GoDaddy IncNYSE: GDDY
Information Technology · Internet Services & Infrastructure
$79.41
-13.28%
Vol: 204K
Research Digest
Monday, June 15, 2026
No significant overnight updates
No material news in the last 48 hours.
Previous Market Intelligence
13 daysJun 14No significant overnight updatesNeutral▶
No material news in the last 48 hours.
May 21GoDaddy shares rose 4.8% on May 18 to $91.39 after CFO Mark McCaffrey announced presentations at JPMorgan and Evercore investor conferences.Positive▶
GoDaddy shares climbed 4.8% to $91.39 on May 18, 2026 after the company announced CFO Mark McCaffrey would present at the J.P. Morgan Global Technology, Media & Communications Conference that day and at the Evercore Global TMT Conference on June 2. The company is currently facing scrutiny over its promotional pricing strategies, raising potential disclosure risks. Earlier Q1 2026 results showed EPS of $1.60 (beating $1.52 estimate) on revenue of $1.27B, with 3M shares repurchased for $280M. Analyst consensus is Buy with a $125.93 price prediction per 14 analysts.
May 20GoDaddy shares rise 4.8% as CFO presents at JPMorgan TMT conference amid promotional pricing scrutinyMixed▶
GoDaddy shares rose 4.8% to $91.39 on May 18, 2026, as CFO Mark McCaffrey presented at the J.P. Morgan Global Technology, Media & Communications Conference. The company is also slated for the Evercore Global TMT Conference on June 2. Wells Fargo raised its price target to $83 from $77, while Morgan Stanley and RBC Capital reiterated Buy ratings. GoDaddy is facing scrutiny over promotional pricing strategies and a potential disclosure-risk investigation. Q1 2026 results showed revenue growth of 6.1% YoY to $1.27B (in line) with EPS of $1.60 (below $1.99 consensus) and Q2 revenue guidance of $1.285B-$1.305B. AI products like AeroCare AI Support are now live in 50+ markets with strong resolution-rate gains.
May 19GoDaddy shares jump 4.8% to $91.39 on May 18 as CFO presents at J.P. Morgan TMT conference; Kaplan Fox investigation continues over Q1 promotional pricing disclosureMixed▶
GoDaddy shares rose 4.8% to $91.39 on May 18, 2026, as CFO Mark McCaffrey presented at the J.P. Morgan Global Technology, Media & Telecom Conference. The company is also slated to present at the Evercore Global TMT Conference on June 2. Q1 2026 results showed revenue of $1.27B (+6.1% YoY) in line with estimates and GAAP EPS of $1.60 (5.4% above consensus). However, the stock has fallen 26.4% YTD and 54.2% over the past year following management's disclosure that a domain pricing promotion reduced near-term revenue and bookings more than expected. Kaplan Fox & Kilsheimer LLP opened a securities law violations investigation on May 6 tied to that disclosure. Wells Fargo raised its PT to $83 from $77 on May 1, and analyst consensus across 14 firms remains Buy with a $125.93 price target.
May 18GoDaddy CFO Mark McCaffrey to present at J.P. Morgan Global TMT Conference on May 18, 2026 amid ongoing securities investigation over promotional pricing disclosures.Mixed▶
GoDaddy CFO Mark McCaffrey is scheduled to present at the J.P. Morgan Global Technology, Media and Communications Conference on May 18, 2026 at 11:05 a.m. ET, followed by the Evercore Global TMT Conference on June 2. The company faces a securities investigation by Kaplan Fox & Kilsheimer LLP following management Q1 disclosure that a domain pricing promotion reduced near-term revenue and bookings more than expected. Q1 2026 EPS came in at $1.60 versus consensus $1.99, while Q2 revenue guidance of $1.285B-$1.305B was roughly in-line. ARPU rose 9% to $246 with retention above 85%, and the company repurchased 3 million shares for $280 million in the quarter. Analyst consensus remains Buy with a price target of approximately $125.93, though shares are down 26.4% year-to-date.
May 15GoDaddy Q1 2026 EPS of $1.60 with 33% normalized EBITDA margin; Wells Fargo raises PT to $83 ahead of May 18 JPM conference.Positive▶
GoDaddy reported Q1 2026 EPS of $1.60 with normalized EBITDA margin reaching 33%, up over 200 basis points. Q2 revenue guidance came in at $1.285B-$1.305B, near consensus of $1.29B. The company reaffirmed full-year 2026 revenue guidance of $5.195B-$5.275B, which incorporates a 200 basis point headwind from the .CO registry contract expiration. Wells Fargo raised its price target to $83 from $77 on May 1, 2026. CFO Mark McCaffrey will present at the J.P. Morgan Global Technology Media conference on May 18, 2026. The company is ramping targeted paid marketing for its Airo AI Builder. The stock traded between $83.58 and $86.44 on May 15, 2026.
May 14GoDaddy shares fall 3.2% to $88.08 despite Q1 2026 beat as CFO heads to JPMorgan conferenceMixed▶
GoDaddy shares fell 3.2% to $88.08 on May 11, 2026 amid broader market volatility, even after Q1 CY2026 results matched expectations with revenue of $1.27B up 6.1% YoY and adjusted non-GAAP EPS of $2.05 (2.7% above the $1.99 consensus). The company attributed performance to robust adoption of AI-native offerings like the Airo AI Builder, with a planned increase in targeted paid marketing for Airo set for May 2026, funded through internal efficiencies. CFO Mark McCaffrey will present at the J.P. Morgan Global Technology, Media & Communications Conference in Boston on May 18, 2026, followed by Evercore. GDDY has declined ~53% over the past year despite strong free cash flow, drawing renewed attention from value investors. Risk centers on whether AI monetization can re-accelerate growth and reverse the share price decline.
May 13GoDaddy shares dropped 3.2% to $88.08 on May 11, 2026 amid market volatility, ahead of CFO Mark McCaffrey's J.P. Morgan conference presentation on May 18.Mixed▶
GoDaddy Inc. shares fell 3.2% to $88.08 on May 11, 2026, amid broader market volatility. The drop follows the company's Q1 2026 results posted earlier in May, where revenue of $1.27 billion met expectations and adjusted EPS of $2.05 beat consensus of $1.99 driven by Airo AI Builder adoption. CFO Mark McCaffrey is set to present at the J.P. Morgan Global Technology, Media & Communications Conference on May 18, 2026, which could be a near-term catalyst. Wells Fargo recently raised its price target on GDDY to $83 from $77 while JPMorgan and RBC reaffirmed Buy ratings. Risk centers on whether AI investments translate to durable bookings growth and whether margin discipline holds as paid marketing spend ramps.
May 12Law firms issued investigation reminders on May 9 over potential GoDaddy securities violations following Q1 guidance shortfall.Negative▶
Multiple law firms publicized securities investigations of GoDaddy on May 9, with Kaplan Fox & Kilsheimer issuing a fresh investor reminder. The probes follow GoDaddy's Q1 2026 print (April 30) where adjusted EPS of $1.60 beat consensus and revenue grew ~8% but forward guidance disappointed, triggering target cuts. AeroCare AI Support resolution rates rose ~50% in testing and the company repurchased 3M shares for $280M. CFO Mark McCaffrey is set to present at the J.P. Morgan TMT conference on May 18. Bear case: stock is down ~50% over the past year amid the legal overhang and sector headwinds.
May 11Kaplan Fox is investigating GoDaddy for potential securities law violations tied to dotcom domain promotional pricing disclosure.Negative▶
Kaplan Fox & Kilsheimer LLP is investigating GoDaddy Inc. for potential securities violations, with a reminder issued May 9, 2026. The investigation stems from GoDaddys Q4 2025 earnings call on February 24, 2026, when the company disclosed a promotional price for dotcom domains with a one-year term, which sent the stock down $13.18 (over 14%) to $79.12 the next day. Separately, GoDaddy announced CFO Mark McCaffrey will present at the J.P. Morgan Global Technology Conference on May 18 and Evercore Global TMT Conference on June 2. Q1 2026 revenue rose 6.1% YoY to $1.27B with adjusted EPS of $2.05 beating $1.99 estimates by 2.7%. Average analyst PT is $114.53 vs current price of $91.02.
May 8Q1 2026 revenue $1.27B (+6% YoY) and EPS $1.60 beat; faces AI competition threat from AnthropicMixed▶
GoDaddy reported Q1 2026 revenue of $1.27B (+6% YoY) with EPS of $1.60 (slightly above expectations). CFRA raised price target to $123 citing $10M+ in annualized Airo AI bookings within weeks. However, Jefferies trimmed target to $95 from $100 on decelerating bookings. Stock impacted by report that Anthropic is developing competing AI website-building tool and Website Builder service incident. Stock rose ~2% post-earnings as analysts assessed mixed signals.
May 7GoDaddy Q4 beats EPS estimates; stock down 2.6% as CFO schedules investor conferencesMixed▶
GoDaddy reported Q4 2025 EPS of $1.80, beating estimates of $1.58 by 13.9%, with Q1 2026 showing 6% revenue growth to $1.3B. CFO Mark McCaffrey is scheduled to present at JPMorgan (May 18) and Evercore (June 2) conferences. The stock recently declined 2.6% to $85.20, trading near bottom of 52-week range and below 200-day moving average.
May 6GoDaddy Q1 2026 Beats on EPS; AI Strategy Driving GrowthPositive▶
GoDaddy reported Q1 2026 results on April 30 with 6% revenue growth YoY, EPS of $1.60 beating expectations, and 33% EBITDA margin. The company is positioning AI-powered capabilities as core to its platform, with AI Builder already delivering strong adoption and monetization scaling. UBS assumed coverage with a Neutral rating and $100 price target on May 5. The stock trades at $84.88 with 15 analyst ratings averaging $118.17 price target.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| VRSNVERISIGN | $277.55 | -9.28% | +0.2% | 28.7x | 0.68 | $27.8B |
| AKAMAKAMAI | $136.30 | -6.80% | -3.0% | 20.4x | 0.45 | $21.3B |
| GDDYGODADDY | $79.41 | -13.28% | +0.2% | 8.5x | 0.92 | $12.1B |
| NVDANVIDIA | $208.96 | -4.81% | -1.3% | 18.9x | 2.24 | $5.32T |
| AAPLAPPLE | $295.29 | -3.18% | +2.4% | 31.8x | 1.06 | $4.48T |
| MSFTMICROSOFT | $398.68 | -4.87% | -1.1% | 21.7x | 1.09 | $3.11T |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price below 200d MA — bearish structure.