% FF3 residual α
Entry = T+0 close
Aug 25, 2026
via day close
T+1d
+15.65%
call +15.65% · α +15.63%
$18.84
settled 2mo ago
T+5d
+7.73%
call +7.73% · α +8.27%
$17.55
settled 8w ago
T+20d
-11.36%
call -11.36% · α -12.60%
$14.44
settled 5w ago
T+60d
Pending
in 22d

Price Chart

Loading chart...

Executive Summary

Kanzhun Limited (BZ) reported Q2 2026 results with total revenues of RMB 2.41B (approx. $332M), up 17.6% YoY, driven by strong growth in paid enterprise customers and value-added services. Net income attributable to Kanzhun was RMB 522.6M ($71.9M), with adjusted net income of RMB 1.04B ($143.2M), reflecting continued operating leverage. The company's cash position remains robust at RMB 15.6B ($2.15B), supporting ongoing investment in AI-driven recruitment technology and market expansion.

Key Financial Metrics

Revenue
$2.4B
est $2.4B · 0.0% · +17.6% YoY

Key Facts

  • Q2 2026 total revenues of RMB 2.41B ($332M), up 17.6% YoY from RMB 2.05B
  • Net income attributable to Kanzhun of RMB 522.6M ($71.9M) vs RMB 495.9M in Q2 2025
  • Adjusted net income of RMB 1.04B ($143.2M), up from RMB 871.2M in Q2 2025
  • Average monthly active users (MAUs) reached 62.8M in Q2 2026, up 22.3% YoY
  • Total number of paid enterprise customers was 7.0M, up 18.6% YoY
  • Cash and short-term investments of RMB 15.6B ($2.15B) as of June 30, 2026

Financial Impact

Revenue of RMB 2.41B ($332M), net income of RMB 522.6M ($71.9M), adjusted net income of RMB 1.04B ($143.2M)

revenuenet incomeadjusted net incomeMAUspaid enterprise customers

Risk Factors

  • Regulatory risks in China's internet and recruitment sectors
  • Macroeconomic headwinds affecting enterprise hiring demand
  • Competition from other online recruitment platforms

Market Snapshot

Exchange
Nasdaq
Sector
Services-Computer Programming, Data Processing, Etc.
Analyst Consensus
93% bullish (27 analysts)

Investment Themes

Software & IT

Documents Analyzed

This report is based on 1 press release from GlobeNewswire.

DocumentAccession Number
PRESS-RELEASE Data (Synthetic)press-3350326
97 reports for BZ
Performance horizon
80% Hit rate @ T+60 4 of 5 directional calls Went positive at some point 8 of 10 best @ T+1▲ +15.65%Aug 25, 2026
Filters
Rows
Reports for BZ — sortable, filterable
TypeNow
Oct 23, 2026
3d ago
6-K
NEUTRAL ★ 2/10
$16.46awaiting T+60—$16.61 (+0.91%)
Oct 21, 2026
5d ago
Institutional Cluster
BULLISH ★ 4/10
$16.41awaiting T+60—$16.61 (+1.22%)
Oct 7, 2026
19d ago
6-K
NEUTRAL ★ 2/10
$15.18awaiting T+60—$16.61 (+9.42%)
Oct 2, 2026
25d ago
6-K
NEUTRAL ★ 2/10
$14.83awaiting T+60—$16.61 (+12.00%)
Sep 22, 2026
5w ago
Press Release
NEUTRAL ★ 3/10
$14.28awaiting T+60—$16.61 (+16.28%)
Sep 21, 2026
5w ago
Press Release
BULLISH ★ 6/10
$14.82awaiting T+60—$16.61 (+12.08%)
Sep 18, 2026
5w ago
Insider Cluster
BEARISH ★ 5/10
$14.44awaiting T+60—$16.61 (−15.03%)
Sep 18, 2026
5w ago
Insider Cluster
BEARISH ★ 5/10
$13.92awaiting T+60—$16.61 (−19.34%)
Sep 14, 2026
6w ago
Insider Cluster
NEUTRAL ★ 3/10
$14.49awaiting T+60—$16.61 (+14.62%)
Sep 11, 2026
6w ago
6-K
NEUTRAL ★ 3/10
$15.45awaiting T+60—$16.61 (+7.51%)
Showing 10 of 97

US Market Status

Market Open — Closes in 1h 47m

Subscribe to SecBot

Get Real-Time SEC Filing Intelligence

Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.

Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers
Report published Aug 25, 2026