Want to see GDDY full AI Analyst Report?
Top Page
GoDaddy
(NYSE:GDDY)
Select Model
Select Model
Rating:71Outperform
Price Target:
$83.00
▼(-3.17% Downside)
Action:Reiterated
Date:06/06/26
The score is driven primarily by strong cash flow generation and solid profitability, reinforced by reaffirmed guidance and continued margin/FCF strength from the latest earnings call. Offsetting factors include balance-sheet leverage history and a softer technical trend (below major moving averages), while valuation remains supportive with a relatively low P/E.
Positive Factors
Free Cash Flow Strength
Consistent, growing free cash flow and >1:1 conversion to normalized EBITDA provide durable internal funding for capex, buybacks, and product investment. Strong FCF reduces dependency on external financing, supports disciplined capital allocation and cushions the business through cyclical periods.
Negative Factors
Balance‑Sheet Volatility
Historical swings in leverage and episodes of negative equity indicate balance‑sheet inconsistency that can constrain strategic flexibility. Even with recent improvements, legacy leverage risk can limit M&A optionality, increase refinancing exposure, and elevate sensitivity to adverse cash flow shocks over the medium term.
Read all positive and negative factors
Positive Factors
Negative Factors
Free Cash Flow Strength
Consistent, growing free cash flow and >1:1 conversion to normalized EBITDA provide durable internal funding for capex, buybacks, and product investment. Strong FCF reduces dependency on external financing, supports disciplined capital allocation and cushions the business through cyclical periods.
Read all positive factors
GoDaddy Key Performance Indicators (KPIs)
Any
Customer Count
Measures the total number of customers, providing insight into GoDaddy’s market reach and growth in user base.
Measures the total number of customers, providing insight into GoDaddy’s market reach and growth in user base.
Data provided by:
The Fly
The FlyGoDaddy (GDDY) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$11.77B
Dividend YieldN/A
Average Volume (3M)3.03M
Price to Earnings (P/E)13.8
Beta (1Y)0.75
Revenue Growth7.96%
EPS Growth19.77%
CountryUS
Employees5,518
SectorTechnology
Sector Strength88
IndustrySoftware - Infrastructure
Share Statistics
EPS (TTM)6.39
Shares Outstanding132,409,850
10 Day Avg. Volume1,651,170
30 Day Avg. Volume3,028,960
Financial Highlights & Ratios
PEG Ratio-4.33
Price to Book (P/B)78.11
Price to Sales (P/S)3.39
P/FCF Ratio10.66
Enterprise Value/Market Cap1.08
Enterprise Value/Revenue2.52
Enterprise Value/Gross Profit4.22
Enterprise Value/Ebitda9.40
Forecast
1Y Price Target
$111.00Price Target Upside29.49% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering10
EPS Forecast (FY)7.12
Revenue Forecast (FY)$5.24B
GoDaddy Business Overview & Revenue Model
Company Description
GoDaddy Inc., founded in 2014 and based in Tempe, Arizona, operates internationally as a developer and provider of cloud-based technological solutions. The company serves a wide array of clients, including small businesses, individuals, organizati...
How the Company Makes Money
GoDaddy makes money primarily by selling subscription- and usage-based products that help customers create, maintain, and monetize their online presence. A core revenue stream is domain-related services: it earns fees from registering and renewing...
GoDaddy Earnings Call Summary
Earnings Call Date:Apr 30, 2026
(Q1-2026)
| % Change Since: |
Next Earnings Date:Jul 30, 2026
Earnings Call Sentiment Positive
The call highlighted solid top-line growth, meaningful margin expansion and strong free cash flow generation alongside clear early traction for AI-native products and operational AI efficiencies. Offsetting items include weaker bookings momentum versus revenue driven by mix and timing issues, some Core Platform softness and the early-stage nature of AI monetization which will require additional investment. Management reaffirmed full-year guidance and emphasized disciplined capital allocation while accelerating targeted marketing for AI products.Positive Updates
Revenue and ARR Growth
Total revenue grew 6% year-over-year to $1.3 billion in Q1 2026, and ARR increased 6% to $4.3 billion, with revenue growth reported on both a reported and constant currency basis.
Negative Updates
Bookings Growth Lag and Mix Headwinds
Total bookings grew only 3% to $1.5 billion versus 6% revenue growth; bookings impacted by promotional offers, expiration of the .CO registry contract and lapping prior-year aftermarket strength, with Core Platform bookings declining 1%.
Read all updates
Q1-2026 Updates
Positive
Negative
Revenue and ARR Growth
Total revenue grew 6% year-over-year to $1.3 billion in Q1 2026, and ARR increased 6% to $4.3 billion, with revenue growth reported on both a reported and constant currency basis.
Read all positive updates
Company Guidance
GoDaddy reaffirmed its FY26 guidance, targeting total revenue of $5.195–$5.275 billion (≈6% growth at the midpoint) and Q2 revenue of $1.285–$1.305 billion (~6% at the midpoint), with A&C growth expected in the low double‑digits and Core Platform in the low single‑digits; management is projecting a Q2 normalized EBITDA margin of ~33% and a full‑year target of >33% with normalized EBITDA converting to free cash flow at >1:1 and a full‑year FCF target of ~$1.8 billion (on track to exceed its >20% FCF North Star CAGR). Q1 results that underpin the guide included revenue of $1.3B (+6%), ARR of $4.3B (+6%), normalized EBITDA of $414M (+13%) and margin expansion of ~210 bps to 33%, free cash flow of $474M (+15%, TTM FCF $1.68B), bookings of $1.5B (+3% with A&C +9% and Core Platform -1%), A&C revenue $0.5B (+12%) and ARR +10%, Core Platform revenue $769M (+3%), international revenue $416M (+7%), net debt $2.6B (1.4x leverage), cash $1.3B and total liquidity $2.3B, and capital returns of $280M in buybacks (3M shares) leaving ~133M diluted shares outstanding.GoDaddy Financial Statement Overview
Summary
Income Statement
78
Positive
Balance Sheet
52
Neutral
Cash Flow
86
Very Positive
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 5.02B | 4.95B | 4.57B | 4.25B | 4.09B | 3.82B |
| Gross Profit | 3.00B | 3.05B | 2.92B | 2.68B | 2.61B | 2.44B |
| EBITDA | 1.35B | 1.29B | 1.06B | 754.10M | 697.40M | 579.20M |
| Net Income | 870.10M | 875.00M | 936.90M | 1.37B | 352.20M | 242.30M |
Balance Sheet | ||||||
| Total Assets | 8.15B | 8.03B | 8.24B | 7.56B | 6.97B | 7.42B |
| Cash, Cash Equivalents and Short-Term Investments | 1.26B | 1.08B | 1.09B | 498.80M | 774.00M | 1.26B |
| Total Debt | 3.85B | 3.86B | 3.89B | 3.94B | 3.98B | 4.06B |
| Total Liabilities | 7.92B | 7.82B | 7.54B | 7.50B | 7.30B | 7.33B |
| Stockholders Equity | 237.30M | 215.10M | 692.10M | 62.20M | -331.80M | 81.70M |
Cash Flow | ||||||
| Free Cash Flow | 1.64B | 1.58B | 1.26B | 970.20M | 919.60M | 576.10M |
| Operating Cash Flow | 1.67B | 1.60B | 1.29B | 1.05B | 979.70M | 829.30M |
| Investing Cash Flow | -26.10M | -25.10M | 21.50M | -102.40M | -132.00M | -635.60M |
| Financing Cash Flow | -1.10B | -1.59B | -677.40M | -1.26B | -1.33B | 298.10M |
GoDaddy Technical Analysis
Positive
85.72
Price Trends
85.13
Positive
85.14
Positive
103.82
Negative
Market Momentum
1.36
Negative
58.20
Neutral
69.46
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GDDY, the sentiment is Positive. The current price of 85.72 is above the 20-day moving average (MA) of 82.07, above the 50-day MA of 85.13, and below the 200-day MA of 103.82, indicating a neutral trend. The MACD of 1.36 indicates Negative momentum. The RSI at 58.20 is Neutral, neither overbought nor oversold. The STOCH value of 69.46 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for GDDY.
GoDaddy Risk Analysis
GoDaddy disclosed 49 risk factors in its most recent earnings report. GoDaddy reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks
GoDaddy Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
76 Outperform | $24.28B | 34.91 | 19.88% | ― | 9.69% | 15.58% | |
73 Outperform | $6.57B | 15.74 | -28.45% | ― | -0.62% | 20.48% | |
71 Outperform | $11.77B | 13.85 | 366.90% | ― | 7.96% | 19.77% | |
68 Neutral | $22.52B | -291.18 | -3.71% | ― | 24.61% | -91.58% | |
65 Neutral | $5.46B | 17.29 | 26.96% | ― | 3.29% | 14.76% | |
61 Neutral | $37.18B | 12.37 | -10.20% | 1.83% | 8.50% | -7.62% | |
53 Neutral | $2.76B | -68.61 | 18.77% | ― | 13.56% | -127.38% |
* Technology Sector Average
GDDY
GoDaddy
88.92
-80.87
-47.63%
FFIV
F5, Inc.
430.39
136.24
46.32%
WEX
WEX
157.50
6.06
4.00%
WIX
Wix
50.14
-99.47
-66.49%
ZS
Zscaler
139.27
-151.87
-52.16%
DBX
Dropbox
29.19
2.10
7.75%
GoDaddy Corporate Events
Business Operations and StrategyExecutive/Board ChangesShareholder Meetings
GoDaddy Shareholders Approve Expanded Equity Incentive Plan
Positive
Jun 5, 2026
At its annual meeting of stockholders held on June 3, 2026, GoDaddy shareholders approved an amended and restated 2024 Omnibus Incentive Plan, increasing the pool of Class A common shares available for equity awards by 3,116,000, potentially enhan...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.