KANZHUN LTD SP.ADS/2 CL.A

I reiterate my buy rating on Kanzhun Ltd. due to strong fundamentals, solid user activity, enterprise demand, and upcoming AI monetization. Q4 2024 results were robust, with revenue up 15.4% y/y and adj. EBIT growing 27% y/y, showcasing impressive financial performance despite macro softness. BZ's blue-collar penetration is progressing well, with blue-collar roles making up 38% of total revenue, expected to climb to 43% by 2027.» Mehr auf seekingalpha.com

I upgrade Kanzhun stock from Hold to Buy due to its favorable near-term and long-term prospects. My prediction is that BZ will report an improved set of results for the first quarter; this considers factors like positive read-throughs from mobile app data and management commentary regarding potential pricing actions. The company's intermediate- to long-term growth opportunities include the under-penetrated blue-collar worker segment and the expansion into new geographical markets.» Mehr auf seekingalpha.com

Kanzhun Limited (NASDAQ:BZ ) Q4 2024 Results Conference Call March 11, 2025 8:00 AM ET Company Participants Wenbei Wang - Head of Investor Relations Jonathan Peng Zhao - Founder, Chairman & Chief Executive Officer Phil Yu Zhang - Director and Chief Financial Officer Conference Call Participants Eddy Wang - Morgan Stanley Timothy Zhao - Goldman Sachs Wei Xiong - UBS Operator Ladies and gentlemen, thank you for standing by, and welcome to Kanzhun Limited Fourth Quarter and Fiscal Year 2024 Financial Results Conference Call. [Operator Instructions] Today's conference is being recorded.» Mehr auf seekingalpha.com