DailyIQ
Last updated1 minute ago

GDDY·GoDaddy Inc.

$97.41
-0.74 (-0.75%)
Market Closed (Overnight)$97.46+0.05 (+0.05%)
High
$98.50
Open
$97.48
Market Cap
12.55B
52W High
$148.56
Low
$95.80
P. Close
$97.41
P/E
13.79
52W Low
$71.59
Fwd P/E
8.84
DailyIQ Est.
$109.89
Inst. Ownership
55.1%
Short Interest
4.63%
Days to Cover
3.7
Technical Score (1D)
41
SELL
News Sentiment
55
BULLISH
GoDaddy’s Q2 2026 earnings call transcript is now available, marking the latest routine reporting activity for the company. The release itself does not contain any new financial guidance or material surprises, so the immediate market impact is limited. However, the call will likely cover revenue trends, customer acquisition metrics, and strategic initiatives that could shape the company’s near‑term trajectory. Traders should listen for any shifts in the company’s growth narrative or commentary on competitive pressures, as these could influence short‑term sentiment. The absence of new guidance suggests that the market will focus on the qualitative aspects of the discussion rather than hard numbers. Watch for any mention of changes in pricing strategy or product launches, which could signal future revenue drivers. Additionally, keep an eye on the company’s commentary regarding its marketing spend and churn rates, as these are key levers for GoDaddy’s profitability. Finally, monitor any updates on regulatory or industry developments that could affect the broader web‑hosting and domain‑registration sector.
Earnings Summary
GoDaddy Inc. is a cloud‑based technology company that offers domain registration, hosting, and a suite of digital marketing tools to small businesses and individual users, operating through Applications & Commerce and Core Platform segments. The company competes in the broader software‑infrastructure sector, where recurring revenue and customer acquisition are key performance drivers. In the most recent quarters, GoDaddy’s earnings per share (EPS) have shown a steady upward trend: Q4 2024 EPS of $1.36 fell short of the $1.44 estimate, but Q1 2025 EPS rose to $1.51 above the $1.37 estimate, and Q2 2025 EPS of $1.41 beat the $1.34 estimate; Q3 2025 EPS of $1.51 again exceeded the $1.46 estimate, while Q4 2025 EPS of $1.80 surpassed the $1.61 estimate. Revenue, however, has been more volatile: Q4 2024 revenue of $1.1926 bn matched the estimate, Q1 2025 revenue of $1.1943 bn slightly exceeded the estimate, Q2 2025 revenue of $1.2176 bn outpaced the estimate, Q3 2025 revenue of $1.2653 bn beat the estimate, but Q4 2025 revenue of $1.2739 bn fell short of the $1.2978 bn estimate. The pattern shows consistent EPS beats over the last four quarters, while revenue growth has accelerated until Q4 2025 when it decelerated and missed expectations. Historically, GoDaddy has maintained year‑over‑year revenue growth of roughly 5–7% in the past few periods, with EPS growth outpacing revenue growth, indicating improving profitability margins. The company’s recent news highlights a legal challenge alleging misrepresentation of growth strategy, which could introduce reputational and regulatory risk; meanwhile, market sentiment has been buoyed by a rotation into traditional SaaS providers amid AI hardware concerns, suggesting a defensive positioning for GoDaddy’s core services. Investors should watch for any updates on the lawsuit’s outcome, potential adjustments to guidance in the next earnings release, and any shifts in customer acquisition metrics that could influence the company’s recurring revenue trajectory.

EPS

EstBeatMiss
$1.17$1.54$1.91$2.27$2.64Q2'25Q3'25Q4'25Q1'26Q2'26Q3'26
QtrEstActual+/−
Q3'26$2.47 - -
Q2'26$2.24$1.83-18.4%
Q1'26$1.99$1.60-19.7%
Q4'25$1.61$1.80+11.8%
Q3'25$1.46$1.51+3.1%
Q2'25$1.34$1.41+5.4%

Revenue

EstBeatMiss
$1.2B$1.2B$1.3B$1.3B$1.4BQ2'25Q3'25Q4'25Q1'26Q2'26Q3'26
QtrEstActual+/−
Q3'26$1.4B - -
Q2'26$1.3B$1.3B-1.7%
Q1'26$1.3B$1.3B+0.3%
Q4'25$1.3B$1.3B-1.8%
Q3'25 - $1.3B -
Q2'25 - $1.2B -

Market Data

GDDY Stock Snapshot

HOLD41/100
$97.46+$0.05 (0.1%)
Market cap
12.55B
P/E ratio
13.8
Day range
$95.80 – $98.50
News sentiment
55/100 · Neutral
Analyst target
$105.19 (+7.9%)
Consensus
Hold · 26 analysts
52-week range+36.1% off low · -34.4% from high
$71.59$148.56
Price $97.46 DailyIQ Est. $109.89

The technical read on GDDY is balanced, which usually means the market is waiting on a catalyst. The stock is liquid enough that positioning changes get absorbed without distorting the trend.

Reverse DCF

What growth is priced into GDDY?

CHEAP

At today's price, GoDaddy Inc. needs to grow free cash flow about -13.8% a year for the next 10 years to justify its valuation at a 7.41% cost of capital. Over its actual history it has compounded free cash flow at 21.8% a year, so the market is asking for 35.6 percentage points below its own delivered rate. On that basis GDDY looks priced below what its own growth record supports.

Implied FCF growth
-13.8%
Historical FCF CAGR
21.8%
Growth gap
-35.6 pts
Verdict
CHEAP
Discount rate (WACC)
7.41%
Beta
0.73

Behaviour On Record

What GDDY's own history says about today's numbers

Realized volatility (21d)
48.2% 89th pct
Below its peak
-56.1%
vs 200-day average
+2.6%
Up days (1y)
49%

GoDaddy Inc. is currently running 48.2% annualised volatility over the last 21 sessions. Measured against GDDY's own 11 years of daily returns rather than a market-wide average, that is the 89th percentile elevated for this stock, against a typical reading of 28.9%. The distinction matters because a number that looks calm for one stock is turbulent for another, and the absolute figure on its own tells you neither.

GDDY is trading -56.1% below its running peak. Across 10 full years on file, its median worst-drawdown-in-a-year was -26.1%, and the deepest was -46.4% in 2020. The current drawdown is already deeper than this stock's typical annual low point, which puts it in the part of its range where past recoveries began — and where past declines also continued.

Price sits +2.6% from its 200-day moving average. Against every other day in its history, that gap ranks at the 45th percentile close to the gap it normally carries. Over the past year GDDY closed higher on 49% of sessions, and it is currently 4 sessions into a falling streak.

On September specifically: over 12 years of records, GDDY finished the month higher 4 of 12 times, with a median return of -2.6% and an average of -1.8%. Its strongest month historically has been November at +5.9% on average, its weakest September at -1.8%. Seasonality is a weak signal on its own — a decade is a small sample and regimes change — but it is a real distribution rather than a rule of thumb.

Overnight risk is measurable too: GDDY has opened more than 2% away from the prior close in 151 of 2,883 sessions (5.2% of the time), with the largest gaps running +23.3% and -12.2%. For anyone holding through an event, that rate is a better guide to overnight exposure than the intraday range.

Across the last 3 dated reports on file, GDDY moved an average of 6.5% in the session after earnings, closing higher 0 of those 3 times, with a median move of -5.5% and a largest of -10.9%.

All figures computed from 2,884 daily closes between 2015-04-01 and 2026-09-18, split-adjusted, recomputed daily. Percentiles are against GDDY's own 12-year history, not a peer group or index.

Sector Rotation

Is money rotating into or out of GDDY's sector?

GoDaddy Inc. sits in the Technology sector, currently ranked 1st of 11 GICS sectors by relative-strength rotation score (leading). Within its narrower Software industry group, GDDY ranks 3rd of 15 tracked industries, leading.

Sector rank
#1 of 11
Sector state
Leading
Sector rotation score
90
Industry rank
#3 of 15

Options Market

What is the options market pricing for GDDY?

CallsPuts

For GoDaddy Inc.'s nearest expiry (2026-09-25, 6 days out), open interest is roughly balanced between puts and calls (put/call ratio of 0.92), with at-the-money implied volatility around 52.6%. The options market is pricing roughly a ±8.2% move by that expiry — a range of about $95.43–$112.45.

Put/call ratio (2026-09-25)
0.92
ATM implied volatility
52.6%
Total open interest
838
Expected move by 2026-09-25
±8.2% ($95.43–$112.45)

Analyst Rating Changes

Are analysts turning bullish or bearish on GDDY?

Wells Fargo most recently downgraded GoDaddy Inc. to Underweight on Aug 26, 2026 with a price target of $76 (from $80). Over the last 90 days, coverage has run 0 upgrades against 2 downgrades, a net bearish lean.

Latest action
Wells FargoUnderweight
90-day upgrades
0
90-day downgrades
2
Net rating momentum
-2
DateFirmActionRatingPrice target
Aug 26, 2026Wells FargoDowngradeEqual-Weight → Underweight$80 → $76
Aug 3, 2026CitigroupMaintainedBuy$110 → $105
Aug 3, 2026WedbushMaintainedOutperform$109 → $93
Jul 31, 2026William BlairDowngradeOutperform → Market Perform-
Jul 31, 2026B. Riley SecuritiesMaintainedBuy$190 → $170
Jul 31, 2026Piper SandlerReiteratedNeutral$93 → $95
Jul 31, 2026Wells FargoMaintainedEqual-Weight$83 → $80
Jul 31, 2026Cantor FitzgeraldReiteratedNeutral$90
Jul 31, 2026BenchmarkMaintainedBuy$185 → $140
Jun 18, 2026JP MorganMaintainedOverweight$154 → $124
May 5, 2026UBSMaintainedNeutral$105 → $100
May 1, 2026JP MorganMaintainedOverweight$167 → $154

GDDY Competitive Positioning

GoDaddy Inc. (GDDY) is tracked alongside these names in Software - Infrastructure on DailyIQ — ranked by market cap, with today's move alongside.