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GDGDDY

GoDaddy Inc.

$GDDY·$13B·Software - Infrastructure·Technology
$98.07+1.8%YTD-20.7%1Y-34.0%
Price updated 6h ago·X counts updated 6h ago
GDGDDY
$GDDYGoDaddy Inc.
$98.07+1.76%70 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $GDDY on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

70X posts · last 7 days
Aug 29Sep 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $GDDY's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Mixed sentiment⚠AI analysisGenerated by AI from underlying data7 posts analyzed · as of 2026-08-07 · top-engagement diverged

GoDaddy is down 20% after issuing underwhelming guidance despite reaffirming ~$1.8B free cash flow for the year. Posters describe the setup as an overreaction — one sold puts for 'easy $800 free money' and another views GDDY 'oversold' at $65. Options flow was strong on 9/18 $87.50 calls hitting +141.94%. Increasing unusual put option volume flagged before the print.

Read what X is saying about $GDDY

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $GDDY — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Broken storyCooling offAI verdict · as of 2026-09-10

Catching its breath after a run — could pick back up or fade from here.

GoDaddy down 25% YTD after guide — reaffirmed $1.8B FCF, class-action law firms circling

GoDaddy is the leading small-business web and domains platform, now caught between real FCF generation and a legal overhang.

  • Fundamentals cheap: PE 12x, Q2 revenue up sequentially, gross margin 59%, operating margin 24%, ROIC 17%, free-cash yield 15.5% — a genuinely cash-generative franchise; the debt-to-equity of 12 reflects heavy buybacks.
  • Overhang stacking: multiple securities class-action law firms (Kestin, Kaplan Fox) filed with October 20 lead-plaintiff deadline — a real legal risk on top of the growth scare.
  • Chart is depressed: down 25% YTD and 37% over twelve months, at 28% of the 52-week range, beta 0.94 — the tape has priced substantial fear.

A cheap-vs-FCF franchise with an active legal overhang; the setup rewards patience if the lawsuit resolves.

Agrees with X sentimentX posts frame the sell-off as an overreaction against reaffirmed $1.8B FCF, with put-selling and options flow at $87 strike. The bundle supports the FCF anchor; the class-action wave is a real overhang.

What to watch: Q3 print Oct 29 for bookings growth, applications/commerce segment trend and any legal-settlement update; a lawsuit resolution is the multiple lever.

On the calendar: 2026-10-29 — Q3 earnings

shareholder litigationvalue trap riskhigh leverage

Read the AI verdict on $GDDY

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Web hosting, domain registration, and small-business digital tools platform serving 20+ million entrepreneurs worldwide.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Infrastructure sits in its cycle right now — and what that implies for $GDDY.

Software - Infrastructure · Technology

Security and AI-infrastructure names continue to outperform legacy SaaS on valuation compression; hyperscaler capex sustains cloud-middleware demand. Rate sensitivity still caps pure-play SaaS multiples, but AI co-pilot tiers are proving the incremental revenue vector across the cohort.

What this means for $GDDY

Partial — GoDaddy web hosting/domain SaaS; AI website builder tool incremental, not transformative.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-4.7%YTD
-9.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
12.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
16.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
24.5%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
15.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.9Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
487%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
58.6%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
12.2Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 30, 2026$1.83$1.69+8.3%
Q1 2026Apr 30, 2026$1.60$1.53+4.6%
Q4 2025Feb 24, 2026$1.80$1.58+13.9%
Q3 2025Oct 30, 2025$1.51$1.46+3.4%
Next earningsThu, Oct 29·consensus EPS $1.88

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$1.3M-99.9%63.8%26.4%$1.83$437.4M
Q1 FY26$1.3B+6.1%56.0%24.7%$1.61$466.9M
Q4 FY25$1.3B+6.8%64.6%24.9%$1.81$363.7M
Q3 FY25$1.3B+10.3%55.0%23.9%$1.53$434.9M

Forward consensus

5-year forecast · up to 14 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$5.2B$5.2B – $5.2B$7.40$6.17 – $7.8914
FY27$5.5B$5.5B – $5.6B$9.19$5.71 – $11.6914
FY28$5.7B$5.6B – $5.9B$10.36$8.87 – $12.9511
FY29$6.0B$5.9B – $6.1B$13.47$13.26 – $13.615
FY30$6.3B$6.2B – $6.3B$15.83$15.59 – $16.005

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.34%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+4.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+2.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 131.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.1% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.945-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 2Jared F. SineChief Strategy & Legal Officer1.2K sh$118KSellSep 2Phontip PalitwanonChief Accounting Officer530 sh$54KSellSep 2Mark MccaffreyCFO5.9K sh$593KSellSep 2Bhutani Amanpal SinghCEO8.2K sh$829KSellSep 1Sigal ZarmiDirector350 sh$34KSellSep 1Jared F. SineChief Strategy & Legal Officer3.0K sh$306KSellSep 1Bhutani Amanpal SinghCEO4.5K sh$438KSellSep 1Leah SweetDirector325 sh$32KSellAug 28Leah SweetDirector325 sh$32KSellAug 11Phontip PalitwanonChief Accounting Officer2.3K sh$208K
1–10 of 22
+ 8 other (8 awards) in window

See when $GDDY insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial agreementAug 48-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

GoDaddy Inc. (GDDY) entered into Revolving Credit Facility Upsize and Extension On July 31, 2026, Go Daddy Operating Compa with a counterparty on 2026-08-04, involving $1,200 million. . This is a material definitive agreement (Item 1.01) requiring immediate disclosure under SEC rules. Investors should review the agreement terms for financial obligations, dilution, or strategic implications.

8-KOfficer or director changeJun 58-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
+ 13 other (6 13Gs · 2 10-Qs · 2 earnings 8-Ks · 1 S-8) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Kaplan Fox Alerts Investors of a Securities Class Action Against GoDaddy Inc. (GDDY) - Deadline is October 20, 2026newsfilecorp.com·12h agoGoDaddy Inc. (GDDY) Shareholders Who Lost Money Have Opportunity to Lead Securities Fraud Lawsuitgurufocus.com·14h agoGoDaddy Inc. (GDDY) Shareholders Who Lost Money Have Opportunity to Lead Securities Fraud Lawsuitprnewswire.com·15h agoBronstein, Gewirtz & Grossman LLC Urges GoDaddy Inc. Investors to Act: Class Action Filed Alleging Investor Harmfeeds.newsfilecorp.com·16h agoKaplan Fox Announces a Securities Class Action Filed Against GoDaddy Inc. (NYSE: GDDY) – Lead Plaintiff Deadline is October 20, 2026globenewswire.com·17h ago

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Voices on X · last 7 days

No standout posts about $GDDY on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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