Angi Inc Class A (ANGI)

Angi Inc.'s stock has been impacted by several events in the past six months. Q3 2025 earnings lagged estimates, with a revenue decline but improved profitability. Q1 2025 results showed strong financial resilience, leading to a stock surge. A 12% workforce reduction was announced in January 2026 due to AI-driven efficiency gains. The spin-off from IAC Inc. in early 2025 initially led to a rise in ANGI stock.

Angi Inc. experiences demand seasonality, with historical data used to identify seasonal patterns. The company adapts to market conditions by prioritizing non-discretionary services like HVAC and plumbing. This strategic shift aims to stabilize revenue streams by focusing on services less sensitive to economic downturns.

Angi Inc. is a digital marketplace connecting homeowners with service professionals, operating in the Consumer Discretionary sector. It generates revenue through fees, advertising, and subscriptions, transitioning to a homeowner choice and fixed-price model. Angi's services are offered through brands like Angi, HomeAdvisor, and Handy, covering home cleaning, plumbing, and remodeling. Operations are divided into Ads and Leads, Services, and International segments, with Ads and Leads historically being the largest revenue driver.

Angi Inc. primarily operates in the United States and Canada. Its international segment includes operations across Europe, with brands like Werkspot.nl, Instapro, MyHammer, and MyBuilder. The company's headquarters are in Denver, Colorado, with a continued presence in Indianapolis, Indiana.

In the past year, Angi has focused on improving its brand reputation through a "quality-over-quantity" approach. Co-founder Angie Hicks remains the Chief Customer Officer, maintaining the company's "consumer-first" reputation. The company's strategic advantages include its established brand presence and a large network of service professionals. There were no specific major negative reputation-impacting events widely reported in the past year.

Angi Inc.'s ownership includes institutional, insider, and retail investors. Institutional investors hold a significant portion of the stock. Major institutional owners include BlackRock, Inc., Vanguard Group Inc., and D. E. Shaw & Co., Inc. Key individual and insider shareholders include Steven M. Kapner, John H. Chuang, and Tri Ventures Inc.