Core Insights - Angi (ANGI) reported a revenue of $240.77 million for the quarter ended December 2025, reflecting a year-over-year decline of 10.1% [1] - The earnings per share (EPS) for the same period was $0.17, compared to $0 a year ago, indicating a positive shift in profitability [1] - The reported revenue fell short of the Zacks Consensus Estimate of $247.44 million, resulting in a surprise of -2.7% [1] - The company experienced an EPS surprise of -33.33%, with the consensus EPS estimate being $0.26 [1] Financial Performance Metrics - Angi's shares have returned -11.2% over the past month, contrasting with the Zacks S&P 500 composite's unchanged performance [3] - The stock currently holds a Zacks Rank 1 (Strong Buy), suggesting potential outperformance against the broader market in the near term [3] Key Company Metrics - Total monetized transactions (leads) reached 4.78 million, exceeding the average estimate of 4.46 million based on two analysts [4] - Leads from network channels were reported at 376 thousand, slightly below the average estimate of 404.12 thousand [4] - Proprietary channels generated 4.4 million leads, surpassing the average estimate of 4.06 million [4] - International revenue was $28 million, compared to the average estimate of $29.43 million, representing a year-over-year decline of -2.1% [4] - Total domestic revenue was $212.7 million, below the average estimate of $218.01 million, reflecting a year-over-year decline of -11.1% [4]

分组1 - Angi reported quarterly earnings of $0.17 per share, missing the Zacks Consensus Estimate of $0.26 per share, representing an earnings surprise of -33.33% [1] - The company posted revenues of $240.77 million for the quarter ended December 2025, missing the Zacks Consensus Estimate by 2.7%, and down from $267.87 million year-over-year [2] - Angi has surpassed consensus EPS estimates only once in the last four quarters, while it has topped consensus revenue estimates two times in the same period [2] 分组2 - The stock has underperformed the market, losing about 9.6% since the beginning of the year compared to the S&P 500's gain of 1.7% [3] - The company's earnings outlook is crucial for investors, with current consensus EPS estimates at $0.17 on $248.18 million in revenues for the coming quarter and $1.39 on $1.06 billion in revenues for the current fiscal year [7] - The Zacks Industry Rank for Internet - Content is in the top 23% of over 250 Zacks industries, indicating a favorable outlook for the sector [8]

DENVER — February 10, 2026 — Angi Inc. (NASDAQ: ANGI) released its fourth quarter results today and separately posted a letter to shareholders from Jeff Kip, the Chief Executive Officer of Angi Inc., on the Investor Relations section of Angi Inc.'s website at ir.angi.com. | ANGI INC. SUMMARY RESULTS | | | | | | --- | --- | --- | --- | --- | | ($ in millions except per share amounts) | | | | | | Q4 2025 | | | Q4 2024 | % Change | | Revenue $ | 240.8 | $ | 267.9 | -10 % | | Operating income | 5.9 | | 2.2 | 17 ...

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]

Core Viewpoint - Angi Inc. is set to release its fourth quarter results on February 10, 2026, followed by a conference call on February 11, 2026, to discuss the results and address shareholder questions [1][2]. Company Overview - Angi Inc. (NASDAQ: ANGI) has been operational since 1995, focusing on connecting homeowners with skilled local home service professionals for various projects [3]. - The company has facilitated over 300 million projects, evolving its services to include finding, booking, and hiring professionals, as well as researching costs and project inspiration [3]. Investor Relations - The live audiocast and replay of the conference call will be accessible to the public through the investor relations section of Angi's website [2]. - Contact information for investor relations and corporate communications is provided for further inquiries [4].

Core Insights - Millennials are the primary drivers of home project spending, leading all generations in total spending per household, despite not being the largest group of homeowners [1][5] - 77% of Millennials plan to undertake major home projects in the next five years, indicating a strong trend towards home investment rather than relocation [2] - The trend of renovating rather than relocating is influenced by high mortgage rates, with 74% of Millennials citing this as a reason to improve their current homes [3] Spending Trends - In 2025, U.S. homeowners spent an average of $12,472 on home projects, a 3.5% increase from $12,050 in 2024, with households completing an average of ten projects [6] - Millennials led overall home project spending with an average total spend of $14,199, which includes the highest maintenance and emergency spending among all generations [8] - Home maintenance spending rose to $2,041 per household, while emergency repairs increased to an average of $1,143 [8] Market Dynamics - Millennials are reshaping the home improvement market with a focus on design-forward updates, eco-conscious materials, and technology upgrades [4] - Despite leading in spending, Millennials face challenges such as difficulty in finding skilled labor, which can lead to project delays and increased costs [3] - The overall home improvement spending by older generations remains significant, but Millennials are increasingly prioritizing maintenance and emergency repairs [5][8]

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]

Group 1 - The article does not contain relevant content regarding company or industry insights [1]

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]

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgent need for energy to support its growth [1][2][3] Group 1: AI and Energy Demand - AI technologies, particularly large language models like ChatGPT, are extremely energy-intensive, with data centers consuming as much energy as small cities [2] - The increasing demand for AI is straining global power grids, leading to rising electricity prices and a need for utilities to expand capacity [2] - Industry leaders, including Sam Altman and Elon Musk, have highlighted the critical link between AI development and energy availability, warning of potential shortages [2] Group 2: Investment Opportunity - A specific company is positioned as a key player in the AI energy sector, owning critical energy infrastructure assets that will benefit from the anticipated surge in energy demand from AI data centers [3][7] - This company is not a chipmaker or cloud platform but is described as a "toll booth" operator in the energy market, profiting from the increasing need for electricity [5][6] - The company is debt-free and has significant cash reserves, equating to nearly one-third of its market capitalization, making it an attractive investment option [8] Group 3: Market Position and Growth Potential - The company is involved in large-scale engineering, procurement, and construction (EPC) projects across various energy sectors, including nuclear energy, which is crucial for America's future power strategy [7] - It has a substantial equity stake in another AI-related company, providing investors with indirect exposure to multiple growth opportunities without high premiums [9] - The stock is currently undervalued, trading at less than seven times earnings, which presents a compelling investment case given its ties to the booming AI and energy sectors [10] Group 4: Future Trends - The ongoing AI infrastructure supercycle, combined with the onshoring boom and increased U.S. LNG exports, positions this company favorably for future growth [14] - The influx of talent into the AI sector ensures continuous innovation and advancements, further solidifying the importance of investing in AI-related companies [12]