Kanzhun shares rise after Q2 growth, profit jump and steady Q3 outlook

Kanzhun Limited (BZ) is up 5.5% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely catalyst was Kanzhun’s second-quarter 2026 earnings release, which showed double-digit revenue growth, stronger operating profit, and a sharp jump in net income. The move also appears tied to a solid third-quarter revenue outlook and continued signs that user growth and enterprise customer growth remained healthy.

Details:

Kanzhun said second-quarter revenue rose 14.1% year over year to RMB2.40 billion, while income from operations increased 32.6% to RMB863.2 million.

Net income climbed 173.1% to RMB1.94 billion, helped by stronger operating performance and investment-related gains, while adjusted income from operations also increased.

The company reported 7.2 million paid enterprise customers over the trailing 12 months ended June 30, up 10.8% from a year earlier, and average monthly active users rose 10.4% to 70.2 million.

For the third quarter, Kanzhun guided revenue to RMB2.41 billion to RMB2.50 billion, implying continued year-over-year growth and giving investors a relatively steady near-term demand picture.

Sources:

Kanzhun Investor Relations, SEC, Yahoo Finance

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$BZ Insider Trading Activity

$BZ insiders have traded $BZ stock on the open market 8 times in the past 6 months. Of those trades, 0 have been purchases and 8 have been sales.

Here’s a breakdown of recent trading of $BZ stock by insiders over the last 6 months:

PENG JONATHAN ZHAO (Chief Executive Officer) has made 0 purchases and 2 sales selling 128,000 shares for an estimated $878,668.
YANG MU has made 0 purchases and 2 sales selling 17,478 shares for an estimated $116,927.
WENBEI WANG (Deputy Chief Financial Officer) has made 0 purchases and 2 sales selling 834 shares for an estimated $5,580.
YONGGANG SUN sold 548 shares for an estimated $3,733
XIEHUA WANG sold 116 shares for an estimated $777

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

$BZ Hedge Fund Activity

We have seen 132 institutional investors add shares of $BZ stock to their portfolio, and 154 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

CAPITAL WORLD INVESTORS added 13,668,288 shares (+9597.8%) to their portfolio in Q2 2026, for an estimated $175,910,866
ACADIAN ASSET MANAGEMENT LLC removed 8,582,412 shares (-84.9%) from their portfolio in Q2 2026, for an estimated $110,455,642
CAPITAL RESEARCH GLOBAL INVESTORS removed 8,293,835 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $106,741,656
PERSEVERANCE ASSET MANAGEMENT INTERNATIONAL added 7,510,681 shares (+175.2%) to their portfolio in Q2 2026, for an estimated $96,662,464
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 7,296,498 shares (+425700.0%) to their portfolio in Q2 2026, for an estimated $93,905,929
WFM ASIA (BVI) LTD removed 4,600,645 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $61,602,636
CAPITAL INTERNATIONAL INVESTORS removed 3,228,770 shares (-93.8%) from their portfolio in Q2 2026, for an estimated $41,554,269

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$BZ Price Targets

Multiple analysts have issued price targets for $BZ recently. We have seen 2 analysts offer price targets for $BZ in the last 6 months, with a median target of $18.5.

Here are some recent targets:

Robin Zhu from Bernstein set a target price of $18.0 on 06/05/2026
Jiong Shao from Barclays set a target price of $19.0 on 03/20/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.