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
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 | -48.9% |
| Our one-year growth estimate | diamond | 6.0% |
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 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
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 54.9 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 68 industry peers
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: Stable customer growth shows market demand and business health. This impacts revenue expectations.
Watch forTotal customers are reported to grow or stay steady at around 20.4 million.
Also watch forTotal customers are reported to drop below 20.4 million.
Why it matters: Reaffirming revenue guidance shows confidence in growth. It can boost investor trust.
Supportive ifManagement confirms revenue guidance for 2026 during the next earnings call.
Worry ifManagement lowers or takes back revenue guidance for 2026.
Why it matters: Earnings results can impact stock price. They provide insights into company performance.
Watch forEarnings report shows better revenue and margin results than expected.
Also watch forEarnings report shows worse revenue and margin results than expected.
Why it matters: GoDaddy's free cash flow target shows it cares about growth and spending money wisely.
Supportive ifGoDaddy confirms a free cash flow target of about $1.8 billion for 2026.
Worry ifFree cash flow target lowered below $1.8 billion.
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.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$182 on $10,000 · ±1.8% | How much price usually moves either way. |
| Bad day | $441 loss on $10,000 · 4.4% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $4,963 loss on $10,000 · 49.6% | 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.
Why it matters: GoDaddy's revenue guidance shows it can keep growing even with tough comparisons.
Supportive ifGoDaddy confirms Q3 revenue guidance in the range of $1.315 billion to $1.335 billion.
Worry ifGoDaddy lowers its Q3 revenue guidance to below $1.315 billion.
Why it matters: GoDaddy has a NEBITDA margin over 33%. This shows it controls costs well and makes money.
Supportive ifGoDaddy reports a NEBITDA margin of at least 33% in Q3.
Worry ifNEBITDA margin falls below 33% in Q3.
Why it matters: Airo's growth is key to GoDaddy's AI transformation. Strong bookings show customer demand.
Supportive ifAiro's annualized bookings run rate reaches $100 million or more.
Worry ifAiro's bookings run rate stays below $50 million.
Why it matters: This guidance reflects management's confidence in growth. It is a key indicator of performance.
Supportive ifQ3 total revenue reported within the guidance range.
Worry ifQ3 total revenue was less than $1.315 billion.
Why it matters: Keeping this margin shows good operations. It helps make more money in the long run.
Supportive ifNEBITDA margin was over 33% for Q3.
Worry ifNEBITDA margin was under 33% for Q3.
Why it matters: Free cash flow is vital for growth and shareholder returns. It shows financial health.
Supportive ifFree cash flow reported at or above $1.8 billion for 2026.
Worry ifFree cash flow reported below $1.8 billion for 2026.