Analyst Consensus ?
ConsensusBuy38 ratings
Bullish2360.5%
Neutral1436.9%
Bearish12.6%
GoDaddy Inc. · GDDY · FY2026 Q1 · Calendar Q2 2026
GoDaddy Beats on EPS as AI-Native Products Drive Margin Expansion
GoDaddy's Q1 FY2026 results show a company mid-transition from a domain-and-hosting provider to an AI-native platform company. Revenue grew 6% to $1.27 billion and normalized EBITDA margin expanded 200 basis points to 33%, driven by operational efficiencies from AI deployment and a mix shift toward higher-margin subscription services. The Applications & Commerce segment, now ~40% of revenue, grew 12% year-over-year. The early traction of Airo AI Builder -- surpassing $10 million in annualized bookings within weeks of beta launch -- and Airo Care's resolution improvements suggest the AI product roadmap is beginning to monetize. However, the market's immediate reaction was muted (abnormal move of -0.31% versus a +0.28% benchmark), with the meaningful appreciation (+7.18% subsequent drift) unfolding over the following weeks, consistent with investors gradually digesting the AI narrative…
Reported After market closeNYSETechnology
$13.16B market cap
100quality score
Company 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…
Earnings scorecard
Reported versus consensus
Reported EPS
$1.60
Consensus $2
EPS surprise
+4.6%
Reported versus consensus
Reported revenue
$1.27B
Consensus $1.26B
Revenue surprise
+0.3%
Reported versus consensus
Earnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$79.02Current
$70Low
$126.12Average
$250High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Jul 31, 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 |
|---|---|---|---|---|
| JP Morgan | Overweight | Overweight | Maintain | Jun 18, 2026 |
| UBS | Neutral | Neutral | Maintain | May 5, 2026 |
| Wells Fargo | Equal Weight | Equal Weight | Maintain | May 1, 2026 |
| Benchmark | Buy | Buy | Maintain | Apr 28, 2026 |
| Evercore ISI Group | In Line | In Line | Maintain | Feb 26, 2026 |
| Citigroup | Buy | Buy | Maintain | Feb 26, 2026 |
| Barclays | Overweight | Overweight | Maintain | Feb 26, 2026 |
| RBC Capital | Outperform | Outperform | Maintain | Feb 25, 2026 |
| Cantor Fitzgerald | Neutral | Neutral | Maintain | Feb 25, 2026 |
| Jefferies | Hold | Hold | Maintain | Feb 23, 2026 |
| Morgan Stanley | Equal Weight | Equal Weight | Maintain | Jan 15, 2026 |
| B. Riley Securities | Buy | Buy | Maintain | Oct 31, 2025 |
| Raymond James | Strong Buy | Strong Buy | Maintain | Aug 8, 2025 |
| Piper Sandler | Neutral | Neutral | Maintain | May 2, 2025 |
| Baird | Outperform | Outperform | Maintain | Nov 19, 2024 |
| 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 |
| Wedbush | Outperform | Outperform | Maintain | Aug 6, 2020 |
| 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 |
| William Blair | Outperform | Outperform | Maintain | Oct 6, 2017 |
| 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 $79.02. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| UBS | Chris Zhang | $100 | $88.28 | +26.6% | May 5, 2026 |
| Wells Fargo | Alec Brondolo | $83 | $86.77 | +5.0% | May 1, 2026 |
| Evercore ISI | Mark Mahaney | $95 | $79.12 | +20.2% | Feb 25, 2026 |
| Raymond James | Josh Beck | $100 | $79.12 | +26.6% | Feb 25, 2026 |
| RBC Capital | Brad Erickson | $100 | $77.32 | +26.6% | Feb 25, 2026 |
| Morgan Stanley | Analyst unavailable | $145 | $108.14 | +83.5% | Jan 15, 2026 |
| Cantor Fitzgerald | Analyst unavailable | $130 | $117.48 | +64.5% | Jan 8, 2026 |
| RBC Capital | Analyst unavailable | $70 | $117.48 | -11.4% | Jan 7, 2026 |
| Jefferies | Analyst unavailable | $140 | $118.81 | +77.2% | Jan 5, 2026 |
| Evercore ISI | Analyst unavailable | $145 | $133.26 | +83.5% | Oct 31, 2025 |
| Seaport Global | Aaron Kessler | $173 | $131.17 | +118.9% | Oct 31, 2025 |
| Cantor Fitzgerald | Deepak Mathivanan | $150 | $132.38 | +89.8% | Oct 31, 2025 |
| Morgan Stanley | Elizabeth Porter | $159 | $132.48 | +101.2% | Oct 31, 2025 |
| Wells Fargo | Analyst unavailable | $145 | $135 | +83.5% | Oct 6, 2025 |
| UBS | Analyst unavailable | $160 | $141.67 | +102.5% | Sep 30, 2025 |
| Seaport Global | Aaron Kessler | $186 | $133.91 | +135.4% | Aug 8, 2025 |
| Piper Sandler | Clarke Jeffries | $182 | $150.25 | +130.3% | Aug 8, 2025 |
| Morgan Stanley | Elizabeth Porter | $206 | $172.2 | +160.7% | Apr 16, 2025 |
| Raymond James | Josh Beck | $230 | $195.57 | +191.1% | Jan 21, 2025 |
| Robert W. Baird | Vikram Kesavabhotla | $250 | $208.55 | +216.4% | Dec 5, 2024 |
| RBC Capital | Brad Erickson | $230 | $204.96 | +191.1% | Dec 4, 2024 |
| Piper Sandler | Clarke Jeffries | $172 | $160.55 | +117.7% | Sep 23, 2024 |
| Robert W. Baird | Vikram Kesavabhotla | $190 | $156.31 | +140.4% | Sep 5, 2024 |
| Cantor Fitzgerald | Deepak Mathivanan | $170 | $157.29 | +115.1% | Sep 4, 2024 |
| RBC Capital | Brad Erickson | $175 | $151.25 | +121.5% | Aug 5, 2024 |
| Robert W. Baird | Vikram Kesavabhotla | $175 | $138.56 | +121.5% | May 24, 2024 |
| RBC Capital | Brad Erickson | $145 | $124 | +83.5% | May 3, 2024 |
| UBS | Chris Kuntarich | $130 | $124.33 | +64.5% | May 3, 2024 |
| Raymond James | Josh Beck | $150 | $120.94 | +89.8% | Mar 27, 2024 |
| Morgan Stanley | Elizabeth Elliott | $132 | $117.14 | +67.0% | Mar 14, 2024 |
| J.P. Morgan | Seth Seifman | $240 | $104.7 | +203.7% | Jan 16, 2024 |
| Piper Sandler | Clarke Jeffries | $121 | $103.53 | +53.1% | Jan 9, 2024 |
| RBC Capital | Brad Erickson | $124 | $95.43 | +56.9% | Nov 22, 2023 |
| Seaport Global | Aaron Kessler | $85 | $75.02 | +7.6% | Oct 24, 2023 |
| RBC Capital | Brad Erickson | $80 | $72.73 | +1.2% | Jun 5, 2023 |
| Citigroup | Analyst unavailable | $95 | $77.98 | +20.2% | Dec 13, 2022 |
| J.P. Morgan | Analyst unavailable | $89 | $71.76 | +12.6% | Nov 11, 2022 |
| Morgan Stanley | Elizabeth Porter | $91 | $72.99 | +15.2% | Jul 26, 2022 |
| Truist Financial | Naved Khan | $114 | $71.96 | +44.3% | Jul 12, 2022 |
| Barclays | Trevor Young | $104 | $71.24 | +31.6% | Jun 28, 2022 |
| Jefferies | Brent Thill | $100 | $72.68 | +26.6% | Jun 7, 2022 |
| Piper Sandler | Analyst unavailable | $110 | $83.67 | +39.2% | Apr 25, 2022 |
| Morgan Stanley | Elizabeth Elliott | $95 | $81.52 | +20.2% | Mar 21, 2022 |
| Benchmark Co. | Mark Zgutowicz | $85 | $72.99 | +7.6% | Nov 17, 2021 |
| Citigroup | Nicholas Jones CFA | $110 | $71.43 | +39.2% | Nov 8, 2021 |
| Berenberg Bank | Andrew Degasperi | $101 | $74.8 | +27.8% | Nov 4, 2021 |
| JMP Securities | Ronald Josey | $100 | $73.12 | +26.6% | Aug 5, 2021 |
| Barclays | Trevor Young | $115 | $87.51 | +45.5% | Jun 28, 2021 |
| UBS | Lloyd Walmsley | $89 | $81.06 | +12.6% | May 7, 2021 |
| Oppenheimer | Jason Helfstein | $110 | $81.19 | +39.2% | May 6, 2021 |
Track every rating change on GDDY the moment it posts. Free to start.
Start freeMarket reaction
event-close to next-session close
Stock move
-0.0%
Event window
SPY move
+0.3%
Same window
Abnormal move
-0.3%
Stock minus SPY
Volume
1.9×
Versus trailing sessions
Subsequent drift
+7.2%
Up to 20 sessions
GDDYSPY benchmark
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Try FN2 freeTranscript intelligence
What changed
Q1 FY2026 revenue reached $1.27 billion (up 6% YoY) versus consensus of $1.263 billion, a 0.3% beat. EPS of $1.60 exceeded the $1.53 estimate by 4.6%. Normalized EBITDA margin expanded 200 basis points to 33%. Free cash flow rose 15% to $474 million. The company continued aggressive share repurchases, reducing shares outstanding to 133 million. Airo AI Builder crossed $10 million in annualized bookings run rate within weeks of beta. Airo Care improved support resolution rates by approximately 50% overall and over 150% in non-English languages across 50+ markets. Agent Name Service now hosts thousands of non-GoDaddy agents.
Guidance delta
Management reaffirmed full-year FY2026 guidance: approximately 6% revenue growth and EBITDA margin above 33%. This is consistent with the prior quarter's outlook of $5.195-$5.275 billion in revenue and ~$1.8 billion in free cash flow. No upward revision was provided despite the EPS beat, signaling confidence but not incremental optimism. Guidance sentiment is maintained.
Key takeaways
- Revenue grew 6% to $1.27 billion with a 200bps EBITDA margin expansion to 33%, reflecting AI-driven operational gains and a favorable mix shift toward subscription services.
- Airo AI Builder surpassed $10 million in annualized bookings run rate within weeks of beta launch, providing early evidence that AI-native products can monetize at scale.
- Airo Care improved support resolution rates by roughly 50% overall and over 150% in non-English markets, demonstrating tangible cost-saving benefits from AI deployment.
- The A&C segment now represents ~40% of total revenue and grew 12% YoY, underscoring the structural shift toward higher-margin recurring revenue.
- Free cash flow increased 15% and share repurchases continued, reducing the share count to 133 million -- reinforcing capital-return discipline alongside growth investment.
Management priorities
- Scaling Airo AI Builder with paid marketing ramp beginning in Q2, following strong beta traction.
- Full rollout of the upgraded Websites + Marketing platform to broaden the AI-native product surface.
- Expanding Agent Name Service partnerships and driving open-standard adoption for digital identity infrastructure.
- Broadening AI deployment across software development, customer care, and sales functions to compound operational efficiencies.
- Maintaining a disciplined share repurchase program while prioritizing high-return investments.
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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 . For educational purposes only; not investment advice.