JPMorgan assumed coverage of Kanzhun with an Overweight rating and $20 price target. Kanzhun's ADR share price has fallen 47% since its peak in September 2025, notes the analyst, who considers the stock to be his top picks among China online vertical firms. Kanzhun's proprietary recruitment data and recommendation system make it the go-to platform for enterprises and job seekers, argues the analyst, who estimates year-over-year revenue growth to accelerate from 8% in Q1 to 15% in Q2 of FY26.