GoDaddy (GDDY)
NYSEInformation TechnologySoftware - InfrastructureSnapshot 2026-09-04
$101.31-2.24%
Close 2026-09-04 · 1-day change
NYSEInformation TechnologySoftware - InfrastructureSnapshot 2026-09-04
QuarterlyIQ Insights · GDDY
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within information technology on a research-validated quality screen. As of 2026-09-04.
The screen ranks GDDY against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Information Technology names rated strong grew net income 65% of the time over the next year (vs 52% for the rest of the cohort, n=6360).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Continue expanding and innovating GoDaddy's AI-powered Airo platform to enhance customer experience and drive growth in AI-driven solutions.
Stated as a priority in 5 of last 5 quarters. Management highlighted the AI transformation centered on the Airo platform, with Airo's bookings run rate increasing from $10 million in 2026-Q1 to $50 million in 2026-Q2 and 25 agents in production as of 2025-Q4. This shows delivering momentum and expanding AI capabilities consistent with management's stated focus.
“GoDaddy is advancing a company-wide AI transformation with Airo at the center...”
“GoDaddy is moving quickly to lead in this next phase of AI-driven innovation...”
“GoDaddy continued to expand the capabilities of its AI-powered, business-in-a-box GoDaddy Airo experience...”
“Evolved the Airo experience from a Generative AI platform to an Agentic AI platform...”
“Expanded the reach of GoDaddy Airo to new on-ramps, including logos and email...”
Maintain and narrow revenue guidance for 2026 with expected growth in Applications & Commerce and Core Platform segments.
Reaffirmed revenue guidance in 5 of last 5 quarters. Management narrowed 2026 revenue guidance to $5.215-$5.255 billion, up from 2025 guidance of $4.89-$4.94 billion and actual 2025 revenue of $4.951 billion. This reflects consistent delivery and upward trajectory aligned with guidance.
“For the full year ending December 31, 2026, GoDaddy is narrowing its revenue guidance to a range of $5.215 billion to $5.255 billion.”
Sustain free cash flow generation with a target of approximately $1.8 billion for 2026, supporting capital allocation and growth investments.
Maintained free cash flow target in 5 of last 5 quarters. Management reaffirmed a 2026 target of approximately $1.8 billion, up from $1.6 billion in 2025. Actual free cash flow for first half 2026 was $917.1 million, indicating trajectory consistent with target.
“For the full year, GoDaddy reaffirms its free cash flow target of approximately $1.8 billion.”
Sustain and expand normalized EBITDA margin to over 33% in 2026 through operational discipline and profitable growth.
Reaffirmed NEBITDA margin target over 33% in 5 of last 5 quarters. Actual NEBITDA margin improved from 31.3% in 2025-Q2 to 33.4% in 2026-Q2, consistent with management's margin expansion goal and delivering on operational discipline.
Continue substantial share repurchases to reduce diluted shares and return capital to shareholders while maintaining financial flexibility.
Stated in 5 of last 5 quarters. Management emphasized disciplined capital allocation with substantial share repurchases, totaling 9.8 million shares for $851.8 million year to date in 2026, achieving a 7% reduction in diluted shares. This reflects consistent execution of capital return strategy.
“Maintaining disciplined capital allocation through substantial share buybacks.”
Over the trailing year it converted 0.75x of net income into operating cash flow. Historically, Information Technology names rated fragile grew net income 42% of the time over the next year (vs 59% for the rest of the cohort, n=3128).
Not enough signal yet.
Not enough signal to read sensitivity to the broad stock market, the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
8 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Information Technology names rated stable grew net income 54% of the time over the next year (vs 60% for the rest of the cohort, n=2709).
Not investment advice. As of 2026-09-04.
“For the full year ending December 31, 2026, GoDaddy reaffirms its revenue guidance within a range of $5.195 billion to $5.275 billion.”
“GoDaddy raised its revenue expectations to a range of $4.89 billion to $4.94 billion.”
“For the full year ending December 31, 2025, GoDaddy expects total revenue in the range of $4.930 billion to $4.950 billion.”
“For the full year ending December 31, 2025, GoDaddy raised its revenue expectations to a range of $4.89 billion to $4.94 billion.”
“For the full year ending December 31, 2026, GoDaddy expects free cash flow of approximately $1.8 billion.”
“GoDaddy raised its free cash flow target to approximately $1.6 billion.”
“For the full year ending December 31, 2025, GoDaddy expects free cash flow of approximately $1.6 billion.”
“For the full year ending December 31, 2025, GoDaddy raised its free cash flow target to approximately $1.6 billion.”
“For the full year, GoDaddy reaffirms its NEBITDA margin target of over 33%.”
“For the full year ending December 31, 2026, GoDaddy expects NEBITDA margin of over 33%.”
“For the full year ending December 31, 2025, GoDaddy expects NEBITDA margin expansion of approximately 100 basis points, exiting 2025 at 33%.”
“For the full year ending December 31, 2025, GoDaddy expects NEBITDA margin of approximately 32%.”
“For the full year ending December 31, 2025, GoDaddy expects NEBITDA margin expansion of approximately 100 basis points.”
“In the first quarter, GoDaddy repurchased 3.0 million shares for $279.7 million.”
“In 2025, GoDaddy repurchased 10.2 million shares for $1.6 billion.”
“Year to date through October 28, 2025, GoDaddy repurchased 9.0 million shares for $1.4 billion.”
“Year to date through August 6, 2025, GoDaddy repurchased 5.2 million shares for $906.0 million.”