Summary
GoDaddy Inc. (GDDY) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
GoDaddy Inc. (GDDY) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
GoDaddy: Organizing An Agentic World (Rating Upgrade)
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.
GoDaddy Q4 Earnings Beat Estimates, Revenues Increase Y/Y
GDDY tops Q4 estimates with 27% EPS growth, rising margins and an upbeat 2026 revenue and cash flow outlook, signals steady momentum ahead.
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Godaddy Inc. Profile
| Transportation Infrastructure Industry | Industrials Sector | Amanpal Singh Bhutani CEO | NYSE Exchange | 380237107 CUSIP |
| US Country | 5,518 Employees | - Last Dividend | - Last Split | 1 Apr 2015 IPO Date |
Overview
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.
Products and Services
- Websites + Marketing: A mobile-optimized online tool that enables customers to easily build websites and e-commerce enabled online stores, facilitating the digital presence of businesses.
- Managed WordPress: Offers a streamlined and optimized building experience for customers looking to create a faster WordPress site, enhancing the ease of website management.
- Managed WooCommerce Stores: Provides a comprehensive solution for online selling, allowing customers to sell products anywhere online effectively.
- Marketing Tools and Services: Includes GoDaddy Studio mobile application, search engine optimization, Meta and Google My Business, and email and social media marketing services designed to help businesses acquire and engage customers and create content.
- Connected Commerce: Features Smart Terminal, an all-in-one Point-of-Sale system, GoDaddy Payments for facilitating transactions, and email service plans with Microsoft Office 365 integration for business communications.
- Domain Products: Offers primary registrations, a domain aftermarket platform, and domain name add-ons, as well as GoDaddy Registry services for securing domain names.
- Hosting and Security Services: Provides shared website hosting, virtual private servers, and managed WordPress hosting services, along with security products designed to secure customers' online presence.
