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BuzzFeed (BZFD)
NASDAQ:BZFD
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BuzzFeed (BZFD) AI Stock Analysis

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BZFD

BuzzFeed

(NASDAQ:BZFD)

Rating:43Neutral
Price Target:
$2.00
▼(-0.99% Downside)
BuzzFeed's overall stock score is primarily impacted by its weak financial performance and valuation concerns. While recent strategic initiatives and positive earnings call highlights offer some optimism, the company's high leverage and negative cash flow remain significant risks. Technical indicators also suggest bearish sentiment, further weighing on the stock's attractiveness.

BuzzFeed (BZFD) vs. SPDR S&P 500 ETF (SPY)

BuzzFeed Business Overview & Revenue Model

Company DescriptionBuzzFeed, Inc., a digital media company, provides breaking news, original reporting, entertainment, and videos across the social web to its global audience. It provides BuzzFeed, a go-to authority for entertainment, pop culture, and Internet with articles, lists, quizzes, videos, and original series; BuzzFeed News, a newsroom for young audience; Tasty, a platform for shareable food content; HuffPost, media platform for news, politics, opinion, entertainment, features, and lifestyle content; and Complex Networks that offers culture content of music, food, style, entertainment, and sports. The company also offers As/Is for style, BringMe for travel, Goodful for wellness, and Nifty for DIY. BuzzFeed, Inc. was founded in 2006 and is based in New York, New York.
How the Company Makes MoneyBuzzFeed generates revenue primarily through advertising, branded content, and commerce. Advertising is a significant revenue stream, with the company leveraging its large audience and data-driven insights to offer targeted advertising solutions across its platforms. Branded content involves partnerships with brands to create custom content that aligns with both the brand's objectives and BuzzFeed's style. Additionally, BuzzFeed earns from affiliate marketing and e-commerce, including direct-to-consumer product sales, leveraging its Tasty brand for kitchenware and other lifestyle products. Strategic partnerships and licensing deals also contribute to its revenue, allowing BuzzFeed to expand its content reach and monetization opportunities.

BuzzFeed Earnings Call Summary

Earnings Call Date:Aug 07, 2025
(Q2-2025)
|
% Change Since: -1.94%|
Next Earnings Date:Nov 12, 2025
Earnings Call Sentiment Neutral
BuzzFeed's Q2 2025 earnings call highlighted significant progress in audience engagement and diversified revenue streams, particularly in non-Amazon merchant sales and programmatic advertising. Despite challenges such as a decline in direct sold advertising and increased net loss due to a nonrecurring charge, the overall growth in content and programmatic advertising, along with positive adjusted EBITDA, suggests a balanced outlook.
Q2-2025 Updates
Positive Updates
Increased Direct Audience Engagement
Direct visits, internal referrals, and app usage now make up 61% of BuzzFeed's traffic, surpassing reliance on Facebook and reducing dependence on algorithmic platforms.
Growth in Non-Amazon Merchant Sales
Gross sales of non-Amazon merchants grew 38% year-over-year, with the BuzzFeed brand alone seeing a 55% increase.
Programmatic Advertising Growth
Programmatic advertising grew by 11% year-over-year, demonstrating improvements in yield and targeting.
Expansion in Studio Revenue
Studio revenue experienced a fourfold increase year-over-year, largely due to the delivery of a feature film.
Content Revenue Increase
Content revenue increased by 53% compared to Q2 2024, driven by a fourfold increase in studio revenue.
Positive Adjusted EBITDA
Adjusted EBITDA improved to $2 million from $800,000 in Q2 2024.
Negative Updates
Decrease in Direct Sold Advertising
There was a 31% decline in direct sold advertising, reflecting market softness and a shift towards programmatic advertising.
Net Loss from Continuing Operations
Net loss from continuing operations worsened to a loss of $10.6 million compared to a loss of $5.4 million in Q2 2024, primarily due to a $5.5 million nonrecurring charge.
Slight Decline in U.S. Time Spent
Total U.S. time spent on BuzzFeed properties decreased from 71 million hours in Q2 2024 to 69.9 million hours in Q2 2025.
Company Guidance
During the BuzzFeed Second Quarter 2025 Earnings Conference Call, the company provided several key metrics highlighting its performance and future guidance. BuzzFeed reported total revenue of $46.4 million for Q2 2025, a 13% increase from $41.1 million in the same quarter the previous year, driven by a significant fourfold rise in studio revenue and a 23% uptick in organic affiliate commerce. Programmatic advertising grew by 11% year-over-year to $17.4 million, despite a 31% decline in direct sold advertising. The company noted that its total U.S. time spent across properties was 69.9 million hours, marking a 3% increase over Q1 2025, positioning BuzzFeed as the only company in its competitive set to achieve growth during this period. For the full year 2025, BuzzFeed reaffirmed its guidance, expecting revenue between $195 million and $210 million and adjusted EBITDA ranging from $10 million to $20 million, emphasizing the importance of its programmatic and commerce business lines and the expected seasonal lift in Q4.

BuzzFeed Financial Statement Overview

Summary
BuzzFeed faces significant financial challenges with declining revenues, profitability issues, and inconsistent cash flows. While there are some signs of financial stability in the balance sheet, the company needs to address revenue growth and improve cash flow generation to enhance financial health.
Income Statement
45
Neutral
BuzzFeed has experienced declining revenue and profitability. The TTM (Trailing-Twelve-Months) data shows a gross profit margin of 51.5% and a net profit margin of 7.2%, indicating some profitability despite past losses. However, revenue has decreased significantly over recent years, showing a negative growth trend.
Balance Sheet
50
Neutral
The balance sheet reveals a moderate debt-to-equity ratio of 0.59 and an equity ratio of 46.1%, showcasing a relatively balanced financial structure. However, the company has experienced declining equity and increasing debt levels, which could pose financial risks.
Cash Flow
40
Negative
Cash flow analysis indicates challenges in generating positive cash flows. The operating cash flow to net income ratio is 0.21, and free cash flow has been inconsistent, with recent periods showing marginal improvements. Sustained negative free cash flow growth rate highlights liquidity concerns.
BreakdownTTMDec 2024Dec 2023Dec 2022Dec 2021Dec 2020
Income Statement
Total Revenue180.62M189.89M252.68M342.55M397.56M321.32M
Gross Profit84.82M84.82M110.31M129.64M190.17M181.03M
EBITDA-7.88M-7.37M-20.70M-97.93M25.54M30.68M
Net Income9.63M-10.10M-88.58M-201.33M24.71M10.34M
Balance Sheet
Total Assets210.35M221.40M438.20M529.97M637.21M279.19M
Cash, Cash Equivalents and Short-Term Investments29.71M38.65M35.64M55.77M79.73M90.63M
Total Debt82.62M62.74M218.29M234.97M141.88M20.40M
Total Liabilities126.45M114.46M327.02M335.42M262.33M593.00M
Stockholders Equity81.13M104.77M108.83M191.22M370.54M181.03M
Cash Flow
Free Cash Flow4.21M-6.38M-21.00M-25.64M-15.22M13.02M
Operating Cash Flow-3.73M-5.69M-6.10M-7.86M797.00K27.55M
Investing Cash Flow69.24M178.66M-14.72M-17.29M-208.03M-14.80M
Financing Cash Flow-81.76M-154.60M812.00K3.18M181.82M19.45M

BuzzFeed Technical Analysis

Technical Analysis Sentiment
Negative
Last Price2.02
Price Trends
50DMA
2.13
Negative
100DMA
2.04
Negative
200DMA
2.43
Negative
Market Momentum
MACD
-0.06
Positive
RSI
45.55
Neutral
STOCH
25.16
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For BZFD, the sentiment is Negative. The current price of 2.02 is below the 20-day moving average (MA) of 2.07, below the 50-day MA of 2.13, and below the 200-day MA of 2.43, indicating a bearish trend. The MACD of -0.06 indicates Positive momentum. The RSI at 45.55 is Neutral, neither overbought nor oversold. The STOCH value of 25.16 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for BZFD.

BuzzFeed Risk Analysis

BuzzFeed disclosed 63 risk factors in its most recent earnings report. BuzzFeed reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks

BuzzFeed Peers Comparison

Overall Rating
UnderperformOutperform
Sector (60)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
61
Neutral
$71.78M-22.39%12.49%-30.99%
60
Neutral
$43.36B3.95-13.01%4.04%1.89%-42.25%
58
Neutral
$32.60M-33.83%-0.06%-87.64%
54
Neutral
$63.03M-16.65%105.31%95.66%
49
Neutral
$9.95M
43
Neutral
$74.82M-28.67%-38.21%72.58%
35
Underperform
$33.29M-60.38%-28.77%9.06%
* Communication Services Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
BZFD
BuzzFeed
2.02
-0.71
-26.01%
SCOR
comScore
6.50
-0.63
-8.84%
IZEA
IZEA Worldwide
4.22
1.95
85.90%
GIFT
RDE
1.09
-2.18
-66.67%
KRKR
36Kr Holdings Inc
5.05
-0.17
-3.26%
CCG
Cheche Group
0.78
-0.17
-17.89%

BuzzFeed Corporate Events

Business Operations and StrategyFinancial Disclosures
BuzzFeed Reports Strong Q2 2025 Financial Results
Positive
Aug 7, 2025

On August 7, 2025, BuzzFeed, Inc. reported strong financial results for the second quarter of 2025, with a 13% year-over-year revenue increase to $46.4 million. The company achieved growth in programmatic advertising and affiliate commerce, despite a slight decline in advertising revenue. BuzzFeed’s strategic focus on reducing platform dependency and enhancing direct audience engagement has shown positive results, with significant growth in content and commerce revenue. The company also advanced its strategic priorities by launching beta testing for its AI-native social media app, BF Island, and achieving success with its feature film projects. These developments reinforce BuzzFeed’s transformation efforts and long-term strategy, positioning it for continued growth in the digital media landscape.

Private Placements and FinancingM&A TransactionsBusiness Operations and Strategy
BuzzFeed Acquires Majority Stake in Girls Like Girls
Positive
Jun 30, 2025

On June 26, 2025, BuzzFeed Studios Canada, Inc., a subsidiary of BuzzFeed, Inc., acquired a majority stake in Girls Like Girls Film Inc. This acquisition involves managing approximately $4.8 million in debt, with repayment plans tied to distribution rights and expected tax credits. The Royal Bank of Canada is the lender for the debt and line of credit. BuzzFeed Studios Canada and Lexland Studios have agreed to guarantee the obligations of Girls Like Girls Film Inc., pending formalization. This strategic move is expected to enhance BuzzFeed’s content production capabilities and strengthen its position in the digital media landscape.

Private Placements and Financing
BuzzFeed Subsidiary Secures $5.2M Loan for Film
Neutral
Jun 20, 2025

On June 13, 2025, 2X Blind Partners, Inc., a subsidiary of BuzzFeed, Inc., entered into a $5.2 million loan agreement with BondIt LLC to fund a feature film’s production and related costs. This agreement includes a secured lien on the Borrower’s assets and outlines specific repayment terms and conditions, with potential implications for the company’s financial operations and stakeholder interests if default events occur.

Executive/Board ChangesPrivate Placements and FinancingShareholder Meetings
BuzzFeed Holds 2025 Annual Meeting, Key Decisions Made
Neutral
Jun 5, 2025

On June 3, 2025, BuzzFeed, Inc. held its 2025 Annual Meeting where key decisions were made regarding the company’s governance and financial strategies. Angela Acharia and Jonah Peretti were re-elected to the board of directors, and stockholders approved an amendment to increase shares under the 2021 Equity Incentive Plan. Additionally, Deloitte & Touche LLP was ratified as the independent registered public accounting firm for the fiscal year ending December 31, 2025. BuzzFeed also redeemed approximately $30.9 million of unsecured convertible notes, satisfying and discharging the related indenture.

Private Placements and FinancingStock BuybackBusiness Operations and Strategy
BuzzFeed Secures $40 Million Loan for Growth
Positive
May 27, 2025

On May 23, 2025, BuzzFeed, Inc. secured a $40 million term loan from Sound Point Agency LLC to enhance its financial flexibility. The company plans to use the loan proceeds to fully repay its outstanding convertible notes and repurchase 4.9% of its Class A common stock. This move is expected to simplify BuzzFeed’s capital structure and support its strategic growth initiatives, thereby strengthening its long-term financial position.

Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Aug 19, 2025