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Angi
(NASDAQ:ANGI)
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Rating:52Neutral
Price Target:
$6.50
▲(31.85% Upside)
Action:Reiterated
Date:10/11/26
The score is held down primarily by weakening financial performance (declining revenue, TTM losses, and negative TTM free cash flow) despite strong gross margins and manageable leverage. Technicals provide some near-term support with positive momentum, but overbought signals and a weak longer-term trend temper confidence. Valuation is unattractive due to losses (negative P/E), while recent leadership restructuring and impairment-related news add additional execution risk.
Positive Factors
High Gross Margins
Exceptionally high and stable gross margins indicate that Angi’s marketplace economics can support meaningful contribution from monetized demand. If revenue stabilization is achieved, this margin profile provides operating leverage and a durable foundation for rebuilding profitability over the next several quarters.
Negative Factors
Multi-Year Revenue Decline
A multi-year revenue contraction indicates that Angi has not yet demonstrated durable marketplace expansion or sustained demand monetization. Continued top-line shrinkage reduces operating leverage, limits investment capacity, and makes a lasting return to profitability more difficult.
Read all positive and negative factors
Positive Factors
Negative Factors
High Gross Margins
Exceptionally high and stable gross margins indicate that Angi’s marketplace economics can support meaningful contribution from monetized demand. If revenue stabilization is achieved, this margin profile provides operating leverage and a durable foundation for rebuilding profitability over the next several quarters.
Read all positive factors
Angi Key Performance Indicators (KPIs)
Any
Revenue by Geography
Revenue split across states or regions, showing where Angi earns most of its sales. Geographic concentration increases exposure to local downturns, while diversified growth across regions points to expansion success and reduced single‑market risk.
Revenue split across states or regions, showing where Angi earns most of its sales. Geographic concentration increases exposure to local downturns, while diversified growth across regions points to expansion success and reduced single‑market risk.
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The Fly
The FlyAngi (ANGI) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$259.56M
Dividend YieldN/A
Average Volume (3M)801.92K
Price to Earnings (P/E)―
Beta (1Y)1.71
Revenue Growth-8.83%
EPS Growth-554.39%
CountryUS
Employees2,300
SectorCommunication Services
Sector Strength97
IndustryInternet Content & Information
Share Statistics
EPS (TTM)-5.47
Shares Outstanding40,556,250
10 Day Avg. Volume783,886
30 Day Avg. Volume801,923
Financial Highlights & Ratios
PEG Ratio0.45
Price to Book (P/B)0.65
Price to Sales (P/S)0.59
P/FCF Ratio13.26
Enterprise Value/Market Cap1.74
Enterprise Value/Revenue0.45
Enterprise Value/Gross Profit0.51
Enterprise Value/Ebitda-2.99
Forecast
1Y Price Target
$8.50Price Target Upside72.41% Upside
Rating ConsensusHold
Number of Analyst Covering5
EPS Forecast (FY)-5.61
Revenue Forecast (FY)$953.71M
Angi Business Overview & Revenue Model
Company Description
Angi Inc. serves as a crucial link between consumers and home service professionals, operating its services both domestically in the United States and across international markets. A core offering, Angi Ads, leverages its extensive nationwide onli...
How the Company Makes Money
Angi primarily makes money by monetizing demand generation and marketing services for home service professionals on its platforms. A key revenue stream is fees paid by service providers for customer acquisition products (commonly sold as leads, ad...
Angi Earnings Call Summary
Earnings Call Date:May 05, 2026
(Q1-2026)
| % Change Since: |
Next Earnings Date:Nov 03, 2026
Earnings Call Sentiment Neutral
The call presents a balanced mix of material strategic upside and tangible near-term execution and visibility risks. Highlights include strong customer metrics (NPS and churn improvements), meaningful initial AI adoption, a Q1 EBITDA beat, a clear AI-native strategic roadmap with timelines, and a large stated TAM with multiple monetization paths (leads plus software). Offsetting these positives are the withdrawal of financial guidance, an acknowledged short-term revenue opportunity cost as resources shift from legacy systems, March demand softness, low current market penetration (particularly among large Pros), higher-than-expected AI costs, and early conversion issues in LLM chat tests. Management emphasizes disciplined capital allocation and intends to fund the transition internally, but investors face increased uncertainty until the new platform and agents meaningfully scale.Positive Updates
NPS and Pro Churn Improvements
Net Promoter Score improved by ~30 points and Pro churn improved by ~30%, reflecting meaningful customer experience and retention gains over the last three years.
Negative Updates
Withdrawal of Financial Guidance
Management decided to stop providing revenue/guidance ranges to avoid short-term distraction and reallocate engineering/resources to the AI-native transition, increasing near-term visibility risk for investors.
Read all updates
Q1-2026 Updates
Positive
Negative
NPS and Pro Churn Improvements
Net Promoter Score improved by ~30 points and Pro churn improved by ~30%, reflecting meaningful customer experience and retention gains over the last three years.
Read all positive updates
Company Guidance
Angi said it is suspending formal guidance — management will not provide revenue or EBITDA guidance going forward — because it is reallocating resources to build an AI‑native platform and agent products; they expect to fund the transformation internally (not by using cash on the balance sheet) while continuing to generate cash flow. Highlights included Q1 adjusted EBITDA of about $23M (above prior guidance of $10–$15M), an incremental EUR ~2M of capitalized engineering labor that boosted results, and an expected increase in AI software/token costs of several million dollars. Management indicated a directional operating cash‑flow “floor” of roughly $50M per year (adjusted EBITDA minus CapEx), targets getting onto the new platform within ~12 months, and anticipates material revenue acceleration in 2027 as agents roll out. On capital allocation, they repurchased roughly $100M of bonds (≈20% of debt outstanding) at about a 9% discount, and share buybacks remain limited until April 2027 after having already repurchased ~20% of shares at the spinoff.Angi Financial Statement Overview
Summary
Income Statement
44
Neutral
Balance Sheet
58
Neutral
Cash Flow
46
Neutral
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 992.55M | 1.03B | 1.19B | 1.36B | 1.76B | 1.62B |
| Gross Profit | 888.10M | 935.98M | 1.13B | 1.30B | 1.43B | 1.34B |
| EBITDA | -150.62M | 130.12M | 128.90M | 93.49M | 16.85M | 4.70M |
| Net Income | -221.82M | 43.83M | 36.00M | -40.94M | -128.45M | -71.38M |
Balance Sheet | ||||||
| Total Assets | 1.33B | 1.68B | 1.83B | 1.86B | 1.91B | 2.01B |
| Cash, Cash Equivalents and Short-Term Investments | 188.70M | 303.70M | 416.43M | 364.04M | 321.15M | 428.14M |
| Total Debt | 398.48M | 511.13M | 580.65M | 616.94M | 585.22M | 600.07M |
| Total Liabilities | 637.85M | 753.00M | 767.93M | 811.71M | 856.40M | 866.55M |
| Stockholders Equity | 687.63M | 927.37M | 1.06B | 1.04B | 1.05B | 1.13B |
Cash Flow | ||||||
| Free Cash Flow | -6.79M | 45.47M | 105.45M | 57.06M | -88.41M | -64.01M |
| Operating Cash Flow | 58.72M | 105.07M | 155.94M | 104.84M | 27.07M | 6.21M |
| Investing Cash Flow | -65.38M | -59.45M | -50.41M | -46.23M | -116.09M | -72.93M |
| Financing Cash Flow | -166.78M | -158.34M | -53.76M | -16.98M | -17.23M | -317.31M |
Angi Technical Analysis
Positive
4.93
Price Trends
5.46
Positive
5.56
Positive
6.93
Negative
Market Momentum
0.29
Positive
57.13
Neutral
76.45
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For ANGI, the sentiment is Positive. The current price of 4.93 is below the 20-day moving average (MA) of 6.23, below the 50-day MA of 5.46, and below the 200-day MA of 6.93, indicating a neutral trend. The MACD of 0.29 indicates Positive momentum. The RSI at 57.13 is Neutral, neither overbought nor oversold. The STOCH value of 76.45 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for ANGI.
Angi Risk Analysis
Angi disclosed 35 risk factors in its most recent earnings report. Angi reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks
Angi Peers Comparison
UnderperformOutperform
Sector (60)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
72 Outperform | $1.05B | 9.21 | 18.61% | ― | 1.50% | -6.82% | |
66 Neutral | $7.38B | 144.33 | 1.18% | ― | 17.67% | ― | |
64 Neutral | $936.17M | -30.79 | -7.27% | ― | 9.79% | 53.33% | |
60 Neutral | $48.67B | 4.58 | -11.27% | 4.14% | 2.83% | -41.78% | |
58 Neutral | $298.75M | 10.01 | 7.20% | ― | -0.18% | 63.89% | |
52 Neutral | $259.56M | -1.17 | -25.18% | ― | -8.83% | -554.39% | |
46 Neutral | $677.08M | -5.37 | 212.18% | ― | 1.98% | -1806.09% |
* Communication Services Sector Average
ANGI
Angi
6.40
-7.26
-53.15%
GRPN
Groupon
16.65
-3.34
-16.71%
YELP
Yelp
19.44
-13.05
-40.17%
Z
Zillow Group Class C
32.62
-43.10
-56.92%
FVRR
Fiverr International
8.31
-15.29
-64.79%
NXDR
Nextdoor Holdings
2.42
0.45
22.84%
Angi Corporate Events
Business Operations and StrategyExecutive/Board Changes
Angi Names New CEO Amid Leadership Restructuring
Positive
Sep 23, 2026
On September 22, 2026, Angi announced a leadership shake-up in which Chief Executive Officer Jeffrey W. Kip stepped down as CEO and director and became a non‑employee advisor through March 22, 2027. The board named director Michael Steib as ...
Business Operations and StrategyExecutive/Board ChangesFinancial DisclosuresPrivate Placements and Financing
Angi Updates CEO Compensation Amid Weak Q2 Results
Negative
Aug 4, 2026
On August 2–4, 2026, Angi’s board saw director Jeremy Philips resign without dispute and appointed experienced digital marketplace and media executive Michael Steib as a Class III director, while adding current director Thomas C. Picke...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.