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
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -29.2% |
| Our one-year growth estimate | diamond | 5.7% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
No outside relationship met the current evidence threshold.
Based on historical daily prices through 2026-11-05.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 35.0 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-05 · Compared with 23 industry peers · Company calendar date is not available
GDDY — credit agreement
Dated 2026-08-03
Entry into a Material Definitive Agreement Revolving Credit Facility Upsize and Extension On July 31, 2026, Go Daddy Operating Company, LLC and GD Finance Co, LLC (each, a direct or indirect subsidiary of GoDaddy Inc. and together, the “Borrowers”) entered into a Joinder and Thirteenth Amendment (the “Thirteenth Amendment”) to the Second Amended and Restated Credit Agreement, dated as of February 15, 2017 (as amended by Amendment No. 1, dated as of November 22, 2017, as further amended by the…
Why it matters: A&C grew faster than Core in Q3. Growth near the full-year goal would support GoDaddy's revenue outlook.
Supportive ifFull-year A&C revenue growth is about 10% or higher, as management guided.
Worry ifFull-year A&C revenue growth falls below 10%, and the company lowers its full-year revenue range.
Why it matters: Airo's bookings run rate more than doubled in one quarter. More growth would show that customers are using the new product.
Supportive ifAt the next update, Airo's annualized bookings run rate is above $100 million. It also adds to bookings growth.
Worry ifAiro's annualized bookings run rate falls below $100 million. Or management says it no longer adds to bookings growth.
Why it matters: The company reaffirmed this cash goal while repurchasing shares. The year-end result will show whether cash generation met the stated target.
Supportive ifGoDaddy reports 2026 free cash flow near or above $1.8 billion.
Worry ifGoDaddy reports 2026 free cash flow well below $1.8 billion.
Why it matters: GoDaddy plans to refresh select financial targets at Investor Night. Higher targets would support its growth and cash goals.
Watch forOn December 1, GoDaddy raises its 2026 revenue range above $5.215 billion to $5.255 billion. It also raises its margin target above 33%, or its free cash flow target above about $1.8 billion.
Also watch forOn December 1, GoDaddy cuts any of those targets below its current range or stated goal.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$195 on $10,000 · ±2.0% | How much price usually moves either way. |
| Bad day | $462 loss on $10,000 · 4.6% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $4,366 loss on $10,000 · 43.7% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.