Three Delivery Service Stocks to Monitor as the Industry Faces Challenges
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 19 2025
0mins
Should l Buy GDDY?
Source: NASDAQ.COM
Industry Overview: The Zacks Internet - Delivery Services industry includes companies providing various online services such as food delivery, travel booking, and web hosting, with many facing challenges in profitability due to high R&D and marketing costs.
Growth Drivers: Increased smartphone usage and internet penetration are driving growth in the industry, while shifting consumer preferences towards online services and technological innovations enhance customer experiences.
Economic Risks: The industry faces potential risks from tariff wars affecting small businesses and advertising spending, alongside higher upfront costs for expansion that could impact profitability amid intense competition from major tech companies.
Performance and Outlook: The industry has underperformed compared to the S&P 500 and the broader tech sector, with a Zacks Industry Rank indicating poor near-term prospects and a negative earnings outlook for constituent companies.
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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: 88.670
Low
85.00
Averages
166.38
High
240.00
Current: 88.670
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 Integrates AI Agent Identity Verification with Salesforce
- AI Agent Verification: GoDaddy's launch of the Agent Name Service (ANS) integrated with Salesforce's MuleSoft Agent Fabric enables businesses to quickly discover and verify AI agent identities, thereby reducing the risk of spoofed tools and enhancing trust in AI technologies.
- DNS Application Expansion: ANS registers AI agents and publishes them to the public Domain Name System (DNS), allowing registered agents to be rapidly discoverable globally, ensuring their identities are linked to the owner's domain name, which enhances enterprise management capabilities over AI agents.
- Integration Benefits: Through MuleSoft's Agent Scanners, businesses can pull verified agents from ANS, ensuring that only approved agents can access enterprise systems, thereby improving security and compliance within organizations.
- Trust and Security Advancement: Executives from GoDaddy and Salesforce emphasize that this integration provides enterprises with a 'digital passport' to manage agent sprawl, ensuring that every agent is authenticated, which strengthens competitiveness in the rapidly evolving AI ecosystem.
See More
GoDaddy Integrates AI Agent Identity Verification with Salesforce
- AI Agent Verification: GoDaddy's newly launched Agent Name Service (ANS) registers AI agents in the public Domain Name System (DNS), enabling businesses to quickly verify agent identities, thereby reducing the risk of spoofed tools and enhancing trust in AI agents.
- Integration Benefits: Following the integration with Salesforce's MuleSoft Agent Fabric, MuleSoft customers can configure GoDaddy ANS as a trusted source, ensuring that AI agents used in enterprise systems are verified, which enhances security and compliance for organizations.
- Rapid Discovery and Access: Once registered, AI agents can be discovered by users on any network within seconds, with their identity information accessible through standard DNS queries, streamlining the management process for businesses regarding AI agents.
- Enhanced Corporate Trust: The collaboration between GoDaddy and MuleSoft provides enterprises with a 'digital passport' that helps customers safely discover and govern AI agents, ensuring that each agent is authenticated, thus promoting broader adoption of AI technologies.
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 Integrates AI Agent Identity Verification with Salesforce
- AI Agent Verification: GoDaddy's launch of the Agent Name Service (ANS) integrated with Salesforce's MuleSoft Agent Fabric enables businesses to quickly discover and verify AI agent identities, thereby reducing the risk of spoofed tools and enhancing trust in AI technologies.
- DNS Application Expansion: ANS registers AI agents and publishes them to the public Domain Name System (DNS), allowing registered agents to be rapidly discoverable globally, ensuring their identities are linked to the owner's domain name, which enhances enterprise management capabilities over AI agents.
- Integration Benefits: Through MuleSoft's Agent Scanners, businesses can pull verified agents from ANS, ensuring that only approved agents can access enterprise systems, thereby improving security and compliance within organizations.
- Trust and Security Advancement: Executives from GoDaddy and Salesforce emphasize that this integration provides enterprises with a 'digital passport' to manage agent sprawl, ensuring that every agent is authenticated, which strengthens competitiveness in the rapidly evolving AI ecosystem.
See More
GoDaddy Integrates AI Agent Identity Verification with Salesforce
- AI Agent Verification: GoDaddy's newly launched Agent Name Service (ANS) registers AI agents in the public Domain Name System (DNS), enabling businesses to quickly verify agent identities, thereby reducing the risk of spoofed tools and enhancing trust in AI agents.
- Integration Benefits: Following the integration with Salesforce's MuleSoft Agent Fabric, MuleSoft customers can configure GoDaddy ANS as a trusted source, ensuring that AI agents used in enterprise systems are verified, which enhances security and compliance for organizations.
- Rapid Discovery and Access: Once registered, AI agents can be discovered by users on any network within seconds, with their identity information accessible through standard DNS queries, streamlining the management process for businesses regarding AI agents.
- Enhanced Corporate Trust: The collaboration between GoDaddy and MuleSoft provides enterprises with a 'digital passport' that helps customers safely discover and govern AI agents, ensuring that each agent is authenticated, thus promoting broader adoption of AI technologies.
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
