Godaddy Inc Dossier
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SectorInformation Technology IndustrySoftware - Infrastructure Beta (adjusted)0.94 Intrinsic Value $175.34median of 5 methods · middle span $170-$443based on filings through 30 Jun 2026 Market Price $96.98Price as of 1 Oct 2026 Significantly undervaluedIntrinsic value is 81% above the market price −50% · IV below pricenear fair value ±15%IV above price · +50% marker beyond scale (+81%) Data confidence Sign in to view data confidence Market Cap $12.3B Enterprise Value $14.9B Shares Outstanding 130M diluted Moat Rating Wide Next Earnings Date5 Nov 2026 All prices and values are periodic snapshots, not live quotes. Source dates are shown for reference. ThesisStreet consensus, scenarios, merits, risks, and invalidation triggers Thesis Summary GoDaddy's second-quarter execution was solid: revenue increased 7% to $1.298 billion, normalized EBITDA reached $434.1 million at a 33.4% margin, and free cash flow increased 13% to $443.5 million. Airo also reached a $50 million annualized bookings run rate. The offset is a full-year revenue outlook whose midpoint represents approximately 6% growth, together with the need to prove that early Airo adoption produces durable monetization. The official investor-relations quote was $97.67 on August 31, 2026. The base scenario uses that spot price rather than an unsupported consensus estimate, supporting a neutral recommendation. This section is the 12-month view: analyst targets and the probability-weighted scenarios built from them. The intrinsic value at the top of this page answers a different question: what the business is worth today. Street view · analyst 12-month targets Low · most bearish analyst$80.00 Mean target$104.80 High · most bullish analyst$170.00 Our research · scenarios, merits, risks, and invalidation triggersResearch as of 2 Sep 2026 Scenarios · 12-month scenario targets Bear CaseDownside scenario $80.0018% Revenue falls below the low end of management's 2026 range, normalized EBITDA margin fails to remain above 33%, or Airo's early bookings momentum does not translate into durable monetization. The price target uses the official investor-relations page's $71.59 52-week low as a transparent historical downside anchor. Base CaseCentral scenario $104.8058% Matches the consensus meanGoDaddy delivers within its $5.215 billion to $5.255 billion 2026 revenue range, maintains normalized EBITDA margin above 33%, and expands Airo gradually. Bull CaseUpside scenario $170.0024% GoDaddy reaches or exceeds its 2026 revenue range, sustains a normalized EBITDA margin above 33%, and converts Airo's early bookings momentum into durable growth. The price target uses the official investor-relations page's $150.47 52-week high as a transparent historical upside anchor rather than an invented analyst target. Scenarios are anchored to street consensus at the research date, with our probabilities and rationale. Key Investment Merits
Key Investment Risks
All scenarios are estimates and subject to change. Past performance is not indicative of future results. Quality Pillars MembersThis section is available to registered members. Create a free account or sign in to unlock the full breakdown. Explore this dossierValuationIntrinsic value, the six-method breakdown, peer medians, and your assumptions sandbox.Financial SnapshotRevenue, profitability, returns, balance sheet, dividends, and the filing-level detail.Qualitative AnalysisBusiness overview, strategic initiatives, and mergers, acquisitions & partnerships.Outlook & Key DatesForward estimates, reporting calendar, and the monitoring framework. |