GoDaddy (NYSE:GDDY) Issues Earnings Results

Posted by Francis Steltz on Aug 1st, 2026

GoDaddy (NYSE:GDDY – Get Free Report) issued its quarterly earnings results on Thursday. The technology company reported $1.83 EPS for the quarter, topping the consensus estimate of $1.69 by $0.14, Zacks reports. GoDaddy had a return on equity of 501.82% and a net margin of 17.83%.The company had revenue of $1.30 billion for the quarter, compared to the consensus estimate of $1.29 billion. During the same period in the previous year, the business posted $1.41 EPS. The company’s revenue for the quarter was up 6.6% on a year-over-year basis.

Here are the key takeaways from GoDaddy’s conference call:

Airo adoption accelerated sharply, with its annualized bookings run rate rising fivefold to $50 million from $10 million last quarter. Growth has been predominantly organic, with strong engagement, free-to-paid conversion, and customer satisfaction.
GoDaddy delivered solid Q2 results, including 7% revenue growth to $1.3 billion, a normalized EBITDA margin expansion of more than 200 basis points to 33.4%, and $443 million in free cash flow. The company reaffirmed full-year free cash flow guidance of approximately $1.8 billion and expects full-year EBITDA margins above 33%.
The transition to Airo is pressuring traditional Applications and Commerce products, including Do It For You services and template-based website builders. Management said these products are being de-emphasized or folded into Airo, while Airo’s lower-priced subscription-and-token model may take time to offset the lost bookings.
GoDaddy narrowed its 2026 revenue outlook to $5.215 billion-$5.255 billion, or 6% growth at the midpoint, and expects third-quarter revenue growth of about 5%. Applications and Commerce bookings are projected to grow at a high-single-digit rate for the rest of the year, while the timing of Airo’s full contribution remains uncertain.
The company continues to benefit from strong customer economics and capital returns: more than half of customers use at least two paid products, retention exceeds 85%, ARPU rose 9% to $250, and GoDaddy repurchased $852 million of shares year to date, reducing diluted shares outstanding by 7%.

GoDaddy Price Performance

Shares of GDDY traded down $16.54 during mid-day trading on Friday, reaching $82.79. The company had a trading volume of 6,664,295 shares, compared to its average volume of 1,530,365. The company has a debt-to-equity ratio of 15.86, a current ratio of 0.67 and a quick ratio of 0.67. The company has a market capitalization of $10.96 billion, a P/E ratio of 12.28, a P/E/G ratio of 0.90 and a beta of 0.89. GoDaddy has a twelve month low of $71.59 and a twelve month high of $165.11. The company’s 50-day moving average is $86.64 and its 200-day moving average is $88.79.

Wall Street Analysts Forecast Growth

Several brokerages have recently issued reports on GDDY. Cantor Fitzgerald restated a “neutral” rating and issued a $90.00 price objective on shares of GoDaddy in a research note on Friday. Piper Sandler reiterated a “neutral” rating and set a $95.00 target price (up from $93.00) on shares of GoDaddy in a research note on Friday. William Blair downgraded shares of GoDaddy from an “outperform” rating to a “market perform” rating in a report on Friday. Wedbush restated an “outperform” rating on shares of GoDaddy in a research report on Tuesday. Finally, Benchmark decreased their price target on shares of GoDaddy from $185.00 to $140.00 and set a “buy” rating on the stock in a research report on Friday. Nine equities research analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the stock. According to MarketBeat, GoDaddy presently has a consensus rating of “Moderate Buy” and a consensus price target of $111.93.

View Our Latest Analysis on GDDY

Key Stories Impacting GoDaddy

Here are the key news stories impacting GoDaddy this week:

Positive Sentiment: GoDaddy reported second-quarter adjusted earnings of $1.83 per share, above the roughly $1.69–$1.72 consensus range, while revenue rose 6.6% year over year to approximately $1.30 billion, slightly exceeding estimates. GoDaddy Q2 Earnings and Revenues Surpass Estimates
Positive Sentiment: Growth was supported by rising average revenue per user, strength across both business segments and accelerating adoption of Airo, GoDaddy’s AI-powered product suite. Airo’s annualized recurring revenue reportedly increased fivefold to $50 million, helping drive record margins and free cash flow. GoDaddy Q2 Earnings Call Highlights
Positive Sentiment: Management forecast third-quarter revenue of $1.315 billion to $1.335 billion and reaffirmed its approximately $1.8 billion full-year free-cash-flow target. Full-year revenue guidance remains $5.2 billion to $5.3 billion. GoDaddy Forecasts Q3 Revenue and Reaffirms Free Cash Flow
Neutral Sentiment: Analyst views remain mixed. Cantor Fitzgerald reaffirmed a Neutral rating with a $90 target, while Benchmark maintained Buy despite reducing its target to $140. Raymond James cut GoDaddy from Strong Buy to Outperform and set a $100 target, citing limited visibility. Raymond James Analyst Action
Negative Sentiment: Investors viewed the quarterly outlook as underwhelming relative to expectations, with several reports describing the guidance as weak despite the earnings beat. Concerns also persist that AI could pressure GoDaddy’s traditional website and domain businesses and weigh on future margins. GoDaddy Goes Down After Q2 Results and Outlook
Negative Sentiment: Bearish trading activity intensified, with put-option volume reaching 11,680 contracts—nearly five times the typical daily level. Separate law-firm investigations into potential securities-law violations added another source of investor uncertainty.

Insider Buying and Selling

In other GoDaddy news, Director Sigal Zarmi sold 350 shares of the stock in a transaction on Monday, June 1st. The stock was sold at an average price of $87.84, for a total transaction of $30,744.00. Following the completion of the transaction, the director directly owned 5,708 shares in the company, valued at $501,390.72. This represents a 5.78% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Phontip Palitwanon sold 542 shares of GoDaddy stock in a transaction on Tuesday, June 2nd. The shares were sold at an average price of $89.86, for a total value of $48,704.12. Following the transaction, the chief accounting officer directly owned 19,995 shares of the company’s stock, valued at approximately $1,796,750.70. The trade was a 2.64% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold 16,751 shares of company stock worth $1,480,228 in the last quarter. Corporate insiders own 0.93% of the company’s stock.

Institutional Investors Weigh In On GoDaddy

Large investors have recently made changes to their positions in the company. Sivia Capital Partners LLC boosted its position in GoDaddy by 90.3% in the second quarter. Sivia Capital Partners LLC now owns 3,271 shares of the technology company’s stock valued at $589,000 after buying an additional 1,552 shares in the last quarter. Cerity Partners LLC increased its holdings in shares of GoDaddy by 50.0% during the second quarter. Cerity Partners LLC now owns 27,189 shares of the technology company’s stock worth $4,896,000 after buying an additional 9,062 shares in the last quarter. Treasurer of the State of North Carolina increased its holdings in shares of GoDaddy by 83.0% during the second quarter. Treasurer of the State of North Carolina now owns 155,593 shares of the technology company’s stock worth $28,016,000 after buying an additional 70,585 shares in the last quarter. Osterweis Capital Management Inc. bought a new position in shares of GoDaddy in the second quarter valued at approximately $152,000. Finally, Main Street Financial Solutions LLC raised its stake in shares of GoDaddy by 1.0% in the second quarter. Main Street Financial Solutions LLC now owns 12,136 shares of the technology company’s stock valued at $2,185,000 after acquiring an additional 119 shares during the last quarter. Institutional investors own 90.28% of the company’s stock.

GoDaddy Company Profile

(Get Free Report)

GoDaddy is a technology company that provides a suite of online services aimed primarily at small businesses, entrepreneurs and individuals looking to establish and grow an online presence. The company’s core activities include domain name registration and aftermarket services, a range of website hosting options, and tools for building, managing and promoting websites. Its product mix is designed to simplify the technical aspects of running a website so customers can focus on their businesses.

Product and service offerings span website builders and managed WordPress hosting, shared and dedicated hosting, e-commerce capabilities, email and productivity solutions, SSL certificates and site security tools, and online marketing and search engine optimization services.

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Earnings History for GoDaddy (NYSE:GDDY)

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