Angi, Inc. (ANGI)

NASDAQCommunication ServicesInternet Content & InformationSnapshot 2026-10-23

$6.62-1.63%

Close 2026-10-23 · 1-day change

Investment OutlookAs of Oct 24, 2026

What could strengthen or challenge Angi, Inc.’s outlook?

The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.

Higher potential upsideImproving expectations

Next-FY EPS estimate change · 30 days

Comparable estimates unavailable

+10% or more+5%0%−5%−10% or less

A matching fiscal period and sufficient coverage are required.

Higher risk of downsideWeakening expectations

One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.

How this is measured

The calculation requires same-period, same-provider snapshots, positive EPS, at least five analysts and a baseline within three days of the requested lookback.

Measure / period	Management expectations	Analyst expectations
Quarter ending 2026-12-30
Revenue	—	224.69M
EPS	—	0.09
Annual ending 2026-12-31
Revenue	—	953.71M
EPS	—	-5.611
Annual ending 2027-12-31
Revenue	—	946.71M
EPS	—	0.439

Management figures unavailable.

What the Thesis Depends On

Three published thesis conditions, with dated milestones shown separately.

Key Factor	Why It Matters	Current Status	Break Condition	Latest Evidence
Grow earnings per share to $0.79	Analysts expect earnings per share to rise from $0.34 to $0.79 by 2027.	Broken	EPS fails to reach $0.79 by FY27	Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Source date unavailableLast status assessment Oct 24, 2026Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.
Improve operating income from negative levels	The company aims to improve operating income by cutting costs.	Broken	Operating income remains negative through FY26	Operating income: $-233.749M FY2026-Q2; GAAP. Published target: Operating income improves to positive territory by FY26. Target period is not explicitly aligned with this observation. Source published Aug 4, 2026-233,749,000 USD · source valueSource reportLast status assessment Oct 24, 2026 Measurement source consolidated · GAAP FY2026-Q2 · Period ending Jun 30, 2026 Source: company_financial_results. Reference: b80ddcdc-8061-40ee-b01d-349d8a06f788. Source status: eligible. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.
Maintain revenue near $1 billion	A supporting condition in Angi, Inc.'s published investment case. The stated target is Revenue >= $990 million in FY26.	Broken	Revenue falls below $990 million in FY26	Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Source date unavailableLast status assessment Oct 24, 2026Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.

Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.

Incoming Evidence

Compare these dated observations with the operating requirements above

Expectations trend

Same fiscal period

FY2027 · fiscal year ending 2027-12-31 · fmp

FY2027 EPSUnavailable

$0.65 → Unavailable · observed estimates

FY2027 revenue$0.95B

$1.00B → $0.95B · observed estimates

Exact estimates & source dates

One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.

FY2027 estimate observations · fmp
Snapshot	EPS	Revenue	EPS / revenue analysts
2026-07-24	$0.65	$999,593,630	6 / 6
2026-07-25	$0.65	$999,593,630	6 / 6
2026-07-26	$0.65	$999,593,630	6 / 6
2026-07-27	$0.65	$999,593,630	6 / 6
2026-07-28	$0.65	$999,593,630	6 / 6
2026-07-29	$0.65	$999,593,630	6 / 6
2026-07-30	$0.65	$999,593,630	6 / 6
2026-07-31	$0.65	$999,593,630	6 / 6
2026-08-01	$0.65	$999,593,630	6 / 6
2026-08-02	$0.65	$999,593,630	6 / 6
2026-08-03	$0.65	$999,593,630	6 / 6
2026-08-04	$0.65	$999,593,630	6 / 6
2026-08-05	$0.65	$999,593,630	6 / 6
2026-08-06	$0.65	$999,593,630	6 / 6
2026-08-07	Unavailable	Unavailable	4 / 4
2026-08-08	Unavailable	$963,181,790	4 / 6
2026-08-09	Unavailable	$963,181,790	4 / 6
2026-08-10	Unavailable	$963,181,790	4 / 6
2026-08-11	Unavailable	Unavailable	4 / 4
2026-08-12	$0.48	$946,020,860	6 / 6
2026-08-13	$0.48	$946,020,860	6 / 6
2026-08-14	Unavailable	Unavailable	4 / 4
2026-08-15	Unavailable	Unavailable	4 / 4
2026-08-16	Unavailable	Unavailable	4 / 4
2026-08-17	Unavailable	Unavailable	4 / 4
2026-08-18	Unavailable	Unavailable	4 / 4
2026-08-19	Unavailable	Unavailable	4 / 4
2026-08-20	Unavailable	Unavailable	4 / 4
2026-08-21	Unavailable	Unavailable	4 / 4
2026-08-22	Unavailable	Unavailable	4 / 4
2026-08-23	Unavailable	Unavailable	4 / 4
2026-08-24	Unavailable	Unavailable	4 / 4
2026-08-25	Unavailable	Unavailable	4 / 4
2026-08-26	Unavailable	Unavailable	4 / 4
2026-08-27	Unavailable	Unavailable	4 / 4
2026-08-28	Unavailable	Unavailable	4 / 4
2026-08-29	Unavailable	Unavailable	4 / 4
2026-08-30	Unavailable	Unavailable	4 / 4
2026-08-31	Unavailable	Unavailable	4 / 4
2026-09-01	Unavailable	Unavailable	4 / 4
2026-09-02	Unavailable	Unavailable	4 / 4
2026-09-03	Unavailable	Unavailable	4 / 4
2026-09-04	Unavailable	Unavailable	4 / 4
2026-09-05	Unavailable	Unavailable	4 / 4
2026-09-06	Unavailable	Unavailable	4 / 4
2026-09-07	Unavailable	Unavailable	4 / 4
2026-09-08	Unavailable	Unavailable	4 / 4
2026-09-09	Unavailable	Unavailable	4 / 4
2026-09-10	Unavailable	Unavailable	4 / 4
2026-09-11	Unavailable	Unavailable	4 / 4
2026-09-12	Unavailable	Unavailable	4 / 4
2026-09-13	Unavailable	Unavailable	4 / 4
2026-09-14	$0.44	$946,710,772	5 / 5
2026-09-15	$0.44	$946,710,772	5 / 5
2026-09-16	Unavailable	$946,710,772	4 / 5
2026-09-17	Unavailable	$946,710,772	4 / 5
2026-09-18	Unavailable	$946,710,772	4 / 5
2026-09-19	Unavailable	$946,710,772	4 / 5
2026-09-20	Unavailable	$946,710,772	4 / 5
2026-09-21	Unavailable	$946,710,772	4 / 5
2026-09-22	Unavailable	$946,710,772	4 / 5
2026-09-23	Unavailable	$946,710,772	4 / 5
2026-09-24	Unavailable	$946,710,772	4 / 5
2026-09-25	Unavailable	$946,710,772	4 / 5
2026-09-26	Unavailable	$946,710,772	4 / 5
2026-09-27	Unavailable	$946,710,772	4 / 5
2026-09-28	Unavailable	$946,710,772	4 / 5
2026-09-29	Unavailable	$946,710,772	4 / 5
2026-09-30	Unavailable	$946,710,772	4 / 5
2026-10-01	Unavailable	$946,710,772	4 / 5
2026-10-02	Unavailable	$946,710,772	4 / 5
2026-10-03	Unavailable	$946,710,772	4 / 5
2026-10-04	Unavailable	$946,710,772	4 / 5
2026-10-05	Unavailable	$946,710,772	4 / 5
2026-10-06	Unavailable	$946,710,772	4 / 5
2026-10-07	Unavailable	$946,710,772	4 / 5
2026-10-08	Unavailable	$946,710,772	4 / 5
2026-10-09	Unavailable	$946,710,772	4 / 5
2026-10-10	Unavailable	$946,710,772	4 / 5
2026-10-11	Unavailable	$946,710,772	4 / 5
2026-10-12	Unavailable	$946,710,772	4 / 5
2026-10-13	Unavailable	$946,710,772	4 / 5
2026-10-14	Unavailable	$946,710,772	4 / 5
2026-10-15	Unavailable	$946,710,772	4 / 5
2026-10-16	Unavailable	$946,710,772	4 / 5
2026-10-17	Unavailable	$946,710,772	4 / 5
2026-10-18	Unavailable	$946,710,772	4 / 5
2026-10-19	Unavailable	$946,710,772	4 / 5
2026-10-20	Unavailable	$946,710,772	4 / 5
2026-10-21	Unavailable	$946,710,772	4 / 5
2026-10-22	Unavailable	$946,710,772	4 / 5
2026-10-23	Unavailable	$946,710,772	4 / 5
2026-10-24	Unavailable	$946,710,772	4 / 5

Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.

Compare required revenue and earnings

Analyst view

Monthly observations

Buy / Strong BuyHoldSell / Strong Sell

Exact monthly counts

Monthly rating snapshots · fmp. Missing snapshots are not zero.
Date	Buy*	Hold	Sell*
2026-05-01	3	6	0
2026-06-01	2	6	0
2026-07-01	2	6	0
2026-08-01	2	5	0
2026-09-01	2	5	1
2026-10-01	2	5	1

*Buy includes Strong Buy; Sell includes Strong Sell. Monthly counts describe the analyst mix, not the firms behind each recent action.

Latest: 2 Buy / Strong Buy · 5 Hold · 1 Sell / Strong Sell

0 upgrades0 downgrades0 maintains

Recent actions · Sep 25–Oct 24 · 0 recorded

Price-target changes

30 days

Individual price-target observations are unavailable.

0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior

How this is measured

Sep 25, 2026–Oct 24, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.

Outlook in Brief

The evidence, the remaining questions, and what comes next

What's improving

No recovery evidence is reported in the available driver assessments.

Still unresolved / key risks

Grow earnings per share to $0.79Published status: Broken
Improve operating income from negative levelsPublished status: Broken
Maintain revenue near $1 billionPublished status: Broken

Next proof point

Nov 3, 2026

Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.

Review earnings

Bottom line

3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.

The dated weekly assessment and its assumptions are available in Read detailed Outlook.

Historical risk context

Observed price history; separate from operating scenarios

Price sensitivity

2.9%Typical daily move · historical

Downside history

-69.6%Maximum drawdown · trailing year

Read detailed Outlook Company context, assumptions & risks

Angi, Inc. outlook in detail

The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.

Updated Oct 24, 2026

What kind of bet this is

This is a high-risk, loss-making business with a turnaround-like thesis, not a proven durable compounder. The current thesis is on watch: recent performance is weak, though the evidence does not show a fresh break.

What's priced into Angi, Inc.

ANGI is valued as cheap versus peers, and its valuation score has fallen recently. The expectations gap is negative, suggesting the market may still expect more than the fundamentals support; priced-in fragility is assessed as low.

What the fundamentals likely do

Near term, recent misses, weak financial performance, and a 44% estimated miss probability make the next results a key risk. Revenue fell 11% year over year in 2026-Q2, while Large Pro and National Partnership Revenue grew 20%; management is also testing an AI Front Desk product, but its broader effect is not yet established. Debt reduction is progressing, and the sector backdrop remains a headwind.

What Angi, Inc. hinges on

The multi-year thesis hinges on whether AI-driven products gain traction and whether growth in Large Pro and National Partnerships can offset declines elsewhere. A guidance cut on the next call would be a negative signal, while lower interest rates or continued strength among major sector companies could provide a more supportive backdrop.