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BuzzFeed (BZFD)
NASDAQ:BZFD

BuzzFeed (BZFD) AI Stock Analysis

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BZFD

BuzzFeed

(NASDAQ:BZFD)

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Neutral 42 (OpenAI - 5.2)
Rating:42Neutral
Price Target:
$0.60
▼(-22.60% Downside)
Action:ReiteratedDate:03/17/26
The score is held down primarily by weak financial performance (ongoing losses, higher leverage, and negative free cash flow). Technicals add further pressure with a clear downtrend and negative momentum, while valuation provides limited support due to loss-making earnings and no dividend. The latest earnings call was mixed, with EBITDA improvement offset by liquidity concerns and withheld guidance.
Positive Factors
Programmatic Advertising Mix
A sustained shift to programmatic (now 76% of ad revenue) points to a more scalable, technology‑driven revenue base that is less dependent on large direct sales. Over the medium term this can stabilize ad receipts, reduce sales overhead, and improve predictability of ad monetization.
Negative Factors
Rising Leverage
A much higher debt-to-equity ratio and a sharply reduced equity cushion materially increase financial risk. Elevated leverage limits strategic flexibility, raises refinancing and covenant default risk, and can force defensive capital allocation decisions that crowd out content investment and organic growth initiatives.
Read all positive and negative factors
Positive Factors
Negative Factors
Programmatic Advertising Mix
A sustained shift to programmatic (now 76% of ad revenue) points to a more scalable, technology‑driven revenue base that is less dependent on large direct sales. Over the medium term this can stabilize ad receipts, reduce sales overhead, and improve predictability of ad monetization.
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 generates revenue through advertising, content-related commerce, and audience-driven monetization tied to its media brands and distribution network. Advertising revenue is earned from selling ad inventory across BuzzFeed’s owned...

BuzzFeed Earnings Call Summary

Earnings Call Date:Mar 12, 2026
(Q4-2025)
|
% Change Since: |
Next Earnings Date:May 07, 2026
Earnings Call Sentiment Neutral
The call presented a mixed picture: clear operational and strategic positives including large proceeds from asset sales, strong studio growth, programmatic momentum and a meaningful improvement in adjusted EBITDA, contrasted with significant near-term financial challenges such as a large noncash goodwill impairment, widened net losses, declining direct-sold and commerce revenues, reduced cash balances, meaningful debt and pledged collateral, and management withholding guidance while evaluating strategic options. The positives demonstrate pathways to unlock value, but the pronounced liquidity and earnings setbacks create substantial near-term uncertainty.
Positive Updates
Substantial Proceeds from Asset Sales
Generated close to $200 million in proceeds from selling Complex and First We Feast, providing significant liquidity and demonstrating value in individual assets.
Negative Updates
Large Net Loss and Goodwill Impairment
Net loss from continuing operations widened to $57.3 million for the full year (from $34.0 million in 2024), driven primarily by a noncash goodwill impairment charge of $30.2 million related to a sustained decline in the company's share price; Q4 net loss was $26.8 million versus $4.1 million in Q4 2024.
Read all updates
Q4-2025 Updates
Negative
Substantial Proceeds from Asset Sales
Generated close to $200 million in proceeds from selling Complex and First We Feast, providing significant liquidity and demonstrating value in individual assets.
Read all positive updates
Company Guidance
Management is withholding 2026 guidance while it explores strategic options to address liquidity challenges and says it will update its strategic direction and financial outlook in coming quarters; at year‑end BuzzFeed reported $27.7M in cash and restricted cash, $60.2M total debt (including a $45M term loan and $15.2M in film financing), and ~$19.3M pledged for letters of credit with about $15M expected to be released after a May 2026 sublease to help pay down debt. That decision is framed by 2025 results: full‑year revenue $185.3M (‑2% y/y), advertising $91.7M (‑3%) with programmatic $69.6M (+7%, 76% of ad rev) and direct‑sold ad $22.1M (‑25%), content $37.0M (+9%) including studio revenue $16.1M (nearly tripled) and direct‑sold content $21.0M (‑26%), commerce and other $56.5M (‑8%) with affiliate commerce $55.5M (‑7%); adjusted EBITDA improved 61% to $8.8M while net loss from continuing operations was $57.3M (including a $30.2M goodwill impairment), full‑year time spent was 276.5M hours (‑7%), and Q4 showed revenue $56.5M (+1%), Q4 adjusted EBITDA $12.0M (vs $10.9M), Q4 time spent 17.3M hours (‑11%), Q4 content $14.7M (+56%) and Q4 affiliate commerce $16.1M (‑23%).

BuzzFeed Financial Statement Overview

Summary
Financial fundamentals remain weak: persistent operating and net losses, deteriorating net margin in 2025, higher leverage with a reduced equity cushion, and negative free cash flow despite operating cash flow near breakeven.
Income Statement
26
Negative
Balance Sheet
33
Negative
Cash Flow
18
Very Negative
BreakdownDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue185.27M189.89M252.68M325.78M397.56M
Gross Profit59.29M84.82M110.31M141.24M190.17M
EBITDA2.72M-7.37M-20.70M-85.75M25.54M
Net Income-57.72M-10.10M-88.58M-200.96M24.71M
Balance Sheet
Total Assets188.14M221.40M438.20M529.97M637.21M
Cash, Cash Equivalents and Short-Term Investments8.46M38.65M35.64M55.77M79.73M
Total Debt85.82M62.74M218.29M234.97M141.88M
Total Liabilities138.05M114.46M327.02M335.42M262.33M
Stockholders Equity49.36M104.77M108.83M191.22M370.54M
Cash Flow
Free Cash Flow-20.71M-33.45M-21.00M-25.64M-15.22M
Operating Cash Flow-18.75M-20.68M-6.10M-7.86M797.00K
Investing Cash Flow-14.06M178.66M-14.72M-17.29M-208.03M
Financing Cash Flow21.59M-154.60M812.00K3.18M181.82M

BuzzFeed Technical Analysis

Technical Analysis Sentiment
Negative
Last Price0.77
Price Trends
50DMA
0.75
Negative
100DMA
0.85
Negative
200DMA
1.37
Negative
Market Momentum
MACD
-0.04
Negative
RSI
38.39
Neutral
STOCH
66.24
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 0.77 is above the 20-day moving average (MA) of 0.65, above the 50-day MA of 0.75, and below the 200-day MA of 1.37, indicating a bearish trend. The MACD of -0.04 indicates Negative momentum. The RSI at 38.39 is Neutral, neither overbought nor oversold. The STOCH value of 66.24 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
60
Neutral
$48.67B4.58-11.27%4.14%2.83%-41.78%
59
Neutral
$112.38M2.99-7.21%0.77%74.60%
55
Neutral
$63.10M1,786.290.09%7.12%78.68%
50
Neutral
$65.63M-8.99-10.39%105.31%95.66%
49
Neutral
$7.47M6.49-35.00%
42
Neutral
$23.20M-0.61-76.93%
41
Neutral
$34.99M-3.13-48.57%-42.49%38.75%
* Communication Services Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
BZFD
BuzzFeed
0.62
-1.09
-63.98%
SCOR
comScore
7.48
1.85
32.86%
IZEA
IZEA Worldwide
3.64
1.92
111.63%
GIFT
RDE
1.04
-0.86
-45.26%
KRKR
36Kr Holdings Inc
3.79
-0.29
-7.11%
CCG
Cheche Group
0.81
0.04
5.45%

BuzzFeed Corporate Events

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: Mar 17, 2026