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BZFDW Stock Analysis - BuzzFeed, Inc. AI Rating

BZFDW Nasdaq Communications Services, NEC DE CIK: 0001828972
Recently Updated • Analysis: Mar 21, 2026 • SEC Data: 2025-12-31
AI Rating
STRONG SELL
92% Confidence

📊 BZFDW Key Takeaways

Revenue: $185.3M
Net Margin: -31.2%
Free Cash Flow: $-20.7M
Current Ratio: 0.90x
Debt/Equity: 0.56x
EPS: $-1.53
AI Rating: STRONG SELL with 92% confidence

Investment Thesis

BuzzFeed is experiencing severe financial distress with persistent negative profitability across all metrics, including -31.2% net margin and -116.9% ROE. The company is burning cash operationally (-$18.7M in operating cash flow) with deteriorating liquidity (0.90x current ratio), indicating an inability to fund operations or service debt from core business generation. Without significant operational turnaround or capital infusion, the company faces existential financial risk.

BZFDW Strengths

  • + Moderate debt burden relative to assets (0.56x debt-to-equity ratio)
  • + Positive insider activity with 9 Form 4 filings in last 90 days suggesting confidence from company insiders
  • + Maintains $8.5M in cash reserves despite operational challenges

BZFDW Risks

  • ! Deeply negative profitability with -31.2% net margin and -25.8% operating margin across revenue base
  • ! Negative operating cash flow of -$18.7M with free cash flow of -$20.7M indicating structural unprofitability
  • ! Deteriorating liquidity with current ratio of 0.90x below 1.0x threshold, creating working capital crisis risk
  • ! Negative interest coverage ratio of -10.7x indicates inability to service debt from operations
  • ! Declining revenue (-2.4% YoY) combined with negative profitability creates negative growth quality

Key Metrics to Watch

BZFDW Financial Metrics

Revenue
$185.3M
Net Income
$-57.7M
EPS (Diluted)
$-1.53
Free Cash Flow
$-20.7M
Total Assets
$188.1M
Cash Position
$8.5M

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

BZFDW Profitability Ratios

Gross Margin N/A
Operating Margin -25.8%
Net Margin -31.2%
ROE -116.9%
ROA -30.7%
FCF Margin -11.2%

BZFDW vs Default Sector

How BuzzFeed, Inc. compares to Default sector averages

Net Margin
BZFDW -31.2%
vs
Sector Avg 12.0%
BZFDW Sector
ROE
BZFDW -116.9%
vs
Sector Avg 15.0%
BZFDW Sector
Current Ratio
BZFDW 0.9x
vs
Sector Avg 1.8x
BZFDW Sector
Debt/Equity
BZFDW 0.6x
vs
Sector Avg 0.7x
BZFDW Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

BZFDW Balance Sheet & Liquidity

Current Ratio
0.90x
Quick Ratio
0.90x
Debt/Equity
0.56x
Debt/Assets
73.4%
Interest Coverage
-10.69x
Long-term Debt
$27.9M

BZFDW 5-Year Financial Trend

BZFDW 5-year financial data: Year 2021: Revenue $397.6M, Net Income -$37.2M, EPS $-3.15. Year 2022: Revenue $436.7M, Net Income $10.3M, EPS $0.00. Year 2023: Revenue $383.8M, Net Income $24.7M, EPS $-0.03. Year 2024: Revenue $325.8M, Net Income -$201.0M, EPS $-5.82. Year 2025: Revenue $230.4M, Net Income -$88.6M, EPS $-2.48.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: BuzzFeed, Inc.'s revenue has declined by 42% over the 5-year period, indicating business contraction. The most recent EPS of $-2.48 indicates the company is currently unprofitable.

BZFDW Growth Metrics (YoY)

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-11.2%
Free cash flow / Revenue

BZFDW Quarterly Performance

Quarterly financial performance data for BuzzFeed, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $46.3M $2.1M $0.05
Q2 2025 $41.1M -$7.5M $-0.20
Q1 2025 $36.0M -$12.7M $-0.33
Q3 2024 $60.0M $2.1M $0.05
Q2 2024 $46.9M -$7.5M $-0.20
Q1 2024 $44.8M -$35.7M $-0.98
Q3 2023 $73.3M -$13.7M $-0.09
Q2 2023 $77.9M -$23.8M $-0.17

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

BZFDW Capital Allocation

Operating Cash Flow
-$18.7M
Cash generated from operations
Stock Buybacks
$3.3M
Shares repurchased (TTM)
Capital Expenditures
$2.0M
Investment in assets
Dividends
None
No dividend program

BZFDW SEC Filings

Access official SEC EDGAR filings for BuzzFeed, Inc. (CIK: 0001828972)

📋 Recent SEC Filings

Date Form Document Action
Mar 16, 2026 10-K bzfd-20251231.htm View →
Mar 12, 2026 8-K bzfd-20260312.htm View →
Mar 11, 2026 4 xslF345X05/wk-form4_1773265180.xml View →
Mar 11, 2026 4 xslF345X05/wk-form4_1773265174.xml View →
Mar 3, 2026 8-K bzfd-20260227.htm View →

Frequently Asked Questions about BZFDW

What is the AI rating for BZFDW?

BuzzFeed, Inc. (BZFDW) has an AI rating of STRONG SELL with 92% confidence, based on fundamental analysis of SEC EDGAR filings.

What are BZFDW's key strengths?

Moderate debt burden relative to assets (0.56x debt-to-equity ratio). Positive insider activity with 9 Form 4 filings in last 90 days suggesting confidence from company insiders.

What are the risks of investing in BZFDW?

Deeply negative profitability with -31.2% net margin and -25.8% operating margin across revenue base. Negative operating cash flow of -$18.7M with free cash flow of -$20.7M indicating structural unprofitability.

What is BZFDW's revenue and growth?

BuzzFeed, Inc. reported revenue of $185.3M.

Does BZFDW pay dividends?

BuzzFeed, Inc. does not currently pay dividends.

Where can I find BZFDW SEC filings?

Official SEC filings for BuzzFeed, Inc. (CIK: 0001828972) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is BZFDW's EPS?

BuzzFeed, Inc. has a diluted EPS of $-1.53.

How is the AI analysis conducted?

Our AI (Claude) analyzes publicly available SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports to evaluate financial health, profitability ratios, balance sheet strength, and growth metrics.

Disclaimer: This analysis is generated by Claude AI based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 21, 2026 | Data as of: 2025-12-31 | Powered by Claude AI