GoDaddy price target lowered to $105 from $145 at UBS

UBS lowered the firm’s price target on GoDaddy (GDDY) to $105 from $145 and keeps a Neutral rating on the shares. GoDaddy delivered a modest Q4 beat, but FY26 and Q1 revenue guidance came in below expectations, reflecting a deliberate domains go-to-market shift toward promotional pricing and shorter-term .com plans that boosted new customer volume while pressuring upfront bookings, the analyst tells investors in a research note. Although margin and free cash flow guidance were stronger than expected and AI product momentum is improving, focus is likely to remain on cohort durability and renewal risk, with ongoing debate around longer-term GenAI-related competitive pressures, the firm says.