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 ...

Core Viewpoint - GoDaddy Inc. reported its fourth-quarter 2025 earnings, showing a decline in share price despite surpassing earnings expectations, indicating potential market concerns about its long-term outlook [1][2]. Financial Performance - GoDaddy reported earnings per share of $1.80, exceeding the estimate of $1.58 by 13.92% [1]. - Revenue increased by $81 million year-over-year, reaching approximately $1.27 billion [1]. Earnings Consistency - The company has exceeded earnings per share estimates in three of the past four quarters, including a $0.03 beat in the third quarter of 2025 [2]. Analyst Sentiment - Recent analyst actions have included downward revisions, with the average 12-month price target now at $156.25, a decrease of 10.59% from the previous target of $174.75 [3]. Trading Metrics - GoDaddy has a market capitalization of $12.47 billion and an annual trading range of $86.78 to $193.55 [4]. - The stock has a Relative Strength Index (RSI) of 39.95, indicating potential weakness [4]. - Over the past 12 months, the stock has declined by 46.98%, reflecting challenges in its longer-term outlook [4]. Price Action and Trends - GoDaddy closed at $92.30, up 5.17% on Tuesday, but the overall price trend is negative across all time frames according to Benzinga's Edge Stock Rankings [5].

Group 1 - Wix.com Ltd. will report its fourth quarter and full year results for 2025 on March 4, 2026, before the market opens [1] - A conference call and webcast will be held at 8:30 a.m. ET on the same day to discuss the financial results [2] - Prior to the conference call, Wix will issue a press release with the results and a shareholder update [1] Group 2 - Wix is a leading global platform for creating and managing digital presence, founded in 2006 [2] - The platform offers advanced AI, flexible web design, domains, hosting, templates, and business solutions to help users build brands and scale online [2] - Wix aims to shape the future of digital experiences with its AI-powered website builder and no-code application creation [2]

Core Idea - Wix.com Ltd. has launched Wix Harmony, a new flagship web creation platform, highlighted through its Super Bowl LX commercial, emphasizing a creative journey from inspiration to execution [2][3] Group 1: Wix Harmony Features - Wix Harmony offers a hybrid creation experience that integrates AI-powered creation and vibe coding with comprehensive visual editing and customization capabilities [3] - The platform is designed to support professional infrastructure necessary for business growth, promoting the idea that creation can be both natural and limitless [3] Group 2: Campaign Messaging - The Super Bowl commercial features a narrative of a business owner transitioning from an idea to a professional online presence, showcasing AI as a supportive partner while maintaining human control over creative decisions [4] - Omer Shai, CMO at Wix, stated that the campaign illustrates the potential of creation when technology and creativity work in harmony, marking a new chapter for the web [5] Group 3: Company Overview - Founded in 2006, Wix is a leading global platform that empowers millions of users, including self-creators, agencies, and enterprises, with advanced infrastructure, performance, and security [5] - The platform combines AI, flexible web design, domains, hosting, templates, and robust business solutions to help users build brands, connect with audiences, and scale businesses online [5]

Company Overview - GoDaddy Inc. is based in Tempe, Arizona, and specializes in designing and developing cloud-based products for small businesses, web design professionals, and individuals, with a market cap of $14.6 billion [1] - The company is a leading provider of domain registration, web hosting, and online marketing solutions, helping customers manage their businesses and enhance online visibility [1] Earnings Expectations - Analysts anticipate that GoDaddy will report a profit of $1.58 per share on a diluted basis for the fiscal fourth quarter of 2025, reflecting an 11.3% increase from $1.42 per share in the same quarter last year [2] - For the full fiscal year, the expected EPS is $5.78, which is a 19.2% increase from $4.85 in fiscal 2024, and projected to rise to $7.11 in fiscal 2026, marking a 23% year-over-year growth [3] Stock Performance - GoDaddy's stock has underperformed significantly, with a decline of 46.1% over the past 52 weeks, compared to a 16.7% gain in the S&P 500 Index and a 25.2% gain in the Technology Select Sector SPDR Fund [4] - The underperformance is attributed to investor concerns regarding increasing AI competition and strategic changes, such as discontinuing its registry service for the .CO domain [5] Recent Financial Results - On October 30, 2025, GoDaddy reported Q3 results, with shares rising over 5% in the following trading session; the EPS was $1.51, exceeding Wall Street's expectation of $1.50, and revenue reached $1.3 billion, surpassing forecasts of $1.2 billion [6] - The company expects full-year revenue to be between $4.9 billion and $5 billion [6] Analyst Ratings - The consensus opinion on GoDaddy stock is moderately bullish, with a "Moderate Buy" rating; out of 17 analysts, eight recommend a "Strong Buy," one a "Moderate Buy," and eight a "Hold" [7] - The average analyst price target for GoDaddy is $166.71, indicating a potential upside of 55.3% from current levels [7]

Core Viewpoint - GoDaddy Inc. is experiencing increased institutional interest, with a positive price target set by Jefferies, indicating potential growth in its stock value [1][5]. Group 1: Company Overview - GoDaddy Inc. (NYSE:GDDY) is a prominent provider of domain registration and web hosting services, essential for establishing online presence for individuals and businesses [1]. - The company competes with other web service providers such as Wix and Squarespace [1]. Group 2: Price Target and Stock Performance - Jefferies has set a price target of $140 for GoDaddy, suggesting a potential increase of 17.84% from its current trading price of $118.81 [1][5]. - The current stock price of GoDaddy is $119.26, reflecting a slight increase of $0.74 or 0.62% [4][5]. - Over the past year, GoDaddy's stock reached a high of $216 and a low of $117.42, with today's trading showing a low of $117.24 and a high of $123.61 [4]. Group 3: Institutional Investor Activity - Institutional investors are showing increased interest in GoDaddy, with Stanley Laman Group Ltd. acquiring 27,112 shares valued at approximately $3.71 million [2]. - Generali Asset Management SPA SGR has significantly increased its stake in GoDaddy by 82.9%, acquiring 12,826 shares valued at $1.76 million [3]. - Hedeker Wealth LLC has also increased its holdings by 3.1%, now owning 57,206 shares worth $7.83 million [2].

Core Insights - GoDaddy has launched an interactive online experience for fans of the Fallout series, coinciding with the premiere of Season Two on December 17, 2025 [1][2] - The initiative allows fans to explore a digital version of Ma June's Sundries, a key trading post in the Fallout universe, showcasing GoDaddy Airo's capabilities in creating digital business experiences [2][3] Company Overview - GoDaddy is positioned as a facilitator for entrepreneurs, helping them to start, grow, and scale their businesses through various online tools [6] - The company emphasizes its AI-powered experience, GoDaddy Airo, which simplifies the process of establishing an online presence and driving sales for small businesses [6] Industry Context - The Fallout series, known for its post-apocalyptic themes, continues to engage audiences with its complex narrative and character development, as seen in the upcoming Season Two [3][4] - The collaboration between GoDaddy and Prime Video highlights the intersection of digital entrepreneurship and entertainment, providing fans with a unique interactive experience [2][3]

Newfold Digital, a web services provider backed by private equity firms Clearlake and Siris, will secure $100 million in financing through a liability management transaction intended to reduce its leverage and prop up its liquidity https://t.co/j38D9jJ2Rp ...

Core Insights - Wix.com Ltd. has announced a strategic collaboration with PayPal to enhance AI-powered product discovery and commerce for its merchants [1] - Following the announcement, Wix's stock experienced a 7.1% increase over two trading sessions, and a 26% rise since its low in August, although it remains down 32.2% since the start of 2025 [2] - Wix is set to release its third-quarter financial results on November 19, with expectations of 13% revenue growth to $503 million and non-GAAP earnings per share of $1.49 [3] Company Overview - Wix.com Ltd. operates in the website building sector, primarily targeting small and medium-sized businesses [2] - The company's market capitalization on Nasdaq is $8.1 billion [2] - The CEO of Wix is Avishai Abrahami [2] Financial Performance Expectations - Analysts predict Wix will report a revenue growth of 13% to $503 million for the third quarter [3] - Non-GAAP earnings per share are expected to be $1.49, slightly lower than the corresponding quarter of 2024 [3] - The average price target for Wix shares is $208.6, indicating a potential upside of 43.3% from the current share price [3] Analyst Coverage - A total of 26 analysts are covering Wix's stock, with 23 having a positive outlook and the remainder neutral [3]

Core Viewpoint - The e-commerce and web services company is set to report its earnings later this week, indicating a significant upcoming event for investors and analysts to monitor [1] Group 1 - The company operates in the e-commerce and web services sector, which is a rapidly evolving industry with ongoing developments [1]