Angi, Inc. (ANGI)
NASDAQCommunication ServicesInternet Content & InformationSnapshot 2026-09-04
$4.90+0.82%
Close 2026-09-04 · 1-day change
NASDAQCommunication ServicesInternet Content & InformationSnapshot 2026-09-04
QuarterlyIQ Insights · ANGI
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Met or beat guidance 0% of the last 1 guided quarters · -23.3% avg surprise
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Focus product and development on AI-native platform and launch AI Front Desk agent to automate lead follow-up and appointment scheduling for Pros.
Stated as a priority in 2 of last 2 quarters. Management emphasized reorganizing product and development focus on an AI-native platform in Q1 and Q2 2026, and launched a beta test of AI Front Desk in Q2 2026. This is a new strategic shift with early-stage delivery as of Q2 2026.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 0 of the last 3 quarter-over-quarter moves. Historically, Communication Services names rated weak grew net income 53% of the time over the next year (vs 52% for the rest of the cohort, n=1891).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Angi reorganized to focus product and development on AI-native platform and strategy.”
“Angi reorganizes to focus product and development on AI-native platform and strategy.”
Drive growth in Large Pro and National Partnership Revenue, achieving consecutive quarters of 20%+ growth.
Newly stated in 2026-Q2. Management reported Large Pro and National Partnership Revenue grew 20% year-over-year for the second consecutive quarter in Q2 2026. This indicates focused growth in this segment with positive trajectory as of the latest quarter.
“Large Pro and National Partnership Revenue grew 20% for second consecutive quarter.”
Reduce outstanding debt by repurchasing senior notes at a discount to strengthen the balance sheet.
Stated in 2 of last 2 quarters. Management repurchased $100 million principal amount of 2028 Senior Notes for $91.9 million in Q1 2026 and an additional $73.4 million principal amount for $68.0 million in Q2 2026, reducing outstanding debt. This shows active delivery on debt reduction via opportunistic repurchases.
“Repurchased $73.4 million aggregate principal amount of 2028 Senior Notes for $68.0 million in cash.”
“Repurchased $100 million aggregate principal amount of 2028 Senior Notes for $91.9 million in cash.”
Focus on improving operating income after recent quarters of losses and mixed results.
Reduce operating expenses through workforce reductions and lower fixed costs to improve profitability.
Stated in 2 of last 2 quarters. Management recorded a $14.9 million restructuring charge in Q1 2026 related to workforce reduction and noted lower product development expense in Q2 2026 due to this reduction. Operating losses increased and adjusted EBITDA declined, indicating limited progress on improving profitability so far.
“Lower product development expense resulting from reduction of global workforce.”
“Operating loss reflects $14.9 million restructuring charge related to reduction of global workforce.”
Over the trailing year it converted -4.90x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, Fed net liquidity, real (inflation-adjusted) rates, long-term interest rates (low R² over the window).
18 material management or governance events in the past 24 months, led by executive changes. Historically, Communication Services names rated neutral grew net income 55% of the time over the next year (vs 53% for the rest of the cohort, n=1072).
Not investment advice. As of 2026-09-04.