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
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 | -49.6% |
| Our one-year growth estimate | diamond | -3.5% |
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.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
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 46.1 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Worth watching into the next print: this name has been missing across recent quarters and is a smaller-cap name (higher miss base rate). A fundamental tilt, not a price call.
Model as of 2026-09-04 · Compared with 32 industry peers · Company calendar date is not available
ANGI — earnings miss
Dated 2026-08-04
Results of Operations and Financial Condition.
Why it matters: Better operating income is important for financial health in the long run.
Supportive ifOperating income improves to a loss of less than $(200) million in Q3.
Worry ifOperating income remains worse than $(200) million in Q3.
Why it matters: Good test results could help Angi offer better services. This may lead to more customer engagement.
Supportive ifManagement reports successful outcomes from the AI Front Desk beta test, leading to a full launch.
Worry ifNegative feedback or poor performance metrics from the AI Front Desk beta test.
Why it matters: Earnings results will show if the company can maintain its positive momentum.
Watch forThe earnings report shows that revenue is growing. Operating income is also positive.
Also watch forThe earnings report shows that revenue is falling. Operating income is negative.
Why it matters: Growth in this area helps the company focus on bigger partnerships.
Supportive ifLarge Pro and National Partnership Revenue grows by more than 20% year over year in Q3.
Worry ifGrowth in Large Pro and National Partnership Revenue falls below 10% year over year.
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.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$361 on $10,000 · ±3.6% | How much price usually moves either way. |
| Bad day | $649 loss on $10,000 · 6.5% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $7,654 loss on $10,000 · 76.5% | 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: Positive revenue growth may show a turnaround in the sector.
Supportive ifRevenue growth turns positive for the first time in over a year.
Worry ifRevenue growth is still negative. This confirms the sector is still declining.
Why it matters: More buybacks could help the balance sheet. This may boost investor confidence during losses.
Supportive ifThey announced more debt buybacks in Q3.
Worry ifNo announcements of debt repurchases or a shift in strategy.
Why it matters: A new CFO can change financial strategy and improve cost management. This is important for Angi.
Supportive ifLook for positive changes in operating income or costs after the CFO change.
Worry ifWatch for lower operating income or no changes in how costs are managed.
Why it matters: Growth in service requests helps us see customer interest and market standing.
Watch forService requests grow more than 5% year-over-year in Q2.
Also watch forService requests decline or grow less than 5% year-over-year in Q2.
Why it matters: Better operating income is key for Angi to improve its finances. It shows better cost control and revenue.
Supportive ifOperating income is getting better. It may reach break-even or profit next quarter.
Worry ifOperating losses are getting bigger or staying high. This shows ongoing issues with costs and revenue.
Why it matters: Ongoing debt repurchases show good financial management and a focus on improving the balance sheet. This can boost investor trust.
Supportive ifAngi announces more repurchases of its senior notes. This shows a commitment to lowering debt.
Worry ifNo more debt repurchases happen, or management signals a pause due to cash issues.
Why it matters: A decline worse than 10% signals worsening demand and could hurt investor confidence.
Worry ifQ3 revenue down year over year worse than -10%.
Less concerning ifQ3 revenue stabilizes or grows year over year.
Why it matters: More debt repurchases can make Angi's balance sheet stronger. They can also lower interest costs.
Supportive ifAnother debt repurchase program is announced. It is over $50 million.
Worry ifNo new debt repurchase announcements in the next quarter.
Why it matters: Changes to the stock plan may affect how well Angi keeps its top leaders. Strong leadership is key for growth.
Watch forExecutives gave positive feedback about the new stock plan. They like its incentives.
Also watch forExecutives show concerns or unhappiness with the changes to the stock plan.
Why it matters: Management needs to show progress in operating income after a big drop. This will indicate if their efforts are working.
Supportive ifQ2 operating income turns positive or gets better from -$9.5M.
Worry ifOperating income stays negative or worsens from -$9.5M.
Why it matters: Progress on the AI platform could help future growth and improve competition.
Supportive ifManagement gives a clear update on the AI platform's progress and revenue effects.
Worry ifNo updates or bad news about the AI platform's progress.
Why it matters: A decline in revenue per Lead signals weak demand and could hurt overall revenue.
Worry ifQ3 revenue per Lead decreases year over year by more than 5%.
Less concerning ifQ3 revenue per Lead increases year over year or stays flat.
Why it matters: More agents can make the platform better and help customers engage more.
Supportive ifAnnouncement of at least one new AI Front Desk agent launch before Q4 2026.
Worry ifNo new AI Front Desk agents announced before Q4 2026.