# Angi Inc. (ANGI)

> Source: Nexqual · https://nexqual.com/ANGI · data as of 2026-10-23 16:20 UTC · cite as "Nexqual, Angi Inc. (ANGI), nexqual.com/ANGI" · informational, not investment advice.

**Price:** USD 6.72 (-0.15% today) · US market open, as of October 23, 2026 at 16:20 UTC; quotes may be delayed. Prev close 6.73 · day 6.52–6.74 · 52w 4.26–14.58 · market cap $273M · NMS

## Key facts
- Last four reported quarters (through Jun 30, 2026): revenue $993M, net income -$222M (-22.3% margin), free cash flow -$5.1M (SEC filings).
- 1 of 80 tracked superinvestors hold ANGI (13F, Q2 2026): 0 new, 0 added, 1 reduced, 0 unchanged.
- Analysts: Hold (mean 3.00 on a 1–5 scale) (8 analysts), mean target USD 8 (range 5–14).
- Total return with dividends: 1Y -52.8% vs S&P 500 +14.7%; 5Y -94.6% vs S&P 500 +77.5%.
- Next earnings: 2026-11-03, EPS estimate USD 0.12, revenue estimate $243M.

## Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $1.62B | $1.76B | $1.36B | $1.19B | $1.03B | $993M |
| Gross profit | $1.34B | $1.43B | $1.30B | $1.13B | $983M | — |
| Operating income | -$67.9M | -$75.6M | -$26.5M | $21.9M | $65.4M | -$215M |
| Net income | -$70.5M | -$128M | -$40.3M | $36.8M | $43.8M | -$222M |
| EPS (diluted) | -$1.40 | -$2.60 | -$0.81 | $0.71 | $0.94 | — |
| Free cash flow | -$63.7M | -$88.4M | $46.4M | $105M | $45.5M | -$5.1M |
| Gross margin | 83.0% | 80.9% | 95.4% | 95.1% | 95.4% | — |
| Operating margin | -4.2% | -4.3% | -2.0% | 1.8% | 6.3% | -21.7% |
| Net margin | -4.4% | -7.3% | -3.0% | 3.1% | 4.3% | -22.3% |
| Revenue growth | +10.3% | +9.0% | -23.0% | -12.8% | -13.0% | — |
| Cash + short-term investments | $428M | $321M | — | — | $304M | — |
| Total debt | $495M | $495M | $496M | $497M | $498M | — |
Fiscal years end Dec. EPS is split-adjusted.

## Valuation (price ÷ last four quarters, through Jun 30, 2026)
P/S 0.3x · EV/Sales 0.5x · P/B 0.4x · FCF yield -1.87% · Earnings yield -81.39% · Net debt $210M · EV $482M
P/E at fiscal year-ends: Dec 2025 13.7x, Dec 2024 22.8x.

## Superinvestors (SEC 13F-HR, Q2 2026)
1 of 80 tracked investors hold ANGI. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Christopher Davis | Davis Advisors | 0.02% | $5.5M | Reduced -1.7% |

## Analysts
Consensus Hold (mean 3.00 on a 1–5 scale), 8 analysts; mean target USD 8 (low 5, high 14).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-08-07 | UBS | Target lowered | Neutral | $11 → $5 |
| 2026-08-06 | Truist Securities | Target lowered | Buy | $12 → $10 |
| 2026-07-13 | Goldman Sachs | Target lowered | Neutral | $10 → $6 |
| 2026-07-13 | Citizens | Reiterated | Market Perform |  |

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-23) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | -52.8% | -94.6% |
| S&P 500 (SPY) | +14.7% | +77.5% |
| Per year | -52.8% | -44.3% |
| Volatility (annualized) | 86.1% | 69.0% |
| Max drawdown | -69.6% (Oct 2025→Aug 2026) | -96.2% (Oct 2021→Aug 2026) |

## Peers (Internet Content & Information)
UPWK (Upwork Inc.) USD 9.47 +0.80% · WBTN (WEBTOON Entertainment Inc.) USD 9.43 -0.74% · WB (Weibo Corporation) USD 6.25 -1.19% · OPRA (Opera Limited) USD 17.47 -1.50% · GENI (Genius Sports Limited) USD 6.3 -3.75% · DJT (Trump Media & Technology Group ) USD 6.34 -4.08%

## More
Full page: https://nexqual.com/ANGI · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

## Supply chain and relationships (SEC annual reports)

Named in ANGI's own 10-K filed 2026-02-20 (https://www.sec.gov/Archives/edgar/data/1705110/000170511026000011/angi-20251231.htm):

| Relationship | Company | Sentence in the filing |
|---|---|---|
| Supplier | Alphabet (Google) (GOOGL) | "We depend on search engines, digital app stores and social media platforms, in particular, those operated by Google, Apple, Meta and TikTok, to market, distribute and monetize our products and services." |
| Supplier | Apple (AAPL) | "We depend on search engines, digital app stores and social media platforms, in particular, those operated by Google, Apple, Meta and TikTok, to market, distribute and monetize our products and services." |
| Supplier | Meta Platforms (META) | "We depend on search engines, digital app stores and social media platforms, in particular, those operated by Google, Apple, Meta and TikTok, to market, distribute and monetize our products and services." |
| Supplier | ByteDance | "We depend on search engines, digital app stores and social media platforms, in particular, those operated by Google, Apple, Meta and TikTok, to market, distribute and monetize our products and services." |
| Supplier | IAC | "Following the Distribution, we rely on IAC to provide certain services, and we may be unable to replace such services on favorable terms, or at all, when the arrangement terminates." |

Other companies that name ANGI in their own reports (relationship from ANGI's side):

| Relationship | Company | Their filing | Sentence |
|---|---|---|---|
| related | People Inc (PPLI) | 10-K 2026-02-20 | "In addition, Angi is no longer considered a related party." |

## Revenue by business segment (quarter ended 2026-06-30)

| Line | Revenue | Share | YoY |
|---|---|---|---|
| U.S. | $215.4M | 86.8% | -12.3% |
| International | $32.6M | 13.2% | -0.2% |
| Total revenue | $248.0M | 100% | — |

## Revenue by product line (quarter ended 2026-06-30)

| Line | Revenue | Share | YoY |
|---|---|---|---|
| Lead | $196.3M | 79.1% | +27.3% |
| Service | $13.3M | 5.4% | -30.9% |
| Membership Subscription | $5.7M | 2.3% | -26.3% |
| Other | $52,000 | 0.0% | -17.5% |
| Total revenue | $248.0M | 100% | — |
The lines above cover 86.8% of total revenue.

## Revenue by region (quarter ended 2026-06-30)

| Line | Revenue | Share | YoY |
|---|---|---|---|
| United States | $215.3M | 86.8% | -12.3% |
| All other countries | $32.7M | 13.2% | -0.1% |
| Total revenue | $248.0M | 100% | — |

## Company outlook (8-K filed 2026-08-04)

- "The Large Pro classification generally reflects expected or committed annualized spend with Angi of at least $50,000, together with other account-management considerations."
- "Founded in 1995, Angi connects homeowners with skilled local professionals — from plumbers and electricians to remodelers and landscapers — and provides tools for researching costs, planning projects, and hiring with confidence."
- "Homeowners have turned to Angi and its vast network of skilled home pros for help with more than 300 million projects."

## Analyst estimates and revisions

| Period | EPS est. | 90d ago | Change | Revenue est. | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends 2026-09-30) | $0.12 | $0.18 | -29.1% | $243.5M | 7 |
| Next quarter (ends 2026-12-31) | $0.09 | $0.15 | -39.5% | $224.7M | 7 |
| Current fiscal year (ends 2026-12-31) | $-5.61 | $0.31 | -1893.0% | $954.4M | 7 |
| Next fiscal year (ends 2027-12-31) | $0.48 | $0.70 | -31.3% | $946.3M | 6 |

## Options: expected move (Cboe, 15-min delayed)

Expected move by 2026-11-20 (includes earnings 2026-11-03): ±25.1%; last 8 reports averaged ±20.9%.

| Expiration | Days | ATM IV | Expected move |
|---|---|---|---|
| 2026-11-20 | 28 | 101.5% | ±25.1% |
| 2026-12-18 | 56 | 85.8% | ±30.2% |
| 2027-02-19 | 119 | 87.4% | ±41.5% |
| 2027-05-21 | 210 | 92.9% | ±56.5% |