BuzzFeed (NASDAQ:BZFD) Releases Quarterly Earnings Results, Misses Estimates By $0.75 EPS

BuzzFeed (NASDAQ:BZFD) issued its quarterly earnings results on Thursday. The company reported ($0.72) earnings per share (EPS) for the quarter, missing the consensus estimate of $0.03 by ($0.75), FiscalAI reports. BuzzFeed had a negative return on equity of 67.42% and a negative net margin of 31.16%.The business had revenue of $56.53 million during the quarter, compared to the consensus estimate of $58.38 million.

Here are the key takeaways from BuzzFeed’s conference call:

• Management says the company is undervalued versus the sum of its parts, noting proceeds of nearly $200 million from asset sales and that it is actively exploring strategic options to unlock value for shareholders.
• Liquidity and balance-sheet pressure remain — a $30.2 million non‑cash goodwill impairment widened the net loss, cash and restricted cash stood at $27.7 million versus total debt of $60.2 million, and the company is withholding 2026 guidance while evaluating material strategic changes.
• Operational bright spots include continued programmatic advertising strength (7% full‑year growth and the 7th consecutive quarter of programmatic growth, now 76% of ad revenue) and a surge in Studio/content revenue (Studio revenue nearly tripled to $16.1 million; Q4 content revenue rose 56%).
• Commerce revenue softened — full‑year commerce and other declined 8% and affiliate commerce fell 7% (Q4 affiliate down 23%), driven primarily by reduced supplemental partner incentives despite stable conversion and GMV metrics.

BuzzFeed Price Performance

BZFD opened at $0.70 on Friday. The firm has a market cap of $26.05 million, a PE ratio of -0.46 and a beta of 3.43. The stock has a 50-day moving average price of $0.85 and a 200-day moving average price of $1.22. BuzzFeed has a 1 year low of $0.66 and a 1 year high of $2.68. The company has a debt-to-equity ratio of 0.32, a current ratio of 0.89 and a quick ratio of 0.89.

Analyst Ratings Changes

A number of equities research analysts have weighed in on BZFD shares. Weiss Ratings restated a “sell (d)” rating on shares of BuzzFeed in a report on Monday, December 29th. Wall Street Zen cut BuzzFeed from a “hold” rating to a “sell” rating in a research report on Saturday, November 22nd. Finally, Craig Hallum downgraded BuzzFeed from a “buy” rating to a “hold” rating and set a $1.00 price target on the stock. in a research note on Friday, November 21st. One equities research analyst has rated the stock with a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Reduce” and a consensus target price of $1.00.

Institutional Trading of BuzzFeed

Institutional investors and hedge funds have recently bought and sold shares of the company. Bank of America Corp DE raised its holdings in BuzzFeed by 1,615.5% in the fourth quarter. Bank of America Corp DE now owns 14,136 shares of the company’s stock worth $38,000 after buying an additional 13,312 shares during the last quarter. Raymond James Financial Inc. purchased a new stake in shares of BuzzFeed during the second quarter valued at approximately $33,000. Blair William & Co. IL bought a new stake in shares of BuzzFeed during the third quarter valued at approximately $29,000. XTX Topco Ltd bought a new stake in shares of BuzzFeed during the second quarter valued at approximately $37,000. Finally, Squarepoint Ops LLC raised its holdings in BuzzFeed by 259.0% in the 3rd quarter. Squarepoint Ops LLC now owns 42,698 shares of the company’s stock worth $73,000 after acquiring an additional 30,803 shares during the last quarter. 37.64% of the stock is currently owned by institutional investors.

About BuzzFeed

BuzzFeed, Inc operates as a digital media and technology company specializing in news, entertainment, and social content. The company produces articles, videos and quizzes that target diverse audiences across web, mobile and social platforms. In addition to editorial content, BuzzFeed offers a suite of advertising solutions, including native advertising, branded content and programmatic display, designed to blend seamlessly with its editorial offerings and engage consumers at scale.

Founded in 2006 by Jonah Peretti and John S.