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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)

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Neutral 48 (OpenAI - 5.2)
Rating:48Neutral
Price Target:
$2.00
▲(159.74% Upside)
Action:Reiterated
Date:05/21/26
The score is held down primarily by weak financial performance (shrinking revenue, large ongoing losses, and cash burn with a stretched balance sheet). Technicals are comparatively stronger with price above major moving averages and positive MACD, but overbought RSI and high beta raise risk. Valuation support is limited due to negative earnings and no dividend, while the earnings call points to potential strategic upside but with higher near-term uncertainty and deteriorating operating results.
Positive Factors
Majority investment and leadership change
A $120M majority investment and Byron Allen’s expected CEO appointment create a durable structural reset: fresh capital, concentrated governance, and an experienced media operator at the helm. That combination raises the odds of sustained strategic execution, financing access, and longer-term turnaround options.
Negative Factors
Weak operating profitability and cash flow
The business remains meaningfully unprofitable with negative operating and free cash flow. Persistent losses erode equity, limit reinvestment capacity, and increase dependence on external financing—raising execution risk for initiatives that require sustained upfront investment to produce long‑term returns.
Read all positive and negative factors
Positive Factors
Negative Factors
Majority investment and leadership change
A $120M majority investment and Byron Allen’s expected CEO appointment create a durable structural reset: fresh capital, concentrated governance, and an experienced media operator at the helm. That combination raises the odds of sustained strategic execution, financing access, and longer-term turnaround options.
Read all positive factors

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

BuzzFeed Business Overview & Revenue Model

Company Description
BuzzFeed, 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 ...
How the Company Makes Money
BuzzFeed primarily makes money through advertising and brand-related services tied to its audience reach and content production capabilities. A key revenue stream is digital advertising sold across BuzzFeed’s owned and operated properties and dist...

BuzzFeed Earnings Call Summary

Earnings Call Date:May 11, 2026
(Q1-2026)
|
% Change Since: |
Next Earnings Date:Aug 11, 2026
Earnings Call Sentiment Neutral
The call presented a mix of strategic positives and near-term operational challenges. Positive catalysts include a significant investment and leadership transition to Byron Allen, the formation of BuzzFeed Studios, a strong 69% increase in content revenue, and an explicit AI and streaming growth strategy with Jonah Peretti continuing to lead AI efforts. Offsetting these are meaningful declines in total revenue (down 12.4%), advertising (down 19.8%) and commerce revenues (down 32%), worsening losses and adjusted EBITDA, and a 10.7% drop in audience time spent. Given the material current financial and engagement headwinds balanced against a potentially transformative strategic transaction and operational reset, the overall tone is cautiously neutral.
Positive Updates
Strategic Investment and Leadership Transition
Byron Allen agreed to make a significant investment and will become Chairman and CEO upon closing of the transaction expected within the month, bringing extensive media operating experience and a stated long-term commitment to grow BuzzFeed and HuffPost.
Negative Updates
Overall Revenue Decline
Total Q1 2026 revenue was $31.6 million, down 12.4% year-over-year versus Q1 2025, indicating weakening top-line performance.
Read all updates
Q1-2026 Updates
Negative
Strategic Investment and Leadership Transition
Byron Allen agreed to make a significant investment and will become Chairman and CEO upon closing of the transaction expected within the month, bringing extensive media operating experience and a stated long-term commitment to grow BuzzFeed and HuffPost.
Read all positive updates
Company Guidance
On guidance, management said they are withholding full‑year guidance due to the pending transaction (expected to close within the month) and related strategic work, and that they will provide a full update on strategic direction and financial outlook after the close; for context Q1 2026 results included revenues of $31.6M (down 12.4% YoY), advertising $17.1M (‑19.8% YoY), content $7.5M (up $3.1M, +69% YoY), commerce & other $6.9M (‑32% YoY), net loss $15.1M vs $12.5M year‑ago, adjusted EBITDA of ‑$7.8M vs ‑$5.9M, and time spent of 60.6M hours vs 67.9M (‑10.7%); management also noted planned cost reductions, a BuzzFeed Studios spin‑out, and no Q&A today.

BuzzFeed Financial Statement Overview

Summary
Fundamentals remain weak: TTM revenue declined (-2.4%), profitability is materially negative (net margin ~-33%) with negative EBIT/EBITDA, and both operating cash flow and free cash flow are negative. Balance sheet flexibility is limited with leverage a little over ~2x equity and declining equity.
Income Statement
22
Negative
Balance Sheet
38
Negative
Cash Flow
20
Very Negative
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue180.82M185.27M189.89M252.68M325.78M397.56M
Gross Profit71.79M59.29M84.82M110.31M141.24M190.17M
EBITDA-40.66M2.72M-7.37M-20.70M-85.75M25.54M
Net Income-60.26M-57.72M-10.10M-88.58M-200.96M24.71M
Balance Sheet
Total Assets169.11M188.14M221.40M438.20M529.97M637.21M
Cash, Cash Equivalents and Short-Term Investments6.85M8.46M38.65M35.64M55.77M79.73M
Total Debt80.56M85.82M62.74M218.29M234.97M141.88M
Total Liabilities132.35M138.05M114.46M327.02M335.42M262.33M
Stockholders Equity36.12M49.36M104.77M108.83M191.22M370.54M
Cash Flow
Free Cash Flow-25.27M-20.71M-33.45M-21.00M-25.64M-15.22M
Operating Cash Flow-17.41M-18.75M-20.68M-6.10M-7.86M797.00K
Investing Cash Flow-14.73M-14.06M178.66M-14.72M-17.29M-208.03M
Financing Cash Flow23.89M21.59M-154.60M812.00K3.18M181.82M

BuzzFeed Technical Analysis

Technical Analysis Sentiment
Positive
Last Price0.77
Price Trends
50DMA
0.85
Positive
100DMA
0.85
Positive
200DMA
1.19
Positive
Market Momentum
MACD
0.27
Negative
RSI
81.61
Negative
STOCH
86.35
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For BZFD, the sentiment is Positive. The current price of 0.77 is below the 20-day moving average (MA) of 1.11, below the 50-day MA of 0.85, and below the 200-day MA of 1.19, indicating a bullish trend. The MACD of 0.27 indicates Negative momentum. The RSI at 81.61 is Negative, neither overbought nor oversold. The STOCH value of 86.35 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for BZFD.

BuzzFeed Risk Analysis

BuzzFeed disclosed 74 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
60
Neutral
$48.67B4.58-11.27%4.14%2.83%-41.78%
59
Neutral
$7.71M-35.00%-1.11%
56
Neutral
$99.32M-4.20-8.83%0.60%
51
Neutral
$64.62M-19.54-1.21%-19.12%96.40%
48
Neutral
$66.24M-0.38-99.42%3.13%-550.90%
47
Neutral
$47.32M-10.32%
41
Neutral
$30.70M-3.17-45.87%-8.28%55.53%
* Communication Services Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
BZFD
BuzzFeed
2.09
0.17
8.85%
SCOR
comScore
6.41
1.51
30.82%
IZEA
IZEA Worldwide
3.79
0.95
33.45%
GIFT
RDE
0.90
-0.89
-49.72%
KRKR
36Kr Holdings Inc
3.63
-2.25
-38.27%
CCG
Cheche Group
0.53
-0.29
-35.00%

BuzzFeed Corporate Events

Business Operations and StrategyExecutive/Board ChangesFinancial DisclosuresPrivate Placements and FinancingRegulatory Filings and Compliance
BuzzFeed Secures Majority Investment, Leadership Shifts to Allen
Negative
May 11, 2026
BuzzFeed, Inc. announced on May 11, 2026 that it entered a stock purchase agreement for a $120 million majority investment by Allen Family Digital, LLC, an affiliate of Byron Allen’s family office, which will acquire 40 million Class A share...
Business Operations and StrategyPrivate Placements and FinancingRegulatory Filings and Compliance
BuzzFeed Amends Credit Agreement, Extends Near-Term Debt Payment
Negative
May 7, 2026
On May 7, 2026, BuzzFeed, Inc. and several domestic and Canadian subsidiaries amended their existing credit agreement with a lender group led by Sound Point Agency LLC, extending a $5 million payment originally due on April 30, 2026 to May 18, 202...
Business Operations and StrategyFinancial Disclosures
BuzzFeed Reports 2025 Results, Explores Strategic Options
Negative
Mar 12, 2026
On March 12, 2026, BuzzFeed reported fourth-quarter and full-year 2025 results that were broadly in line with prior guidance, highlighting a 2.4% decline in annual revenue to $185.3 million but a 61.4% improvement in Adjusted EBITDA to $8.8 millio...
Delistings and Listing ChangesPrivate Placements and FinancingRegulatory Filings and Compliance
BuzzFeed Faces Nasdaq Listing Pressure Amid Financial Strain
Negative
Mar 4, 2026
BuzzFeed secured a second short-term reprieve on February 27, 2026, when its lenders and their agent extended the due date for a required $5.0 million principal repayment under its May 23, 2025 credit agreement from February 27 to March 6, 2026, w...
Business Operations and StrategyPrivate Placements and FinancingRegulatory Filings and Compliance
BuzzFeed Amends Credit Agreement, Extends Near-Term Repayment
Negative
Feb 24, 2026
On February 20, 2026, BuzzFeed and certain of its U.S. and Canadian subsidiaries obtained lender consent to amend their existing Credit Agreement, pushing back a scheduled $5 million principal repayment from February 20, 2026 to February 27, 2026....
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: May 21, 2026