GoDaddy (GDDY): Evaluating Valuation After Expanded Airo.ai Agents and Agent Name Service Push

GoDaddy (GDDY) just doubled down on its agentic AI push, rolling out six new Airo.ai agents for small businesses and expanding its Agent Name Service. This move sharpens its long term digital solutions strategy.

See our latest analysis for GoDaddy.

Those AI upgrades are landing against a tricky backdrop, with GoDaddy’s share price at $128.31 and a weak year to date share price return, but a much stronger three year total shareholder return suggesting longer term momentum has not completely broken.

If you are weighing GoDaddy’s AI push against other opportunities in the space, this is a useful moment to explore high growth tech and AI stocks for fresh ideas.

With revenue and earnings still growing, analysts seeing upside to the current price, and AI products deepening GoDaddy’s moat, investors now face a key question: is this a mispriced growth story or has the market already factored it in?

Most Popular Narrative: 26.7% Undervalued

Against GoDaddy’s last close at $128.31, the most followed narrative points to a materially higher fair value, framing the current weakness as potential mispricing.

Large-scale adoption of subscription-based SaaS and bundling initiatives, enabled by accelerated AI-driven product development, is shifting revenue mix toward recurring and higher-margin streams, improving revenue predictability and EBITDA margin expansion (targeting 33% by 2026).

Read the complete narrative.

Want to see how this margin story relates to a much higher price tag? The narrative incorporates assumptions on growth, profitability, and future earnings power. Curious which levers matter most and how they compare over the next few years? Read on to explore the full framework behind that valuation view.

Result: Fair Value of $175.06 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, rising competition from integrated website platforms and potential execution missteps on new AI products could quickly challenge the thesis of margin expansion.

Find out about the key risks to this GoDaddy narrative.

Build Your Own GoDaddy Narrative

If this view does not line up with your own or you would rather dig into the numbers yourself, you can easily build a custom narrative in just a few minutes: Do it your way.

A great starting point for your GoDaddy research is our analysis highlighting 3 key rewards and 3 important warning signs that could impact your investment decision.

Looking for more investment ideas?

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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