Key Stats for GoDaddy Stock
- Past-Week Performance: -5.8%
- 52-Week Range: $73.1 to $193.6
- Current Price: $80
What Happened?
GoDaddy (GDDY) built $1.6 billion in free cash flow in FY2025, a 19% jump, while its stock trades 59% below its 52-week high of $193.55, setting up a sharp disconnect between operational strength and market skepticism.
GoDaddy’s February 24 Q4 earnings report delivered $1.3 billion in quarterly revenue at the high end of guidance, but its 2026 revenue forecast of $5.195 billion to $5.275 billion landed below analyst consensus of $5.29 billion, sending shares down more than 6% in extended trading.
Normalized EBITDA expanded 150 basis points to 32% for FY2025, part of a 1,000-basis-point margin expansion over five years, with ARPU (average revenue per user) rising 10% to $242 as high-value customers spending over $500 annually grew 11% and now represent 10% of the base.
Mark McCaffrey, Chief Financial Officer, stated on the Q4 2025 earnings call that “we operate a durable cash-generative model, supported by strong customer cohorts, expanding ARPU and consistently high customer retention,” a claim anchored by the company’s greater than 1:1 free cash flow conversion and $1.8 billion FCF target for 2026.
GoDaddy’s $2.2 billion remaining buyback authorization, its Airo.ai agentic platform (25 agents live, monetization not yet in guidance), and its Agent Name Service infrastructure for AI agent identity together position the company to compound free cash flow well past its 20% North Star CAGR through 2027 and beyond.
Wall Street’s Take on GDDY Stock
GoDaddy’s 14.3% February 25 sell-off created a disconnect that is hard to ignore: a business generating $1.61 billion in free cash flow, growing 19%, now trades 59% below its 52-week high.
GoDaddy’s free cash flow margin has expanded every single year since 2021, climbing from 25.2% to 32.6% in FY2025, as AI-driven cost reductions and high-margin Applications and Commerce revenue systematically widened the gap between revenue and cash out the door.
TIKR estimates that margin reaching 36.0% in 2026 and 40.7% by 2030, implying free cash flow of $1.88 billion next year and $2.57 billion by decade’s end, compounding at a rate the current $79.97 stock price does not reflect.
Nine of fifteen analysts rate GDDY a buy or outperform, with a mean price target of $117.67 implying 47.1% upside from current levels, suggesting the Street views the guidance-driven sell-off as a valuation reset, not a structural verdict.
The gap between the analyst low of $77.00 and high of $195.00 tells the real debate: bears anchor to slowing AI tool adoption and booking headwinds from the promotional domain pricing shift, while bulls expect Airo.ai monetization and ANS infrastructure to unlock a new revenue layer not yet in guidance.
What Does the Valuation Model Say?
TIKR’s mid-case model targets $95.54 by December 2030 on a 4.7% revenue CAGR and 24.1% net income margin, modest assumptions for a business that has already expanded EBITDA margins 1,000 basis points over five years.
The market is pricing GoDaddy as a decelerating domain registrar, but FCF of $1.61 billion growing 19% annually does not belong at 59% below a 52-week high.
GoDaddy’s $2.2 billion remaining buyback authorization shrinks the share count while the stock is cheap, mechanically compressing the multiple and building per-share value regardless of revenue reacceleration.
The promotional domain pricing cohort’s renewal rate is the one variable that breaks the model: if attach and retention underperform historical 1-year cohorts, TIKR’s 4.7% revenue CAGR assumption unravels and the $95.54 target comes down with it.
Q1 2026 earnings, expected in late April or early May, is the first hard data point: watch whether bookings growth closes the gap with revenue growth and whether A&C attach rates from the promotional cohort hold above historical 1-year benchmarks.
Should You Invest in GoDaddy Inc.?
The only way to really know is to look at the numbers yourself. TIKR gives you free access to the same institutional-quality financial data that professional analysts use to answer exactly that question.
Pull up GDDY stock and you’ll see years of historical financials, what Wall Street analysts expect for revenue and earnings in the quarters ahead, how valuation multiples have moved over time, and whether price targets are trending up or down.
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