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.
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GoDaddy shares have slumped in 2026, and analysts have questions regarding the company's new go-to-market strategy.
GoDaddy Inc. (GDDY) Q4 2025 Earnings Call Transcript
Although the revenue and EPS for GoDaddy (GDDY) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
GoDaddy (GDDY) came out with quarterly earnings of $1.8 per share, beating the Zacks Consensus Estimate of $1.58 per share. This compares to earnings of $1.42 per share a year ago.
Besides Wall Street's top-and-bottom-line estimates for GoDaddy (GDDY), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended December 2025.
GDDY gears up to report Q4 results with revenues seen up 6% and EPS expected to increase 11%, as investors weigh A&C growth and macro headwinds.
The heavy selling pressure might have exhausted for GoDaddy (GDDY) as it is technically in oversold territory now. In addition to this technical measure, strong agreement among Wall Street analysts in revising earnings estimates higher indicates that the stock is ripe for a trend reversal.
The heavy selling pressure might have exhausted for GoDaddy (GDDY) as it is technically in oversold territory now. In addition to this technical measure, strong agreement among Wall Street analysts in revising earnings estimates higher indicates that the stock is ripe for a trend reversal.