GoDaddy (GDDY)
NYSEInformation TechnologySoftware - InfrastructureSnapshot 2026-11-05
$120.12+1.52%
Close 2026-11-05 · 1-day change
NYSEInformation TechnologySoftware - InfrastructureSnapshot 2026-11-05
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 2026-11-05.
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=6380).
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.
“Our AI transformation is gaining momentum, and this quarter Airo hit an annualized bookings run rate of over $100 million and began incrementally contributing to our bookings growth,” said GoDaddy C…
Stated in 8 of 8 supplied quarters. Management reported: “Annualized bookings run rate for Airo exceeded $100 million, more than doubling the $50 million shared one quarter ago.” “• Building on the domain API launched last quarter, GoDaddy expanded its Developer Platform with agent-friendly APIs for hosting, professional email and commerce, enabling developers and AI agents to turn working code into live businesses.”
““Our AI transformation is gaining momentum, and this quarter Airo hit an annualized bookings run rate of over $100 million and began incrementally contributing to our bookings growth,” said GoDaddy C…”
“"GoDaddy is advancing a company-wide AI transformation with Airo at the center, creating an agentic operating system that helps our customers accomplish more," said GoDaddy CEO Aman Bhutani.”
“"GoDaddy is moving quickly to lead in this next phase of AI-driven innovation, focusing on helping entrepreneurs turn ideas into real businesses faster and more easily," said GoDaddy CEO Aman Bhutani.”
“"GoDaddy demonstrated strong performance in 2025, and we are leveraging our domain leadership, global scale and strong fundamentals to lead in the next era of the agentic open internet," said GoDaddy…”
“"GoDaddy delivered strong third quarter results as we position our business to lead in the emerging agentic AI era," said GoDaddy CEO Aman Bhutani.”
“"GoDaddy delivered another strong quarter, demonstrating the power of our strategy as we continue to accelerate the pace of innovation, energized by the transformative potential of agentic AI," said…”
For the full year ending December 31, 2026, GoDaddy reaffirms its NEBITDA margin target of over 33% .
Stated in 8 of 8 supplied quarters. Management reported: “For the full year ending December 31, 2026, GoDaddy reaffirms its NEBITDA margin target of over 33% .” “1600 Tempe, AZ 85281 | 480.505.8800 | https://investors.godaddy.net For the full year ending December 31, 2026, GoDaddy reaffirms its free cash flow target of approximately $1.8 billion, versus the $1.6 billion of free cash flow generated in 2025.”
“For the full year ending December 31, 2026, GoDaddy reaffirms its NEBITDA margin target of over 33% .”
1600 Tempe, AZ 85281 | 480.505.8800 | https://investors.godaddy.net For the full year ending December 31, 2026, GoDaddy reaffirms its free cash flow target of approximately $1.8 billion, versus the $…
Stated in 8 of 8 supplied quarters. Management reported: “1600 Tempe, AZ 85281 | 480.505.8800 | https://investors.godaddy.net For the full year ending December 31, 2026, GoDaddy reaffirms its free cash flow target of approximately $1.8 billion, versus the $1.6 billion of free cash flow generated in 2025.” “For the full year ending December 31, 2026, GoDaddy reaffirms its free cash flow target of approximately $1.8 billion, versus the $1.6 billion of free cash flow generated in 2025.”
Business Outlook For the full year ending December 31, 2026, GoDaddy expects to finish toward the higher end of its revenue range of $5.215 billion to $5.255 billion.
Stated in 8 of 8 supplied quarters. Management reported: “Business Outlook For the full year ending December 31, 2026, GoDaddy expects to finish toward the higher end of its revenue range of $5.215 billion to $5.255 billion.” “Within total revenue, GoDaddy expects full year A&C revenue growth of approximately 10% and Core revenue growth of approximately 4%.” Revenue was $1.342 billion in 2026-Q3.
Use the stated disciplined capital allocation framework to support shareholder returns, including ongoing share repurchases.
Over the trailing year it converted 0.75x of net income into operating cash flow. Historically, Information Technology names rated fragile grew net income 43% of the time over the next year (vs 59% for the rest of the cohort, n=3136).
Not enough signal yet.
Not enough signal to read sensitivity to the broad stock market, real (inflation-adjusted) rates, long-term interest rates, the US dollar, 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 57% of the time over the next year (vs 54% for the rest of the cohort, n=6074).
Not investment advice. As of 2026-11-05.
“"GoDaddy remains well-positioned for long-term success by driving tangible, measurable outcomes that help our customers grow and thrive in any macroeconomic landscape," said GoDaddy CEO Aman Bhutani.”
“"Looking ahead to 2025, we are excited to further innovate around GoDaddy Airo, enhance our integrated technology platform and create even more value for our customers."”
“For the full year, GoDaddy reaffirms its NEBITDA margin target of over 33% .”
“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 fourth quarter ending December 31, 2025, GoDaddy expects NEBITDA margin to be approximately 33%, and for the full year GoDaddy expects approximately 32% .”
“For the full year ending December 31, 2025, GoDaddy expects NEBITDA margin expansion of approximately 100 basis points with continued sequential expansion each quarter, exiting 2025 at 33%.”
“For the full year ending December 31, 2025, GoDaddy expects NEBITDA margin expansion of approximately 100 basis points.”
“For the full year ending December 31, 2025, GoDaddy expects Normalized EBITDA margin expansion of approximately 100 basis points.”
“1600 Tempe, AZ 85281 | 480.505.8800 | https://investors.godaddy.net For the full year ending December 31, 2026, GoDaddy reaffirms its free cash flow target of approximately $1.8 billion, versus the $…”
“For the full year ending December 31, 2026, GoDaddy reaffirms its free cash flow target of approximately $1.8 billion, versus the $1.6 billion of free cash flow generated in 2025.”
“For the full year ending December 31, 2026, GoDaddy reaffirms its free cash flow target of approximately $1.8 billion, versus the $1.6 billion of free cash flow generated in 2025.”
“For the full year ending December 31, 2026, GoDaddy expects free cash flow of approximately $1.8 billion, versus the $1.6 billion of free cash flow generated in 2025.”
“For the full year ending December 31, 2025, GoDaddy expects free cash flow of approximately $1.6 billion, versus the $1.4 billion of free cash flow generated in 2024.”
“For the full year ending December 31, 2025, GoDaddy raised its free cash flow target to approximately $1.6 billion, versus the $1.4 billion of free cash flow generated in 2024.”
“For the full year ending December 31, 2025, GoDaddy expects free cash flow of at least $1.5 billion, versus the $1.4 billion of free cash flow generated in 2024.”
“For the full year ending December 31, 2025, GoDaddy expects free cash flow of at least $1.500 billion, versus the $1.356 billion of free cash flow generated in 2024.”
“Business Outlook For the full year ending December 31, 2026, GoDaddy expects to finish toward the higher end of its revenue range of $5.215 billion to $5.255 billion.”
“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.”
“For the full year ending December 31, 2026, GoDaddy reaffirms its revenue guidance within a range of $5.195 billion to $5.275 billion, representing year-over-year growth of 6% at the midpoint, versus…”
“Mill Ave, Ste 1600 Tempe, AZ 85281 T: 480.505.8800 https://investors.godaddy.net revenue in the range of $5.195 billion to $5.275 billion, representing year-over-year growth of 6% at the midpoint, ve…”
“Business Outlook For the full year ending December 31, 2025, GoDaddy raised its revenue expectations to a range of $4.930 billion to $4.950 billion, representing year-over-year growth of 8% at the mi…”
“"With a clear product roadmap ahead, we are primed to deliver sustained profitable growth and create enduring value for our customers and our shareholders."”
“For the full year ending December 31, 2025, GoDaddy reaffirms its guidance, expecting revenue in the range of $4.860 billion to $4.940 billion, representing year-over-year growth of 7% at the midpoin…”
“For the full year ending December 31, 2025, GoDaddy is targeting total revenue in the range of $4.860 billion to $4.940 billion, representing year-over-year growth of 7% at the midpoint, versus the $…”