The most oversold stocks in the communication services sector presents an opportunity to buy into undervalued companies.Here's the latest list of major oversold players in this sector, having an RSI near or below 30.Angi Inc (NASDAQ:ANGI)On Feb. 10, Angi reported worse-than-expected fourth-quarter EPS results. The company's stock fell around 39% over the past month and has a 52-week low of $7.72.RSI Value: 29.8ANGI Price Action: Shares of Angi gained 0.8% to close at $8.09 on Wednesday.Edge Stock Ratings: 1 ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Fiscal Year Ended December 31, 2025 Or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from__________to__________ Commission File No. 001-38220 Angi Inc. (Exact name of Registrant as specified in its charter) Delaware 82-1204801 (State or other jur ...

Over the past several quarters, Angi Inc. ( ANGI ) has embarked on a business transformation aimed at fundamentally reshaping how it matches customers with service professionals (or Pros). A key change involved giving customers the option toAn individual investor primarily focused on undercovered companies, with up to 100 companies on my watchlist. My areas include technology, software, electronics and the energy transition. I have been investing my personal capital for over 7 years in a broad range of comp ...

Core Insights - Angi Inc. is undergoing a significant business transformation to improve the way it connects customers with service professionals [1] Group 1: Business Transformation - The company has implemented changes that allow customers to have more options in selecting service professionals [1]

The stock market in 2026 has dealt a tough blow to small- and mid-cap stocks, and the Q4 earnings season has been a rough cycle for any companies in the midst of uncomfortable business transitions. Amid a very nervous stock market that hasWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular con ...

Core Insights - Angi is undergoing a multi-year transformation focusing on higher-quality revenue and improved customer outcomes while facing a conservative near-term revenue outlook due to pressures from Google SEO and network channels [3][5][9] Group 1: Revenue and Financial Performance - Angi has experienced a "material stairstep improvement" in year-over-year revenue changes, estimating an increase of "700-900 basis points" [2] - The company has given up approximately $500 million of lower quality revenue over the past three years while doubling EBITDA and cutting capital expenditures in half, resulting in a shift from negative to positive free cash flow [2][6] - The first-quarter revenue is expected to decline by 1% to 3%, with low-single-digit growth anticipated for the year [5][13] Group 2: AI and Technology Integration - Angi is integrating large language models (LLMs) into its service request path, which has shown to convert users about 3.3 times better than those who do not use the AI feature [4][7] - The company is exploring the potential of AI as an "agent" to enhance communication and booking processes between homeowners and professionals [8] - Management is training LLM technology using proprietary data, with a goal to increase user adoption of the AI helper to between 50% and 65% [7] Group 3: Marketing and Growth Strategy - Angi plans to increase marketing investments, including offline and online pro marketing, to drive growth in proprietary channels [14][17] - Proprietary business grew by 17% in 2025, with expectations of high-single-digit to low-double-digit growth in the first quarter [12] - The company is focusing on larger professionals, who represent a significant portion of the market, while currently being under-penetrated in that segment [17] Group 4: Operational Changes and Cost Management - The restructuring is expected to generate annualized savings of $70 million to $80 million, with in-year savings projected in the "mid-60s" million [16] - Angi's fixed cost base is anticipated to be approximately $40 million lower year-over-year post-restructuring [16] - The company is also modernizing its technology platform, with a focus on a more componentized system that can integrate various channels and technologies [19]

Angi (NasdaqGS:ANGI) Q4 2025 Earnings call February 11, 2026 08:30 AM ET Company ParticipantsAndrew Russakoff - CFOJeffrey W. Kip - CEOConference Call ParticipantsBrad Erickson - Equity Research AnalystCory Carpenter - Equity Research AnalystDan Kurnos - Equity Research AnalystEric Sheridan - Equity Research AnalystMatt Condon - Equity Research AnalystSergio Segura - AnalystStephen Ju - Equity Research AnalystYoussef Squali - Equity Research AnalystOperatorWelcome to the Angi Inc. Fourth Quarter 2025 Earnin ...

Angi (NasdaqGS:ANGI) Q4 2025 Earnings call February 11, 2026 08:30 AM ET Company ParticipantsAndrew Russakoff - CFOJeffrey W. Kip - CEOConference Call ParticipantsBrad Erickson - Equity Research AnalystCory Carpenter - Equity Research AnalystDan Kurnos - Equity Research AnalystEric Sheridan - Equity Research AnalystMatt Condon - Equity Research AnalystSergio Segura - AnalystStephen Ju - Equity Research AnalystYoussef Squali - Equity Research AnalystOperatorWelcome to the Angie Inc. fourth quarter 2025 earni ...

Financial Data and Key Metrics Changes - The company has given up approximately $500 million of lower quality revenue over the last three years while doubling its EBITDA and halving capital expenditures, resulting in a shift from negative to positive free cash flow [4] - The homeowner Net Promoter Score (NPS) has improved by more than 30 points, churn has decreased by over 30%, and customer success rates have increased by more than 20% [4] - In the fourth quarter, the customer repeat rate turned positive by about 10% [4] - The company anticipates modest negative growth in the first quarter, with expectations of low single-digit growth for the year [14][20] Business Line Data and Key Metrics Changes - Proprietary business revenue grew by 17% in 2025, with expectations of high single to low double-digit growth in the first quarter [17][44] - The company is focusing on its proprietary channels, which are expected to drive mid-single-digit growth long-term [17][20] - The network channel is expected to remain flat or slightly down, impacting overall revenue growth [20][76] Market Data and Key Metrics Changes - The company has seen a decline in revenue from SEO, currently accounting for about 7% of service requests and leads [75] - The company has faced significant pressure from Google SEO, with year-over-year declines impacting revenue [16][76] - The competitive landscape includes Google’s increased focus on local services advertising, which has affected the company's market share [78] Company Strategy and Development Direction - The company is excited about opportunities in the AI landscape, particularly with large language models (LLMs) and their integration into customer experiences [5][6] - The strategy includes enhancing the customer experience through AI and agentic coding, aiming to improve matching between homeowners and service professionals [10][62] - The company plans to increase brand marketing spend to return to 2024 levels, believing this will drive profitable growth [39][43] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the company's prospects despite current challenges, emphasizing a focus on proprietary business growth and customer experience improvements [5][20] - The company is preparing for a conservative outlook regarding Google SEO and network channels, while still expecting to grow proprietary revenue [17][76] - Management noted that the current economic environment shows signs of consumer confidence decline, which may impact service requests [63] Other Important Information - The company is undergoing a restructuring aimed at reducing costs and freeing up capital for long-term investments, with expected annualized savings of $70-$80 million [25][27] - The restructuring is anticipated to enhance the company's ability to invest in brand marketing and online pro marketing [27] Q&A Session Summary Question: How should we think about the rollout of AI features on the customer side? - The company is focusing on increasing homeowner engagement with AI tools, aiming to drive up the percentage of homeowners connecting with the right professionals [32] Question: What is the rationale for tripling brand spend this year? - The increase is a return to 2024 levels, with confidence in ROI based on historical performance and improved customer experience [39][43] Question: What is the current exposure to SEO headwinds? - SEO currently accounts for about 7% of service requests and leads, with expectations of continued pressure from Google [75][76] Question: What are the various LLM platforms integrated with? - The company is actively working with multiple LLMs and has seen positive early results from these integrations [83]

Core Viewpoint - The communication services sector has identified oversold stocks, presenting a potential buying opportunity for undervalued companies [1]. Group 1: Oversold Stocks - The Relative Strength Index (RSI) is a momentum indicator that helps assess a stock's performance by comparing its strength on up days versus down days [1]. - A stock is generally considered oversold when its RSI is below 30, indicating potential for price recovery [1]. Group 2: List of Oversold Companies - Major oversold companies in the communication services sector include Douyu International Holdings Ltd (NASDAQ:DOYU), Angi Inc (NASDAQ:ANGI), and Yelp Inc (NYSE:YELP) [2][3].