GDDY
GoDaddyNYSEInformation TechnologySoftware - InfrastructureSnapshot 2026-05-08
As of May 8, 2026, GDDY has a composite score of 30.3 and a signal label of "favorable." This score is influenced by a high confidence level of 81.2 and elevated market risk at 69.2. Key drivers include macroeconomic factors such as rates, growth, inflation, and labor, with recent guidance indicating potential unfavorable scenarios if next-quarter guidance is cut or if macro conditions reverse. The analysis is provisional.
Price
Daily closes from AlphaVantage. Earnings/event dots are placed inline.
Factor signals
Read top-to-bottom: thesis (is this a strong company over a 1–3 year hold), watch flags (has something changed worth re-reading), and position context (how violent might the path be). Each pill is a parallel diagnostic — never aggregated into a single score.
Thesis
— is this a strong company over a 1–3 year hold?Why this rank
- Direction share1.00
- Slope (norm)0.05
- Bonus0.00
Why this rank
Trailing four: 2016-Q3, 2025-Q2, 2025-Q3, 2026-Q1
Why this rank
Watch
— has something changed worth re-reading?Why this setup
EPS estimate $1.64 → $1.70 (+3.3% / 30d). 5 raised, 1 cut, 10 covering analysts.
0 upgrades, 0 downgrades / 30d, 4 maintained. 53% of analysts rate Buy.
2 PT revisions / 30d. Avg target 4.5% above current price.
0 positive, 0 negative / 30d.
F4 · Management deep-dive — recent events, stated priorities, guidance track record
Recent 8-K events
No recent events recorded.
Stated priorities
3 priorityies extracted from earnings transcripts (as of 2026-05-08).
- 1.Reaffirm revenue guidance for 2026growthmixed51% progress
4/30: “GoDaddy reaffirms its revenue guidance within a range of $5.195 billion to $5.275 billion.”
Why this status
Stated in 2 of last 2 quarters. Revenue for 2026 is guided between $5.195 billion and $5.275 billion. Revenue in 2026-Q1 was $1.267 billion, slightly down from $1.274 billion in 2025-Q4. Persistent statement, limited substantive delivery this quarter.
- 2.Maintain free cash flow target for 2026capital allocationmixed44% progress
4/30: “GoDaddy reaffirms its free cash flow target of approximately $1.8 billion.”
Why this status
Stated in 2 of last 2 quarters. Free cash flow target for 2026 is $1.8 billion. Cash from operations in 2026-Q1 was $471.5 million, up from $370.6 million in 2025-Q4. Mixed progress with some improvement in cash flow.
- 3.Achieve NEBITDA margin over 33% for 2026costmixed44% progress
4/30: “GoDaddy reaffirms its NEBITDA margin target of over 33%.”
Why this status
Stated in 2 of last 2 quarters. NEBITDA margin target for 2026 is over 33%. Operating income in 2026-Q1 was $310.5 million, slightly down from $317.0 million in 2025-Q4. Persistent statement, limited substantive delivery this quarter.
Guidance track record
Insufficient guidance history for this ticker.
Position context
— how violent might the path be while I hold it?Why this risk level
Recent vol — 30d annualized 35%; 252d 36%.
Drawdown — Max 1y −58%. Bad day move −3%.
Beta to sector ETF (XLK) — 0.03 over 1y.
Liquidity — score 100/100.
Sub-scores — vol 40/100, drawdown 0/100, beta 3/100, earnings vol —.
via XLK
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive — historically, headwind regimes have averaged stronger forward returns than tailwind.
Context label only — describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-05-08.
What changed
The most important moves since the prior daily snapshot.
- No material changes since the prior snapshot.
No material changes since the prior snapshot.
as of 2026-05-08
Management scorecard
How management runs the business — capital, margins, balance sheet, and how reliably they guide and deliver.
What management is focused on
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
- #1
Reaffirm revenue guidance for 2026
GrowthNew since 2026-05-04GoDaddy reaffirms its revenue guidance for 2026 within a range of $5.195 billion to $5.275 billion.
Behind →MixedStated in 2 of last 2 quarters. Revenue for 2026 is guided between $5.195 billion and $5.275 billion. Revenue in 2026-Q1 was $1.267 billion, slightly down from $1.274 billion in 2025-Q4. Persistent statement, limited substantive delivery this quarter.
51%CEO/CFO:“GoDaddy reaffirms its revenue guidance within a range of $5.195 billion to $5.275 billion.”Multiple sourcesSource dated 2026-04-30Stated 2 of last 8 quartersFirst seen 2026-05-04Show history (2)
- 2026-Q1Multiple sources
“GoDaddy reaffirms its revenue guidance within a range of $5.195 billion to $5.275 billion.”
- 2025-Q4Multiple sources
“GoDaddy is targeting total revenue in the range of $5.195 billion to $5.275 billion.”
- #2
Maintain free cash flow target for 2026
Capital allocationNew since 2026-05-04GoDaddy maintains its free cash flow target of approximately $1.8 billion for 2026.
MixedStated in 2 of last 2 quarters. Free cash flow target for 2026 is $1.8 billion. Cash from operations in 2026-Q1 was $471.5 million, up from $370.6 million in 2025-Q4. Mixed progress with some improvement in cash flow.
44%CEO/CFO:“GoDaddy reaffirms its free cash flow target of approximately $1.8 billion.”Multiple sourcesSource dated 2026-04-30Stated 2 of last 8 quartersFirst seen 2026-05-04Show history (2)
- 2026-Q1Multiple sources
“GoDaddy reaffirms its free cash flow target of approximately $1.8 billion.”
- 2025-Q4Multiple sources
“GoDaddy expects free cash flow of approximately $1.8 billion.”
- #3
Achieve NEBITDA margin over 33% for 2026
CostNew since 2026-05-04GoDaddy aims to achieve a NEBITDA margin of over 33% for the full year 2026.
Behind →MixedStated in 2 of last 2 quarters. NEBITDA margin target for 2026 is over 33%. Operating income in 2026-Q1 was $310.5 million, slightly down from $317.0 million in 2025-Q4. Persistent statement, limited substantive delivery this quarter.
44%CEO/CFO:“GoDaddy reaffirms its NEBITDA margin target of over 33%.”Multiple sourcesSource dated 2026-04-30Stated 2 of last 8 quartersFirst seen 2026-05-04Show history (2)
- 2026-Q1Multiple sources
“GoDaddy reaffirms its NEBITDA margin target of over 33%.”
- 2025-Q4Multiple sources
“GoDaddy expects NEBITDA margin of over 33%.”
How this stock is priced
Two ways to read price: against peers in the same business, and against the company's own history.
Looks cheaper than most peers in the same business.
Self-history needs ~20 months of data.
P/E over the last 5 years
2 monthly pointsHow this compares
A side-by-side read on composite, valuation, and risk versus peers.
| Stock | Composite | Valuation | Risk |
|---|---|---|---|
GDDY GoDaddy | +30 | inexpensive | elevated |
NVDA NVIDIA Corporation | +20 | full | moderate |
AAPL Apple Inc | +19 | full | moderate |
MSFT Microsoft | +27 | fair | elevated |
AVGO Broadcom | +11 | expensive | elevated |
Risk — how this stock moves
What a normal day looks like, what a bad day looks like, and the worst the last year has thrown at it.
What could change this view
Conditional scenarios — if X happens, the score would shift by about Y points. These are not predictions.
- If information_technology sector trend rises from +0.08 into 'improving' (>= +0.20)+5.0 pts
- If next-quarter guidance is cut (currently RAISED as of 2026-04-30)-16 pts
- If rates state reverses from -0.37 (negative) to +0.37 (positive)-7.3 pts
- If information_technology sector trend falls from +0.08 into 'weakening' (<= -0.20)-5.0 pts
- If growth state reverses from +0.25 (positive) to -0.25 (negative)-3.0 pts
Material updates
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
- 2026-04-308d agoItem 2.02
Results of Operations and Financial Condition On April 30, 2026, GoDaddy Inc. issued a press release announcing its financial results for the quarter ended March 31, 2026. A copy of the press release is furnished as Exhibit 99.1 to this Form 8-K and is incorporated by reference herein. This information shall not be deemed "filed" for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or incorporated by reference in any filing under the Securities A…
earnings preannouncementneutralscore 55 - 2026-02-242mo agoItem 2.02
Results of Operations and Financial Condition On February 24, 2026, GoDaddy Inc. (the "Company") issued a press release and will hold a conference call announcing its financial results for the quarter and year ended December 31, 2025. A copy of the press release is furnished as Exhibit 99.1 to this Form 8-K and is incorporated by reference herein. This information shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or…
earnings preannouncementpositivescore 13
Score history
The composite score, snapshot by snapshot. The dotted line at zero separates leaning-positive from leaning-negative.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.