Core Thesis - GoDaddy Inc. is viewed as a compelling investment opportunity due to its durable, cash-generating business model and deeply discounted valuation despite a significant decline in market capitalization [3][5]. Company Overview - GoDaddy Inc. specializes in the design and development of cloud-based products, owning over 84 million domains, which serve as digital front doors for millions of micro businesses [3][4]. - The company generates substantial free cash flow from recurring "digital rent" through domain renewals and related services [3]. Financial Performance - GoDaddy's free cash flow has remained robust, with expectations to generate between $1.2 billion and $1.6 billion, supporting both share buybacks and potential debt reduction [5][6]. - The company has raised its guidance, indicating resilience in its core business despite a roughly 50% decline in market capitalization over the past year [3][6]. Share Repurchase Strategy - GoDaddy has aggressively repurchased shares, reducing its share count by more than 25% since 2022, which creates a self-reinforcing growth engine [4][6]. - This strategy is expected to enhance shareholder value even without extraordinary organic growth [4]. Market Mispricing - The current market valuation misprices GoDaddy as a commoditized registrar with structural growth risks, underestimating the value of its recurring cash flows and share repurchase program [5][6]. - Base-case valuations suggest an upside to $24 billion, with potential for free cash flow per share growth of approximately 8% annually [6]. Competitive Dynamics - GoDaddy benefits from low customer churn due to the inconvenience of switching domains, hosting, and email services, creating a "toll bridge" dynamic that supports durable revenue [4][6]. - Key risks include leverage constraints, AI-driven platform changes, competitive pricing pressure, and the temptation for dilutive acquisitions [6].

GoDaddy Inc. (NYSE:GDDY) is among the 10 Best Magic Formula Stocks for 2026. On February 23, Benchmark cut its price target on the stock to $210 from $240, while keeping a Buy rating, as part of the fourth quarter earnings preview. Benchmark Cuts GoDaddy Inc. (GDDY)'s Price Target To $210, Maintains Buy Rating During the day, Jefferies analyst Brent Thill also slashed the price target to $100 from $140 with a Hold rating. The firm noted that application software stocks were being impacted more by the ong ...

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LOS ANGELES--(BUSINESS WIRE)--Glancy Prongay Wolke & Rotter LLP, a leading national shareholder rights law firm, today announced that it has commenced an investigation on behalf of GoDaddy Inc. ("GoDaddy†or the "Company†) (NYSE: GDDY) investors concerning the Company's possible violations of the federal securities laws. IF YOU ARE AN INVESTOR WHO LOST MONEY ON GODADDY INC. (GDDY), CLICK HERE TO INQUIRE ABOUT POTENTIALLY PURSUING CLAIMS TO RECOVER YOUR LOSS. What Happened? On February 24, 2. ...

We recently published 10 Stocks Left Behind in a Roaring Market. GoDaddy Inc. (NYSE:GDDY) was one of the worst performers on Wednesday. GoDaddy fell to a new two-year low on Wednesday, as investor sentiment was dampened by its dismal earnings performance in full-year 2025. At intra-day trading, the stock dropped to its lowest price of $73.06 before trimming losses to finish the session just down by 14.28 percent at $79.12 apiece. In an updated report, GoDaddy Inc. (NYSE:GDDY) said that net profit decli ...

LOS ANGELES--(BUSINESS WIRE)--The Law Offices of Frank R. Cruz announces an investigation of GoDaddy Inc. ("GoDaddy†or the "Company†) (NYSE: GDDY) on behalf of investors concerning the Company's possible violations of federal securities laws. IF YOU ARE AN INVESTOR WHO LOST MONEY ON GODADDY INC. (GDDY), CLICK HERE TO INQUIRE ABOUT POTENTIALLY PURSUING A CLAIM TO RECOVER YOUR LOSS. What Is the Investigation About? On February 24, 2026, GoDaddy released its fourth quarter 2025 financial results,. ...

GoDaddy Stock Is the S&P 500's Worst Performer After Earnings - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# GoDaddy Stock Is the S&P 500's Worst Performer After EarningsBy [Mackenzie Tatananni]ShareResize---ReprintsIn this article[GDDY][S ...

It's been a while since I covered GoDaddy Inc. ( GDDY ). The shares rode the AI trade higher during 2024, but since the beginning of 2025, they have massively derated despite meeting revenue andI have more that 35 years of experience in the investment field having worked as a sell & buy side analyst and portfolio manger for debt and equity funds. I am currently managing a high yield Latam bond fund.My goal, as a Seeking Alpha contributor, is to provide a fundamental view and analysis of companies and funds ...

Key Takeaways GoDaddy Q4 EPS rose 26.8% to $1.80, beating estimates as revenue grew 6.8% YoY.GDDY saw ARPU climb 10% and ARR rise 7.3%, with margins expanding across segments.GoDaddy guides for 6% 2026 revenue growth and targets about $1.8B in free cash flow.GoDaddy (GDDY) reported fourth-quarter 2025 earnings of $1.80 per share, which beat the Zacks Consensus Estimate by 13.92% and increased 26.8% on a year-over-year basis.GDDY generated revenues of $1.27 billion, surpassing the Zacks Consensus Estimate by ...

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