GoDaddy

GDDY · NYSE

$108.80+$2.10 (+1.97%)TodayMarket closed · Oct 20, 5:05 PM ET

Prev close $106.70

GDDY analyst rating

HoldConsensus of 16 analysts over the last 12 months. 44% rate it a buy.

Strong buy0
Buy7
Hold8
Underperform1
Sell0

12-month price target · 19 analysts

Average $106.34 (−2.3% downside)

Low: $76.76
Now: $108.80
High: $178.50

Upgrades and downgrades

The latest rating actions, newest first

GDDY analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Cantor Fitzgerald	Oct 19, 2026	Maintains	Neutral	$90.00 → $100.00	63%
RBC Capital	Oct 12, 2026	Downgrade	Outperform → Sector Perform	$95.00	54%
Baird	Sep 25, 2026	Maintains	Outperform	$110.00 → $120.00	44%
Wells Fargo	Aug 26, 2026	Downgrade	Equal-Weight → Underweight	$80.00 → $76.00	33%
Citigroup	Aug 3, 2026	Maintains	Buy	$110.00 → $105.00	83%
Wedbush	Aug 3, 2026	Maintains	Outperform	$109.00 → $93.00	58%
William Blair	Jul 31, 2026	Downgrade	Outperform → Market Perform	—	33%
B. Riley Securities	Jul 31, 2026	Maintains	Buy	$190.00 → $170.00	56%
Piper Sandler	Jul 31, 2026	Maintains	Neutral	$93.00 → $95.00	44%
Wells Fargo	Jul 31, 2026	Maintains	Equal-Weight	$83.00 → $80.00	33%

The case for and against

Updated Oct 14, 2026

Bull case

GoDaddy is positioned well because it combines 81M domains under management, strong retention, and about $1.8B in annual FCF with a broad suite spanning domains, hosting, web building, email, payments, and security, creating multiple monetization layers from each customer. Its positive outlook is supported by management’s flexibility to invest, buy back stock, or pursue partnerships, while new Developer Platform and Hosting APIs, plus Airo’s momentum, could help recapture funnel share and lift attach rates toward low/mid-teens growth. Even as AI-native tools reroute the purchase journey, its trusted single-vendor proposition for small and micro businesses, along with a 24% share of total domains under management and valuation at 9x EV/'27E FCF, leaves meaningful upside if trends stabilize.

Bear case

GoDaddy is facing structural pressure as AI-driven agentic commerce and vibe coding tools compress the information asymmetry that long supported its domain, hosting, and add-on monetization. Since 2022, its .com share has fallen from roughly 35% to about 31% as of June 2026, while new-registration share slipped from the mid-20s% four years ago to 17-19%, signaling weaker funnel control and a thinner path to higher-margin Applications & Commerce attach. Although Airo bookings rose from $10M to $50M annualized in 2Q26 and management targets EBITDA margins above 33% in 2026, the stock already trades at 9x EV/'27E FCF and could face margin pressure, lower pricing power, and continued share erosion.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.