Kanzhun Limited (BZ) Capital Restructuring Fuels Analyst Optimism, With Price Targets Pointing to Over 40% Gain

Kanzhun Limited (NASDAQ: BZ), a prominent Chinese online recruitment service listed among the top 15 U.S.-traded Chinese firms, has undertaken a measured shift in its capital framework, triggering renewed analyst confidence in its growth trajectory.

The company disclosed on January 9th details of share capital adjustments set for early 2026, initiated by the issuance of new Class A shares following employee stock option exercises in early January. This move resulted in the conversion of approximately 3.9 million Class B shares into Class A shares, subtly altering the company's dual-class share balance. The total count of Class A shares increased to roughly 836.3 million, while Class B shares decreased to about 126.5 million. Notably, the transactions did not involve any share buybacks or treasury stock movements.

Further underscoring its commitment to long-term talent retention, Kanzhun has reserved an additional 3.83 million Class A shares for future equity incentive programs as of January 8th. This strategic allocation points to a continued reliance on equity-based compensation to drive growth.

Analyst sentiment remains strongly positive. With the stock having climbed over 24% in the past year, coverage from 24 analysts shows a dominant 88% maintaining a Buy rating, while the rest advise Hold. The consensus median price target stands at $26.58, suggesting a potential upside of more than 41% from recent levels.

Kanzhun, operating the Boss Zhipin platform in China, has aggressively integrated AI across its services. For job seekers, it offers AI-powered resume tools and interview preparation, while enterprise clients utilize AI for screening, communication, and crafting job descriptions—a key differentiator in a competitive market.

Market Voices:

"This capital adjustment is a non-event operationally, but it signals disciplined governance and a clear path for aligning employee incentives with shareholder value. The reserved shares for future grants show they're playing the long game in a talent-driven industry," says Michael Chen, a portfolio manager at Horizon Capital Advisors.

"Let's not get carried away by the headline price target. The Chinese job market is still recovering, and regulatory shadows linger for U.S.-listed Chinese stocks. This feels like analysts chasing past performance rather than scrutinizing future headwinds," argues Lisa Park, an independent market strategist known for her cautious stance.

"The AI integration here is practical, not just buzz. Automating resume screening and interviews creates real efficiency for businesses. If their AI tools improve hiring outcomes, it creates a powerful network effect," notes David Rivera, a technology sector analyst at Finley Research.

While Kanzhun's strategic moves and AI adoption bolster its case, investors are continually weighing its prospects against the broader landscape of tech and AI investments, where valuation and risk profiles vary widely.