BuzzFeed, Inc.

NasdaqCM:BZFD 주식 리포트

시가총액: US$61.4m

BuzzFeed 향후 성장

Future 기준 점검 0/6

현재 BuzzFeed 의 성장과 수익을 예측할 만큼 분석가의 범위가 충분하지 않습니다.

핵심 정보

n/a

이익 성장률

n/a

EPS 성장률

Interactive Media and Services 이익 성장12.4%
매출 성장률n/a
향후 자기자본이익률n/a
애널리스트 커버리지

None

마지막 업데이트n/a

최근 향후 성장 업데이트

Recent updates

Seeking Alpha • Sep 11

BuzzFeed, Inc.: The Elephant In The Room Can Pirouette

Summary BuzzFeed's Q3 FY 2024 guidance is the highest ever, showcasing a strong business turnaround with significant improvements in engagement and advertising revenues. The $120 million 8.5% convertible debt put option due December 3, 2024, poses a major risk, but management has multiple strategies to address it. Selling First We Feast, refinancing the debt, or extending the put option with warrants are viable solutions to defuse the debt issue. The 2024 Presidential election cycle and Kamala Harris's nomination could drive substantial free cash flow in the second half of 2024 for BuzzFeed. Read the full article on Seeking Alpha
Seeking Alpha • Apr 11

My Best Current Micro-Cap Idea: BuzzFeed, Inc.

Summary BuzzFeed sold its Complex business for $114 million or 2X revenue, in late February 2024. This transforms the balance sheet. The market is irrationally fearful of BZFD's $120 million 8.5% 12/3/2026 convertible, which has a 12/3/24 lender put option. Selling complex means everyone can row in the same direction, coupled with $23 million of FY 2024 cost savings, and this stock is (super mis-priced), at its current valuation. Read the full article on Seeking Alpha
분석 기사 • Mar 15

Things Look Grim For BuzzFeed, Inc. (NASDAQ:BZFD) After Today's Downgrade

The analysts covering BuzzFeed, Inc. ( NASDAQ:BZFD ) delivered a dose of negativity to shareholders today, by making a...
Seeking Alpha • Sep 01

BuzzFeed Has Lost Its Buzz

Summary BuzzFeed's stock price has declined 84% in just nine months. Since coming into the spotlight between 2011 and 2015, BuzzFeed has steadily lost relevance over time. Even at 0.5x sales, BuzzFeed is not an attractive investment as future prospects remain weak. BuzzFeed's (BZFD) stock price has experienced a free fall since its SPAC in November 2021 where it traded at ~$10 a share. Today, BuzzFeed trades at just $1.50. Top-line growth is dwindling while net losses are widening - operating costs are rising more aggressively than sales. Even at current prices, I do not see BuzzFeed as an attractive investment. Future prospects look dim; new content isn't resonating with consumers, and the company is battling against a poor advertising backdrop. BuzzFeed may appear cheap at 0.5x FY22 sales, but don't be fooled - margins are moving in the wrong direction, with little evidence that this will change as the company unsuccessfully tries to turn the ship around. Sell. Why has BuzzFeed stock fallen? BuzzFeed's performance has fallen victim to the same fate as many other 2021 SPACs due to an over-optimistic (to put it lightly) initial valuation. Take a look at Bloomberg's De-SPAC index as a quick measure of what I mean by this SPAC 'fate'. Bloomberg It, therefore, isn't too surprising to see a significant slowdown in the SPAC activity in 2022; the number of SPAC IPOs dropped more than 80% in the first half of 2022 compared to the prior year. For BuzzFeed's pre-IPO shareholders, it appears they got the merger away at a good time (before the big crumble). But even under more accommodating SPAC conditions, BuzzFeed had little demand from investors. When the company merged with blank-check company 890 Avenue Partners Inc, 94% of the money raised by the SPAC was withdrawn as investors started to rotate away from SPACs, leaving BuzzFeed with just $16M. This general consensus move foreboded what was to come, just nine months later and the BuzzFeed stock price is down 84%. Like the initial valuation, BuzzFeed's guidance was likely aggressive. The firm expected a revenue CAGR of 25% annually through 2024. Just a year later and this expectation has been revised, the market now expects BuzzFeed to achieve a CAGR of just 10% through '24. This slower growth has come despite a stark increase in marketing spend. In Q2, BuzzFeed reported 20% revenue growth while sales and marketing expenses increased 61%. This was only slightly higher than the overall jump in total costs (47%). These higher costs drove BuzzFeed to a net loss of $23.7M. Loss of reader traction A key aspect of BuzzFeed's business is the YouTube channel, and the statistics on this account can provide a good insight into the overall performance and traction of BuzzFeed content. Purely looking at subscriber count, it's clear for a long period BuzzFeed experienced consistent exemplary channel growth. Trackalytics But there has been a notable slowdown in this growth since 2019. It appears the BuzzFeed channel is starting to reach maturity. 20 Million is a lot of subscribers, but it means very little without similar levels of engagement Trackalytics The above Trackalytics feature gives estimates of Ad revenue over time. The revenue estimates are very broad but do show a gradual decline in earnings since late 2018. Google trends paint a similar story. Google Of course, these stats aren't a complete reflection of BuzzFeed's performance but they do provide a good overview of the brand's potentially diminishing relevance. Is BuzzFeed undervalued now? The US and global economy are slowing down and that does not spell good news for BuzzFeed. Nearly half of Q2 revenue came from advertising, therefore weak guidance was expected against this poor backdrop (~6% growth expected in Q2 Y/Y). BuzzFeed is expecting sequentially deeper losses in Q3. The company has guided for Adjusted EBITDA in the range of $5-10M. Investors should also strap in for greater net losses as stock-based compensation is expected to be between $3.5-$4.5M.
분석 기사 • Aug 13

Time To Worry? Analysts Are Downgrading Their BuzzFeed, Inc. (NASDAQ:BZFD) Outlook

Market forces rained on the parade of BuzzFeed, Inc. ( NASDAQ:BZFD ) shareholders today, when the analysts downgraded...
분석 기사 • Apr 11

BuzzFeed's (NASDAQ:BZFD) Solid Earnings Have Been Accounted For Conservatively

The market seemed underwhelmed by last week's earnings announcement from BuzzFeed, Inc. ( NASDAQ:BZFD ) despite the...
분석 기사 • Mar 24

Analysts Have Made A Financial Statement On BuzzFeed, Inc.'s (NASDAQ:BZFD) Annual Report

Investors in BuzzFeed, Inc. ( NASDAQ:BZFD ) had a good week, as its shares rose 5.1% to close at US$4.91 following the...
Seeking Alpha • Dec 10

BuzzFeed Needs To Scale To Grow And Be Profitable

BuzzFeed has gone public, making it the first publicly traded purely digital media company. BuzzFeed went public via a merger with a SPAC that suffered a spate of investor withdrawals on the eve of BuzzFeed’s listing. Growth has slowed down at BuzzFeed, and the company needed the Complex acquisition that came with the SPAC deal, to fuel growth. Without acquisitions, it is debatable just how much. Having had its growth and profitability hit by the pandemic, the company has returned to growth and profitability. The company’s strategy remains one of buying its way into profitability, by acquiring companies like Complex, although this strategy may have been hurt by the SPAC withdrawals. After all, BuzzFeed said it needed this deal to make it more able to chase down targets, so having a smaller war chest cannot have been a good thing.

이 섹션에서는 일반적으로 전문 애널리스트들의 컨센서스 추정치를 기반으로 매출 및 이익 성장 전망을 제시하여 투자자들이 회사의 수익 창출 능력을 이해하도록 돕습니다. 그러나 BuzzFeed는 과거 데이터가 충분하지 않고 애널리스트 예측도 없어, 과거 데이터를 단순히 외삽하거나 애널리스트 전망을 사용하여 향후 이익을 신뢰할 수 있게 계산할 수 없습니다.

Simply Wall St가 다루는 기업 중 97%는 과거 재무 데이터를 보유하고 있기 때문에, 이는 상당히 드문 상황입니다.

이익 및 매출 성장 예측

NasdaqCM:BZFD - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
3/31/2026181-60-32-17N/A
12/31/2025185-58-33-19N/A
9/30/2025185-35-26-12N/A
6/30/2025194-25-17-4N/A
3/31/2025189-20-19-6N/A
12/31/2024190-34-33-21N/A
9/30/2024187-21-33-20N/A
6/30/2024192-36-37-24N/A
3/31/2024213-53-33-19N/A
12/31/2023230-55-21-6N/A
9/30/2023218-108-18-2N/A
6/30/2023261-123-28-12N/A
3/31/2023306-124-25-9N/A
12/31/2022326-117-26-8N/A
9/30/2022448-80-39-18N/A
6/30/2022434-57-38-18N/A
3/31/2022416-34-27-8N/A
12/31/2021384-22-151N/A
9/30/20213756-211N/A
6/30/202136081223N/A
3/31/202133022739N/A
12/31/2020321N/A1328N/A
12/31/2019318-37N/A-20N/A
12/31/2018307-78N/A-73N/A

애널리스트 향후 성장 전망

수입 대 저축률: BZFD 의 예상 수익 증가율이 절약률(3.5%)보다 높은지 판단하기에는 데이터가 부족합니다.

수익 vs 시장: BZFD 의 수익이 US 시장보다 빠르게 성장할 것으로 예상되는지 판단하기에는 데이터가 부족합니다.

고성장 수익: BZFD 의 수익이 향후 3년 동안 상당히 증가할 것으로 예상되는지 판단하기에는 데이터가 부족합니다.

수익 대 시장: BZFD 의 수익이 US 시장보다 빠르게 증가할 것으로 예상되는지 판단하기에는 데이터가 부족합니다.

고성장 매출: BZFD 의 수익이 연간 20%보다 빠르게 증가할 것으로 예상되는지 판단하기에는 데이터가 부족합니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: BZFD의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/01 09:53
종가2026/06/01 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

BuzzFeed, Inc.는 2명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Brent NavonBofA Global Research
John BlackledgeTD Cowen