-- 独立系調査会社CFRAは、に対し、以下の調査レポートを提供しました。CFRAのアナリストは、以下のように見解をまとめています。当社は、GDDYの目標株価を110ドルから123ドルに引き上げます。これは、2027年のEPS予想PERを15倍としたものです。このPERは、GDDYの過去3年および5年間の平均PERである24～25倍を下回っており、受注の減速と事業セグメントの構造的圧力に対する慎重な見方を反映しています。また、予想を上回る利益率とAIによる効率化の見通しに基づき、2026年のEPS予想を7.08ドルから7.12ドルに、2027年のEPS予想を8.10ドルから8.20ドルに引き上げます。当社は、GDDYが支配的なドメインポジションを基盤としてAI製品および事業に注力していることは、時宜を得た戦略的な動きであると考えています。 AIイニシアチブの規模拡大に伴う実行リスクについては引き続き慎重な姿勢を維持していますが、Airoの導入が好調（数週間で年間1,000万ドル以上の予約を獲得）、Airo Careの解決率が50%以上向上、そして堅調な海外事業の成長（前年比7%増）など、初期段階では有望な兆候が見られます。当四半期の予約件数の低迷は、経営陣が意図的に量より質を重視した戦略をとったことが一因であり、AIの普及拡大とマーケティング費用の増加に伴い、安定化する可能性があると考えています。
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