GoDaddy (NYSE:GDDY) Releases Quarterly Earnings Results

GoDaddy (NYSE:GDDY) announced its earnings results on Thursday. The technology company reported $2.08 earnings per share for the quarter, topping analysts’ consensus estimates of $1.90 by $0.18, FiscalAI reports. The firm had revenue of $1.34 billion for the quarter, compared to the consensus estimate of $1.33 billion. GoDaddy had a return on equity of 660.96% and a net margin of 17.83%. The company’s revenue was up 6.1% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.51 EPS.

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

• Airo adoption accelerated, with annualized bookings more than doubling sequentially to over $100 million and contributing incrementally to total bookings despite cannibalizing legacy website products. Airo’s attach rates, free-to-paid conversion, customer satisfaction, and multi-product adoption remain encouraging.
• GoDaddy reported solid Q3 execution, including 6% bookings and revenue growth, normalized EBITDA margin expansion of approximately 120 basis points to 33%, and $481 million in free cash flow. Management reaffirmed its full-year outlook, including approximately $1.8 billion in free cash flow and revenue toward the high end of its guidance range.
• The company continues to benefit from strong customer economics, with retention above 85%, more than half of customers using at least two paid products, and 70% of new Airo customers attaching a second paid product. GoDaddy also repurchased $477 million of stock in Q3 and $1.4 billion year to date.
• Management expects gross-margin pressure as Airo carries higher inference and third-party model costs than internally developed legacy products, although operating efficiencies and AI-driven productivity are expected to offset the impact at the EBITDA level. The company also cited increased industry discounting on domains and freemium hosting offers.
• GoDaddy is investing in agent-friendly APIs and Agent Name Service as the internet shifts toward AI-driven discovery and transactions, but adoption and monetization remain early. Management described ANS as a long-term opportunity that is not included in current financial projections.

GoDaddy Stock Performance

Shares of NYSE GDDY traded down $0.91 during trading on Thursday, reaching $105.63. 2,165,228 shares of the stock traded hands, compared to its average volume of 1,537,393. GoDaddy has a 52-week low of $71.59 and a 52-week high of $137.93. The company has a debt-to-equity ratio of 561.10, a current ratio of 0.63 and a quick ratio of 0.63. The company has a 50-day moving average of $101.03 and a 200-day moving average of $92.11. The stock has a market capitalization of $13.38 billion, a P/E ratio of 15.81 and a beta of 0.94.

Insider Buying and Selling

In other GoDaddy news, Director Leah Sweet sold 325 shares of the company’s stock in a transaction dated Tuesday, September 1st. The shares were sold at an average price of $97.44, for a total transaction of $31,668.00. Following the sale, the director directly owned 13,689 shares of the company’s stock, valued at $1,333,856.16. This represents a 2.32% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Phontip Palitwanon sold 530 shares of the company’s stock in a transaction dated Wednesday, September 2nd. The shares were sold at an average price of $101.19, for a total transaction of $53,630.70. Following the sale, the chief accounting officer directly owned 17,204 shares in the company, valued at approximately $1,740,872.76. This trade represents a 2.99% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold a total of 31,358 shares of company stock worth $3,031,831 in the last quarter. 0.93% of the stock is currently owned by company insiders.

Key GoDaddy News

Here are the key news stories impacting GoDaddy this week:

• Positive Sentiment: GoDaddy reported third-quarter 2026 earnings of $2.08 per share, well above analyst estimates and up from $1.51 a year earlier. Revenue rose to $1.34 billion, slightly exceeding the $1.33 billion consensus estimate. GoDaddy Beats Q3 Earnings and Revenue Estimates
• Positive Sentiment: Management said it expects to reach the high end of its full-year revenue guidance, reinforcing confidence in demand and execution. The combination of revenue growth and an earnings beat could support the investment case for GDDY. GoDaddy Expects to Hit High End of Full-Year Revenue Guidance
• Neutral Sentiment: The earnings release and conference call give investors additional detail on quarterly performance and the company’s outlook. While the results exceeded expectations, investors may have been looking for a larger upside surprise or stronger forward commentary before bidding the shares higher. GoDaddy Third Quarter 2026 Financial Results
• Negative Sentiment: The Shareholders Foundation announced a lawsuit filed against GoDaddy on behalf of certain investors. Although the notice does not establish liability, potential litigation creates a legal and reputational overhang that could weigh on sentiment. GoDaddy Investor Lawsuit Alert

Analysts Set New Price Targets

A number of brokerages recently commented on GDDY. Robert W. Baird lifted their price target on GoDaddy from $110.00 to $120.00 and gave the stock an “outperform” rating in a report on Friday, September 25th. Raymond James Financial cut GoDaddy from a “strong-buy” rating to an “outperform” rating and set a $100.00 price objective on the stock. in a research report on Friday, July 31st. Citigroup decreased their target price on GoDaddy from $110.00 to $105.00 and set a “buy” rating for the company in a research report on Monday, August 3rd. B. Riley Financial lowered their target price on GoDaddy from $190.00 to $170.00 and set a “buy” rating on the stock in a research note on Friday, July 31st. Finally, UBS Group set a $140.00 price target on shares of GoDaddy in a report on Monday. Nine equities research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, GoDaddy has an average rating of “Hold” and a consensus target price of $113.50.

GoDaddy Company Profile

GoDaddy Inc (NYSE: GDDY) is a global technology company that provides online tools and services to entrepreneurs, small businesses and individuals. Its platform helps customers establish, manage and grow an online presence, with offerings that include domain-name registration, website hosting, website and online-store builders, professional email and digital marketing tools.

The company also provides services designed to support commerce and customer engagement, including e-commerce functionality, online appointment scheduling, payments and other business-management capabilities.