B. Riley Cuts Target Price on Go Daddy (GDDY) to $215

Core Viewpoint - GoDaddy Inc. is considered one of the most undervalued stocks on the NYSE, despite a recent target price cut by B. Riley, which remains optimistic about the company's growth potential and share buyback program [1][6]. Financial Performance - GoDaddy reported Q4 2025 earnings that exceeded analyst expectations, with an EPS of $1.80 compared to the consensus of $1.59, driven by revenue growth and margin expansion [2]. - Revenue grew by 7% year-over-year, primarily due to double-digit growth in average revenue per user (ARPU) and stable growth in total bookings, particularly in the applications and commerce segment [3]. - Operating income margins improved significantly, attributed to better operational execution and AI-driven efficiencies [3]. Future Guidance - For 2026, GoDaddy's management projects full-year revenue between $5.195 billion and $5.275 billion, slightly below consensus estimates of $5.28 billion, with a focus on improving margins by approximately 1 percentage point [3].