GoDaddy (NYSE:GDDY) Posts Earnings Results

GoDaddy (NYSE:GDDY) posted its quarterly earnings results on Thursday. The technology company reported $2.08 earnings per share for the quarter, beating analysts’ consensus estimates of $1.90 by $0.18, FiscalAI reports. The company had revenue of $1.34 billion for the quarter, compared to the consensus estimate of $1.33 billion. GoDaddy had a net margin of 18.56% and a return on equity of 628.36%. The firm’s quarterly revenue was up 6.1% compared to the same quarter last year. During the same period last year, the company posted $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

NYSE GDDY traded up $11.66 during trading hours on Friday, hitting $117.55. The company had a trading volume of 3,574,788 shares, compared to its average volume of 1,580,452. The company has a debt-to-equity ratio of 561.10, a quick ratio of 0.63 and a current ratio of 0.63. The company has a market cap of $14.89 billion, a PE ratio of 16.08 and a beta of 0.94. GoDaddy has a 1-year low of $71.59 and a 1-year high of $137.93. The business has a 50 day moving average of $101.42 and a 200-day moving average of $92.14.

GoDaddy News Roundup

Here are the key news stories impacting GoDaddy this week:

• Positive Sentiment: Q3 earnings and revenue exceeded expectations. GoDaddy reported adjusted earnings of $2.08 per share, ahead of estimates ranging from $1.82 to $1.90 and up from $1.51 a year earlier. Revenue increased 6.1% year over year to approximately $1.34 billion, slightly above the $1.33 billion consensus. GoDaddy Inc. Reports Third Quarter 2026 Financial Results
• Positive Sentiment: Airo momentum is strengthening the growth outlook. Management highlighted accelerating customer adoption and monetization of Airo, with its annualized revenue run rate reportedly surpassing $100 million and doubling from the prior year. Broader growth across GoDaddy’s segments also contributed to the quarter’s performance. GDDY Q3 Earnings Beat Estimates on Revenue Growth and Airo Gains
• Positive Sentiment: Management expects to reach the high end of its full-year revenue guidance. That outlook reinforces investor confidence that product improvements, customer monetization and Airo-related demand can sustain growth. GoDaddy expects to hit high end of full-year revenue guidance
• Neutral Sentiment: The earnings-call transcript provided additional detail on Airo, customer trends, margins and the company’s forward strategy, but did not identify a major new risk beyond the factors disclosed with the results. GoDaddy Q3 2026 Earnings Call Transcript
• Negative Sentiment: A shareholder lawsuit has been announced, creating a potential legal and reputational overhang. The notice solicits investors who purchased shares before September 2025; the allegations and potential financial impact were not detailed in the provided report. Lawsuit Alert: GoDaddy Investors Should Contact the Shareholders Foundation

Insider Transactions at GoDaddy

In other news, CEO Amanpal Bhutani sold 4,500 shares of the firm’s stock in a transaction on Thursday, October 1st. The stock was sold at an average price of $97.50, for a total transaction of $438,750.00. Following the sale, the chief executive officer owned 500,053 shares in the company, valued at $48,755,167.50. This trade represents a 0.89% 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, CFO Mark McCaffrey sold 5,873 shares of the business’s stock in a transaction that occurred on Wednesday, September 2nd. The stock was sold at an average price of $100.91, for a total value of $592,644.43. Following the transaction, the chief financial officer directly owned 99,855 shares in the company, valued at $10,076,368.05. This trade represents a 5.55% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold 31,358 shares of company stock worth $3,031,831 in the last quarter. Insiders own 0.93% of the company’s stock.

Analyst Ratings Changes

Several research analysts recently weighed in on GDDY shares. William Blair cut shares of GoDaddy from an “outperform” rating to a “market perform” rating in a report on Friday, July 31st. Robert W. Baird raised their target price on GoDaddy from $110.00 to $120.00 and gave the company an “outperform” rating in a research note on Friday, September 25th. Piper Sandler reiterated a “neutral” rating and issued a $95.00 price target (up from $93.00) on shares of GoDaddy in a research note on Friday, July 31st. Royal Bank Of Canada downgraded GoDaddy from an “outperform” rating to a “sector perform” rating and set a $95.00 target price on the stock. in a research note on Sunday, October 11th. Finally, Wells Fargo & Company cut GoDaddy from an “equal weight” rating to an “underweight” rating and cut their target price for the company from $80.00 to $76.00 in a research note on Wednesday, August 26th. Nine analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus target price of $111.75.

About GoDaddy

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.