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
QuarterlyIQ Insights · ANGI
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 7.5% |
| Our one-year growth estimate | diamond | -2.3% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
No outside relationship met the current evidence threshold.
Based on historical daily prices through 2026-11-05.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 9.8 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Elevated risk of a next-quarter earnings miss: this name has been missing across recent quarters and is on a run of consecutive earnings misses. A fundamental tilt, not a price call.
Model as of 2026-11-05 · Compared with 14 industry peers · Company calendar date is not available
ANGI — earnings miss
Dated 2026-11-03
Results of Operations and Financial Condition.
Why it matters: This business grew 20% for two straight quarters while total revenue fell. More growth would show that this area can keep expanding despite the wider decline.
Supportive ifQ3 Large Pro and National Partnership Revenue grows at least 20% year over year for a third straight quarter.
Worry ifQ3 growth falls below 20%, or revenue in this area declines year over year.
Why it matters: The new CEO has called AI and near-term profit gains key goals. His first full quarter can show whether those plans have clear steps and results.
Watch forAngi reports steps to expand its AI tools. Quarterly adjusted EBITDA tops $28.2 million.
Also watch forAngi reports no more AI rollout. Quarterly adjusted EBITDA is below $28.2 million.
Why it matters: Angi has started testing its first AI agent for Pros. Proof that it helps Pros follow up on leads or book jobs would show the new product has value.
Supportive ifAngi reports that AI Front Desk increased lead follow-up or booked appointments for Pros in its beta test.
Worry ifAngi reports that the beta test did not improve lead follow-up or bookings, or ends the test without wider use.
Why it matters: Q2 revenue fell 11% as Pros spent less and used less capacity. A smaller drop in Q3 would show that demand is easing.
Watch forQ3 revenue falls less than 11% year over year, and total U.S. leads decline less than 13%.
Also watch forQ3 revenue falls 11% or more year over year, or total U.S. leads fall 13% or more.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$316 on $10,000 · ±3.2% | How much price usually moves either way. |
| Bad day | $637 loss on $10,000 · 6.4% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $6,938 loss on $10,000 · 69.4% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: Angi cut its debt by buying back notes below face value. Another disclosed repurchase would show that debt reduction remains active.
Supportive ifAngi discloses a new repurchase of its 2028 Senior Notes after May 5, 2026.
Worry ifAngi reports no new note repurchases. Its reported debt does not fall in the next quarterly report.