Core Insights - GoDaddy Inc. (NYSE:GDDY) is recognized as one of the 12 cheap technology stocks to invest in according to hedge funds [1] - The company has integrated with Salesforce's MuleSoft Agent Fabric, enhancing its AI capabilities to protect business systems and sensitive data [1][7] Analyst Ratings and Price Targets - Morgan Stanley's Elizabeth Porter has lowered the price target for GoDaddy from $159 to $149 while maintaining an Equal Weight rating [2] - Despite the downgrade, 65% of analysts covering GoDaddy rate it as a Buy, with an average price target of $172.50, indicating an upside potential of over 90% [3] Financial Performance Expectations - Ahead of the Q4 2025 earnings report scheduled for February 24, the average analyst estimate for adjusted earnings is $1.58, with a revenue consensus of $1.27 billion [3] Company Overview - GoDaddy is the world's largest domain name registrar and focuses on the design and development of cloud-based products globally, operating through two segments: Applications and Commerce (A&C) and Core Platform (Core) [4]

超过80%的IT领导者认为，由于集成挑战和数据孤岛问题，AI智能体的快速扩张将带来比价值更多的复 杂性，这是根据周四发布的《2026年Salesforce连接基准报告》得出的结论。该公司与Vanson Bourne和 德勤数字合作，对1050名IT领导者进行了调研。 企业平均使用12个智能体，预计到2027年这一数字将增加到20个。然而，根据96%的IT领导者反馈，智 能体AI的长期有效性取决于数据集成。平均每个组织管理着957个应用程序，但由于数据分散，只有 27%的应用程序实现了连接，这意味着智能体无法获得所需的数据。 几乎所有企业在AI应用案例中都遇到数据壁垒，64%的IT领导者对实现AI部署目标的能力表示担忧。 随着企业继续采用AI智能体，IT领导者面临着协调和支持多智能体生态系统的日益严峻挑战。 Salesforce报告发现，孤立工作的智能体可能导致工作流程脱节、自动化冗余以及影子AI风险增加—— 即未经授权使用AI工具。 整合孤立的应用程序和数据仍然是35%受访者的主要障碍。根据报告，IT领导者正在评估API作为连接 AI智能体的一种方法。三分之一的IT团队已经在使用API加速跨系统集成。 更广泛 ...

Group 1 - Salesforce, Inc. announced the launch of MuleSoft Agent Fabric to address AI fragmentation issues [1] - The rapid adoption of AI has led to agent sprawl, resulting in disconnected workflows, duplicate automations, and security gaps [2] - MuleSoft Agent Fabric functions as an air traffic controller, connecting and coordinating AI agents into a secure network [2] Group 2 - AI agent adoption is projected to increase by 327% in the next two years, but many agents currently operate in silos [3] - MuleSoft Agent Fabric offers a foundation for governance, orchestration, and monitoring of AI agents across ecosystems [3] Group 3 - Salesforce provides customer relationship management technology to assist businesses in managing customer data and interactions [4] - While Salesforce is recognized as a potential investment, certain AI stocks are considered to have greater upside potential and lower downside risk [4]