GoDaddy projects Q4 revenue between $1.255B and $1.275B, in line with consensus of $1.27B
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 30 2025
0mins
Should l Buy GDDY?
Revenue Expectations: GoDaddy anticipates total revenue for Q4 2025 to be between $1.255B and $1.275B, indicating a 6% year-over-year growth at the midpoint compared to Q4 2024.
Growth Projections: The company expects A&C revenue growth in the low to mid-teens and Core Platform growth in the low single-digits for the same quarter.
NEBITDA Margin: GoDaddy projects a NEBITDA margin of approximately 33% for Q4 2025 and around 32% for the full year.
Impact of .CO Registry Exit: The revenue range reflects challenges from the exit of the .CO registry contract and the company's strategy of excluding high-value Aftermarket transactions from its guidance.
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Analyst Views on GDDY
Wall Street analysts forecast GDDY stock price to rise
16 Analyst Rating
8 Buy
8 Hold
0 Sell
Moderate Buy
Current: 91.200
Low
85.00
Averages
166.38
High
240.00
Current: 91.200
Low
85.00
Averages
166.38
High
240.00
About GDDY
GoDaddy Inc. is engaged in serving a market of entrepreneurs, developing and delivering easy-to-use products in a one-stop shop solution alongside personalized guidance. The Company serves small businesses, individuals, organizations, developers, designers and domain investors. The Company's segments include Applications and Commerce (A&C) and Core Platform (Core). The A&C segment primarily consists of sales of products containing proprietary software, notably its Website building products, as well as its commerce products and third-party email and productivity solutions and sales of certain products when they are included in bundled offerings of its proprietary software products. The Core segment primarily consists of sales of domain registrations and renewals, aftermarket domain sales, Website hosting products and Website security products when not included in bundled offerings of its proprietary software products, as well as sales of products not containing a software component.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
GoDaddy: AI-Driven Profit Growth Amid Stock Sell-Off
- AI-Driven Profitability: GoDaddy's Q3 revenue rose 10% year-over-year to $1.3 billion, with operating income surging 17%, reflecting the successful integration of AI technologies that enhance operational efficiency and profitability.
- Launch of New Platform: In early 2024, GoDaddy introduced its AI platform Airo, which assists customers in building websites and creating logos, contributing to accelerated revenue growth and demonstrating the company's commitment to technological innovation.
- Stock Buyback Program: The company repurchased nearly $1.4 billion of its shares in the first three quarters and has $2.4 billion remaining on its buyback authorization, indicating management's proactive approach to returning value to shareholders amid current undervaluation.
- Attractive Valuation: With a market cap of approximately $12 billion, GoDaddy trades at over 8 times its trailing free cash flow, which is growing by over 20%, making it one of the most appealing investment opportunities in nearly a decade.
See More
Barclays Reiterates Buy Rating on GoDaddy with $200 Target
- Analyst Rating Reaffirmed: On February 6, Barclays analyst Trevor Young reiterated a Buy rating on GoDaddy (NYSE:GDDY) with a price target of $200, indicating an upside potential of approximately 124%, reflecting strong market confidence in the company.
- Price Target Adjustments: Morgan Stanley lowered its price target for GoDaddy from $159 to $145 on January 15 while maintaining an Equal Weight rating, noting that despite underperformance in 2025, there is a more optimistic outlook for application SaaS in 2026, signaling a recovery in market sentiment.
- Improving Market Outlook: Cantor Fitzgerald reduced its price target on GoDaddy from $150 to $130 on January 8, reiterating a Neutral rating, and highlighted that the “Synergy” phase of AI is making the 2026 prospects for global internet stocks increasingly positive, which is expected to drive revenue growth and long-term returns.
- Company Overview: Founded in 1997 and based in Arizona, GoDaddy specializes in cloud-based product development, operating through two segments: Applications and Commerce, and Core Platform, offering website building and marketing tools; while other AI stocks may present greater upside, GoDaddy maintains a solid market position.
See More
Top 10 IT Stocks by Year-over-Year Capex Growth
- GoDaddy Capex Growth: GoDaddy (GDDY) leads with a year-over-year capital expenditure growth of 93.83%, indicating strong investment intentions that may attract increased investor interest in the company.
- Varonis Systems Performance: Varonis Systems (VRNS) follows closely with an 88.65% increase in capital expenditure, highlighting ongoing investments in data security that could enhance its competitive position in the market.
- Manhattan Associates Momentum: Manhattan Associates (MANH) shows a 78.18% year-over-year growth in capital expenditure, reflecting its proactive expansion in supply chain and logistics management solutions, which may drive future revenue growth.
- Market Trends Overview: Amid rising concerns over AI, companies like The Hackett Group (HCKT) and Amplitude (AMPL) with significant capital expenditure growth are noteworthy, indicating potential investment opportunities even in uncertain environments.
See More
GoDaddy CFO to Present at Morgan Stanley Conference
- Conference Details: GoDaddy's CFO Mark McCaffrey is scheduled to present at the Morgan Stanley Technology, Media & Telecom Conference in San Francisco on March 2, 2026, at 11:30 a.m. ET / 8:30 a.m. PT, highlighting the company's strategic positioning in the industry.
- Investor Relations: The event will feature live audio webcasts and post-presentation replays available on GoDaddy's Investor Relations website, ensuring investors can stay updated on the company's latest developments, thereby enhancing transparency and communication efficiency.
- Company Overview: As the world's largest domain name registrar, GoDaddy assists millions of entrepreneurs globally in starting, growing, and scaling their businesses, providing comprehensive services from naming ideas to website creation and payment acceptance, showcasing its significant role in the digital economy.
- AI-Powered Services: GoDaddy Airo® is the company's AI-driven experience designed to help small businesses quickly get their ideas online, drive traffic, and boost sales, further solidifying its competitive advantage in the small business market.
See More
GoDaddy CFO to Present at Morgan Stanley Conference
- Conference Details: GoDaddy CFO Mark McCaffrey will present at the Morgan Stanley Technology, Media & Telecom Conference in San Francisco on March 2, 2026, at 11:30 a.m. ET, highlighting the company's leadership in the industry.
- Investor Relations: The event will feature live audio webcasts and post-presentation replays, enhancing communication and transparency between GoDaddy and its investors through its Investor Relations website.
- Company Overview: As the world's largest domain name registrar, GoDaddy plays a crucial role in helping millions of entrepreneurs globally to start, grow, and scale their businesses, showcasing its commitment to supporting small enterprises.
- AI-Powered Business Growth: GoDaddy Airo®, the company's AI-driven experience, facilitates faster online presence and sales growth for small businesses, reflecting the company's ongoing investment in technological innovation and customer support.
See More
GoDaddy's Stock Buybacks and Growth Outlook
- Consistent Profitability: GoDaddy has achieved non-GAAP profitability every year since 2017, with projected revenue of around $5 billion for 2025, reflecting its stability and resilience in a competitive tech landscape.
- Market Growth Potential: Global website registrations reached 386.9 million in Q4 2025, with the web hosting industry expected to grow at an average annual rate of over 23% to $356 billion, positioning GoDaddy to benefit significantly from this expansion.
- AI-Driven Innovation: GoDaddy's recent update to its generative AI site-building platform, Airo, has driven a 10% year-over-year increase in average revenue per user (ARPU), likely enhancing the company's high-margin revenue and cash flow.
- Stock Buyback Strategy: In the first three quarters of 2025, GoDaddy repurchased $1.4 billion worth of 137 million shares, bringing its total buyback to $5.2 billion over four years, which has propelled per-share profit growth and reflects the company's confidence in its value.
See More
GoDaddy: AI-Driven Profit Growth Amid Stock Sell-Off
- AI-Driven Profitability: GoDaddy's Q3 revenue rose 10% year-over-year to $1.3 billion, with operating income surging 17%, reflecting the successful integration of AI technologies that enhance operational efficiency and profitability.
- Launch of New Platform: In early 2024, GoDaddy introduced its AI platform Airo, which assists customers in building websites and creating logos, contributing to accelerated revenue growth and demonstrating the company's commitment to technological innovation.
- Stock Buyback Program: The company repurchased nearly $1.4 billion of its shares in the first three quarters and has $2.4 billion remaining on its buyback authorization, indicating management's proactive approach to returning value to shareholders amid current undervaluation.
- Attractive Valuation: With a market cap of approximately $12 billion, GoDaddy trades at over 8 times its trailing free cash flow, which is growing by over 20%, making it one of the most appealing investment opportunities in nearly a decade.
See More
Barclays Reiterates Buy Rating on GoDaddy with $200 Target
- Analyst Rating Reaffirmed: On February 6, Barclays analyst Trevor Young reiterated a Buy rating on GoDaddy (NYSE:GDDY) with a price target of $200, indicating an upside potential of approximately 124%, reflecting strong market confidence in the company.
- Price Target Adjustments: Morgan Stanley lowered its price target for GoDaddy from $159 to $145 on January 15 while maintaining an Equal Weight rating, noting that despite underperformance in 2025, there is a more optimistic outlook for application SaaS in 2026, signaling a recovery in market sentiment.
- Improving Market Outlook: Cantor Fitzgerald reduced its price target on GoDaddy from $150 to $130 on January 8, reiterating a Neutral rating, and highlighted that the “Synergy” phase of AI is making the 2026 prospects for global internet stocks increasingly positive, which is expected to drive revenue growth and long-term returns.
- Company Overview: Founded in 1997 and based in Arizona, GoDaddy specializes in cloud-based product development, operating through two segments: Applications and Commerce, and Core Platform, offering website building and marketing tools; while other AI stocks may present greater upside, GoDaddy maintains a solid market position.
See More
Top 10 IT Stocks by Year-over-Year Capex Growth
- GoDaddy Capex Growth: GoDaddy (GDDY) leads with a year-over-year capital expenditure growth of 93.83%, indicating strong investment intentions that may attract increased investor interest in the company.
- Varonis Systems Performance: Varonis Systems (VRNS) follows closely with an 88.65% increase in capital expenditure, highlighting ongoing investments in data security that could enhance its competitive position in the market.
- Manhattan Associates Momentum: Manhattan Associates (MANH) shows a 78.18% year-over-year growth in capital expenditure, reflecting its proactive expansion in supply chain and logistics management solutions, which may drive future revenue growth.
- Market Trends Overview: Amid rising concerns over AI, companies like The Hackett Group (HCKT) and Amplitude (AMPL) with significant capital expenditure growth are noteworthy, indicating potential investment opportunities even in uncertain environments.
See More
GoDaddy CFO to Present at Morgan Stanley Conference
- Conference Details: GoDaddy's CFO Mark McCaffrey is scheduled to present at the Morgan Stanley Technology, Media & Telecom Conference in San Francisco on March 2, 2026, at 11:30 a.m. ET / 8:30 a.m. PT, highlighting the company's strategic positioning in the industry.
- Investor Relations: The event will feature live audio webcasts and post-presentation replays available on GoDaddy's Investor Relations website, ensuring investors can stay updated on the company's latest developments, thereby enhancing transparency and communication efficiency.
- Company Overview: As the world's largest domain name registrar, GoDaddy assists millions of entrepreneurs globally in starting, growing, and scaling their businesses, providing comprehensive services from naming ideas to website creation and payment acceptance, showcasing its significant role in the digital economy.
- AI-Powered Services: GoDaddy Airo® is the company's AI-driven experience designed to help small businesses quickly get their ideas online, drive traffic, and boost sales, further solidifying its competitive advantage in the small business market.
See More
GoDaddy CFO to Present at Morgan Stanley Conference
- Conference Details: GoDaddy CFO Mark McCaffrey will present at the Morgan Stanley Technology, Media & Telecom Conference in San Francisco on March 2, 2026, at 11:30 a.m. ET, highlighting the company's leadership in the industry.
- Investor Relations: The event will feature live audio webcasts and post-presentation replays, enhancing communication and transparency between GoDaddy and its investors through its Investor Relations website.
- Company Overview: As the world's largest domain name registrar, GoDaddy plays a crucial role in helping millions of entrepreneurs globally to start, grow, and scale their businesses, showcasing its commitment to supporting small enterprises.
- AI-Powered Business Growth: GoDaddy Airo®, the company's AI-driven experience, facilitates faster online presence and sales growth for small businesses, reflecting the company's ongoing investment in technological innovation and customer support.
See More
GoDaddy's Stock Buybacks and Growth Outlook
- Consistent Profitability: GoDaddy has achieved non-GAAP profitability every year since 2017, with projected revenue of around $5 billion for 2025, reflecting its stability and resilience in a competitive tech landscape.
- Market Growth Potential: Global website registrations reached 386.9 million in Q4 2025, with the web hosting industry expected to grow at an average annual rate of over 23% to $356 billion, positioning GoDaddy to benefit significantly from this expansion.
- AI-Driven Innovation: GoDaddy's recent update to its generative AI site-building platform, Airo, has driven a 10% year-over-year increase in average revenue per user (ARPU), likely enhancing the company's high-margin revenue and cash flow.
- Stock Buyback Strategy: In the first three quarters of 2025, GoDaddy repurchased $1.4 billion worth of 137 million shares, bringing its total buyback to $5.2 billion over four years, which has propelled per-share profit growth and reflects the company's confidence in its value.
See More
