Reading ANGI? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track ANGI free→Reading ANGI? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track ANGI free→NASDAQCommunication ServicesInternet Content & InformationSnapshot 2026-06-16
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
Recent financial performance is neutral, and earnings quality is robust, cash backs up reported profits. Management's recent track record has been unsteady, with frequent disruptive corporate changes. Risk is high, and the sector backdrop is a headwind, which may impact future performance. Peer multiples imply a price about 35% above where it trades (it looks cheap on this basis); the read is cheap, quality intact. This assessment is provisional.
Daily closes. Earnings/event dots are placed inline.
A consensus fair price across 5 valuation methods, at three horizons. Current price $5.39. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
No-growth: today's peer multiple on trailing earnings. The headline read.
Embeds projected growth. Leans optimistic by design. Upside context.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $5.39 ANGI trades at 8× p/e, below its 12× p/e peer median. Our $8.31 fair value sits above the price; medium confidence. Analysts: $5.00–$14. Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
The price implies about 35% below a flat-multiple fair value, below our forecast of about -13%. This describes what's priced in, not a forecast of the move.
No fragility gates fired. Regime (Mania) does not concentrate fragility.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Communication Services names rated neutral grew net income 46% of the time over the next year (vs 61% for the rest of the cohort, n=902).
Over the trailing year it converted 4.57x of net income into operating cash flow. Historically, Communication Services names rated robust grew net income 54% of the time over the next year (vs 49% for the rest of the cohort, n=525).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, Fed net liquidity, long-term interest rates.
The next print and the backdrop around it (sector regime and the AI cycle). Context for the path, not a forecast of returns.
EPS estimate $0.17 → $0.15 (-10.7% / 30d). 1 raised, 4 cut, 6 covering analysts.
0 upgrades, 0 downgrades / 30d. 25% of analysts rate Buy.
1 PT revisions / 30d. Avg target 155.2% above current price.
0 positive, 0 negative / 30d.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
What a normal day, a bad day, and the worst of the last year would mean for a $10,000 position.
On a typical day, $10k can swing ±$267.
How much price usually moves either way.
On a bad day, this stock has moved -$616.
A rough but not unusual down day (about the 95th percentile).
In the worst 12 months, $10k could have lost $7,460.
Deepest peak-to-trough drop in the last year.
Past results, not a forecast. Not investment advice.
The most important moves since the prior daily snapshot.
No material changes since the prior snapshot.
as of 2026-06-16
Specific, dated things to watch for, each with what would confirm it and what would prove it wrong.
Why it matters: Earnings will show how Angi is performing amid sector challenges. It may impact investor confidence.
Confirms one read:Earnings report shows revenue growth turning positive year over year.
Confirms the other:Earnings report shows continued revenue decline year over year.
Recent news graded against this company's own objectives — whether it reinforces or challenges the thesis, and how confirmed it is.
Advances: Improve operating income
Reaffirmation of stock rating supports operating income improvement.
Conditional scenarios: if X happens, the view would shift in this direction. These are not predictions.
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. As reported below in Item 5.07, on June 10, 2026, the stockholders of Angi Inc. (“Angi” or the “Company”) approved the amendment and restatement of the Amended and Restated Angi Inc. 2017 Stock and Annual Incentive Plan (as so amended and restated, the “2017 Stock Plan”). The principal changes to the 2017 Stock Plan are to: increase the aggregate n…
Whether the overall read has been drifting up or down lately, and how it's changed since last week.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Long-thesis check; widest uncertainty.
$5.00 – $14.00 (median $12.00) · 5 analysts · as of 2026-05-26
Looks cheaper than most peers in the same business.
Self-history needs ~20 months of data.
Trailing four: 2025-Q1, 2025-Q2, 2025-Q3, 2026-Q1
A side-by-side read on sector standing, valuation, and risk versus Interactive Media & Services.
| Stock | Sector standing | Valuation | Risk |
|---|---|---|---|
ANGI Angi, Inc. | Above typical Show detailsSector percentile: 81 of 100 | inexpensive | high |
GOOGL Alphabet Inc. (Class A) | Above typical Show detailsSector percentile: 81 of 100 | expensive | moderate |
GOOG Alphabet Inc. (Class C) | Above typical Show detailsSector percentile: 86 of 100 | expensive | moderate |
META Meta Platforms | Above typical Show detailsSector percentile: 76 of 100 | expensive | elevated |
RDDT REDDIT, INC. | Typical Show detailsSector percentile: 55 of 100 | expensive | high |
10 material management or governance events in the past 24 months, led by executive changes. Historically, Communication Services names rated volatile grew net income 60% of the time over the next year (vs 59% for the rest of the cohort, n=200).
Not investment advice. As of 2026-06-16.
via XLC
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive. Historically, headwind regimes have averaged stronger forward returns than tailwind.
Context label only: describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-06-16.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Focus on improving operating income through cost management and efficiency.
Why it matters: Positive revenue growth in the sector could signal a recovery. It impacts Angi's outlook.
Confirms:Sector revenue growth turns positive after being in decline.
Disproves:Sector revenue growth is still negative, showing ongoing decline.
Why it matters: Changes to the stock plan may affect how well Angi keeps its top leaders. Strong leadership is key for growth.
Confirms one read:Executives gave positive feedback about the new stock plan. They like its incentives.
Confirms the other:Executives show concerns or unhappiness with the changes to the stock plan.
Why it matters: Better operating income means Angi is managing costs well. This is important for Angi's turnaround.
Confirms:Q2 operating income turns positive or gets better than -$9.5M.
Disproves:Q2 operating income stays at -$9.5M or worsens.
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. Appointment of Chief Operating Officer and Related Compensatory Arrangements On May 4, 2026, Mr. Michael Wanderer was appointed as Chief Operating Officer of Angi. Prior to this appointment, Mr. Wanderer, age 50, served as Chief People Officer of Angi from September 2019 to May 2026 and SVP of People at Handy Technologies, Inc., which was acquired…
Results of Operations and Financial Condition.
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On April 9, 2026, Bailey Carson, Chief Operating Officer of Angi Inc. (the “Company”), notified the Company that she intends to resign from her position, effective as of May 1, 2026. The Company is appreciative of Ms. Carson’s service, and her resignation is not the result of any disagreement with the Company on any matter relating to its operation…
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On March 12, 2026, Angi Inc. (the “Company” or “Angi”) announced that Ms. Julie Gosal Hoarau, the Company’s current Chief Accounting Officer, has been appointed to succeed Mr. Andrew Russakoff as Chief Financial Officer, effective March 27, 2026. In connection with this appointment, Ms. Hoarau will also serve as the Company’s principal financial of…