Bull case
GDDY would need investors to value it at roughly 20x earnings — about 9x more generous than today's 11x forward P/E. That requires meaningful multiple expansion on top of continued earnings growth.
Wall Street verdict, consensus price target, and analyst rating breakdown — everything needed to frame the risk/reward at today's price.
Three scenarios for where GDDY stock could go
GDDY would need investors to value it at roughly 20x earnings — about 9x more generous than today's 11x forward P/E. That requires meaningful multiple expansion on top of continued earnings growth.
At 15x on FY1 earnings, the base case reflects a reasonable but not stretched valuation. It prices in continued growth without assuming an exceptional setup.
If investor confidence fades or macro conditions deteriorate, a 1x multiple contraction could push GDDY down roughly 11% from where it trades now.
Not financial advice. Model confidence reflects internal scenario assumptions, not a guarantee of returns. Past performance does not predict future results.

GoDaddy is a web services platform that helps small businesses establish and grow their online presence through domain registration, website hosting, and marketing tools. It generates revenue primarily from subscription services — domain renewals, hosting plans, and business applications — with additional income from transaction fees on its e-commerce and payment processing services. The company's competitive advantage lies in its massive scale in domain registration and its integrated ecosystem that makes it easy for non-technical entrepreneurs to manage their entire online business in one place.
Quarterly beat-or-miss track record against analyst estimates, plus forward revenue and EPS outlook for the next two fiscal years.
| Quarter | EPS (Actual / Est) | EPS Surprise | Revenue (Actual / Est) | Rev Surprise |
|---|---|---|---|---|
| Q3 2025 | $1.41/$1.35 | +4.4% | $1.2B/$1.2B | +0.9% |
| Q4 2025 | $1.51/$1.46 | +3.4% | $1.3B/$1.2B | +2.6% |
| Q1 2026 | $1.80/$1.58 | +13.9% | $1.3B/$1.3B | +0.3% |
| Q2 2026 | $1.60/$1.53 | +4.6% | $1.3B/$1.3B | +0.3% |
GDDY beat EPS estimates in 4 of 4 tracked quarters. A perfect track record raises the bar for the upcoming report.
Product and geographic revenue mix from the latest annual disclosure, with year-over-year growth by segment.
Latest annual revenue by segment or product family
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Latest annual revenue by reported region
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Current multiples compared to the S&P 500, the company's sector, and its own five-year average.
Fair value est. $201 — implies +160.5% from today's price.
| Metric | GDDY | S&P 500 | Technology | 5Y Avg GDDY |
|---|---|---|---|---|
| Forward PE | 10.8x | 18.8x-42% | 22.3x-51% | — |
| Trailing PE | 12.4x | 24.4x-49% | 29.0x-57% | 31.3x-60% |
| PEG Ratio | — | 1.66x | 1.51x | — |
| EV/EBITDA | 9.8x | 15.2x-36% | 16.6x-41% | 24.9x-61% |
| Price/FCF | 6.5x | 20.7x-68% | 19.2x-66% | 17.7x-63% |
| Price/Sales | 2.1x | 3.1x-33% | 2.4x-15% | 4.0x-49% |
| Dividend Yield | — | 1.91% | 1.11% | — |
Forward P/E and PEG reflect analyst consensus estimates. Historical averages use trailing ratios where forward data is unavailable.S&P 500 and sector benchmarks both use trailing median P/E — similar readings indicate the broader index and sector are priced alike.
Open valuation toolGDDY generates $1.6B in free cash flow at a 32.7% margin — 26.2% ROIC signals a durable competitive advantage · returns 15.6% of market cap to shareholders annually.
Revenue, margins, and cash generation
ROIC, leverage, and debt serviceability
~1.7 years to full repayment at current FCF run-rate
* Elevated by buyback-compressed equity — compare ROIC (26.2%) for an undistorted picture of capital efficiency.
How capital is returned to owners
All figures from the trailing twelve months. ROIC uses invested capital (equity + net debt). ROE marked * where buyback-compressed equity base may inflate the figure.
Open full ratios pageKey factors that could pressure the stock price, compress the multiple, or weigh on future results.
AI analysis · updated June 18, 2026
Risk of GoDaddy's technology falling behind competitors, leading to customer churn and stagnant revenue growth (flat to ~2% CAGR).
Key long-term sensitivity is customer retention; failure to retain customers could significantly impact growth.
Bear case projects a slowdown in revenue growth to ~2% CAGR if technology and customer retention efforts falter.
Despite poor stock performance, hedge funds are not aggressively shorting GoDaddy, indicating less immediate downside pressure.
These are risk mechanisms, not predictions. The key question is which would force a cut to earnings estimates or a lower multiple than the market currently prices in.
Structural drivers behind the upside case and why the stock could outperform over the next 12 months.
AI analysis · updated June 18, 2026
GoDaddy is a trusted name in domains with over 20 million customers and more domains registered than anyone else.
GoDaddy's trailing P/E of 16.57 and forward P/E of 12.48 suggest the stock is reasonably priced relative to earnings.
GoDaddy offers a complete selection of tools for building websites, along with hosting, email, and marketing services.
GoDaddy is incorporating AI into its offerings, which could drive future growth and innovation.
Analysts have highlighted a bullish thesis for GoDaddy, particularly after recent volatility and a stock drop post-earnings.
A real bull case compounds — each driver matters most when it strengthens margins, supports capital returns, and keeps the company above the market's minimum growth bar simultaneously.
52-week range context and price returns across multiple time horizons. Dividend contribution is shown separately in the Capital Return section.
Range context matters because valuation compression and earnings misses rarely hit from the same starting point. A stock already far below its high can still fall, but it is no longer carrying the same embedded optimism as one pressing a fresh peak.
Valuation, growth, and margin comparison against the closest publicly traded peers for this company.
| Company | Mkt Cap | Fwd PE | Rev Grw | Margin | Rating | Upside |
|---|---|---|---|---|---|---|
GDD GDDY GoDaddy Inc. | $10.3B | 10.8x | +7.8% | 17.3% | Buy | +44.9% |
WIX WIX Wix.com Ltd. | $2.3B | 8.6x | +14.4% | -2.0% | Buy | +97.5% |
HUB HUBS HubSpot, Inc. | $9.0B | 13.4x | +14.9% | 3.0% | Buy | +62.0% |
YEL YELP Yelp Inc. | $1.3B | 12.1x | +10.6% | 9.5% | Hold | +20.2% |
AKA AKAM Akamai Technologies, Inc. | $18.2B | 18.6x | +11.2% | 10.2% | Hold | +26.7% |
NET NET Cloudflare, Inc. | $79.2B | 187.1x | +19.5% | -3.7% | Buy | +2.2% |
This peer comparison reflects companies with similar business models, product lines, or market positioning, supplemented by industry grouping when direct matches are limited.
GDDY returns 15.6% annually — null% through dividends and 15.6% through buybacks.
Yield, cadence, and growth quality
How much per-share support comes from repurchases
Common questions answered from live analyst data and company financials.
GoDaddy Inc. (GDDY) is rated Buy by Wall Street analysts as of 2026. Of 38 analysts covering the stock, 23 rate it Buy or Strong Buy, 14 rate it Hold, and 1 rate it Sell or Strong Sell. The consensus 12-month price target is $112, implying +44.9% from the current price of $77. The bear case scenario is $69 and the bull case is $144.
The Wall Street consensus price target for GDDY is $112 based on 38 analyst estimates. The high-end target is $145 (+88.2% from today), and the low-end target is $83 (+7.7%). The base case model target is $109.
GDDY trades at 10.8x times forward earnings. The stock currently trades at a discount to the broader market. Based on current multiples versus the peer group, the relative model signals cheap versus peers. Whether the stock is over or undervalued ultimately depends on whether consensus earnings estimates are achievable.
The primary risks for GDDY in 2026 are: (1) Technology lag — Risk of GoDaddy's technology falling behind competitors, leading to customer churn and stagnant revenue growth (flat to ~2% CAGR). (2) Customer retention — Key long-term sensitivity is customer retention; failure to retain customers could significantly impact growth. (3) Revenue growth slowdown — Bear case projects a slowdown in revenue growth to ~2% CAGR if technology and customer retention efforts falter. Each factor has the potential to pressure earnings or compress the stock's valuation multiple.
Analyst consensus estimates GDDY will report consensus revenue of $5.4B (+7.8% year-over-year) and EPS of $7.53 (+16.3% year-over-year) for the upcoming fiscal year. The following year, analysts project $5.8B in revenue.
GoDaddy Inc. is expected to report its next earnings on approximately 2026-08-06. Consensus expects EPS of $1.71 and revenue of $1.3B. Over recent quarters, GDDY has beaten EPS estimates 67% of the time.
GoDaddy Inc. (GDDY) generated $1.6B in free cash flow over the trailing twelve months — a free cash flow margin of 32.7%. GDDY returns capital to shareholders through and share repurchases ($1.6B TTM).