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BZBZ

Kanzhun Limited

$BZ·$7.2B·Internet Content & Information·Communication Services
$16.35+1.6%YTD-21.3%1Y-25.4%
Price updated 34m ago·X counts updated 3d ago
BZBZ
$BZKanzhun Limited
$16.35+1.62%101 posts1.2×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $BZ on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

101X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1.2×
QuietNormal · 1×Loud

How loud $BZ's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 90% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-02

$BZ in this window blends a Chinese equity (BOSS Zhipin) whose favorable earnings led to tremendous 2-day volume and a cup formation with a target near $25 (short-term $21), and Brent Crude perpetuals launched on Margex. BZ is also a Websea 24H TradFi Futures Top 5 gainer at +2.91%. Uniformly constructive tone.

Read what X is saying about $BZ

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $BZ — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersStalledAI verdict · as of 2026-10-02

The move has stalled — likely just drifts unless something new shows up.

Kanzhun at 20% of 52-week range — 100% payout ratio, 33% operating margin, Jonathan Zhao sold $110M in September.

Kanzhun Limited operates BOSS Zhipin, the leading online recruitment platform in China. The stock is down 28% YTD, consolidating below the 50-day MA on 0.44x normal volume with specific capital-allocation signals.

  • The P&L is firm: revenue grew 14% YoY to $2.4B RMB last quarter at a 33% operating margin and 86% gross margin — strong margins on a modest-growth business, with FY27 EPS estimate at $0.34 implying continued cash generation.
  • The 100% payout ratio and operating leverage framing is the specific thesis — if monetization momentum extends, strong cash-return policy supports the valuation; the AI-leveraging-monetization pitch is the forward lever.
  • Jonathan Zhao's $110M sale at $7.25 (15.2M shares) is the specific massive insider trim — this is the largest insider sale in the window and the honest counter-signal to the operating-leverage framing.

Stalled holds until Nov 17 earnings confirm cash-return policy extension and monetization momentum. A soft revenue print, or any specific commentary on China hiring-market softening, is what tips this toward breaking-down; a FY27 revenue guide-up plus specific AI-monetization metrics is what breaks the stalled tape higher.

Agrees with X sentimentX bulls on BOSS Zhipin's favorable earnings leading to 2-day volume + cup-formation with $25 target ($21 short-term), Websea 24H TradFi Futures Top 5 gainer at +2.91%, and the Brent Crude perpetuals launch on Margex (unrelated) have the specific setup right — the Zhao $110M insider sale is the honest counter-tell.

What to watch: Nov 17 earnings — revenue growth, operating margin above 33%, cash-return (buyback + dividend) policy, FY27 revenue guide. A soft revenue print or China hiring-market softening is what breaks the stalled tape lower.

On the calendar: 2026-11-17 — Q3 FY26 earnings

Read the AI verdict on $BZ

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

China's largest AI-powered job platform enabling direct hiring manager-to-candidate matching via mobile.

Industry overviewAI analysisGenerated by AI from underlying data

Where Internet Content & Information sits in its cycle right now — and what that implies for $BZ.

Internet Content & Information · Communication Services

No material change from last week — AI-enhanced ad targeting continues to concentrate digital ad share in Google and Meta.

What this means for $BZ

Neutral — China's largest AI-powered job platform enabling direct hiring manager-to-candidate matching via mobile.

Top industry ETF

$FDNFirst Trust Dow Jones Internet Index Fund
+7.5%YTD
+4.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
12.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
10.4%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
32.8%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
8.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
6.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
22.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
85.9%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 25, 2026$0.33$0.32+3.1%
Q1 2026May 20, 2026$0.27$0.25+8.0%
Q4 2025Mar 18, 2026$0.27$0.30-10.0%
Q3 2025Nov 18, 2025$0.30$0.300.0%
Next earningsTue, Nov 17·consensus EPS $0.34

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$2.4B+14.1%87.0%36.0%$4.28—
Q1 FY26$2.1B+6.9%85.6%30.1%$2.48$1.2B
Q4 FY25$2.1B+14.0%85.1%33.0%$1.46$1.2B
Q3 FY25$2.2B+13.2%85.8%31.8%$1.76$1.2B

Forward consensus

4-year forecast · up to 16 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$9.3B$9.2B – $9.4B$8.53$8.47 – $8.6013
FY27$10.4B$10.3B – $10.5B$9.80$9.40 – $10.1416
FY28$11.7B$11.6B – $12.0B$11.11$10.47 – $11.9616
FY29$13.2B$13.0B – $13.5B$12.67$12.44 – $13.0314

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.32%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+1.6%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+3.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 368.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.495-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 21Zhao Peng JonathanCEO15.2M sh$110.0MSellSep 17Yang MuDirector60.7K sh$453KSellSep 11Zhao Peng JonathanCEO359.6K sh$3.0MSellSep 10Zhao Peng JonathanCEO384.0K sh$3.1MSellSep 10Xu ChenChief Marketing Officer200.0K sh$1.6MSellSep 4Xu ChenChief Marketing Officer400.0K sh$3.4MSellJun 16Xu ChenPresident84 sh$573SellJun 16Xiehua WangDirector71.3K sh$486KSellJun 16Yonggang SunDirector548 sh$4K
+ 14 other (9 exempts · 3 awards · 2 others) in window

See when $BZ insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3/ANew insider — initial holdingsMay 13/A
+ 70 other (68 6-Ks · 1 13G · 1 20-F) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Kanzhun Ltd (BZ) Shares Surge 3.6% -- What GF Score of 82 Tells Investorsgurufocus.com·5d agoStock Traders Buy High Volume of Call Options on KANZHUN (NASDAQ:BZ)defenseworld.net·12d agoKanzhun: 100% Payout Ratio And Strong Operating Leverage Are Reasons To Buyseekingalpha.com·20d agoKanzhun: It's All About Monetization Momentum, Leveraging AIseekingalpha.com·20d agoDo Options Traders Know Something About Kanzhun Stock We Don't?zacks.com·21d ago

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Voices on X · last 7 days

No standout posts about $BZ on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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