RankAlpha logo
Back to Rankings

GDDY

GoDaddyB
NYSE / Software & Services
Last Price
Quote time unavailable
View Chart
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
Constructive
Lead driver
Sentiment
What changed
Sentiment remains the lead driver in the composite, 7D delta +15.8.
What can break
Airo adoption may not convert its bookings momentum into durable revenue or margin gains.
Momentum
45
Value
68
Sentiment
67
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $99.00 · Bull $112.00 · Bear $75.00Analysis 2026-08-04; returns require an exact persisted reference.
Data freshness
Prices
Unavailable: Price unavailable
Fundamentals
As of 2026-08-17 • Vendor: Data Vendor v1
Scores
As of 2026-09-09 • Model: HYBRID_IC_RP
AI Memo
As of 2026-08-04 • Model: RankAlpha Sentiment Codex
Investment thesis
As of 2026-09-09

Grade is the composite factor band; factor scores use a 0–100 scale. Confidence describes evidence quality, not a probability of return. Score date: 2026-09-09. Definitions

Supporting evidence
What
Grade B · Constructive
Confidence Medium · Net Neutral
Target $104.53
Why
Momentum45 · Δ7d -21.0
Value68 · Δ7d +0.0
Sentiment67 · Δ7d +15.8
So what
Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.

Confirming evidence

  • • Sentiment remains the lead driver in the composite, 7D delta +15.8.

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

2026-07-30

Q2 earnings: strong operating results offset by outlook reset

Lead driver: Sentiment · See AI snapshot
Momentum
45
9% active weight
Current posture
7d trendSoftening
Δ7d
-21.0
Δ21d
+8.5
Value
68
28% active weight
Current posture
7d trendFlat
Δ7d
+0.0
Δ21d
+0.1
Sentiment
67
62% active weight
Current posture
7d trendImproving
Δ7d
+15.8
Δ21d
+6.1
Why this grade

Composite grade B. Momentum 44.6 / Value 67.5 / Sentiment 67.0

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 2026-08-17
Market Cap
$11.7B
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 2026-09-09 • Updated nightlySource: Internal modelMethods & Data