GoDaddy Inc.
GDDY · NYSE
Analyst ratings
buy · 12 ratings
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| June 18, 2026 | JP Morgan | Maintains | Overweight | $124.00 |
| May 5, 2026 | UBS | Maintains | Neutral | $100.00 |
| May 1, 2026 | JP Morgan | Maintains | Overweight | $154.00 |
| May 1, 2026 | Wells Fargo | Maintains | Equal-Weight | $83.00 |
| April 28, 2026 | Benchmark | Maintains | Buy | $185.00 |
| February 26, 2026 | Citigroup | Maintains | Buy | $110.00 |
| February 26, 2026 | Barclays | Maintains | Overweight | $118.00 |
| February 26, 2026 | Evercore ISI Group | Maintains | In-Line | $95.00 |
| February 25, 2026 | UBS | Maintains | Neutral | $105.00 |
| February 25, 2026 | RBC Capital | Maintains | Outperform | $100.00 |
| February 25, 2026 | Wells Fargo | Maintains | Equal-Weight | $77.00 |
| February 25, 2026 | Cantor Fitzgerald | Maintains | Neutral | $90.00 |
| February 23, 2026 | Jefferies | Maintains | Hold | $100.00 |
| February 23, 2026 | Benchmark | Maintains | Buy | $210.00 |
| January 15, 2026 | Morgan Stanley | Maintains | Equal-Weight | $145.00 |
| January 8, 2026 | Cantor Fitzgerald | Maintains | Neutral | $130.00 |
| January 5, 2026 | Jefferies | Maintains | Hold | $140.00 |
| October 31, 2025 | Citigroup | Maintains | Buy | $195.00 |
| October 31, 2025 | JP Morgan | Maintains | Overweight | $200.00 |
| October 31, 2025 | B. Riley Securities | Maintains | Buy | $215.00 |
| October 31, 2025 | UBS | Maintains | Neutral | $145.00 |
| October 31, 2025 | Benchmark | Maintains | Buy | $240.00 |
| October 31, 2025 | Evercore ISI Group | Maintains | In-Line | $145.00 |
| October 6, 2025 | Wells Fargo | Maintains | Equal-Weight | $145.00 |
| September 30, 2025 | UBS | Maintains | Neutral | $160.00 |
AI competition threatening GoDaddy's core business model
GoDaddy continues to beat earnings expectations, posting EPS of $1.60 versus the $1.53 estimate with revenue up 6.1% year over year, suggesting the company is successfully navigating competitive pressures and maintaining growth momentum despite the rise of AI-driven alternatives in the web services space.
Analyst downgrades have intensified amid growing concerns that AI competition is eroding GoDaddy's competitive positioning. JPMorgan slashed its price target from $154 to $124, while UBS and Piper Sandler initiated coverage with neutral ratings, reflecting skepticism about GoDaddy's ability to defend market share against AI-powered platforms.
Promotional strategy and its impact on revenue quality
Despite short-term revenue disruption from promotional activity, GoDaddy's strategy of aggressive domain promotions can be seen as a customer acquisition tool that builds long-term recurring revenue through upsells and renewals, supporting the case for sustained top-line growth in subsequent quarters.
A Q4 2025 domain promotion triggered a 14%+ stock decline and prompted a securities-law investigation by Kaplan Fox. The promotional strategy is seen as undermining revenue consistency and raising serious questions about management's transparency and financial disclosure practices.
Analyst price target divergence and fair value uncertainty
The consensus analyst rating remains a Moderate Buy, with an average price target of $118.43 — representing roughly 34% upside from recent trading levels near $88. JPMorgan maintains an overweight rating, and at least one analyst holds a Strong Buy, signaling meaningful conviction in GoDaddy's long-term value.
There is significant dispersion in analyst price targets, with Wells Fargo setting a target as low as $83 and Piper Sandler at $93, both assigning neutral ratings. Technical indicators also point to continued downward momentum, with sell signals from both short- and long-term moving averages and MACD, suggesting the stock may be overvalued at current levels.