Angi (ANGI)
NASDAQ:ANGI
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Angi
(NASDAQ:ANGI)
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Rating:59Neutral
Price Target:
$8.00
▲(10.96% Upside)
Action:ReiteratedDate:03/13/26
The score is driven primarily by an improving financial profile—especially a strong, debt-free balance sheet and return to profitability—offset by weak technicals and ongoing top-line/cash-flow durability concerns. Earnings guidance supports margin and cash-flow progress, but SEO/network headwinds and execution risk keep the overall outlook moderate.
Positive Factors
Debt-free balance sheet
A debt-free trailing-twelve-month balance sheet materially reduces financial risk and preserves strategic optionality. This durability gives Angi flexibility to fund marketing, product investments, or M&A while tolerating revenue volatility over the next several quarters without refinancing pressure.
Negative Factors
Google SEO volatility
Heavy traffic dependence on Google search creates persistent revenue sensitivity as algorithm changes materially shift lead volumes. Management assumes lower SEO levels for the year, meaning organic-origin risk may suppress top-line durability and require ongoing paid reinvestment to stabilize growth.
Read all positive and negative factors
Positive Factors
Negative Factors
Debt-free balance sheet
A debt-free trailing-twelve-month balance sheet materially reduces financial risk and preserves strategic optionality. This durability gives Angi flexibility to fund marketing, product investments, or M&A while tolerating revenue volatility over the next several quarters without refinancing pressure.
Read all positive factors
Angi (ANGI) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$289.16M
Dividend YieldN/A
Average Volume (3M)1.58M
Price to Earnings (P/E)13.8
Beta (1Y)1.96
Revenue Growth-13.14%
EPS Growth17.25%
CountryUS
Employees2,800
SectorCommunication Services
Sector Strength97
IndustryInternet Content & Information
Share Statistics
EPS (TTM)0.17
Shares Outstanding40,104,748
10 Day Avg. Volume1,868,376
30 Day Avg. Volume1,576,301
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 Cap1.75
Enterprise Value/Revenue0.49
Enterprise Value/Gross Profit0.54
Enterprise Value/Ebitda4.00
Forecast
1Y Price Target
$14.17Price Target Upside96.53% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering6
EPS Forecast (FY)1.4
Revenue Forecast (FY)$1.04B
Angi Business Overview & Revenue Model
Company Description
Angi Inc. connects home service professionals with consumers in the United States and internationally. Its Angi Ads business, which connects consumers with service professionals for local services through the Angi nationwide online directory of se...
How the Company Makes Money
Angi makes money primarily by monetizing demand generation and customer acquisition for home service professionals on its marketplace. Key revenue streams include: (1) Service-professional monetization: the company charges home service providers f...
Angi Key Performance Indicators (KPIs)
Any
Revenue by Geography
Breaks down revenue across different regions, revealing where the company is strongest and where it may face risk or growth potential due to local economic conditions or market share shifts.
Breaks down revenue across different regions, revealing where the company is strongest and where it may face risk or growth potential due to local economic conditions or market share shifts.
Data provided by:
The Fly
The FlyAngi Earnings Call Summary
Earnings Call Date:Feb 10, 2026
(Q4-2025)
| % Change Since: |
Next Earnings Date:May 12, 2026
Earnings Call Sentiment Positive
The call presents a constructive operational and margin story: management has meaningfully improved profitability, cash flow, and customer metrics while positioning the business for AI-driven product enhancements and selective brand reinvestment. However, near-term top-line growth faces clear headwinds from Google SEO volatility and a materially weaker network channel, plus short-term product timing and monetization challenges. Taken together, the company appears operationally healthier and better capitalized for growth, but execution and channel recovery risks temper the outlook.Positive Updates
Material Margin and Cash-Flow Improvement
Doubled adjusted EBITDA over the last three years, cut capital expenditures in half, and swung from negative free cash flow to positive free cash flow; finished last year with ~$140M adjusted EBITDA and are guiding to $145–$150M next year (excludes certain one-time items).
Negative Updates
Significant Google SEO Headwinds
SEO performance has been volatile and materially down at various points (mid‑30s to 40% YoY declines in 2024 at troughs, with intermittent recovery to mid/low‑20s); management is conservatively assuming SEO remains at a lower level for the year and currently cites SEO as ~7% of SRs/leads revenue exposure.
Read all updates
Q4-2025 Updates
Positive
Negative
Material Margin and Cash-Flow Improvement
Doubled adjusted EBITDA over the last three years, cut capital expenditures in half, and swung from negative free cash flow to positive free cash flow; finished last year with ~$140M adjusted EBITDA and are guiding to $145–$150M next year (excludes certain one-time items).
Read all positive updates
Company Guidance
The company guided to a modestly down Q1 revenue of -1% to -3% (with a roughly 60%-ish network decline baked in), full-year revenue of low single digits (about 1%–3%), and a continued mid-single‑digit-plus trajectory for proprietary revenue (proprietary grew 17% in 2025 and was ~23% in Q4; management expects high‑single to low‑double digits in Q1 for proprietary). Adjusted EBITDA is targeted at $145–$150M (or roughly $155–$160M if you add back the ~$20M of one‑time items management referenced), with capex around $55M (vs ~$60M last year), implying stronger free cash flow and “mid‑teens” cash generation on modest revenue growth; the company expects restructuring to deliver $70–$80M of annualized savings (mid‑$60M in‑year, including ~$25M of capitalized labor) and to lower exit fixed costs by roughly $40M YoY. Near‑term marketing and cadence metrics: Q1 sales & marketing is ~8 percentage points higher versus Q4, Q2 should see incremental revenue of $35–$40M versus Q1 with ~$10–$12M incremental marketing spend to acquire those SRs, which management expects to drive a ~mid‑$20M uplift to EBITDA in Q2 and adjusted EBITDA in the mid‑$40M range for Q2 and Q3 (falling to low‑$40M in Q4 under seasonal dynamics).Angi Financial Statement Overview
Summary
Income Statement
62
Positive
Balance Sheet
78
Positive
Cash Flow
56
Neutral
| Breakdown | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 1.03B | 1.19B | 1.36B | 1.76B | 1.62B |
| Gross Profit | 935.98M | 1.13B | 1.30B | 1.43B | 1.34B |
| EBITDA | 130.12M | 128.90M | 93.49M | 16.85M | 4.70M |
| Net Income | 43.83M | 36.00M | -40.94M | -128.45M | -71.38M |
Balance Sheet | |||||
| Total Assets | 1.68B | 1.83B | 1.86B | 1.91B | 2.01B |
| Cash, Cash Equivalents and Short-Term Investments | 303.70M | 416.43M | 364.04M | 321.15M | 428.14M |
| Total Debt | 497.67M | 580.65M | 616.94M | 585.22M | 600.07M |
| Total Liabilities | 753.00M | 767.93M | 811.71M | 856.40M | 866.55M |
| Stockholders Equity | 927.37M | 1.06B | 1.04B | 1.05B | 1.13B |
Cash Flow | |||||
| Free Cash Flow | 45.47M | 105.45M | 57.06M | -88.41M | -64.01M |
| Operating Cash Flow | 105.07M | 155.94M | 104.84M | 27.07M | 6.21M |
| Investing Cash Flow | -59.45M | -50.41M | -46.23M | -116.09M | -72.93M |
| Financing Cash Flow | -158.34M | -53.76M | -16.98M | -17.23M | -317.31M |
Angi Technical Analysis
Negative
7.21
Price Trends
9.98
Negative
11.15
Negative
13.75
Negative
Market Momentum
-0.66
Negative
31.84
Neutral
12.81
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For ANGI, the sentiment is Negative. The current price of 7.21 is below the 20-day moving average (MA) of 8.00, below the 50-day MA of 9.98, and below the 200-day MA of 13.75, indicating a bearish trend. The MACD of -0.66 indicates Negative momentum. The RSI at 31.84 is Neutral, neither overbought nor oversold. The STOCH value of 12.81 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for ANGI.
Angi Risk Analysis
Angi disclosed 34 risk factors in its most recent earnings report. Angi reported the most risks in the "Tech & Innovation" 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 |
|---|---|---|---|---|---|---|---|
74 Outperform | $575.03M | 9.83 | 54.21% | ― | 57.83% | 293.63% | |
71 Outperform | $1.44B | 13.22 | 19.96% | ― | 5.35% | 33.74% | |
60 Neutral | $48.67B | 4.58 | -11.27% | 4.14% | 2.83% | -41.78% | |
59 Neutral | $289.16M | 13.76 | 4.41% | ― | -13.14% | 17.25% | |
58 Neutral | $115.27M | ― | 0.14% | ― | -10.73% | ― | |
51 Neutral | $546.69M | -14.97 | -12.56% | ― | 6.65% | 50.32% | |
45 Neutral | $459.59M | -8.50 | 6142.31% | ― | -0.76% | -635.75% |
* Communication Services Sector Average
ANGI
Angi
7.21
-9.22
-56.12%
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Angi Corporate Events
Business Operations and StrategyExecutive/Board Changes
Angi Promotes Julie Gosal Hoarau to Chief Financial Officer
Positive
Mar 12, 2026
On March 12, 2026, Angi announced that Chief Accounting Officer Julie Gosal Hoarau will be promoted to Chief Financial Officer and become the company’s principal financial and accounting officer, effective March 27, 2026. She replaces Andrew...
Business Operations and StrategyStock BuybackFinancial Disclosures
Angi Posts Q4 Loss in Revenue, Profitability Improves
Neutral
Feb 10, 2026
Angi Inc. reported its fourth-quarter 2025 results on February 10, 2026, showing a 10% year-over-year revenue decline to $240.8 million, driven by a 79% drop in Network Revenue following the January 2025 rollout of homeowner choice, partially offs...
Business Operations and StrategyFinancial Disclosures
Angi Announces Major Workforce Reduction and Cost Restructuring
Negative
Jan 7, 2026
On January 7, 2026, Angi Inc. announced it would reduce its global workforce by about 350 employees to cut operating expenses and optimize its organizational structure, citing AI-driven efficiency gains. The company expects to book restructuring c...
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.