Angi, Inc. (ANGI)
NASDAQCommunication ServicesInternet Content & InformationSnapshot 2026-09-09
$4.72+0.43%
Close 2026-09-09 · 1-day change
NASDAQCommunication ServicesInternet Content & InformationSnapshot 2026-09-09
Broken: Primary pillar broken — Grow earnings per share to $0.79: FY27 EPS $0.48 vs $0.79 target.
Angi is cheap with a price-to-earnings ratio of 13.4. Analysts expect earnings per share to rise from $0.34 to $0.79 by 2027. The company aims to improve operating income by cutting costs. Recent management changes may help improve execution.
Operating income fell to negative $9.5 million in early 2026. Revenue growth is expected to decline slightly next year. The company faces headwinds from sector weakness and recent workforce cuts.
The market prices Angi about 18% below our fair value near $7.85. Analysts expect about a 0.6% revenue decline next year. Our fair value is 29% below the Street median, reflecting cautious views.
Breaks if: EPS fails to reach $0.79 by FY27
Breaks if: Operating income remains negative through FY26
Breaks if: Revenue falls below $990 million in FY26
This is not a price target or investment advice.
A long-form read on the 1–3 year hold thesis. It updates when the weekly evidence changes.
This investment is characterized as a turnaround story. The current thesis state reflects a cautious outlook, given the company's loss-making status and recent earnings misses.
The market appears to have priced in a low expectations gap, indicating that ANGI is viewed as cheap compared to its peers. However, the valuation reflects a justified stance, suggesting that investors are aware of the company's challenges.
Fundamentals may remain under pressure in the near term due to a high probability of missing earnings expectations. Recent financial performance has been weak, and the company is navigating a challenging sector backdrop.
The thesis hinges on key forward scenarios, including the potential impact of sector bellwethers like GOOGL and META on ANGI's performance. Additionally, management's ability to execute on their priorities, such as transitioning to an AI-native platform, will be crucial.
The most important moves since the prior daily snapshot.
Yes, our read has weakened. This change is driven by the latest earnings miss. The company reported a significant shortfall in earnings, which negatively impacts its outlook.
as of 2026-09-09
Review the evidence to watch, what would become a concern, and what would make it less concerning.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
In the next 1 to 3 years, ANGI faces significant challenges but has some positive growth areas to watch. Not investment advice.