GoDaddy Inc.

NYSE:GDDY 株式レポート

時価総額：US$12.4b

GoDaddy 将来の成長

Future 基準チェック /26

GoDaddy利益と収益がそれぞれ年間11.2%と4.7%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に152.4% 16.6%なると予測されています。

主要情報

11.2%

収益成長率

16.63%

EPS成長率

IT 収益成長21.8%
収益成長率4.7%
将来の株主資本利益率152.43%
アナリストカバレッジ

Good

最終更新日26 Aug 2026

今後の成長に関する最新情報

分析記事 • Aug 04

GoDaddy Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

It's been a sad week for GoDaddy Inc. ( NYSE:GDDY ), who've watched their investment drop 14% to US$88.45 in the week...

Recent updates

ナラティブ更新 • Sep 09

GDDY: AI Search And Legal Fallout Will Pressure Promotional Pricing

Analysts have trimmed their fair value estimate for GoDaddy to $76 from $80, reflecting slightly softer revenue growth assumptions, a modestly lower future P/E, and rising concern that higher domain pricing and a slower applications and commerce ramp could weigh on market share and near term top line momentum as AI led search discovery reshapes customer acquisition. Analyst Commentary Recent research on GoDaddy shows a clear tilt toward more cautious views, with several firms revising ratings and price targets lower following the latest quarterly updates and product transition commentary.
ナラティブ更新 • Aug 26

GDDY: AI Execution And Margin Expansion Will Drive Next Repricing Phase

Analysts have trimmed the GoDaddy fair value estimate from about $176.62 to roughly $150.71. This reflects slightly softer revenue growth assumptions, a higher discount rate, and lower expected future P/E multiples, even as margin expectations remain broadly stable.
ナラティブ更新 • Aug 12

GDDY: Promotional Pricing Fallout And Legal Scrutiny Will Pressure AI Transition

GoDaddy's updated fair value estimate has shifted from $83.00 to $80.00 as analysts factor in reduced revenue growth and profit margin assumptions, along with moderately higher discount rates. This reflects recent trims to price targets following cautious commentary on applications and commerce bookings and the ongoing Airo transition.
分析記事 • Aug 04

GoDaddy Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

It's been a sad week for GoDaddy Inc. ( NYSE:GDDY ), who've watched their investment drop 14% to US$88.45 in the week...
Seeking Alpha • Aug 02

GoDaddy: Not Exciting, But Cheap FCF Multiples Could Set Up A Rebound (Rating Upgrade)

Summary GoDaddy suffered a ~15% post-Q2 earnings drop, but the market reaction appears overdone given stable fundamentals. GDDY maintains high single-digit revenue growth and a low-30s adjusted EBITDA margin, supporting a Rule of 40 profile. Valuation is compelling at 2.6x EV/FY26 revenue and 7.5x EV/FY26 FCF, essentially pricing GDDY like a utility. I reset my rating to neutral, citing balanced risks: competitive pressures, debt-fueled buybacks, and resilient recurring revenue. Read the full article on Seeking Alpha
ナラティブ更新 • Jul 29

GDDY: AI Agent Tools And Legal Probes Will Shape Future Risk Reward

Analysts have trimmed their average GoDaddy price target by about $2 to roughly $112. This reflects slightly higher assumed risk, modestly different revenue growth expectations, and a small upward adjustment to projected profit margins and future P/E levels.
ナラティブ更新 • Jul 14

GDDY: AI Execution And Margin Expansion Will Drive Next Phase

The analyst price target for GoDaddy has moved lower to $124, with recent revisions reflecting mixed views across the internet infrastructure peer group and a recalibration of assumptions around growth, profitability, and future P/E multiples. Analyst Commentary Recent Street research around GoDaddy reflects a split view, with some firms trimming price targets while others highlight ongoing execution and potential upside.
ナラティブ更新 • Jun 30

GDDY: Promotional Pricing And Legal Scrutiny Will Test AI-Focused Earnings Outlook

Analysts have modestly raised the fair value estimate for GoDaddy from $77.00 to $83.00, reflecting updated assumptions around discount rates, growth, and future P/E multiples. Recent Street research shows a mixed pattern of price target revisions across the stock.
分析記事 • Jun 20

GoDaddy (GDDY) Stock Could Be 32.6% Undervalued After Arrow AI Builder Launch

Arrow AI Builder launch puts GoDaddy stock in focus Recent commentary from GoDaddy (GDDY) leadership around strong Q1 results and the rapid uptake of its new Arrow AI Builder tool has brought fresh attention to how the stock reflects that business momentum. See our latest analysis for GoDaddy. Despite the enthusiasm around Arrow AI Builder and solid Q1 commentary, GoDaddy’s recent share price performance has been weak. The stock is down 15.9% on a 30 day share price return and 35.0% year to...
ナラティブ更新 • Jun 16

GDDY: AI Agent Rollout And Margin Strength Will Support Next Phase

The updated analyst price target for GoDaddy moves modestly higher to about $182, reflecting adjusted assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E after recent mixed Street research that included both price target increases and reductions, along with a fresh Neutral initiation. Analyst Commentary Recent Street research on GoDaddy presents a mixed picture on price targets, but the overall setup still includes several constructive threads that bullish analysts highlight for investors watching the stock.
ナラティブ更新 • Jun 02

GDDY: AI Agent Standards And Tools Will Support Future Margin Expansion

The analyst price target for GoDaddy has been reduced by about $5. This change reflects a slightly higher long-term growth and margin outlook, offset by lower assumed future P/E multiples and a series of Neutral ratings and target cuts from firms that have recently updated their coverage.
ナラティブ更新 • May 15

GDDY: AI Agent Cohorts And Cash Returns Will Drive Next Phase

Analysts have trimmed the GoDaddy fair value estimate by about $8 to $180.08. This reflects a mix of lower assumed discount rate, slightly softer revenue growth expectations, modestly higher margin assumptions, and a reduced future P/E multiple following a broad round of price target cuts and Neutral ratings across the Street.
分析記事 • May 12

Statutory Profit Doesn't Reflect How Good GoDaddy's (NYSE:GDDY) Earnings Are

GoDaddy Inc. ( NYSE:GDDY ) just reported healthy earnings but the stock price didn't move much. Investors are probably...
ナラティブ更新 • Apr 29

GDDY: AI Headwinds To Domains And Web Tools Will Pressure Expectations

Narrative Update GoDaddy's updated analyst price target is $77, with the reset shaped by analysts weighing softer near term bookings guidance, competitive and AI related risks in domains, and mixed 2026 revenue versus margin expectations against the potential of newer AI driven offerings and ongoing efficiency efforts. Analyst Commentary Recent Street research on GoDaddy points to a reset in expectations, with a series of lower price targets clustered around the latest Q4 print and 2026 outlook.
ナラティブ更新 • Apr 15

GDDY: AI Agent Identity Push Will Test Domain Resilience And AI Competition

Analysts have reset expectations on GoDaddy, with the average price target moving closer to $100 as recent research balances concerns over slowing domain momentum and AI related competitive risks against newer AI driven offerings, higher margin guidance, and ongoing share repurchases. Analyst Commentary Recent research paints a mixed picture, with many bearish analysts resetting expectations lower even as some still see room for GoDaddy to execute on its AI plans and margin targets.
ナラティブ更新 • Mar 31

GDDY: AI Agent Cohorts And Buybacks Will Drive Next Synergy Phase

Analysts have reduced the GoDaddy fair value estimate from $240.00 to about $188.30, reflecting lower price targets clustered around $90 to $210 as they weigh softer revenue growth assumptions, slightly higher discount rates, and recent commentary on competitive pressures, mixed 2026 guidance, and both risks and potential upside from AI driven offerings. Analyst Commentary Recent notes show a wide spread in price targets, but there is a clear group of bullish analysts who still see meaningful upside if GoDaddy executes on product and go to market changes, especially around AI offerings and new customer cohorts.
ナラティブ更新 • Mar 17

GDDY: AI Agent Identity Push Will Face Execution And Competitive Tests

Narrative Update Analysts have shifted GoDaddy's implied fair value from $130 to $77, pointing to lower price targets tied to softer bookings trends, more modest revenue growth assumptions, and a reduced future P/E multiple, even as margin expectations edge higher on AI driven efficiencies and product mix. Analyst Commentary Recent Street research on GoDaddy clusters around a reset in expectations, with multiple bearish analysts trimming price targets and flagging execution risks around the newer go to market approach and AI related competitive pressures.
ナラティブ更新 • Mar 03

GDDY: AI Agentic Offerings Will Support Margins And Long Term Returns

Narrative Update on GoDaddy Analysts have reset expectations for GoDaddy, with our illustrative fair value moving from about $175.00 to roughly $119.43 as lower Street price targets, tempered revenue growth assumptions, and a reduced future P/E outlook reflect concerns over softer 2026 guidance, bookings trends, and ongoing debate around AI related competitive risks, even as newer AI driven offerings and margin guidance keep longer term potential in focus. Analyst Commentary Street research has shifted sharply lower on GoDaddy's valuation assumptions, with a series of reduced price targets clustering in the US$77 to US$210 range.
ナラティブ更新 • Feb 17

GDDY: AI Synergy Phase Will Support Steady Margins And Long Term Returns

Analysts have trimmed their average price target for GoDaddy by $14 to around $130, citing updated discount rate and valuation assumptions, while also highlighting potential for steadier revenue growth and profit margins ahead. Analyst Commentary Recent research updates give you a mixed but useful read on how professionals are thinking about GoDaddy at the new, lower price targets around US$130.
ナラティブ更新 • Feb 03

GDDY: AI Agent And Identity Initiatives Will Support Future Margin Efficiency

Narrative Update on GoDaddy Analysts have trimmed their GoDaddy fair value estimate to $130 from $145, citing lower assumed future P/E multiples. They also reference research that points to potential benefits from AI driven revenue opportunities and improving sentiment toward Global Internet stocks into 2026.
ナラティブ更新 • Jan 19

GDDY: A&C And Aftermarket Execution Will Support AI Synergy Phase Upside

Narrative Update Analysts have trimmed their GoDaddy price targets. Our fair value estimate has moved from $246.51 to $240.00, reflecting more cautious revenue growth and a higher discount rate, even as margin expectations rise and the assumed future P/E declines.
ナラティブ更新 • Jan 05

GDDY: AI And Identity Initiatives Will Support Higher Margin Efficiency

Analysts have nudged their fair value estimate for GoDaddy up from $134.00 to $145.00, reflecting updated assumptions for slightly higher revenue growth and profit margins. They still acknowledge recent Street price target reductions tied to mixed near term guidance and a desire for clearer visibility on the growth and margin outlook.
ナラティブ更新 • Dec 14

GDDY: Mixed Outlook Will Shape Balance Between AI Progress And Earnings Efficiency

Analysts have trimmed their price target on GoDaddy to approximately $134 from $150, citing slightly slower expected revenue growth and a modestly higher discount rate, while also highlighting resilient bookings, solid Q3 beats, and a stronger long term margin profile. Analyst Commentary Bearish analysts have recently cut their price targets on GoDaddy, pointing to a combination of mixed near term guidance and reduced confidence in the durability of elevated growth trends.
ナラティブ更新 • Nov 28

GDDY: Sustained Business Momentum Will Drive Improved Margins Amid Mixed Guidance

GoDaddy's analyst price target was reduced to $150 from $175, as analysts cited mixed guidance for the upcoming quarter and a need for improved visibility into the company's mid-term growth and margin outlook. This comes despite strong recent results.
ナラティブ更新 • Nov 14

GDDY: Solid Fundamentals And Share Buybacks Will Drive Improved Profitability Outlook

Analysts have reduced their price target for GoDaddy from $187.75 to $175.06, citing cautious near-term revenue growth expectations and a desire for increased clarity on the company's mid-term growth and profit margins, even though recent performance has been solid. Analyst Commentary Recent analyst adjustments demonstrate a nuanced view of GoDaddy’s outlook, balancing recognition for recent performance with caution around forward expectations.
分析記事 • Nov 07

Investors Can Find Comfort In GoDaddy's (NYSE:GDDY) Earnings Quality

GoDaddy Inc.'s ( NYSE:GDDY ) stock was strong despite it releasing a soft earnings report last week. Our analysis...
ナラティブ更新 • Oct 31

GDDY: Continued AI Expansion Will Drive Future Small Business Opportunities

GoDaddy's analyst price target has been revised downward from $189 to $187.75. This reflects modest adjustments based on analysts' observations of mixed revenue guidance, a slowdown in bookings, and recent quarterly performance.
ナラティブ更新 • Oct 17

AI And Digital Integration Will Expand The SMB Market

GoDaddy's analyst price target was reduced slightly to $189.00, a change that analysts attribute to moderated revenue forecasts and recent booking trends. Analyst Commentary Analysts offered a mix of positive and cautious observations on GoDaddy following the latest adjustments to price targets and company results.
ナラティブ更新 • Oct 03

AI And Digital Integration Will Expand The SMB Market

GoDaddy's analyst price target has been reduced from approximately $193 to $189 as analysts factor in slightly lower fair value estimates. This adjustment comes amid in-line revenue growth but slower bookings.
ナラティブ更新 • Aug 08

AI And Digital Integration Will Expand The SMB Market

GoDaddy’s consensus price target was revised down as a result of a notable decline in its future P/E multiple, lowering its estimated fair value from $212.94 to $201.41. What's in the News Completed repurchase of 841,000 shares (0.59%) for $138.73 million under the announced buyback.

業績と収益の成長予測

NYSE:GDDY - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20285,7871,2162,1241,95311
12/31/20275,5131,1041,9371,91517
12/31/20265,2379601,8421,80717
6/30/20265,1049101,7031,729N/A
3/31/20265,0248701,6411,666N/A
12/31/20254,9518751,5761,599N/A
9/30/20254,8708291,5381,569N/A
6/30/20254,7528091,4531,480N/A
3/31/20254,6597551,3691,395N/A
12/31/20244,5739371,2611,288N/A
9/30/20244,4811,8521,2291,245N/A
6/30/20244,4031,7921,1511,171N/A
3/31/20244,3271,7291,0161,075N/A
12/31/20234,2541,3759701,048N/A
9/30/20234,194355867958N/A
6/30/20234,157324852946N/A
3/31/20234,125331929999N/A
12/31/20224,091352920980N/A
9/30/20224,071346883944N/A
6/30/20224,002344638900N/A
3/31/20223,917300602859N/A
12/31/20213,816242576829N/A
9/30/20213,670226545823N/A
6/30/20213,551193722794N/A
3/31/20213,426-527676753N/A
12/31/20203,317-495683765N/A
9/30/20203,223-505701761N/A
6/30/20203,139-494687764N/A
3/31/20203,070167N/A757N/A
12/31/20192,988137N/A723N/A
9/30/20192,904119N/A690N/A
6/30/20192,82356N/A644N/A
3/31/20192,73787N/A611N/A
12/31/20182,66077N/A560N/A
9/30/20182,567131N/A536N/A
6/30/20182,469117N/A513N/A
3/31/20182,375125N/A497N/A
12/31/20172,232122N/A476N/A
9/30/20172,11624N/A460N/A
6/30/20172,00630N/A429N/A
3/31/20171,904-5N/A408N/A
12/31/20161,848-16N/A387N/A
9/30/20161,787-16N/A359N/A
6/30/20161,726-23N/A338N/A
3/31/20161,665-46N/A292N/A
12/31/20151,607-47N/A259N/A
9/30/20151,554-54N/A224N/A

アナリストによる今後の成長予測

収入対貯蓄率: GDDYの予測収益成長率 (年間11.2% ) は 貯蓄率 ( 3.7% ) を上回っています。

収益対市場: GDDYの収益 ( 11.2% ) US市場 ( 17.2% ) よりも低い成長が予測されています。

高成長収益: GDDYの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: GDDYの収益 ( 4.7% ) US市場 ( 13.4% ) よりも低い成長が予測されています。

高い収益成長: GDDYの収益 ( 4.7% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: GDDYの 自己資本利益率 は、3年後には非常に高くなると予測されています ( 152.4 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/09/13 21:31
終値2026/09/11 00:00
収益2026/06/30
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した ご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

GoDaddy Inc. 17 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。31

アナリスト機関
Vikram KesavabhotlaBaird
Sunil RajgopalBerenberg
Naved KhanB. Riley Securities, Inc.