GoDaddy (NYSE:GDDY) Announces Quarterly Earnings Results, Beats Estimates By $0.18 EPS

GoDaddy (NYSE:GDDY) posted its quarterly earnings results on Thursday. The technology company reported $2.08 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.90 by $0.18, FiscalAI reports. The business had revenue of $1.34 billion during the quarter, compared to analyst estimates of $1.33 billion. GoDaddy had a net margin of 17.83% and a return on equity of 660.96%. The firm’s revenue was up 6.1% compared to the same quarter last year. During the same period in the prior year, the firm earned $1.51 earnings per share.

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

• Airo adoption accelerated, with annualized bookings more than doubling sequentially to over $100 million and contributing incrementally to total bookings despite cannibalizing legacy website products. Airo’s attach rates, free-to-paid conversion, customer satisfaction, and multi-product adoption remain encouraging.
• GoDaddy reported solid Q3 execution, including 6% bookings and revenue growth, normalized EBITDA margin expansion of approximately 120 basis points to 33%, and $481 million in free cash flow. Management reaffirmed its full-year outlook, including approximately $1.8 billion in free cash flow and revenue toward the high end of its guidance range.
• The company continues to benefit from strong customer economics, with retention above 85%, more than half of customers using at least two paid products, and 70% of new Airo customers attaching a second paid product. GoDaddy also repurchased $477 million of stock in Q3 and $1.4 billion year to date.
• Management expects gross-margin pressure as Airo carries higher inference and third-party model costs than internally developed legacy products, although operating efficiencies and AI-driven productivity are expected to offset the impact at the EBITDA level. The company also cited increased industry discounting on domains and freemium hosting offers.
• GoDaddy is investing in agent-friendly APIs and Agent Name Service as the internet shifts toward AI-driven discovery and transactions, but adoption and monetization remain early. Management described ANS as a long-term opportunity that is not included in current financial projections.

GoDaddy Stock Down 0.9%

Shares of GoDaddy stock traded down $0.91 on Thursday, hitting $105.63. The company had a trading volume of 2,165,228 shares, compared to its average volume of 1,537,393. The stock has a 50-day moving average of $101.03 and a 200-day moving average of $92.11. The company has a debt-to-equity ratio of 561.10, a current ratio of 0.63 and a quick ratio of 0.63. GoDaddy has a twelve month low of $71.59 and a twelve month high of $137.93. The firm has a market capitalization of $13.38 billion, a P/E ratio of 15.67 and a beta of 0.94.

GoDaddy News Roundup

Here are the key news stories impacting GoDaddy this week:

• Positive Sentiment: GoDaddy reported third-quarter 2026 earnings of $2.08 per share, well above analyst estimates and up from $1.51 a year earlier. Revenue rose to $1.34 billion, slightly exceeding the $1.33 billion consensus estimate. GoDaddy Beats Q3 Earnings and Revenue Estimates
• Positive Sentiment: Management said it expects to reach the high end of its full-year revenue guidance, reinforcing confidence in demand and execution. The combination of revenue growth and an earnings beat could support the investment case for GDDY. GoDaddy Expects to Hit High End of Full-Year Revenue Guidance
• Neutral Sentiment: The earnings release and conference call give investors additional detail on quarterly performance and the company’s outlook. While the results exceeded expectations, investors may have been looking for a larger upside surprise or stronger forward commentary before bidding the shares higher. GoDaddy Third Quarter 2026 Financial Results
• Negative Sentiment: The Shareholders Foundation announced a lawsuit filed against GoDaddy on behalf of certain investors. Although the notice does not establish liability, potential litigation creates a legal and reputational overhang that could weigh on sentiment. GoDaddy Investor Lawsuit Alert

Insiders Place Their Bets

In other news, CEO Amanpal Bhutani sold 4,500 shares of the company’s stock in a transaction dated Thursday, October 1st. The stock was sold at an average price of $97.50, for a total transaction of $438,750.00. Following the completion of the transaction, the chief executive officer directly owned 500,053 shares of the company’s stock, valued at $48,755,167.50. This represents a 0.89% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Leah Sweet sold 325 shares of the stock in a transaction dated Tuesday, September 1st. The stock was sold at an average price of $97.44, for a total value of $31,668.00. Following the transaction, the director owned 13,689 shares of the company’s stock, valued at approximately $1,333,856.16. The trade was a 2.32% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 31,358 shares of company stock worth $3,031,831 in the last ninety days. 0.93% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

GDDY has been the subject of a number of research reports. Benchmark reduced their price objective on GoDaddy from $185.00 to $140.00 and set a “buy” rating for the company in a research report on Friday, July 31st. Robert W. Baird boosted their price target on GoDaddy from $110.00 to $120.00 and gave the stock an “outperform” rating in a research report on Friday, September 25th. Weiss Ratings upgraded GoDaddy from a “hold (c-)” rating to a “hold (c)” rating in a research note on Thursday, August 13th. William Blair lowered GoDaddy from an “outperform” rating to a “market perform” rating in a report on Friday, July 31st. Finally, Citigroup cut their price objective on GoDaddy from $110.00 to $105.00 and set a “buy” rating on the stock in a research note on Monday, August 3rd. Nine analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average target price of $113.50.

GoDaddy Company Profile

GoDaddy Inc (NYSE: GDDY) is a global technology company that provides online tools and services to entrepreneurs, small businesses and individuals. Its platform helps customers establish, manage and grow an online presence, with offerings that include domain-name registration, website hosting, website and online-store builders, professional email and digital marketing tools.

The company also provides services designed to support commerce and customer engagement, including e-commerce functionality, online appointment scheduling, payments and other business-management capabilities.