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TickerTalks›$BZFD
BZBZFD

BuzzFeed, Inc.

Buzzing onWhy it's trendingX mentions rising faster than the marketBullish-leaning chatter
$BZFD·$46M·Internet Content & Information·Communication Services
$1.00-2.4%YTD+10.8%1Y-39.1%
Price updated 4m ago·X counts updated 5d ago
BZBZFD
$BZFDBuzzFeed, Inc.
$1.01-2.43%5 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $BZFD on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

5X posts · last 7 days
Sep 28Oct 11
Bullish sentimentAI analysisGenerated by AI from underlying data5 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 what X is saying about $BZFD

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $BZFD — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Driven by hypeWinding up for a moveAI verdict · as of 2026-10-03

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

BuzzFeed at $1.11 with Netflix Tasty/30 Questions deal — short-form licensing is the specific fundamental catalyst.

BuzzFeed is a specialty-digital-media company whose 2026 setup is a specific Netflix content-licensing deal plus Stanley Washington board addition — Tasty and 30 Questions viral series will hit Netflix homepage across six English markets starting August 3.

  • The P&L is still broken: Q2 revenue was down 12.4% YoY to $32M at a -42.7% operating margin and EPS of -$0.40, with trailing EPS prints missing Street estimates by 57% and 48% — these are catastrophic surprises that reflect operational distress.
  • The specific operational catalyst is substantive: locked short-form content licensing deal with Netflix positioning the platform to counter YouTube and TikTok in short-form, described as a 'fundamental catalyst rather than hopium.'

At 34% of its 52-week range going into Nov 5 earnings, the setup is a hot-momentum coil on specific operational catalysts. A clean Netflix-licensing revenue contribution plus continued operating-margin trajectory improvement is the trigger for a reclaim; another large EPS miss or Netflix-cadence disappointment is the invalidation.

Agrees with X sentimentThe 'Tasty and 30 Questions on Netflix homepage across six markets' framing is grounded on specific content-licensing data. The 'fundamental catalyst rather than hopium' retail framing captures the setup correctly.

What to watch: Nov 5 Q3 earnings — Netflix-licensing revenue contribution, operating margin direction, cash runway, and FY27 guide. Named Netflix revenue plus margin improvement is the trigger; another large EPS miss is the invalidation.

On the calendar: 2026-11-05 — Q3 earnings

event ahead 30dlicensing catalyst

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 continues to concentrate digital ad share in Google and Meta.

What this means for $BZFD

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

Top industry ETF

$FDNFirst Trust Dow Jones Internet Index Fund
+7.5%YTD
+5.2%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
Q2 2026Aug 4, 2026$-0.22$-0.14-57.1%
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%
Next earningsThu, Nov 5·consensus EPS $-0.09

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.29%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.-7.5%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.-2.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Insider activity

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

Recent transactions

BuyJun 17Terence HillDirector20.8K sh$30KBuyJun 17Chris MaloneDirector17.4K sh$25KBuyJun 17Eric GouldDirector33.0K sh$48KBuyJun 17Sydnie KarrasDirector17.0K sh$24K
+ 39 other (19 exempts · 13 awards · 6 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
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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

8-KMaterial agreementSep 298-K — Item 1.01: Material agreement · Item 3.02: Unregistered equity sale
AI summary

BuzzFeed entered a Share Purchase Agreement on September 23, 2026 with Allen Family Digital (an affiliate of Byron Allen's family office), selling 4,300,000 newly issued Class A shares at $1.09 per share for approximately $4.7 million in gross proceeds. Byron Allen is BuzzFeed's Board Chairman and controlling shareholder, making this a related-party transaction; it was approved by four disinterested directors after the chairman abstained. The transaction provides limited liquidity relief but is dilutive and highlights continued capital constraints at the media company.

SC 13D/AActivist amendmentSep 25SC 13D/A
AI summary

Byron Allen and Allen Family Digital Media LLC filed Amendment No. 3 to Schedule 13D disclosing beneficial ownership of 50,000,000 shares of BuzzFeed, Inc. Class A common stock, representing approximately 55.7% of outstanding shares as of the September 23, 2026 event date. Allen Family Digital Media, directly controlled by Byron Allen, holds all 50 million shares with sole voting and dispositive power. At majority ownership, Allen/Allen Family Digital Media is the dominant controlling shareholder of BuzzFeed. This amendment updates the previously filed 13D to reflect the current ownership position.

8-KMaterial agreementSep 168-K — Item 1.01: Material agreement · Item 3.02: Unregistered equity sale
AI summary

BuzzFeed, Inc. (BZFD) filed an 8-K on September 11, 2026, disclosing a material definitive agreement (Item 1.01) and unregistered equity sales (Item 3.02). The excerpt shows only the cover page with no agreement terms, counterparty, or equity issuance size. Given BuzzFeed's distressed financial position, any new financing agreement or equity raise would be material to existing shareholders.

SC 13D/AActivist amendmentSep 15SC 13D/A
AI summary

Allen Family Digital, LLC and controlling member Byron Allen Folks filed Amendment No. 2 to their Schedule 13D on BuzzFeed, Inc. (BZFD) Class A Common Stock, reporting 45,700,000 shares (53.5% of class). On September 11, 2026, Allen Family Digital purchased an additional 1,700,000 shares at $1.06/share ($1.802M total) in a secondary offering. Byron Allen holds majority control and is incrementally adding to his position — a notable move for a controlling shareholder increasing ownership in a distressed media company.

8-KRestructuring / exit costsJul 278-K — Item 2.05: Restructuring / exit costs · Item 7.01: Press release / Reg FD
AI summary

BuzzFeed, Inc. (Delaware; New York, NY) filed an 8-K on July 22, 2026 under Items 2.05 (costs associated with exit or disposal activities) and 7.01 (Reg FD disclosure), signaling a restructuring event accompanied by investor communication. The combination of exit/disposal cost disclosure with a Reg FD filing indicates the media company is reducing headcount or exiting a business unit; the dollar amounts, affected operations, and investor presentation content are in the attached exhibits. This is a material filing for BuzzFeed given its ongoing cost-reduction trajectory.

3New insider — initial holdingsJul 243
AI summary

Washington Stanley Eric filed an initial Form 3 as 10%+ owner of BZFD, reporting no beneficial ownership of securities as of the event date. This is an administrative Section 16 filing required upon becoming a new 10%+ owner. No shares are currently held, indicating this is a disclosure of a newly appointed insider with no current equity position.

8-KOfficer or director changeJul 178-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

BuzzFeed expanded its board from 8 to 9 members by appointing a director designated by Allen Family Digital, which invested $120M in BuzzFeed through the purchase of 40 million shares at $3.00/share. The board expansion reflects Allen Family Digital's contractual right to board representation as a condition of its strategic financing agreement.

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.

+ 27 other (5 8-Ks · 5 3s · 4 13Gs · 3 SC 13D/As) in window

Recent news

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

BuzzFeed, Inc. (BZFD) Q2 2026 Earnings Call Prepared Remarks Transcriptseekingalpha.com·73d agoBuzzFeed, Inc. Reports Q2 2026 Financial Resultsbusinesswire.com·73d agoBuzzFeed, Inc. Appoints Stanley E. Washington to Board of Directorsbusinesswire.com·92d 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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