Group 1 - GoDaddy Inc. (NYSE:GDDY) is considered an oversold value stock, making it a potential investment opportunity [1] - Analyst sentiment towards GoDaddy remains cautiously optimistic, with over 60% of analysts maintaining a bullish outlook and a consensus price target of $150.00, indicating a potential upside of 56.70% [2] - Morgan Stanley recently reduced its price target for GoDaddy from $159 to $145 while maintaining an 'Equal Weight' rating, citing a cautiously constructive outlook for 2026 despite the SaaS sector's underperformance in 2025 [3] - Cantor Fitzgerald also revised its price target for GoDaddy from $150 to $130, reiterating a 'Neutral' rating, and expects global internet stocks to benefit in 2026 as AI enters a synergistic phase [4] Group 2 - GoDaddy focuses on providing domain registration, website hosting, and software-based commerce productivity tools through its Applications & Commerce and Core Platform segments [5]

Company Overview - GoDaddy Inc. is a leading internet services company specializing in domain name registration, web hosting, and cloud-based products aimed at helping individuals and small to medium-sized businesses grow their online presence. The company is headquartered in Tempe, Arizona, and has a market cap of approximately $13.3 billion [1]. Stock Performance - Over the past 52 weeks, GoDaddy's shares (GDDY) have decreased by 54.2%, while the S&P 500 Index has gained 12.2%. Year-to-date, GDDY has slipped 22.5%, contrasting with the S&P 500's marginal decline [2]. - GDDY has also underperformed compared to the State Street Technology Select Sector SPDR ETF (XLK), which returned 15.8% over the past 52 weeks and experienced a 5.8% decline year-to-date [3]. Market Concerns - The stock is facing downward pressure due to concerns regarding growth and a challenging macroeconomic environment. There are also worries about intense competition and technology shifts, particularly in generative AI, where competitors are perceived to be advancing more rapidly than GoDaddy [5]. Earnings Expectations - For fiscal year 2025, analysts project GoDaddy's earnings per share (EPS) to grow by 19.2% year-over-year to $5.78. The company's earnings surprise history is mixed, having beaten consensus estimates in two of the last four quarters while missing in two others [6]. Analyst Ratings - Among the 17 analysts covering GoDaddy, the consensus rating is a "Moderate Buy," consisting of eight "Strong Buys," one "Moderate Buy," and eight "Holds" [6]. - This rating configuration is slightly less bullish compared to three months ago, when there were nine "Strong Buy" ratings. Morgan Stanley analyst Elizabeth Porter reiterated an "Equal-Weight" rating on GoDaddy, lowering the price target to $145 from $159 [7]. - The mean price target for the stock is $165.71, indicating a potential upside of 72.3%, while the highest price target of $240 suggests a potential upside of 149.6% from current levels [7].

Core Viewpoint - GoDaddy Inc. is set to release its financial results for Q4 and fiscal year 2025 on February 24, 2026, after market close, followed by a live webcast for investors [1]. Company Overview - GoDaddy is the world's largest domain name registrar, assisting millions of entrepreneurs globally in starting, growing, and scaling their businesses [2]. - The company offers services that include naming ideas, building websites and logos, selling products and services, and accepting payments [2]. - GoDaddy Airo, an AI-powered experience, aims to expedite the process for small businesses to establish an online presence, drive traffic, and increase sales [2]. - Expert guides are available 24/7 to provide assistance to users [2].

Core Viewpoint - GoDaddy (GDDY) has experienced significant selling pressure, resulting in an 18.4% decline in stock price over the past four weeks, but analysts anticipate better earnings than previously expected, indicating potential for recovery [1]. Group 1: Technical Analysis - The Relative Strength Index (RSI) is utilized to determine if GDDY is oversold, with a current RSI reading of 21.4, suggesting that the stock may soon reverse its downward trend [2][5]. - Stocks oscillate between overbought and oversold conditions, and the RSI helps identify potential price reversals, indicating that GDDY may present entry opportunities for investors [3]. Group 2: Fundamental Indicators - Analysts have raised earnings estimates for GDDY by 0.1% over the last 30 days, reflecting a consensus among sell-side analysts that typically leads to price appreciation [7]. - GDDY holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks, which supports the likelihood of a near-term turnaround [8].

Company Overview - GoDaddy Inc. is based in Tempe, Arizona, and specializes in designing and developing cloud-based products for small businesses, web design professionals, and individuals, with a market cap of $14.6 billion [1] - The company is a leading provider of domain registration, web hosting, and online marketing solutions, helping customers manage their businesses and enhance online visibility [1] Earnings Expectations - Analysts anticipate that GoDaddy will report a profit of $1.58 per share on a diluted basis for the fiscal fourth quarter of 2025, reflecting an 11.3% increase from $1.42 per share in the same quarter last year [2] - For the full fiscal year, the expected EPS is $5.78, which is a 19.2% increase from $4.85 in fiscal 2024, and projected to rise to $7.11 in fiscal 2026, marking a 23% year-over-year growth [3] Stock Performance - GoDaddy's stock has underperformed significantly, with a decline of 46.1% over the past 52 weeks, compared to a 16.7% gain in the S&P 500 Index and a 25.2% gain in the Technology Select Sector SPDR Fund [4] - The underperformance is attributed to investor concerns regarding increasing AI competition and strategic changes, such as discontinuing its registry service for the .CO domain [5] Recent Financial Results - On October 30, 2025, GoDaddy reported Q3 results, with shares rising over 5% in the following trading session; the EPS was $1.51, exceeding Wall Street's expectation of $1.50, and revenue reached $1.3 billion, surpassing forecasts of $1.2 billion [6] - The company expects full-year revenue to be between $4.9 billion and $5 billion [6] Analyst Ratings - The consensus opinion on GoDaddy stock is moderately bullish, with a "Moderate Buy" rating; out of 17 analysts, eight recommend a "Strong Buy," one a "Moderate Buy," and eight a "Hold" [7] - The average analyst price target for GoDaddy is $166.71, indicating a potential upside of 55.3% from current levels [7]

Core Viewpoint - GoDaddy (GDDY) is experiencing significant selling pressure, with an 8.3% decline over the past four weeks, but is now positioned for a potential trend reversal as it enters oversold territory, supported by analyst expectations of better-than-previously predicted earnings [1]. Group 1: Technical Analysis - The Relative Strength Index (RSI) is a key technical indicator used to identify oversold conditions, with a reading below 30 typically indicating that a stock is oversold [2]. - GDDY's current RSI reading is 24.62, suggesting that the heavy selling may be exhausting itself, indicating a potential bounce back towards equilibrium in supply and demand [5]. Group 2: Fundamental Analysis - There is strong consensus among sell-side analysts that earnings estimates for GDDY have been raised, with a 0.1% increase in the consensus EPS estimate over the last 30 days, which often correlates with near-term price appreciation [7]. - GDDY holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimate revisions and EPS surprises, further indicating a potential turnaround [8].

Core Viewpoint - GoDaddy Inc. is experiencing increased institutional interest, with a positive price target set by Jefferies, indicating potential growth in its stock value [1][5]. Group 1: Company Overview - GoDaddy Inc. (NYSE:GDDY) is a prominent provider of domain registration and web hosting services, essential for establishing online presence for individuals and businesses [1]. - The company competes with other web service providers such as Wix and Squarespace [1]. Group 2: Price Target and Stock Performance - Jefferies has set a price target of $140 for GoDaddy, suggesting a potential increase of 17.84% from its current trading price of $118.81 [1][5]. - The current stock price of GoDaddy is $119.26, reflecting a slight increase of $0.74 or 0.62% [4][5]. - Over the past year, GoDaddy's stock reached a high of $216 and a low of $117.42, with today's trading showing a low of $117.24 and a high of $123.61 [4]. Group 3: Institutional Investor Activity - Institutional investors are showing increased interest in GoDaddy, with Stanley Laman Group Ltd. acquiring 27,112 shares valued at approximately $3.71 million [2]. - Generali Asset Management SPA SGR has significantly increased its stake in GoDaddy by 82.9%, acquiring 12,826 shares valued at $1.76 million [3]. - Hedeker Wealth LLC has also increased its holdings by 3.1%, now owning 57,206 shares worth $7.83 million [2].

Core Insights - Diamond Hill Capital's "Mid Cap Strategy" underperformed the Russell Midcap Index in Q3 2025, returning 4.49% net compared to the Index's 5.33% [1] - The overall market saw US stocks gain over 8% in Q3 2025, with small-cap stocks leading at over 12% growth [1] Company Performance - GoDaddy Inc. (NYSE:GDDY) experienced a one-month return of -1.74% and a 52-week decline of 36.12%, closing at $126.08 per share with a market capitalization of $17.456 billion on December 30, 2025 [2] - GoDaddy's total revenue increased by 10% in Q3 2025 to $1.2 billion, exceeding guidance [4] Investment Sentiment - GoDaddy was among the bottom contributors in Q3 2025 due to slowing sales and a contracting customer base, raising concerns about the impact of AI on its business [3] - The number of hedge funds holding GoDaddy decreased from 56 to 49 in the third quarter, indicating a decline in popularity among institutional investors [4]

Core Insights - Annex Advisory Services LLC significantly reduced its stake in GoDaddy Inc. by 98.4% during Q3, holding only 2,083 shares valued at $285,000 after selling 125,236 shares [2] - Several institutional investors have recently adjusted their positions in GoDaddy, with notable increases in holdings by NewSquare Capital LLC (170.9% increase) and Thurston Springer Miller Herd & Titak Inc. (252.0% increase) [3] - GoDaddy's stock opened at $126.48, with a market cap of $17.09 billion, a P/E ratio of 21.84, and a 1-year price range between $121.94 and $216.00 [4] Financial Performance - GoDaddy reported Q3 earnings of $1.51 EPS, exceeding the consensus estimate of $1.50, with revenue of $1.27 billion, surpassing analyst expectations of $1.23 billion [5] - The company's revenue increased by 10.3% year-over-year, with a net margin of 17.01% and a return on equity of 231.34% [5] Analyst Ratings and Price Targets - Recent analyst reports have adjusted price targets for GoDaddy, with UBS lowering its target from $160.00 to $145.00 and JPMorgan reducing it from $222.00 to $200.00, while B. Riley cut their target from $225.00 to $215.00 [6] - The consensus rating for GoDaddy is "Moderate Buy," with an average price target of $181.14 [6] Insider Activity - CEO Amanpal Singh Bhutani sold 6,932 shares at an average price of $127.94, totaling approximately $886,880, representing a 1.71% decrease in his position [7] - CFO Mark Mccaffrey sold 3,317 shares at the same average price, totaling about $424,377, reflecting a 4.73% decrease in his holdings [7] Company Overview - GoDaddy is a technology company providing online services primarily for small businesses and individuals, including domain registration, website hosting, and tools for managing online presence [8] - The company's product offerings include website builders, managed WordPress hosting, e-commerce solutions, and online marketing services [9]

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgency to invest now [1][13] - The energy demands of AI technologies are significant, with data centers consuming as much energy as small cities, leading to concerns about power grid strain and rising electricity prices [2][3] Investment Opportunity - A specific company is highlighted as a critical player in the AI energy sector, owning essential energy infrastructure assets that are poised to benefit from the increasing energy demands of AI [3][7] - This company is not a chipmaker or cloud platform but is positioned as a "toll booth" operator in the AI energy boom, collecting fees from energy exports [5][6] Financial Position - The company is noted for being debt-free and holding a substantial cash reserve, which is nearly one-third of its market capitalization, providing a strong financial foundation [8] - It is trading at less than 7 times earnings, making it an attractive investment compared to other firms in the energy and utility sectors [10] Market Trends - The company is well-positioned to capitalize on the onshoring trend driven by tariffs, as well as the surge in U.S. LNG exports under the current administration's energy policies [14][5] - The influx of talent into the AI sector is expected to drive continuous innovation and advancements, further solidifying the importance of investing in AI-related infrastructure [12] Future Outlook - The future of AI is closely tied to energy infrastructure, with the company playing a pivotal role in the next-generation power strategy, particularly in nuclear energy [7][14] - The potential for significant returns is emphasized, with projections of over 100% return within 12 to 24 months for investors who act now [15][19]