GoDaddy price target lowered to $145 from $160 at UBS

UBS lowered the firm’s price target on GoDaddy (GDDY) to $145 from $160 and keeps a Neutral rating on the shares following the Q3 earnings report. GoDaddy’s upcoming full launch of Airo.ai demonstrates meaningful execution urgency, though its ability to offset potential competition from native vibe coding solutions and reignite 2-year bookings growth remains uncertain amid muted customer gains, the analyst tells investors in a research note. The risk/reward setup looks appealing, but greater visibility into Airo.ai at the December 2 investor presentation will be key to validating the next catalyst path into early 2026, UBS argues.