Financial Wire

Research Alert: CFRA Maintains A Buy Rating On Godaddy Inc.

-- CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:

We lower our target price to $110 from $120, reflecting a more cautious outlook on near-term bookings momentum. We maintain our 2026 and 2027 EPS estimates of $7.08 and $8.10, respectively. Our target price reflects a multiple well below GDDY's three-year historical average, appropriately discounting headwinds from decelerating bookings, AI-driven competitive pressures, and ongoing customer migration toward social media platforms. However, we believe the company has responded effectively, with its GenAI tool Airo demonstrating success in enhancing cross-selling and improving retention rates. We view the recent sell-off as an overreaction to AI concerns, particularly given GDDY's dominant market position and 82M+ domain base, which provides a substantial foundation for monetizing new AI-driven products. The company's strategic shift toward higher-value customers should support margin expansion over time.

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