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/ANGI
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Angi Inc

Angi Inc

ANGI
$6.12USD↓-4.08%-0.26 today

MARKET CAP

247.5M

P/E (TTM)

9.8x

FWD P/E

10.7x

DAY RANGE

$6 – $6

52W RANGE

$5
$19

AI Summary

Stalk
Buy NowMedium

ANGI remains in an early Stage 1 consolidation after a multi-month downtrend, holding above rising 9 and 20 EMAs and breaking out of a tight range on supportive volume. Short-term momentum is aligned and Neutral OB/OS context favors bullish execution now. Medium-term bias is Bullish due to HH/HL structure and a repaired EMA regime, while the long-term trend remains Bearish below the declining 200 DMA.

  • ↑Proprietary lead volume grew for first time since early 2021.
  • ↑NPS increased by over 30 points, enhancing homeowner satisfaction.
  • ↓Q1 revenue fell 10% QoQ to $80M, driven by homeowner choice headwinds.
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The case for & against

Bull & Bear analysis

Bullish

Angi Inc. (NASDAQ: ANGI) operates a leading digital marketplace, connecting homeowners with local professionals for various home services across the United States. The company has been enhancing its operational efficiencies and shifting from a legacy model toward an AI-driven platform designed to improve the customer experience and pro engagement. Located at the intersection of technology and service industry transformation, Angi is actively pursuing strategic initiatives aimed at increasing profitability while navigating a competitive landscape heavily influenced by macroeconomic conditions and consumer preferences.

Bull says

  • ↑Proprietary lead volume grew for first time since early 2021.
  • ↑NPS increased by over 30 points, enhancing homeowner satisfaction.
  • ↑Pruned low-quality revenue to focus on higher-margin streams.
  • ↑Repurchased ~20% of shares since spinoff, signaling management confidence.
  • ↑Q1 revenue of $80M and Adjusted EBITDA $23M, exceeding guidance.
  • ↑Strong earnings yield and solid liquidity bolster financial health.

Bear says

  • ↓Q1 revenue fell 10% QoQ to $80M, driven by homeowner choice headwinds.
  • ↓Homeowner confidence decline risks further volume contraction.
  • ↓Increased marketing spend and capex threaten contribution margins.
  • ↓Legacy-to-AI platform migration remains unproven, posing execution risk.
  • ↓Intense competition from Google and Thumbtack may erode share.
  • ↓Negative profitability and momentum factors signal ongoing headwinds.

Investment themes with ANGI

Social Media↑ +0.09%

META · 0700.HK · 1024.HK

Earnings Call · Q1 2026 · Mgmt. Guidance

Updated 05-09-2026neutral

Transcript signals

Bull points

  • We think AI agents and agentic coding present energy opportunities that we did not have in the same way or fashion 12 or even a few months ago.
  • We have great assets. We're confident that our existing flywheel is one of the best in the industry, if not the best. We have 30 years of brand equity. We have nearly 200,000 active pros across North America and Europe. We have the most powerful customer acquisition engine there is in the industry.
  • Our flywheel is going to spin even faster as we deploy agents to improve our customer success rates and serve as a phenomenal distribution base for our new product that anyone building AI software would love to have.

Bear points

  • However, we've also not been 100% consistent at delivering incrementally with our legacy technology. The time and costs are extremely high.
  • The incremental approach we've taken and we are taking is not enough, and it's not, frankly, worth the opportunity cost versus what else is in front of us.
  • March pulled us to the lower end of our revenue range, driven primarily, we believe, by macro factors. Service request mix shifted away from larger jobs in category where we have the most extra capacity, such as roofing and HVAC and towards smaller jobs, We surveyed thousands of pros and homeowners, and it's clear that homeowners backed away from projects, more in March than in previous months
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