Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Angi, Inc. (ANGI)
NASDAQCommunication ServicesInternet Content & InformationSnapshot 2026-11-05
$7.32+7.02%
Close 2026-11-05 · 1-day change
NASDAQCommunication ServicesInternet Content & InformationSnapshot 2026-11-05
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
0.44 → 0.39 EPS · FY ending Dec 31, 2027 · 4 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 6, 2026 to Nov 5, 2026: (new ÷ prior − 1). Contributor count changed from 4 to 4; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for ANGI yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
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. Date unavailableLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Observed price history; separate from operating scenarios
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.
This is a high-risk turnaround-style business, not a steady compounder today. Its long-term thesis is in a watch state: execution is mixed, recent financial performance is weak, and losses remain a concern.
ANGI is described as cheap versus peers, and its valuation score has recently fallen. The expectations gap is negative, which suggests expectations are still demanding relative to the evidence; the priced-in assessment calls the valuation justified, with low fragility.
Near term, revenue weakness and a recent earnings miss leave results vulnerable, and the evidence flags a meaningful chance of another miss. Over the multi-year view, Large Pro and National Partnership Revenue is growing, debt is declining, and AI product work has begun, but overall revenue fell 11% year over year in 2026-Q2.
The thesis depends on whether partnership growth and AI-driven products can contribute enough to offset weakness elsewhere. A guidance cut would add pressure to the business outlook, while lower interest rates or stronger results from major sector companies could provide a more supportive backdrop.
Over the next 1 to 3 years, ANGI remains a fragile recovery story: there are signs of progress in partnerships and debt reduction, but weak overall results and execution risk still weigh on the thesis. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| The company aims to improve operating income by cutting costs. |
| Broken |
| Operating income remains negative through FY26 |
Operating income: $15.476M FY2026-Q3; GAAP. Published target: Operating income improves to positive territory by FY26. Annual target cannot be compared with a quarterly or TTM observation. Nov 3, 202615,476,000 USD · source valueLast status assessment Nov 5, 2026Compare required operating outcomesCompare 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. Date unavailableLast status assessment Nov 5, 2026Compare required operating outcomesCompare 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.
$0.65 → $0.39 · observed estimates
$1.00B → $0.94B · observed estimates
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.
| 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 | $0.50 | $950,269,286 | 4 / 4 |
| 2026-08-08 | $0.50 | $963,181,790 | 4 / 6 |
| 2026-08-09 | $0.50 | $963,181,790 | 4 / 6 |
| 2026-08-10 | $0.50 | $963,181,790 | 4 / 6 |
| 2026-08-11 | $0.50 | $950,269,286 | 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 | $0.50 | $950,269,286 | 4 / 4 |
| 2026-08-15 | $0.50 | $950,269,286 | 4 / 4 |
| 2026-08-16 | $0.50 | $950,269,286 | 4 / 4 |
| 2026-08-17 | $0.50 | $950,269,286 | 4 / 4 |
| 2026-08-18 | $0.50 | $950,269,286 | 4 / 4 |
| 2026-08-19 | $0.50 | $950,269,286 | 4 / 4 |
| 2026-08-20 | $0.48 | $946,526,596 | 4 / 4 |
| 2026-08-21 | $0.48 | $946,526,596 | 4 / 4 |
| 2026-08-22 | $0.48 | $946,526,596 | 4 / 4 |
| 2026-08-23 | $0.48 | $946,526,596 | 4 / 4 |
| 2026-08-24 | $0.48 | $946,526,596 | 4 / 4 |
| 2026-08-25 | $0.48 | $946,526,596 | 4 / 4 |
| 2026-08-26 | $0.48 | $946,526,596 | 4 / 4 |
| 2026-08-27 | $0.48 | $946,526,596 | 4 / 4 |
| 2026-08-28 | $0.48 | $946,526,596 | 4 / 4 |
| 2026-08-29 | $0.48 | $946,526,596 | 4 / 4 |
| 2026-08-30 | $0.48 | $946,526,596 | 4 / 4 |
| 2026-08-31 | $0.48 | $946,526,596 | 4 / 4 |
| 2026-09-01 | $0.48 | $946,526,596 | 4 / 4 |
| 2026-09-02 | $0.48 | $946,526,596 | 4 / 4 |
| 2026-09-03 | $0.48 | $946,526,596 | 4 / 4 |
| 2026-09-04 | $0.48 | $946,526,596 | 4 / 4 |
| 2026-09-05 | $0.48 | $946,526,596 | 4 / 4 |
| 2026-09-06 | $0.48 | $946,526,596 | 4 / 4 |
| 2026-09-07 | $0.48 | $946,526,596 | 4 / 4 |
| 2026-09-08 | $0.48 | $946,526,596 | 4 / 4 |
| 2026-09-09 | $0.48 | $946,526,596 | 4 / 4 |
| 2026-09-10 | $0.48 | $946,526,596 | 4 / 4 |
| 2026-09-11 | $0.48 | $946,526,596 | 4 / 4 |
| 2026-09-12 | $0.44 | $946,710,772 | 4 / 4 |
| 2026-09-13 | $0.44 | $946,710,772 | 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 | $0.44 | $946,710,772 | 4 / 5 |
| 2026-09-17 | $0.44 | $946,710,772 | 4 / 5 |
| 2026-09-18 | $0.44 | $946,710,772 | 4 / 5 |
| 2026-09-19 | $0.44 | $946,710,772 | 4 / 5 |
| 2026-09-20 | $0.44 | $946,710,772 | 4 / 5 |
| 2026-09-21 | $0.44 | $946,710,772 | 4 / 5 |
| 2026-09-22 | $0.44 | $946,710,772 | 4 / 5 |
| 2026-09-23 | $0.44 | $946,710,772 | 4 / 5 |
| 2026-09-24 | $0.44 | $946,710,772 | 4 / 5 |
| 2026-09-25 | $0.44 | $946,710,772 | 4 / 5 |
| 2026-09-26 | $0.44 | $946,710,772 | 4 / 5 |
| 2026-09-27 | $0.44 | $946,710,772 | 4 / 5 |
| 2026-09-28 | $0.44 | $946,710,772 | 4 / 5 |
| 2026-09-29 | $0.44 | $946,710,772 | 4 / 5 |
| 2026-09-30 | $0.44 | $946,710,772 | 4 / 5 |
| 2026-10-01 | $0.44 | $946,710,772 | 4 / 5 |
| 2026-10-02 | $0.44 | $946,710,772 | 4 / 5 |
| 2026-10-03 | $0.44 | $946,710,772 | 4 / 5 |
| 2026-10-04 | $0.44 | $946,710,772 | 4 / 5 |
| 2026-10-05 | $0.44 | $946,710,772 | 4 / 5 |
| 2026-10-06 | $0.44 | $946,710,772 | 4 / 5 |
| 2026-10-07 | $0.44 | $946,710,772 | 4 / 5 |
| 2026-10-08 | $0.44 | $946,710,772 | 4 / 5 |
| 2026-10-09 | $0.44 | $946,710,772 | 4 / 5 |
| 2026-10-10 | $0.44 | $946,710,772 | 4 / 5 |
| 2026-10-11 | $0.44 | $946,710,772 | 4 / 5 |
| 2026-10-12 | $0.44 | $946,710,772 | 4 / 5 |
| 2026-10-13 | $0.44 | $946,710,772 | 4 / 5 |
| 2026-10-14 | $0.44 | $946,710,772 | 4 / 5 |
| 2026-10-15 | $0.44 | $946,710,772 | 4 / 5 |
| 2026-10-16 | $0.44 | $946,710,772 | 4 / 5 |
| 2026-10-17 | $0.44 | $946,710,772 | 4 / 5 |
| 2026-10-18 | $0.44 | $946,710,772 | 4 / 5 |
| 2026-10-19 | $0.44 | $946,710,772 | 4 / 5 |
| 2026-10-20 | $0.44 | $946,710,772 | 4 / 5 |
| 2026-10-21 | $0.44 | $946,710,772 | 4 / 5 |
| 2026-10-22 | $0.44 | $946,710,772 | 4 / 5 |
| 2026-10-23 | $0.44 | $946,710,772 | 4 / 5 |
| 2026-10-24 | $0.44 | $946,710,772 | 4 / 5 |
| 2026-10-25 | $0.44 | $946,710,772 | 4 / 5 |
| 2026-10-26 | $0.44 | $946,710,772 | 4 / 5 |
| 2026-10-27 | $0.44 | $946,710,772 | 4 / 5 |
| 2026-10-28 | $0.44 | $946,765,647 | 4 / 5 |
| 2026-10-29 | $0.44 | $946,765,647 | 4 / 5 |
| 2026-10-30 | $0.44 | $946,765,647 | 4 / 5 |
| 2026-10-31 | $0.39 | $943,315,647 | 4 / 5 |
| 2026-11-01 | $0.39 | $943,315,647 | 4 / 5 |
| 2026-11-02 | $0.39 | $943,315,647 | 4 / 5 |
| 2026-11-03 | $0.39 | $943,315,647 | 4 / 5 |
| 2026-11-04 | $0.39 | $943,315,647 | 4 / 5 |
| 2026-11-05 | $0.39 | $943,315,647 | 4 / 5 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 2 Buy / Strong Buy · 5 Hold · 1 Sell / Strong Sell
Recent actions · Oct 7–Nov 5 · 1 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 7, 2026–Nov 5, 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.
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.