GoDaddy IncNYSE: GDDY
Information Technology · Internet Services & Infrastructure
$86.77
-0.02%
Vol: 3.2M
Research Digest
Friday, May 1, 2026
GoDaddy beats Q1 earnings and revenue; stock jumps 4% on AI platform progress
GoDaddy reported Q1 EPS of $1.60 beating estimates of $1.53, revenue of $1.27B met expectations, and Airo AI platform hit multi-million dollar bookings run rate. Stock rose 4% after earnings. Benchmark lowered PT to $185 from $195 (Buy). JPMorgan cut PT to $154 from $167. Forward guidance: Q2 revenue $1.30B. Mixed outlook given 6.8% revenue growth and weak full-year forecast.
Previous Market Intelligence
13 daysApr 30GoDaddy reports Q1 earnings today; security incident and securities investigation ongoingNegative▶
GoDaddy will announce Q1 2026 earnings on April 30 after market close, with expected revenues $1.25-$1.27B (6% growth) and consensus EPS of $1.53 (20% YoY growth). However, multiple headwinds: a domain transfer security incident left a 27-year-old client without authentication verification; Kaplan Fox investigating securities violations related to promotional pricing disclosures from Feb 24 earnings call; Benchmark maintained Buy but lowered target to $185 from $195 on April 28. Stock down 53.9% YoY but up 2.28% on April 30.
Apr 16GoDaddy faces growth concerns after 53% one-year stock decline amid pricing pressureNegative▶
GoDaddy Inc. (GDDY) stock is down 3.2% on April 16, 2026, and has fallen 53% over the past 12 months. The company faces challenges from weak billings growth, low gross margins, and macroeconomic headwinds. Recent concerns include website builder security incidents and lingering guidance disappointments for 2026. CEO Amanpal Singh Bhutani sold 34,148 shares on March 4, and Massachusetts Financial Services reduced its stake by 29.8% in Q4. Anthropic reported development of AI design tools adds competitive pressure.
Apr 15GoDaddy facing securities investigation after February domain pricing disclosure triggered 14% stock drop; Q1 earnings due April 30.Mixed▶
Kaplan Fox investigating possible securities violations related to GoDaddy's February domain pricing announcement that caused stock to fall $13.18 (14%) on February 25, 2026. On April 13, GoDaddy Website Builder experienced service issues. Positive developments include Cloudflare partnership for AI Crawl Control. Stock down 3.2% with 29% decline below 3-month high. Q1 2026 results due April 30.
Apr 14GoDaddy under securities investigation for domain pricing disclosures; stock down 47.49% YoY amid AI competition concerns.Negative▶
GoDaddy facing Kaplan Fox securities investigation for possible violations related to promotional dotcom domain pricing disclosure. Stock plunged 14% on disclosure date. Partnered with LegalZoom to register AI agents. Double-digit growth guidance for high-margin Applications & Commerce revenue. Stock down 47.49% over 1-year. Analyst consensus Moderate Buy with $119.62 average target.
Apr 13GoDaddy partners with Cloudflare for AI control; Q1 earnings due April 30 amid securities investigation.Mixed▶
GoDaddy announced Cloudflare partnership to integrate AI Crawl Control into hosting platform. The company also rolled out upgraded mobile app and enabled LegalZoom to register cryptographically verifiable AI agent. However, Kaplan Fox is investigating potential securities violations. Q1 results due April 30.
Apr 10GoDaddy partners with Cloudflare on AI standards; multiple shareholder fraud investigations launched.Negative▶
GoDaddy announced strategic partnership with Cloudflare to help website owners control AI crawling and content usage. However, two law firms (Kaplan Fox & Pomerantz) launched investigations alleging securities violations and fraud on April 9-10. Stock faces headwinds from February disappointing guidance (14% decline Feb 25). Cloudflare partnership signals strategic AI focus despite legal risks.
Apr 9GoDaddy partners with Cloudflare for AI transparency and faces challenges amid share price weakness and promotional pricing pressures.Neutral▶
GoDaddy Inc (GDDY) announced strategic partnership with Cloudflare on April 7 to help website owners and AI developers control how their content is used by generative AI while supporting agentic standards. Company faces headwinds from 42.4% share price decline over 6 months driven by weak billings growth and promotional pricing impacts on profitability. Despite strong FY2025 financial results announced February 24, 2026, market reflects concerns over competitive intensity and margin pressures. Recent Q4 2025 financial results reported revenue growth but concerns over cost structure. Analyst consensus shows 49 Buy, 105 Hold, 0 Sell ratings with average price target of $119.62 indicating 47.28% upside potential. Next quarter EPS estimate of $1.52 (range $1.33-$1.67). Stock remains challenged but Cloudflare partnership may signal product diversification strategy to address growth headwinds.
Apr 8GoDaddy AI launch and Q1 2026 earnings guidance point to recovery amid competitive headwinds.Mixed▶
GoDaddy unveiled AI-powered GoDaddy Airo experience to transform small business offerings. Q1 2026 results due April 30, 2026 after hours; analysts expect moderate growth despite 42.4% six-month decline. Despite recent promotional pricing pressure on margins, Q4 results beat expectations with upgraded 2026 outlook signaling management confidence. 15 Wall Street analysts rate GDDY "Moderate Buy" with average $119.62 price target, implying 43.7% upside.
Apr 7No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Apr 6GoDaddy launches reimagined mobile app; stock down 42% in 6 months.Positive▶
GoDaddy launched reimagined mobile app on April 6 for entrepreneurs to build/manage businesses on-the-go. Q4 results strong with upgraded 2026 outlook, but stock down 42.4% over 6 months. Consensus Moderate Buy PT $119.62.
Apr 3GoDaddy faces dual investor investigations following February earnings miss and domain pricing strategy disclosure.Negative▶
On April 1-2, 2026, two law firms announced investigations into GoDaddy for possible securities law violations stemming from February 24 earnings report. Stock fell $13.18 (14%) on February 25 to $79.12. On April 2, GoDaddy announced partnership with LegalZoom using GoDaddy ANS platform for AI agent registration.
Apr 2GoDaddy faces significant headwinds with multiple analyst downgrades in late February 2026 due to slowing growth and profitability concerns.Negative▶
Multiple analysts cut price targets on February 25, 2026: RBC Capital lowered to $100 from $200, B. Riley to $190 from $215, Cantor Fitzgerald to $90 from $130, and JPMorgan to $167 from $200. GoDaddy navigates challenges from share price weakness, intense competition, and recent promotional pricing impacts on profitability. Consensus rating is Moderate Buy with average price target of $119.62 and 15 analyst coverage.
Apr 1GoDaddy stock fell 14% after Q4 2025 earnings miss driven by weak promotional pricing impact.Negative▶
GoDaddy reported disappointing Q4 2025 results with stock falling over 14%. Promotional .com domain pricing shifted term mix and reduced upfront bookings. Stock declined 42.4% over six months. Securities litigation firm is investigating potential violations.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| VRSNVERISIGN | $272.17 | +1.31% | -2.1% | 25.2x | 0.69 | $24.4B |
| AKAMAKAMAI | $103.78 | +0.77% | -10.1% | 13.6x | 0.59 | $15.2B |
| GDDYGODADDY | $86.77 | -0.02% | +4.8% | 8.2x | 0.98 | $11.5B |
| NVDANVIDIA | $198.66 | -0.46% | +12.3% | 17.8x | 2.33 | $4.85T |
| AAPLAPPLE | $280.06 | +3.21% | +4.8% | 28.9x | 1.11 | $3.98T |
| MSFTMICROSOFT | $414.02 | +1.53% | +9.4% | 21.2x | 1.11 | $3.03T |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price below 200d MA — bearish structure.