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$GDDY

8 stories mentioning GDDY

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Wire

GoDaddy, Infoblox Support Open Standards for AI Agents Across Open Web

GoDaddy (GDDY) and Infoblox said Thursday they support complementary open standards that help artificial intelligence agents identify, discover, and verify one another across the open web.Infoblox is advancing Domain Name System for AI Discovery, or DNS-AID, an open, interoperable approach for agent discovery developed on existing DNS infrastructure, according to the statement.GoDaddy is helping develop Agent Name Service, or ANS, an open standard focused on agent identity, naming and verification using DNS and public key infrastructure, the statement added.Infoblox and GoDaddy believe agent discovery and identity should be open and interoperable, not linked to proprietary protocols or closed registries, according to the statement.Price: $85.54, Change: $+0.14, Percent Change: +0.16%

$GDDY
Research

Research Alert: CFRA Maintains Buy Rating On Godaddy

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We raise our price target to $123 from $110, applying a P/E of 15x our 2027 EPS estimate, below GDDY's three- and five-year historical averages of 24x-25x, reflecting caution around decelerating bookings and segment structural pressures. We increase our 2026 EPS estimate to $7.12 from $7.08 and 2027's to $8.20 from $8.10, due to better-than-expected margin performance and outlook on AI-driven efficiencies. In our view, GDDY's push into AI products and operations, building on its dominant domain position, is a well-timed strategic move. While we remain cautious around execution risk as AI initiatives scale, we see encouraging early signals with strong Airo adoption ($10M+ annualized bookings within weeks), Airo Care's 50%+ resolution rate improvements, and solid international growth (+7% Y/Y). We believe the quarter's bookings weakness partly reflects management's deliberate quality-over-quantity strategy, with potential for stabilization as AI distribution expands and marketing spend ramps.

$GDDY
Wire

Jefferies Adjusts Price Target on GoDaddy to $95 From $100, Maintains Hold Rating

GoDaddy (GDDY) has an average rating of overweight and mean price target of $115.87, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $90.00, Change: $+3.22, Percent Change: +3.71%

$GDDY
Wire

GoDaddy Faces AI Fears Head-On, RBC Says

GoDaddy (GDDY) reported a "very clean" Q1 and reiterated its full-year outlook even as the stock likely more priced for a guide down, RBC Capital Markets said in a note Friday.The report pointed to positives in the quarter, including bookings for its Applications and Commerce that decelerated in-line to 9% which was expected after last quarter's discounting."Discounting continues but is stable and given the AI concerns,A&C must maintain at least LDD growth rates going forward if the stock is to work," the note said.The report also said margins came in ahead, making the rest of the year look like a lay-up.RBC kept its outperform rating with a price target of $95.Price: $86.93, Change: $+0.13, Percent Change: +0.16%

$GDDY
Wire

JPMorgan Adjusts GoDaddy Price Target to $154 From $167

GoDaddy (GDDY) has an average rating of overweight and mean price target of $116.20, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $88.70, Change: $+1.91, Percent Change: +2.20%

$GDDY
Research

Research Alert: Gddy: Strong Profitability Metrics Offset By Continued Revenue Headwinds

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:GDDY posted Q1 2026 revenue of $1.2B (+6%), in line with consensus, with EPS of $1.60 beating estimates of $1.52 despite booking deceleration to +2.7% from +5% in Q4. A&C segment growth of +11.6% to $498M showed resilience but continued moderating, while Core Platform remained sluggish at +2.8%. We view booking weakness as concerning given competitive pressures and small business spending constraints that raise questions about growth sustainability. Management reaffirmed 2026 revenue guidance of $5.195B-$5.275B (~6% growth), reflecting limited visibility into booking improvement. However, we see encouraging AI monetization signs with ARPU growth of +9.3% to $246 and Airo AI Builder achieving multi-million dollar annualized bookings within weeks of beta launch. We believe GDDY's impressive margin expansion with NEBITDA margins reaching 32.6% (+210 bps) demonstrates operational discipline, though sustaining A&C growth above 10% remains critical for investor confidence.

$GDDY
Wire

GoDaddy Q1 Earnings, Revenue Rise; Shares Gain After Hours

GoDaddy (GDDY) reported Q1 earnings late Thursday of $1.60 per diluted share, up from $1.51 a year earlier.Analysts polled by FactSet expected $1.52.Revenue in the three months ended March 31 rose to $1.27 billion from $1.19 billion a year earlier.Analysts surveyed by FactSet expected $1.26 billion.The company expects Q2 revenue of $1.29 billion to $1.31 billion. Analysts surveyed by FactSet expect $1.29 billion.GoDaddy reaffirmed 2026 revenue guidance of $5.2 billion to $5.28 billion. Analysts surveyed by FactSet expect $5.24 billion.In Q1, the company repurchased 3 million shares for $279.7 million.GoDaddy shares rose 4.2% in after-hours trading.

$GDDY
Research

Research Alert: CFRA Maintains A Buy Rating On Godaddy Inc.

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our target price to $110 from $120, reflecting a more cautious outlook on near-term bookings momentum. We maintain our 2026 and 2027 EPS estimates of $7.08 and $8.10, respectively. Our target price reflects a multiple well below GDDY's three-year historical average, appropriately discounting headwinds from decelerating bookings, AI-driven competitive pressures, and ongoing customer migration toward social media platforms. However, we believe the company has responded effectively, with its GenAI tool Airo demonstrating success in enhancing cross-selling and improving retention rates. We view the recent sell-off as an overreaction to AI concerns, particularly given GDDY's dominant market position and 82M+ domain base, which provides a substantial foundation for monetizing new AI-driven products. The company's strategic shift toward higher-value customers should support margin expansion over time.

$GDDY