GoDaddy (GDDY)
NYSEInformation TechnologySoftware - InfrastructureSnapshot 2026-07-07
$89.32+4.33%
Close 2026-07-07 · 1-day change
Reading GDDY? This analysis is rebuilt every market day. Get it tracked free. No credit card.
Track GDDY free→NYSEInformation TechnologySoftware - InfrastructureSnapshot 2026-07-07
Reading GDDY? This analysis is rebuilt every market day. Get it tracked free. No credit card.
Track GDDY free→GoDaddy grows revenue about 6% yearly, aiming for $5.24 billion in 2026. Profit margins are improving, targeting over 33% NEBITDA margin. Free cash flow is strong, expected near $1.8 billion. The company is cheap with a PE of 13 and solid cash flow yield.
Revenue growth could slow below 6% due to billings weakness. Profit margins may not reach 33% if costs rise. Management selling stock and guidance cuts raise concerns about confidence.
The market prices GoDaddy about 56% below our fair value near $206, expecting roughly 7% revenue growth. Our view aligns with consensus growth but sees risk in margin and execution.
Breaks if: free cash flow falls below $1.6 billion in FY26
Reaffirm free cash flow target of approximately $1.8 billion for 2026.
Stated in 3 of last 3 quarters. Free cash flow increased from $1.6 billion in 2025 to $1.8 billion target for 2026. The trajectory is on track with the reaffirmed target.
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“GoDaddy reaffirms its free cash flow target of approximately $1.8 billion.”
“GoDaddy expects free cash flow of approximately $1.8 billion.”
“GoDaddy raised its free cash flow target to approximately $1.6 billion.”
Breaks if: guidance is cut again or materially lowered
Breaks if: NEBITDA margin falls below 31% in FY26
Reaffirm NEBITDA margin target of over 33% for the full year 2026.
Stated in 3 of last 3 quarters. NEBITDA margin increased from 30.5% in 2025 to 32.6% in 2026-Q1. The trajectory is on track with the reaffirmed margin target.
“GoDaddy reaffirms its NEBITDA margin target of over 33%.”
“GoDaddy expects NEBITDA margin of over 33%.”
“GoDaddy expects NEBITDA margin expansion of approximately 100 basis points.”
Breaks if: revenue falls below $5.0 billion in FY26
Maintain revenue guidance within the range of $5.195 billion to $5.275 billion for 2026.
Stated in 3 of last 3 quarters. Revenue grew from $4.951 billion in 2025 to $5.195 billion to $5.275 billion guidance for 2026. The trajectory is delivering on the reaffirmed guidance.
“GoDaddy reaffirms its revenue guidance within a range of $5.195 billion to $5.275 billion.”
“GoDaddy is targeting total revenue in the 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.”