Posts on ANGI

Latest ideas and analyses related to Angi Inc. Class A Common Stock

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ANGI

+31 pts



$ANGI The profit over growth thing not quite getting it done in ANGI's case

By josiebe on Aug. 11, 2022, 12:19 p.m.
Tagged topics: earnings results

Views: 13, Votes: 2, Responses: 0, Attachments: 1
EXPE , EBAY , VZIO , RDFN , ZG , ABNB , BKNG , VMEO , ANGI , IAC , EDR , MAPS , ISPO

+35 pts



Internet 2Q22 Earnings Preview: Wave 2

By junkfoodlover on July 26, 2022, 2:04 p.m.
Tagged topics: earnings preview

Views: 24, Votes: 4, Responses: 0, Attachments: 1
GDRX , NFLX , RBLX , EBAY , FTDR , AMZN , UBER , FB , GOOGL , IAC , ANGI , MTCH , BMBL , ABNB , UBI

+48 pts



Revisiting Our Industry Framework For A Volatile Environment; NFLX, RBLX, EBAY & FTDR to Sell

By ethonomics on June 10, 2022, 4:06 p.m.
Tagged topics: deep dive , analyst downgrade

Views: 72, Votes: 4, Responses: 1, Attachments: 1
ANGI

+33 pts



$ANGI - Darker before the dawn

By realjoe on Feb. 17, 2022, 1:46 p.m.
Tagged topics: earnings results

Views: 23, Votes: 3, Responses: 0, Attachments: 1
UPWK , ACVA , VCSA , BRDS , NRDY , ENJY , KIND , GDRX , IAC , ANGI , FTDR , XMTR , FVRR , ZIP , COUR

+46 pts



Deep dive on small cap internet sector

By ethonomics on Jan. 7, 2022, 1:49 p.m.
Tagged topics: deep dive

Views: 84, Votes: 4, Responses: 1, Attachments: 4
GOOGL , AMZN , FB , NFLX , SNAP , PINS , TWTR , UBER , DASH , LYFT , SPOT , PTON , ABNB , BKNG , EXPE , TRIP , TRVG , EBAY , CHWY , GDRX , FTCH , FVRR , CHGG , ZIP , WISH , CRTO , CDLX , NRDY , GRPN , MTCH , BMBL , ROKU , VZIO , IAC , ANGI , ZD , VMEO , FTDR , YELP , SFIX , MAX , EVER , OPAD , EB

+68 pts



Analysts' Internet Top Picks for 2022 include a mix of GARP ($AMZN $FB $TWTR), secular subscription winners ($NFLX $SPOT) and reopening names ($UBER $BMBL $MTCH)

By phenphen on Dec. 15, 2021, 11:39 a.m.
Tagged topics: 2022 outlook

Views: 173, Votes: 9, Responses: 1, Attachments: 1
ZG , RDFN , UBER , DASH , ABNB , EXPE , LYFT , CVNA , FVRR , WIX , ANGI , BKNG , CARG

+51 pts



RBC recommends 9 internet stocks for their category dominance and user engagement, where mega-techs have not been able to access

By realjoe on May 26, 2021, 5:55 p.m.
Tagged topics: user engagement , eCommerce , travel recovery , big tech , RBC , real estate

Views: 723, Votes: 8, Responses: 3, Attachments: 21
IAC , ANGI

+30 pts



$IAC, $ANGI - JP Morgan says ANGI is going all in on fixed pricing, believes this is the 'absolute right decision' despite margin pressures

By rIsILAwr on May 10, 2021, 10:06 a.m.
Tagged topics: valuations , earnings results , JP Morgan , Vimeo , Dotdash , Care.com , Vimeo spin

Views: 197, Votes: 1, Responses: 0, Attachments: 17
IAC , ANGI

+32 pts



$IAC, $ANGI - JP Morgan says ANGI's growth in Mar were notably better even after normalizing for easier comps, estimates IAC stub trading at $10bn

By rIsILAwr on April 12, 2021, 10:44 p.m.
Tagged topics: buying opportunity , spin-off , home improvement , JP Morgan , Vimeo , upside to estimates , Dotdash

Views: 211, Votes: 2, Responses: 0, Attachments: 6
IAC , MTCH , ANGI

+65 pts



$IAC - JP Morgan raises target to $280, estimates Vimeo spin at $8bn in Apr/May, sees further upside from 'multiple levers to unlock value' near-term

By puckerman17 on Feb. 9, 2021, 12:16 p.m.
Tagged topics: spin-off , analyst raises estimates , analyst raises target , JP Morgan , Vimeo

Views: 191, Votes: 1, Responses: 0, Attachments: 9