GoDaddy (GDDY)
NYSEInformation TechnologySoftware - InfrastructureSnapshot 2026-10-30
$117.24+10.72%
Close 2026-10-30 · 1-day change
NYSEInformation TechnologySoftware - InfrastructureSnapshot 2026-10-30
Research Workspace
Put GDDY beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Information Technology is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRevenue growth is slowing — up about 6% over the past year and decelerating.
View GrowthRanks among the strongest in its industry on quality — around the top 7%.
View QualityManagement screens strong on capital allocation, margins, the balance sheet.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 2% on a typical day and fell roughly 45% in its worst 12-month stretch.
View RiskGoDaddy’s Airo platform must sustain growth, though recent revenue growth has slowed to 6%. Third-quarter 2026 GAAP earnings beat consensus by 14.3%. GDDY trades at 15× P/E versus a 34× peer median. Expectations look modest versus our view. Our model puts the next-quarter miss probability near 23%. Fragile cash backing could weaken confidence in reported profits. Peer multiples imply a price about 46% above where it trades. Our read remains intact; this read is provisional.
Trailing returns as of 2026-10-30. GDDY is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 19 analysts currently covering GDDY (as of Oct 2026).
Based on 6 Wall Street analysts offering 12-month price targets for GDDY in the last 4 months.
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Compare GDDY with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| GDDY Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 9 valuation methods, at three horizons. As of 2026-10-30. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Information Technology (broad) — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put GDDY next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Grow revenue and the customer platform
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $117.24
The last 12 months of price, then the range of analyst 12-month targets from today’s $117.24.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Around the middle on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
High-end revenue outlook supports growth, while reaffirmed margin above 33% supports the 2026 profitability objective.
Advances: Advance AI transformation with GoDaddy Airo platform
Q3 earnings beat and reported Airo traction support AI adoption and operating momentum.
Advances: Advance AI transformation with GoDaddy Airo platform
Demonstrates progress in AI transformation with GoDaddy Airo.
Threatens: Advance AI transformation with GoDaddy Airo platform
Downgrade reflects concerns over AI transformation progress.
Takeover interest suggests strong market position and growth potential.
Takeover bid indicates strong market interest and potential value.
Confirmed takeover offer suggests strategic alignment and growth potential.
Advances: Advance AI transformation with GoDaddy Airo platform
AI push aligns with GoDaddy's transformation goals.
