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BZBZFD

BuzzFeed, Inc.

$BZFD·$54M·Internet Content & Information·Communication Services
$1.39-1.4%YTD+51.6%1Y-35.6%
Mentions · last 7 days
2026-07-09: 2 posts2026-07-10: 1 posts2026-07-11: 1 posts2026-07-12: 1 posts2026-07-13: 2 posts2026-07-14: 1 posts2026-07-15: 1 posts9+11%
Price updated 1m ago·X counts updated 22h ago
BZBZFD
$BZFDBuzzFeed, Inc.
$1.39-1.42%9 posts+11%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $BZFD, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Hinges on a big eventWinding up for a moveAI verdict · as of 2026-07-15

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Digital media micro-cap with Byron Allen buying 4M shares and Netflix Tasty content deal — the pivot is finally landing.

BuzzFeed provides digital media and news content with a global audience across social platforms. It's a distressed micro-cap ($50M) that just secured two specific catalysts — strategic anchor investor and a major distribution deal.

Where the setup lands:

  • Revenue is declining: Q1 revenue fell 12% year-over-year to $32M with negative operating margin — the traditional advertising-supported model continues to face pressure, but the mix shift toward content licensing changes the trajectory.
  • The Byron Allen anchor investment is the specific institutional signal: Allen Family Digital purchased 4M shares at $1.44 through Share Purchase Agreements on June 17, reporting 44M+ share beneficial ownership via Amendment No. 1 to 13D — that's a real strategic-buyer commitment.
  • The Netflix Tasty content licensing deal is the fresh catalyst: Tasty and 30 Questions viral series launching on Netflix homepage across six English markets starting August 3 — Netflix is essentially validating BuzzFeed's IP library value as they counter YouTube and TikTok in short-form.

Aug 4 earnings is the specific test: any commentary on Netflix deal economics combined with content-licensing revenue trajectory and cash-runway color would push shares back toward $2, while another wide EPS miss without specific Netflix commercial details would confirm the coiled setup and pull shares back to $0.80.

Agrees with X sentimentAgree with the bullish framing — the Netflix short-form content licensing deal for Tasty and 30 Questions, Byron Allen's 4M share purchase, and the trading on big volume at a critical breakout level are all consistent with the setup. Verdict lands with the catalyst-play framing.

What to watch: Aug 4 earnings: Netflix deal economics, content-licensing revenue trajectory, cash-runway, and any additional strategic investment commentary. Another wide EPS miss without Netflix specifics pulls shares to $0.80.

On the calendar: 2026-08-04 — Q2 2026 earnings

micro cap

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment5 posts analyzed · as of 2026-07-14

BuzzFeed chatter is centered on a locked short-form content licensing deal with Netflix: Tasty and 30 Questions viral series will hit the Netflix homepage across six English markets starting August 3, positioning Netflix to counter YouTube and TikTok in short-form. BZFD is trading on big volume at a critical breakout level, with the collaboration described as a fundamental catalyst rather than a hype trade.

Read the AI verdict + X sentiment for $BZFD

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Digital media publisher operating BuzzFeed, HuffPost, and First We Feast (Hot Ones), monetizing through advertising and commerce.

Industry overviewAI analysisGenerated by AI from underlying data

Where Internet Content & Information sits in its cycle right now — and what that implies for $BZFD.

Internet Content & Information · Communication Services

No material change from last week — AI-enhanced ad targeting sustains META and GOOGL digital advertising pricing while LLM-based search agents remain a medium-term displacement risk to search revenue. Digital advertising continues to outperform traditional media as brand budgets follow eyeballs to social and search platforms.

What this means for $BZFD

Partial — Digital media publisher operating BuzzFeed, HuffPost, and First We Feast (Hot Ones), monetizing through advertising and commerce; exposure exists but is diluted by diverse end markets and revenue mix.

Top industry ETF

$FDNFirst Trust Dow Jones Internet Index Fund
+2.4%YTD
+4.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-1.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-14.8%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-9.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-41.2%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-99.4%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
39.7%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
2.2Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 11, 2026$-0.40$-0.27-48.1%
Q4 2025Mar 12, 2026$-0.72$0.03-2500.0%
Q3 2025Nov 6, 2025$-0.20$-0.06-233.3%
Q2 2025Aug 7, 2025$-0.28$-0.23-21.7%
Next earningsTue, Aug 4·consensus EPS $-0.14

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$31.6M-12.4%29.2%-42.7%$-0.40$2.4M
Q4 FY25$56.5M+66.9%48.5%9.7%$-0.72$-14.8M
Q3 FY25$46.3M-28.0%36.1%-12.9%$-0.20$-2.4M
Q2 FY25$46.4M+12.8%39.7%-7.5%$-0.28$-10.5M

Forward consensus

2-year forecast · up to 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$184.7M$184.7M – $184.7M-$0.41-$0.41 – -$0.411
FY27$384.3M$384.3M – $384.3M$0.36$0.36 – $0.361

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.3×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.41%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-0.3%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+27.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 26.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.1% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β3.775-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Cluster buy4 insiders bought shares in the last 30 days.

Recent transactions

BuyJun 17Terence HillDirector20.8K sh$30KBuyJun 17Chris MaloneDirector17.4K sh$25KBuyJun 17Eric GouldDirector33.0K sh$48KBuyJun 17Sydnie KarrasDirector17.0K sh$24K
+ 27 other (16 exempts · 5 awards · 5 inkinds · 1 conversion) in window

See when $BZFD insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

SC 13D/AActivist amendmentJun 22SC 13D/A
AI summary

Allen Family Digital, LLC and Byron Allen Folks filed Amendment No. 1 to their Schedule 13D for BuzzFeed, Inc. Class A Common Stock, reporting beneficial ownership of 44,000,000 shares representing 53.0% of the class as of June 17, 2026. Allen Family Digital purchased 4,000,000 additional shares on June 17, 2026 at $1.44/share ($5.76M) using working capital. Allen now controls a majority of BuzzFeed's Class A shares — a controlling stake with purpose of transaction details in Item 4 (partially truncated in excerpt), supplementing the original Schedule 13D filed May 29, 2026.

8-KMaterial agreementJun 228-K — Item 1.01: Material agreement · Item 3.02: Unregistered equity sale
AI summary

BuzzFeed, Inc. entered into Share Purchase Agreements on June 17, 2026: Allen Family Digital, LLC (Byron Allen's family office affiliate) agreed to purchase 4,000,000 shares at $1.44/share (~$5.76M total), comprising 2,173,155 newly issued shares and 1,826,845 treasury shares; and certain individual purchasers agreed to purchase 216,999 shares at $1.44/share. Total proceeds: approximately $5.8 million. Both agreements were Board-approved and shares constitute unregistered equity sales. Byron Allen is now a majority shareholder — a potentially transformative ownership change for a struggling digital media company.

8-KShareholder voteJun 48-K — Item 5.07: Shareholder vote
AI summary

BuzzFeed, Inc. (BZFD) disclosed the results of its annual meeting of shareholders in an 8-K filing under Item 5.07. Shareholders voted on ratification of the independent auditor. All management-sponsored proposals were approved by majority shareholder vote. Annual meeting results are a routine disclosure that confirms shareholder ratification of the board's composition and compensation practices.

3New insider — initial holdingsMay 293
AI summary

Allen Family Digital, LLC filed an initial Form 3 for BuzzFeed, Inc. effective May 26, 2026, consistent with becoming a new 10%+ beneficial owner following the $120 million stock purchase closing. The Form 3 records the reporting person's initial position in BuzzFeed securities. This is a routine Section 16 compliance filing required within 10 days of the triggering event; the substantive ownership details are in the companion SC 13D filing.

SC 13DActivist position (5%+)May 29SC 13D
AI summary

Allen Family Digital, LLC (Byron Allen's family office) filed an initial Schedule 13D for BuzzFeed, Inc. reporting beneficial ownership of 40,000,000 Class A shares representing approximately 52.4% of the class — acquired at $3.00/share for $120 million in a transaction that closed May 26, 2026. The 13D covers Allen Family Digital's purpose and intent for the holding, including investment and board control intentions consistent with majority ownership. At 52.4%, Allen Family Digital is now the controlling shareholder of BuzzFeed, making this a transformative change of control.

SC 13D/AActivist amendmentMay 28SC 13D/A
AI summary

A reporting person holding 2,006,891 shares (approximately 2.54%) of BuzzFeed Class A common stock filed an amendment to its Schedule 13D, updating its position or intent in connection with BuzzFeed's ongoing corporate changes. The amended filing reflects updated share counts based on approximately 78.9 million Class A shares and 33,355 Class B shares outstanding as of May 26, 2026. This is a routine 13D update following the Allen Family Digital transaction that changed BuzzFeed's ownership landscape.

SC 13D/AActivist amendmentMay 28SC 13D/A
AI summary

A second SC 13D/A amendment for BuzzFeed reflects updated ownership information as of May 26, 2026, with total outstanding shares of approximately 78.98 million Class A and 33,355 Class B shares. The filer provides an updated calculation basis for its percentage ownership. This is an administrative amendment updating ownership calculations after BuzzFeed's May 26 closing of the Allen Family Digital transaction, which significantly changed the outstanding share count.

3New insider — initial holdingsMay 283
AI summary

Sydnie Karras filed an initial Form 3 for BuzzFeed, Inc. (BZFD) as of May 26, 2026, upon becoming a Section 16 reporting officer of BuzzFeed. This is a routine Section 16 compliance filing coinciding with BuzzFeed's corporate leadership changes following the Allen Family Digital investment closing.

+ 22 other (7 8-Ks · 3 13Gs · 3 3s · 3 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

BuzzFeed, Inc. to Release Second Quarter 2026 Financial Results on Tuesday, August 4, 2026businesswire.com·8d agoSmall Caps Are Back!seekingalpha.com·35d agoBuzzFeed: Sum Of The Parts Upside Has Yet To Play Outseekingalpha.com·36d agoBuzzFeed, Inc. Completes Majority Stake Investment by Byron Allen's Family Office, Positioning Company for Next Era of Growthbusinesswire.com·50d agoWhat Byron Allen Has Planned for Buzzfeed, Late-Night Showyoutube.com·58d ago

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Voices on X · last 7 days

No standout posts about $BZFD on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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