1201 ET - Angi stock price likely reflects maximum skepticism about the company's path back to growth, Benchmark analyst Daniel Kurnos writes in a note, after the company's 4Q print sent shares spiraling down. Investors had been looking for the possibility of revenue growth in the first half of the year or clear earnings upside from the company's layoffs - and, he writes, "management at a minimum did not dissuade anyone from either notion." There's momentum in proprietary revenue, but investors need to see the growth curve inflecting up. "Our take: let the dust settle and then decide if you really believe in growth in 2H26," Kurnos writes. "If the answer to that question is yes, well, as they say, fortune favors the bold." Shares are down 5.9%, after falling 23% on Wednesday. (elias.schisgall@wsj.com)
(END) Dow Jones Newswires
February 12, 2026 12:01 ET (17:01 GMT)
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