招商证券国际研报指出，BOSS直聘(02076.HK) (BZ.US) 今年第二季度业绩超预期，收入按年增10%，超预期1%；非GAAP净利润按年增31%，超预期16%，得益于持续效率提升。该行表示，公司需求趋势持续改善，预计25年下半年增长加速，AI赋能业务表现进一步提升。该行又看好公司增长前景，新股东回报计划预计未来12个月收益率达3.4%。
招商证券国际对公司2025年下半年需求复苏持乐观态度，并认为公司作为行业领导者，将长期受益于在线招聘渗透率的上升趋势。该行将公司2025、2026财年非GAAP净利润预测分别上调1%、2%，反映需求复苏及经营杠杆推动盈利前景改善。基于2026财年20倍市盈率，港股目标价从86港元上调至101港元；美股目标价从22美元上调至26美元；评级“增持”。(hc/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-08-22 12:25。) (美股为即时串流报价； OTC市场股票除外，资料延迟最少15分钟。)
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