GoDaddy (38D) Stock Price & Analysis
38D Stock Chart & Stats
- Day’s Range
- N/A
- 52-Week Range
- N/A
- Previous Close
- N/A
- Volume
- N/A
- Average Volume (3M)
- N/A
- Market Cap
- CHF 11.95B
- Enterprise Value
- CHF 14.73B
- Total Cash (Recent Filing)
- CHF 1.12B
- Total Debt (Recent Filing)
- CHF 3.84B
- Price to Earnings (P/E)
- 15.5
- Beta
- 0.88
- Next Earnings
- Feb 16, 2027 (Est.)
- EPS Estimate
- 1.7
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- N/A
Bulls Say, Bears Say
Bulls Say
Cash Generation
GoDaddy’s strong free-cash-flow generation and better-than-1:1 EBITDA conversion indicate high earnings quality and substantial internal funding capacity. This supports continued investment in products and AI while giving management flexibility to pursue capital returns and reduce financial strain over the next several quarters.
Customer Retention And Bundling
High retention and broad multi-product adoption create a durable recurring-revenue foundation. Customers using multiple services are more valuable and harder to displace, while successful product attachment gives GoDaddy opportunities to increase revenue per customer without relying solely on acquiring new users.
Airo And Applications Growth
Rapid Airo bookings growth provides evidence that GoDaddy is extending its platform with an AI-enabled product that customers are adopting. If adoption and attachment continue, Airo can strengthen Applications and Commerce growth, expand the product ecosystem, and create additional recurring revenue.
Bears Say
Balance Sheet Fragility
Repeatedly small or negative equity weakens the capital structure and reduces financial flexibility even while operating results remain strong. Highly unstable debt-to-equity ratios also make shareholder value more sensitive to changes in earnings, debt levels, and business conditions.
Airo Margin Dilution
Airo’s growth may carry a less attractive margin profile than GoDaddy’s established internally developed products. Scaling adoption could therefore dilute gross margins and delay earnings benefits, especially because management does not expect Airo to reach Websites + Marketing margin levels.
Competitive Pricing Pressure
Sharper discounting and expanded freemium offerings can pressure pricing power across important products. Continued testing of pricing and bundling may be necessary to defend customer acquisition and retention, potentially limiting revenue quality and margin expansion over the medium term.
GoDaddy News
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GoDaddy Stock Smart Score
Company Description
GoDaddy
GoDaddy 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 security. To safeguard online operations, a range of security tools is also available. Its presence solutions extend to user-friendly website builders, such as "Websites + Marketing," enabling the creation of mobile-optimized sites and e-commerce stores. Additionally, the company supplies marketing services, including search engine optimization, social media management, and tools for customer engagement and content generation. GoDaddy's portfolio also encompasses business applications like Microsoft Office 365, professional email accounts, and internet telephony. For online commerce, it offers integrated store capabilities, its own payment processing system called "GoDaddy Payments," and point-of-sale hardware and software solutions.
- Sector
- Technology
- Industry
- Software - Infrastructure
- CEO
- Amanpal Singh Bhutani
- Employees
- 5,845
- Website
- www.godaddy.com
- Address
- 100 S. Mill Ave, Tempe, AZ, 85281, US
GoDaddy (38D) Earnings & Revenues
38D Company Deck
38D Earnings Call
Earnings Call SentimentPositive
The call was strongly positive. GoDaddy reported solid growth in bookings, revenue, EBITDA, margins and free cash flow, while Airo adoption accelerated rapidly and became incremental to bookings sooner than expected. The company also highlighted improving retention, share repurchases, a strong balance sheet and continued progress in AI products, APIs and agentic infrastructure. The principal challenges were Airo's lower gross margin, early-stage API and ANS monetization, industry discounting, lower email seat volumes and the timing of Airo revenue recognition. Highlights significantly outweighed the lowlights.
View all CH:38D earnings summaries38D Net sales Breakdown
- 66.38% Core platform
- 33.62% Applications & commerce
