GoDaddy Inc. (GDDY) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
GoDaddy Inc. is upgraded to Buy with a $110 YE26 price target, reflecting a highly discounted 10x P/CE or 0.5x PEG. Despite AI-driven market panic, GDDY's fundamentals remain intact: Q4 '25 revenue met guidance, EBITDA and net income exceeded expectations, and margins are rising. GDDY's ARPU is growing over 6%, churn is down, and buybacks at current prices represent 10% of market cap, supporting shareholder value.
GDDY tops Q4 estimates with 27% EPS growth, rising margins and an upbeat 2026 revenue and cash flow outlook, signals steady momentum ahead.
| Transportation Infrastructure Industry | Industrials Sector | Amanpal Singh Bhutani CEO | XMEX Exchange | US3802371076 ISIN |
| US Country | 5,518 Employees | - Last Dividend | - Last Split | 1 Apr 2015 IPO Date |
GoDaddy Inc. is a global company specializing in cloud-based product design and development, with operations in the United States and internationally. The company focuses on delivering a wide range of digital services and products through its two main segments: Applications and Commerce, and Core Platform. Founded in 2014 and headquartered in Tempe, Arizona, GoDaddy serves a diverse clientele, including small businesses, individuals, organizations, developers, designers, and domain investors. The company is dedicated to empowering its users by providing innovative and efficient online solutions that facilitate the creation of a digital presence, engaging customers, and conducting online commerce seamlessly.