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GDDY

GoDaddyC
NYSE / Software & Services
Last Price
Quote time unavailable
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Current thesis
Q2 showed durable profitability and cash generation: revenue grew 7%, A&C grew 11%, operating margin expanded to 26%, and free cash flow rose 13%. Airo's $50 million annualized bookings run rate and the Developer Platform provide credible longer-term upside if adoption broadens.
Posture
Mixed
Lead driver
Value
What changed
3 setup hits (3d) with net bullish as of 2026-10-24.
What can break
Airo adoption may not convert its bookings momentum into durable revenue or margin gains.
Momentum
68
Value
66
Sentiment
40
Setup hits (3d)
3 · Net Bullish
AI TargetsBase $99.00 · Bull $112.00 · Bear $75.00Analysis 2026-08-04; returns require an exact persisted reference.
Earnings
2026-10-29 · AMC
Data freshness
Prices
Unavailable: Price unavailable
Fundamentals
As of 2026-10-23 • Vendor: Data Vendor v1
Scores
As of 2026-10-23 • Model: HYBRID_IC_RP
AI Memo
As of 2026-08-04 • Model: RankAlpha Sentiment Codex
Investment thesis
As of 2026-10-23

Grade is the composite factor band; factor scores use a 0–100 scale. Confidence describes evidence quality, not a probability of return. Score date: 2026-10-23. Definitions

Supporting evidence
What
Grade C · Mixed
Confidence Medium · Net Bullish
Target $106.87
Why
Momentum68 · Δ7d -16.2
Value66 · Δ7d -0.2
Sentiment40 · Δ7d -4.8
So what
Balanced signals (Net Bullish). Wait for confirmation before sizing up.

Confirming evidence

  • • 3 setup hits (3d) with net bullish as of 2026-10-24.
  • • Next scheduled catalyst: earnings 2026-10-29 · AMC.
  • • Value remains the lead driver in the composite, 7D delta -0.2.

Contradictions & invalidation

  • • Airo adoption may not convert its bookings momentum into durable revenue or margin gains.
  • • Core Platform growth is materially slower than Applications & Commerce growth, increasing dependence on newer products.
  • • The market focused on the narrowed full-year revenue outlook and only 5% midpoint Q3 growth, with the packet reporting an initial share decline of more than 16%.

Catalyst clock

2026-10-29 · AMC

Q2 earnings: strong operating results offset by outlook reset

Lead driver: Value · See fundamentals
Momentum
68
8% active weight
Current posture
7d trendSoftening
Δ7d
-16.2
Δ21d
-5.9
Value
66
47% active weight
Current posture
7d trendFlat
Δ7d
-0.2
Δ21d
-1.2
Sentiment
40
45% active weight
Current posture
7d trendSoftening
Δ7d
-4.8
Δ21d
-23.5
Why this grade

Composite grade C. Momentum 67.7 / Value 65.8 / Sentiment 39.7

Scenario snapshot

Scenario probability is memo-authored likelihood, not forecast certainty. Targets belong to the analysis dated 2026-08-04. Scenario method

B+
Bull case
25%
Probability
Target price
$112.00
Analysis reference price unavailable
Analysis 2026-08-04 · RankAlpha Sentiment Codex
Most likely
B
Base case
50%
Probability
Target price
$99.00
Analysis reference price unavailable
Analysis 2026-08-04 · RankAlpha Sentiment Codex
B-
Bear case
25%
Probability
Target price
$75.00
Analysis reference price unavailable
Analysis 2026-08-04 · RankAlpha Sentiment Codex
Fundamentals (TTM)
As of 2026-10-23
Market Cap
$14.28B
Beta
0.94
Shares Out
126.65M
P/E (TTM)
20.4
P/S (TTM)
3.29
P/FCF (TTM)
10.42
Rev YoY
+6.5%
EPS YoY
+29.7%
Gross Margin
+60.6%
Op Margin
+25.2%
Net Debt
$2.78B
Current Ratio
0.63
As of 2026-10-23 • Updated nightlySource: Internal modelMethods & Data