Angi Seen With Long-Term Upside From AI Pivot -- Market Talk

Dow Jones05-08

1402 ET - Angi's strategy shift to prioritize AI features and withdraw quarterly guidance positions the company for long-term upside, even if there are increased risks, Truist analysts say in a note. The company facilitates $35 billion in annualized homeowner job value, but Angi pros complete only $10 billion of that total. "That $25 billion gap represents captive, already-on-platform opportunity that requires no new homeowners, no new pros, and no new markets--but rather just AI tools to close it," the analysts say. The broader TAM in home services is around $700 billion, while Angi has just 3% to 4% of the small pro segment and is targeting increasing its share to around 7% using AI features. "We would now expect to see green shoots to the product in the fall with revenue reacceleration in FY27," the analysts say. (elias.schisgall@wsj.com)

(END) Dow Jones Newswires

May 07, 2026 14:03 ET (18:03 GMT)

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