Group 1 - The analyst has over 10 years of experience in Financial Services, focusing on Investment Banking, Equity Research, and Strategy [1] - The investment approach emphasizes avoiding capital loss by investing in companies with superior management and long-term growth opportunities, whether organic or inorganic [1] - The analyst believes that significant insights are often overlooked when multiple analysts provide similar opinions, leading to a unique perspective in their analysis [1] Group 2 - The analyst holds a beneficial long position in the shares of ANGI, indicating a personal investment interest in the company [2] - The article expresses the analyst's own opinions without external compensation, highlighting an independent viewpoint [2] - There is no business relationship with any company mentioned, ensuring an unbiased analysis [2]

DENVER, Jan. 20, 2026 (GLOBE NEWSWIRE) -- After the close of market trading on Tuesday, February 10, 2026, Angi Inc. (NASDAQ: ANGI) will post its fourth quarter results and publish CEO Jeff Kip's letter to shareholders, which may include certain forward-looking information, at ir.angi.com/quarterly-earnings. On Wednesday, February 11, 2026, at 8:30 a.m. ET, Angi Inc. will host a conference call to answer questions regarding the company’s fourth quarter results. The live audiocast and replay will be open to ...

New data finds Millennials spend more per household on home projects overall than any other generation, reshaping how Americans maintain, upgrade, and live in their homes.DENVER, Jan. 20, 2026 (GLOBE NEWSWIRE) -- Angi’s 2025 State of Home Spending Report reveals that Millennials have become the primary drivers of today’s home projects economy, generating the highest total home spending per household of any generation. While Millennials are not yet the largest group of homeowners, they outspend all other gen ...

Market Overview - The U.S. market is experiencing significant volatility, influenced by tariff fears, geopolitical tensions, and concerns over an AI-driven market bubble, with these worries extending into 2026 [1] - A U.S. military operation in Venezuela has further unsettled global markets, highlighting the rapid impact of geopolitical events on investor sentiment [2] - President Trump's trade threats against European nations, linked to his Greenland acquisition bid, could lead to planned tariffs of 10% in February, increasing to 25% by June, potentially lowering market confidence [3] Investment Strategy - In the current uncertain environment, value investing is emphasized as a strategy to focus on fundamentally strong stocks trading below their intrinsic value, positioning for long-term gains when markets stabilize [4][10] - The earnings yield metric is highlighted as a valuable tool for identifying undervalued stocks, calculated by dividing earnings per share (EPS) by the current stock price, serving as the inverse of the P/E ratio [6][7] - A high earnings yield indicates potential undervaluation, while a low earnings yield may suggest overvaluation, guiding investor decisions [7] Stock Picks - Four stocks with high earnings yield and solid growth outlooks are identified: Centerra Gold, Inc. (CGAU), Plains GP Holdings, L.P. (PAGP), Angi, Inc. (ANGI), and Skillsoft Corp. (SKIL) [5][10] - Centerra Gold is positioned for growth with a Zacks Consensus Estimate for 2026 earnings implying a 48% year-over-year growth, with EPS estimates rising by 17 cents recently [14] - Plains GP Holdings is transitioning to a more focused crude oil operator, with a 27% year-over-year growth forecast for 2026 earnings and a recent EPS estimate increase of 30 cents [16] - Angi is expanding its digital marketplace and aims to enhance its AI capabilities, with a 36% year-over-year growth forecast for 2026 earnings and a recent EPS estimate increase of 16 cents [18] - Skillsoft is focusing on AI-driven solutions, with a 69 cents increase in EPS estimates for fiscal 2026 and an 11% year-over-year growth forecast for fiscal 2027 [20]

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Core Insights - The gig economy is reshaping traditional employment by providing workers with flexibility in work hours, workload, and location, a trend that accelerated during the pandemic and remains popular [2][4] - The global gig market is projected to reach $674.13 billion by the end of 2026 and is expected to grow to $2.52 trillion by 2035, with a compound annual growth rate of 15.8% from 2026 to 2035 [4] Industry Overview - The gig economy model promotes short-term, freelance, or contract-based jobs, with companies like Uber, Lyft, DoorDash, Upwork, and Fiverr capitalizing on this structure [3] - The appeal of independence and work-life balance drives the growth of the gig economy, despite the trade-offs in job stability and benefits [4] Company Highlights - Angi connects homeowners with skilled service professionals, emphasizing flexible, on-demand labor, and has become a leading online marketplace for home services in the U.S. [5][6] - Through its subsidiary Handy Technologies, Angi operates as a two-sided marketplace for home services, enhancing convenience for consumers and earning opportunities for gig workers [7][8] - Amazon contributes to the gig economy through various programs like Amazon Flex, Delivery Service Partners, and Mechanical Turk, providing flexible work opportunities and serving as a technology backbone for gig platforms [9][11] - Uber connects riders with independent contractor drivers, offering flexible earning opportunities and allowing drivers to choose their work schedules [12][13] - Uber's ongoing innovations and initiatives reinforce its position in the gig economy, making it a significant player in the modern workforce [14]

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

Core Insights - Investors are increasingly focused on protecting their substantial gains as 2025 approaches, with a strategy of selling off winning stocks being emphasized [1] Group 1: Industry Insights - Gary Alexander has extensive experience in covering technology companies on Wall Street and working in Silicon Valley, providing insights into current industry themes [1] - His contributions to Seeking Alpha since 2017 highlight his engagement with the investment community and his influence on popular trading platforms like Robinhood [1]

"We are humbled by this recognition and grateful for our customers who trusted us, we're committed to safety, craftsmanship, and clear communication—from the first call to the final walkthrough. Thank you to every homeowner who trusted us and took the time to leave a review." Post this Since its introduction in 1999, Angi's Super Service Award has recognized top‑rated pros across the platform. For the 2025 program, companies were evaluated on reviews submitted between November 1, 2024 through October 31, 2 ...

Financial Data and Key Metrics Changes - In Q3 2025, Angi reported a double-digit increase in the estimated hire rate and a nearly 30% increase in the estimated win rate year-over-year [4] - The homeowner net promoter score improved by nearly 10 points year-over-year, with a total increase of nearly 30 points over the last two years [4] - Pro retention improved, with overall churn better by 7% year-over-year and up 26% compared to two years ago [4] - Proprietary service request growth accelerated to positive 11%, with proprietary lead growth at 16% and revenue for lead growth at 11% [5] Business Line Data and Key Metrics Changes - The network channel's contribution to leads decreased from nearly 40% a year ago to less than 10% in Q3 2025, impacting overall growth [5] - The company is generating more value with a reduced sales headcount, producing more overall lifetime margin per pro [6] Market Data and Key Metrics Changes - The company experienced a shift in the network channel, which had a win rate significantly lower than other channels, but this has improved as homeowners now choose their pros [28] - The affiliate network saw a decrease in volume due to quality issues and operational challenges, but the company is stabilizing and looking for new partners [30][31] Company Strategy and Development Direction - Angi aims to transition to a single modern global and AI-first platform by 2027, addressing significant tech debt and legacy code [7] - The company is focusing on improving customer experience through AI-enabled software and enhancing business efficiency [7] - There is a commitment to return to growth in 2026 and beyond, with a focus on branded advertising and increasing TV spend [11] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the stability of homeowner demand, noting it is not as high as during COVID but not as low as during the financial crisis [61] - The company anticipates modest overall service growth in 2026, with strong performance in proprietary channels offsetting weaker network comparisons [11][12] Other Important Information - The company has authorized a new share repurchase program, allowing for the repurchase of an additional 3.2 million shares [52] - Capital expenditures are expected to be around $60 million this year and a similar amount next year, with a front-loaded spending approach [17] Q&A Session Summary Question: Update on proprietary lead growth and 2026 outlook - Management confirmed that the target for 2026 revenue growth remains mid-single-digit, with strong performance in proprietary channels offsetting network weaknesses [11] Question: Clarification on EBITDA and CapEx - EBITDA performance was influenced by contribution margin outperformance and timing of expenses, with expectations for higher capitalization rates in Q4 [16][17] Question: Response to ads migration and network channel performance - The ads migration is progressing well with positive feedback from service pros, while the network channel has decreased in lead contribution but improved in win rates [25][28] Question: Impact of AI on customer acquisition strategy - The company is actively integrating AI into customer workflows, which is expected to enhance conversion rates and improve overall efficiency [34][37] Question: Competitive environment and market position - Angi remains competitive, with a strong market position and a focus on delivering high-quality experiences to homeowners and pros [78]