GoDaddy (NYSE:GDDY) Announces Earnings Results

GoDaddy (NYSE:GDDY) issued its earnings results on Thursday. The technology company reported $1.60 EPS for the quarter, topping analysts’ consensus estimates of $1.53 by $0.07, FiscalAI reports. The company had revenue of $1.27 billion for the quarter, compared to the consensus estimate of $1.26 billion. GoDaddy had a net margin of 17.32% and a return on equity of 366.98%. GoDaddy’s quarterly revenue was up 6.1% compared to the same quarter last year. During the same period in the previous year, the firm earned $1.51 earnings per share.

Here are the key takeaways from GoDaddy’s conference call:

• GoDaddy reported solid Q1 results with revenue up 6%, normalized EBITDA margin expanding to 33% (+210 bps), and free cash flow of $474M (+15%), while reaffirming full?year guidance and a ~$1.8B FCF target.
• AI initiatives showed early commercial traction — Airo AI Builder scaled to a $10M+ annualized bookings run rate within weeks, Airo Care is deployed in 50+ markets/20 languages with meaningful resolution improvements, and AI sales agents are delivering human?comparable conversions for smaller leads.
• Segment performance was mixed — high?margin A&C grew 12% and now represents ~40% of revenue, while the core platform grew 3% (impacted by tougher aftermarket comps and the .co registry contract expiration); management expects A&C to grow low double digits and core low single digits for the year.
• Bookings were modest (+3%) and were pressured by the .co contract expiry, lapping strong prior aftermarket transactions, and the deliberate removal of a lower?value product (which reduced customer counts despite little impact to bookings), signaling potential near?term headwinds to customer growth and bookings cadence.

GoDaddy Stock Performance

GDDY stock traded up $0.03 on Friday, hitting $86.82. The company’s stock had a trading volume of 4,017,623 shares, compared to its average volume of 1,961,505. The company has a current ratio of 0.61, a quick ratio of 0.61 and a debt-to-equity ratio of 17.50. GoDaddy has a 1 year low of $73.06 and a 1 year high of $190.50. The firm has a 50 day moving average of $84.84 and a two-hundred day moving average of $107.03. The stock has a market cap of $11.58 billion, a price-to-earnings ratio of 13.94, a price-to-earnings-growth ratio of 0.80 and a beta of 0.92.

Key Headlines Impacting GoDaddy

Here are the key news stories impacting GoDaddy this week:

• Positive Sentiment: Q1 beat on both EPS and revenue, showing execution strength (EPS $1.60 vs. est. $1.53; revenue $1.27B vs. est. $1.26B) — confirms underlying growth and drove the initial rally. Zacks: Beats Q1 Earnings
• Positive Sentiment: AI platform (Airo) is accelerating monetization — ARPU rose ~9.3% y/y to $246 and management cited faster monetization, supporting better margins and cash generation. This is the main structural growth argument for the stock. Zacks: Airo Execution
• Positive Sentiment: Management/guidance tone is constructive: company forecasted quarterly revenue above estimates and issued FY revenue range roughly in line with consensus, reinforcing the AI-led growth narrative. Reuters: Forecasts Revenue Above Estimates
• Positive Sentiment: Market reaction: coverage and commentaries note a share-price pop after the print, reflecting investor enthusiasm around AI product traction and improving unit economics. Blockonomi: Stock Surges
• Neutral Sentiment: Press release and investor materials (slides, prepared remarks) are available for deeper reads on segment performance, cash flow and capital allocation—useful for modeling next quarters. PR Newswire: Q1 Results
• Neutral Sentiment: Some outlets characterize revenue as essentially in-line with expectations despite the beat—investors should focus on margin/ARPU trends and guidance cadence rather than headline revenue only. Yahoo Finance: Revenue In Line
• Negative Sentiment: JPMorgan trimmed its price target from $167 to $154 (while keeping an Overweight rating), which reduces some upside expectations and may cap near-term analyst-driven flows. TickerReport/Benzinga: JPMorgan Lowers PT

Insider Buying and Selling

In other GoDaddy news, CAO Phontip Palitwanon sold 1,310 shares of the stock in a transaction that occurred on Tuesday, March 10th. The stock was sold at an average price of $90.15, for a total transaction of $118,096.50. Following the completion of the sale, the chief accounting officer directly owned 20,349 shares of the company’s stock, valued at approximately $1,834,462.35. This trade represents a 6.05% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Amanpal Singh Bhutani sold 34,148 shares of the company’s stock in a transaction on Wednesday, March 4th. The stock was sold at an average price of $88.99, for a total transaction of $3,038,830.52. Following the transaction, the chief executive officer owned 530,120 shares of the company’s stock, valued at approximately $47,175,378.80. The trade was a 6.05% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 61,918 shares of company stock valued at $5,500,469 over the last 90 days. Insiders own 0.70% of the company’s stock.

Hedge Funds Weigh In On GoDaddy

A number of large investors have recently bought and sold shares of the company. AQR Capital Management LLC increased its holdings in shares of GoDaddy by 117.5% in the 4th quarter. AQR Capital Management LLC now owns 2,989,931 shares of the technology company’s stock valued at $370,991,000 after purchasing an additional 1,615,005 shares in the last quarter. Price T Rowe Associates Inc. MD increased its holdings in shares of GoDaddy by 9.5% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 2,733,028 shares of the technology company’s stock valued at $339,116,000 after purchasing an additional 235,981 shares in the last quarter. Ameriprise Financial Inc. increased its holdings in shares of GoDaddy by 2.3% in the 2nd quarter. Ameriprise Financial Inc. now owns 2,403,902 shares of the technology company’s stock valued at $432,847,000 after purchasing an additional 54,438 shares in the last quarter. Invesco Ltd. increased its holdings in shares of GoDaddy by 9.3% in the 4th quarter. Invesco Ltd. now owns 2,209,899 shares of the technology company’s stock valued at $274,204,000 after purchasing an additional 187,839 shares in the last quarter. Finally, Two Sigma Investments LP increased its holdings in shares of GoDaddy by 99.7% in the 3rd quarter. Two Sigma Investments LP now owns 1,631,100 shares of the technology company’s stock valued at $223,183,000 after purchasing an additional 814,360 shares in the last quarter. Hedge funds and other institutional investors own 90.28% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms have recently issued reports on GDDY. Weiss Ratings reaffirmed a “hold (c)” rating on shares of GoDaddy in a research note on Wednesday, January 28th. Piper Sandler began coverage on shares of GoDaddy in a research note on Thursday, March 12th. They set a “neutral” rating and a $93.00 target price on the stock. Barclays cut their target price on shares of GoDaddy from $200.00 to $118.00 and set an “overweight” rating on the stock in a research note on Thursday, February 26th. Cantor Fitzgerald cut their target price on shares of GoDaddy from $130.00 to $90.00 and set a “neutral” rating on the stock in a research note on Wednesday, February 25th. Finally, Royal Bank Of Canada cut their target price on shares of GoDaddy from $200.00 to $100.00 and set an “outperform” rating on the stock in a research note on Wednesday, February 25th. One investment analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating and eight have given a Hold rating to the company. According to data from MarketBeat.com, GoDaddy has an average rating of “Moderate Buy” and a consensus target price of $120.93.

GoDaddy Company Profile

GoDaddy is a technology company that provides a suite of online services aimed primarily at small businesses, entrepreneurs and individuals looking to establish and grow an online presence. The company’s core activities include domain name registration and aftermarket services, a range of website hosting options, and tools for building, managing and promoting websites. Its product mix is designed to simplify the technical aspects of running a website so customers can focus on their businesses.

Product and service offerings span website builders and managed WordPress hosting, shared and dedicated hosting, e-commerce capabilities, email and productivity solutions, SSL certificates and site security tools, and online marketing and search engine optimization services.