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

BuzzFeed (NASDAQ:BZFD) announced its quarterly earnings data on Thursday. The company reported ($0.72) EPS for the quarter, missing the consensus estimate of $0.03 by ($0.75), FiscalAI reports. The firm had revenue of $56.53 million for the quarter, compared to the consensus estimate of $58.38 million. BuzzFeed had a net margin of 0.06% and a negative return on equity of 38.20%.

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 Trading Down 1.6%

BZFD traded down $0.01 during trading on Friday, hitting $0.70. 421,244 shares of the stock traded hands, compared to its average volume of 256,553. The firm has a market capitalization of $26.12 million, a P/E ratio of -70,200.00 and a beta of 3.43. BuzzFeed has a 12-month low of $0.66 and a 12-month 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. The firm has a 50-day moving average of $0.86 and a 200 day moving average of $1.23.

Wall Street Analyst Weigh In

Several brokerages have issued reports on BZFD. Weiss Ratings reaffirmed a “sell (d)” rating on shares of BuzzFeed in a research note on Monday, December 29th. Wall Street Zen lowered shares of BuzzFeed from a “hold” rating to a “sell” rating in a report on Saturday, November 22nd. Finally, Craig Hallum cut shares of BuzzFeed from a “buy” rating to a “hold” rating and set a $1.00 price objective for the company. in a research note on Friday, November 21st. One analyst has rated the stock with a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Reduce” and a consensus price target of $1.00.

Institutional Trading of BuzzFeed

Institutional investors have recently modified their holdings of the company. Vanguard Group Inc. raised its position in BuzzFeed by 8.8% during the 3rd quarter. Vanguard Group Inc. now owns 976,888 shares of the company’s stock valued at $1,661,000 after purchasing an additional 79,263 shares during the last quarter. Geode Capital Management LLC grew its position in shares of BuzzFeed by 35.8% in the 2nd quarter. Geode Capital Management LLC now owns 253,768 shares of the company’s stock worth $508,000 after buying an additional 66,895 shares during the last quarter. Shay Capital LLC grew its position in shares of BuzzFeed by 115.1% in the 3rd quarter. Shay Capital LLC now owns 179,207 shares of the company’s stock worth $305,000 after buying an additional 95,879 shares during the last quarter. Panagora Asset Management Inc. increased its stake in shares of BuzzFeed by 60.8% during the fourth quarter. Panagora Asset Management Inc. now owns 107,460 shares of the company’s stock valued at $100,000 after buying an additional 40,617 shares during the period. Finally, State Street Corp raised its holdings in shares of BuzzFeed by 18.9% during the fourth quarter. State Street Corp now owns 96,328 shares of the company’s stock valued at $90,000 after acquiring an additional 15,300 shares in the last quarter. 37.64% of the stock is currently owned by hedge funds and other institutional investors.

BuzzFeed Company Profile

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.