Goldman Sachs raises ANGI HomeServices price target to $27

Published 08/05/2025, 11:14
Goldman Sachs raises ANGI HomeServices price target to $27

On Thursday, Goldman Sachs analyst Eric Sheridan updated the firm’s outlook on ANGI HomeServices (NASDAQ: ANGI), increasing the price target to $27 from $25, while keeping a Neutral rating on the stock. According to InvestingPro data, the stock has shown significant momentum with a 26.67% return over the past week, and analysis suggests the company is currently undervalued. For detailed valuation insights and more exclusive tips, investors can access the comprehensive Pro Research Report available on InvestingPro. Sheridan noted that ANGI HomeServices, which recently became fully independent following its spin-off to IAC shareholders on March 31, 2025, reported first-quarter revenue declines that were less severe than expected. This performance, coupled with strong cost management, led to better-than-anticipated adjusted EBITDA margins. The company maintains a healthy financial position with a InvestingPro Financial Health Score of 2.83 (rated as GOOD), supported by strong liquidity metrics including a current ratio of 2.14x.

ANGI HomeServices has confirmed its forecast of declining revenues for the full year of 2025 but anticipates improving trends in both revenue and profitability as the year progresses. This is expected to lay the groundwork for a return to profitable revenue growth and strong adjusted EBITDA compounding in 2026.

The company’s quarterly results highlighted several key points. Firstly, the current macroeconomic climate remains challenging, causing consumers to reduce spending on large and discretionary items. Secondly, ANGI is focusing on improving business fundamentals, enhancing homeowner satisfaction, and selecting higher-quality service professionals to boost the conversion funnel. Thirdly, the company’s capital allocation is concentrated on its core business and share repurchases, which aim to offset dilution and integrate past acquisitions. Sheridan suggests that ANGI’s status as a fully independent company may provide more flexibility regarding capital returns and potential industry consolidation in the future.

Sheridan’s adjusted 12-month price target of $27 reflects these observations and the company’s strategic priorities moving forward. Despite the adjusted price target, the Neutral rating indicates a cautious stance on the stock’s immediate growth prospects. InvestingPro analysis reveals the company trades at an EV/EBITDA multiple of 7.96x and maintains a moderate debt level with a debt-to-equity ratio of 0.51. Discover more exclusive financial metrics and 14 additional ProTips by subscribing to InvestingPro’s comprehensive research platform.

In other recent news, ANGI Homeservices (NASDAQ:ANGI) Inc. reported a strong performance in the first quarter of 2025, surpassing both earnings and revenue forecasts. The company’s earnings per share reached $0.30, significantly outperforming the anticipated loss of $0.0007. Revenue for the quarter was $245.9 million, exceeding the forecast of $241.64 million. These results reflect the company’s strategic initiatives, including the implementation of "Homeowner Choice" and AI integration, which have driven growth. Despite macroeconomic uncertainties, ANGI’s focus on improving job matching and customer experience has strengthened its competitive position. The company has also reduced overhead by $100 million compared to 2022, further solidifying its financial health. Analysts have noted ANGI’s positive outlook for 2026, with expectations of revenue growth driven by proprietary lead volume and increased advertising efforts. The company’s strategic focus on quality over quantity in its pro acquisition strategy has been highlighted as a key factor in its success.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers
© 2007-2025 - Fusion Media Limited. All Rights Reserved.