Analyst Consensus ?
ConsensusBuy38 ratings
Bullish2257.9%
Neutral1436.8%
Bearish25.3%
GoDaddy Inc. · GDDY · FY2025 Q2 · Calendar Q3 2025
GoDaddy raises cash-flow outlook as AI and A&C drive growth
The current analysis supports a constructive operating thesis: GoDaddy’s AI-led product expansion, Applications & Commerce momentum, and payments initiatives are strengthening growth and cash generation. The thesis depends on sustained customer adoption, successful execution, and containment of the .co registry headwind.
Reported After market closeNYSETechnology
$12.87B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$1.41
Consensus $1.35
EPS surprise
+4.4%
Reported versus consensus
Reported revenue
$1.22B
Consensus $1.21B
Revenue surprise
+0.9%
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
-11.2%
Event window
SPY move
+0.8%
Same window
Abnormal move
-12.0%
Stock minus SPY
Volume
3.0×
Versus trailing sessions
Subsequent drift
+11.0%
Up to 20 sessions
GDDYSPY benchmark
Ask FN2 about GDDY FY2025 Q2
Transcript, numbers and history already loaded
Why did GDDY fall 11.2% after beating EPS estimates in FY2025 Q2?What changed in GDDY's guidance and outlook in FY2025 Q2?Give me the bull and bear case for GDDY after FY2025 Q2 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Compared with the prior analysis, the outlook improved: management raised free cash flow guidance, while AI initiatives and Applications & Commerce continued to gain prominence. The main new offset is the expected near-term impact from leaving the .co registry.
Guidance delta
Raised, with higher free cash flow guidance; management still faces a near-term .co registry headwind.
Key takeaways
- The current analysis describes an earnings beat and a higher free cash flow outlook.
- Applications & Commerce remains the central growth engine, with Airo and Ask Airo supporting engagement, order size, and retention.
- Management’s strategy is constructive, but scaling AI products and absorbing the .co registry impact are the key tests.
Management priorities
- Expand Airo and Ask Airo capabilities.
- Advance AI-enabled pricing, bundling, partner integrations, and product development.
- Scale payments and other higher-margin offerings while maintaining disciplined capital allocation.
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Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$97.21Current
$70Low
$117.47Average
$240High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 8, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Baird | Outperform | Outperform | Maintain | Sep 25, 2026 |
| Wells Fargo | Underweight | Equal Weight | Downgrade | Aug 26, 2026 |
| Wedbush | Outperform | Outperform | Maintain | Aug 3, 2026 |
| Citigroup | Buy | Buy | Maintain | Aug 3, 2026 |
| William Blair | Market Perform | Outperform | Downgrade | Jul 31, 2026 |
| Piper Sandler | Neutral | Neutral | Maintain | Jul 31, 2026 |
| Cantor Fitzgerald | Neutral | Neutral | Maintain | Jul 31, 2026 |
| Benchmark | Buy | Buy | Maintain | Jul 31, 2026 |
| B. Riley Securities | Buy | Buy | Maintain | Jul 31, 2026 |
| JP Morgan | Overweight | Overweight | Maintain | Jun 18, 2026 |
| UBS | Neutral | Neutral | Maintain | May 5, 2026 |
| Evercore ISI Group | In Line | In Line | Maintain | Feb 26, 2026 |
| Barclays | Overweight | Overweight | Maintain | Feb 26, 2026 |
| RBC Capital | Outperform | Outperform | Maintain | Feb 25, 2026 |
| Jefferies | Hold | Hold | Maintain | Feb 23, 2026 |
| Morgan Stanley | Equal Weight | Equal Weight | Maintain | Jan 15, 2026 |
| Raymond James | Strong Buy | Strong Buy | Maintain | Aug 8, 2025 |
| JMP Securities | Outperform | Market Outperform | Maintain | Apr 25, 2023 |
| Berenberg | Buy | Buy | Maintain | Oct 25, 2021 |
| Rosenblatt | Neutral | Buy | Downgrade | Aug 5, 2021 |
| Wolfe Research | Outperform | Outperform | Maintain | Apr 1, 2021 |
| Oppenheimer | Outperform | Outperform | Maintain | Feb 12, 2021 |
| Deutsche Bank | Buy | Buy | Maintain | May 8, 2020 |
| SunTrust Robinson Humphrey | Buy | Buy | Maintain | May 7, 2020 |
| Piper Jaffray | Overweight | Overweight | Maintain | Nov 7, 2019 |
| B. Riley FBR | Buy | Neutral | Upgrade | May 5, 2018 |
| Goldman Sachs | Buy | Buy | Maintain | Mar 23, 2018 |
| Stifel Nicolaus | Hold | Hold | Maintain | Feb 23, 2018 |
| Stifel | Hold | Hold | Maintain | Feb 23, 2018 |
| Summit Redstone Partners | Hold | Buy | Downgrade | Feb 16, 2017 |
| Summit Insights Group | Hold | Buy | Downgrade | Feb 16, 2017 |
| B. Riley | Buy | Buy | Maintain | Nov 22, 2016 |
| Monness, Crespi, Hardt | Neutral | Buy | Downgrade | Nov 1, 2016 |
| Monness Crespi Hardt | Neutral | Buy | Downgrade | Nov 1, 2016 |
| Summit Redstone | Buy | Buy | Maintain | Oct 3, 2016 |
| Singular Research | Sell | Sell | Maintain | Apr 5, 2016 |
| PiperJaffray | Overweight | Overweight | Maintain | May 11, 2015 |
| Craig-Hallum | Buy | Buy | Maintain | Apr 27, 2015 |
Named analyst price targets
Upside is calculated against the persisted current price $97.21. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Robert W. Baird | Vikram Kesavabhotla | $120 | $100.81 | +23.4% | Sep 25, 2026 |
| Wells Fargo | Analyst unavailable | $76 | $99.79 | -21.8% | Aug 26, 2026 |
| Cantor Fitzgerald | Deepak Mathivanan | $90 | $79.52 | -7.4% | Jul 31, 2026 |
| Piper Sandler | Analyst unavailable | $95 | $99.37 | -2.3% | Jul 31, 2026 |
| Wells Fargo | Alec Brondolo | $80 | $99.37 | -17.7% | Jul 31, 2026 |
| UBS | Chris Zhang | $100 | $88.28 | +2.9% | May 5, 2026 |
| Wells Fargo | Alec Brondolo | $83 | $86.77 | -14.6% | May 1, 2026 |
| Evercore ISI | Mark Mahaney | $95 | $79.12 | -2.3% | Feb 25, 2026 |
| Raymond James | Josh Beck | $100 | $79.12 | +2.9% | Feb 25, 2026 |
| RBC Capital | Brad Erickson | $100 | $77.32 | +2.9% | Feb 25, 2026 |
| Morgan Stanley | Analyst unavailable | $145 | $108.14 | +49.2% | Jan 15, 2026 |
| Cantor Fitzgerald | Analyst unavailable | $130 | $117.48 | +33.7% | Jan 8, 2026 |
| RBC Capital | Analyst unavailable | $70 | $117.48 | -28.0% | Jan 7, 2026 |
| Jefferies | Analyst unavailable | $140 | $118.81 | +44.0% | Jan 5, 2026 |
| Evercore ISI | Analyst unavailable | $145 | $133.26 | +49.2% | Oct 31, 2025 |
| Seaport Global | Aaron Kessler | $173 | $131.17 | +78.0% | Oct 31, 2025 |
| Cantor Fitzgerald | Deepak Mathivanan | $150 | $132.38 | +54.3% | Oct 31, 2025 |
| Morgan Stanley | Elizabeth Porter | $159 | $132.48 | +63.6% | Oct 31, 2025 |
| Wells Fargo | Analyst unavailable | $145 | $135 | +49.2% | Oct 6, 2025 |
| UBS | Analyst unavailable | $160 | $141.67 | +64.6% | Sep 30, 2025 |
| Seaport Global | Aaron Kessler | $186 | $133.91 | +91.3% | Aug 8, 2025 |
| Piper Sandler | Clarke Jeffries | $182 | $150.25 | +87.2% | Aug 8, 2025 |
| Morgan Stanley | Elizabeth Porter | $206 | $172.2 | +111.9% | Apr 16, 2025 |
| Raymond James | Josh Beck | $230 | $195.57 | +136.6% | Jan 21, 2025 |
| Robert W. Baird | Vikram Kesavabhotla | $250 | $208.55 | +157.2% | Dec 5, 2024 |
| RBC Capital | Brad Erickson | $230 | $204.96 | +136.6% | Dec 4, 2024 |
| Piper Sandler | Clarke Jeffries | $172 | $160.55 | +76.9% | Sep 23, 2024 |
| Robert W. Baird | Vikram Kesavabhotla | $190 | $156.31 | +95.5% | Sep 5, 2024 |
| Cantor Fitzgerald | Deepak Mathivanan | $170 | $157.29 | +74.9% | Sep 4, 2024 |
| RBC Capital | Brad Erickson | $175 | $151.25 | +80.0% | Aug 5, 2024 |
| Robert W. Baird | Vikram Kesavabhotla | $175 | $138.56 | +80.0% | May 24, 2024 |
| RBC Capital | Brad Erickson | $145 | $124 | +49.2% | May 3, 2024 |
| UBS | Chris Kuntarich | $130 | $124.33 | +33.7% | May 3, 2024 |
| Raymond James | Josh Beck | $150 | $120.94 | +54.3% | Mar 27, 2024 |
| Morgan Stanley | Elizabeth Elliott | $132 | $117.14 | +35.8% | Mar 14, 2024 |
| J.P. Morgan | Seth Seifman | $240 | $104.7 | +146.9% | Jan 16, 2024 |
| Piper Sandler | Clarke Jeffries | $121 | $103.53 | +24.5% | Jan 9, 2024 |
| RBC Capital | Brad Erickson | $124 | $95.43 | +27.6% | Nov 22, 2023 |
| Seaport Global | Aaron Kessler | $85 | $75.02 | -12.6% | Oct 24, 2023 |
| RBC Capital | Brad Erickson | $80 | $72.73 | -17.7% | Jun 5, 2023 |
| Citigroup | Analyst unavailable | $95 | $77.98 | -2.3% | Dec 13, 2022 |
| J.P. Morgan | Analyst unavailable | $89 | $71.76 | -8.4% | Nov 11, 2022 |
| Morgan Stanley | Elizabeth Porter | $91 | $72.99 | -6.4% | Jul 26, 2022 |
| Truist Financial | Naved Khan | $114 | $71.96 | +17.3% | Jul 12, 2022 |
| Barclays | Trevor Young | $104 | $71.24 | +7.0% | Jun 28, 2022 |
| Jefferies | Brent Thill | $100 | $72.68 | +2.9% | Jun 7, 2022 |
| Piper Sandler | Analyst unavailable | $110 | $83.67 | +13.2% | Apr 25, 2022 |
| Morgan Stanley | Elizabeth Elliott | $95 | $81.52 | -2.3% | Mar 21, 2022 |
| Benchmark Co. | Mark Zgutowicz | $85 | $72.99 | -12.6% | Nov 17, 2021 |
| Citigroup | Nicholas Jones CFA | $110 | $71.43 | +13.2% | Nov 8, 2021 |
| Berenberg Bank | Andrew Degasperi | $101 | $74.8 | +3.9% | Nov 4, 2021 |
| JMP Securities | Ronald Josey | $100 | $73.12 | +2.9% | Aug 5, 2021 |
| Barclays | Trevor Young | $115 | $87.51 | +18.3% | Jun 28, 2021 |
| UBS | Lloyd Walmsley | $89 | $81.06 | -8.4% | May 7, 2021 |
| Oppenheimer | Jason Helfstein | $110 | $81.19 | +13.2% | May 6, 2021 |
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Start freeCompany context
Snapshot as of publicationGoDaddy Inc., founded in 2014 and based in Tempe, Arizona, operates internationally as a developer and provider of cloud-based technological solutions. The company serves a wide array of clients, including small businesses, individuals, organizations, developers, designers, and domain investors, assisting them in building and maintaining their online presence. Key offerings include domain name registration, which serves as the foundational step for a digital identity. GoDaddy provides various web hosting options: shared hosting that includes applications like web analytics and SSL certificates; customizable virtual private and dedicated servers; and managed hosting services that handle setup, monitoring, maintenance, and…
Historical context
All GDDY earningsTechnology peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| ACN Accenture plc | FY2026 Q4 · Calendar Q4 2026 | +3.5% | +15.8% | Accenture: AI demand supports strong Q4, while pricing and geopolitics remain risks |
| JBL Jabil Inc. | FY2026 Q4 · Calendar Q3 2026 | +8.1% | -10.0% | Jabil enters FY2027 with AI-led growth and capacity risks |
| MU Micron Technology, Inc. | FY2026 Q4 · Calendar Q3 2026 | +5.4% | +0.0% | Micron: Strong AI Memory Demand, Higher Capex, and HBM4E Ahead |
| SNX TD Synnex Corp | FY2026 Q3 · Calendar Q3 2026 | +20.9% | -9.9% | TD SYNNEX: AI-led growth accelerates, but mix and cash flow matter |
| ADBE Adobe Inc. | FY2026 Q3 · Calendar Q3 2026 | +0.8% | +1.4% | Adobe raises FY26 outlook as AI strategy broadens |
| ORCL Oracle Corporation | FY2027 Q1 · Calendar Q3 2026 | +10.3% | -1.7% | Oracle raises FY27 outlook as AI demand accelerates cloud growth |
Latest beats and misses
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Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:37:12.209961+00:00
- Polygon adjusted daily market bars · 2026-10-08T04:00:43.860169+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-08T04:00:43.857365+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-08. For educational purposes only; not investment advice.