NEW YORK, March 6, 2026, 06:35 EST
GoDaddy finished Thursday’s session up 5.04%, settling at $93.13.
This is coming into focus as investors weigh whether GoDaddy’s margins and cash flow are enough to make up for a slowdown in revenue growth, with AI-driven website competition on the rise. Last week, Reuters noted that GoDaddy’s 2026 revenue forecast—$5.20 billion to $5.28 billion—landed just shy of analysts’ $5.29 billion consensus. Rival Wix, meanwhile, is rolling out more AI website-builder features.
GoDaddy reported on Feb. 24 that 2025 revenue was up 8.3%, hitting $4.95 billion, while free cash flow jumped 19% to $1.61 billion. The company bought back 10.2 million shares in 2025, spending $1.6 billion on the repurchases. CFO Mark McCaffrey called the numbers proof of the “durability of our business model.” SEC
CEO Aman Bhutani took a sharper tone on AI, saying in his prepared comments that “AI is reshaping how businesses are built and run.” GoDaddy’s Airo.ai, built for small businesses, now has 25 agents live, he said. Bhutani also noted that a new one-year .com promotion has driven customer growth but reduced upfront bookings and immediate revenue. Q4 Investor Relations
GoDaddy keeps layering on features. On Feb. 19, the company announced its Agent Name Service—used for naming and verifying AI agents—is now plugged into Salesforce’s MuleSoft Agent Fabric, allowing firms to check an agent’s credentials before it interacts with their systems. “Trust and identity need to keep up,” said GoDaddy’s product and AI CTO, Travis Muhlestein. Salesforce’s Andrew Comstock added that a “digital passport” is what companies need for their agents. GoDaddy
This week, the company took steps to tackle another web infrastructure challenge. GoDaddy introduced an automated SSL tool, rolling it out before an industry-wide change set to reduce the maximum validity of public SSL/TLS certificates—the digital credentials for website authentication and secure https connections—from 398 days down to 200 days, effective March 15.
According to TipRanks, Barclays’ Trevor Young took a sharp axe to his GoDaddy price target, dropping it to $118 from $200 after the earnings report. Wells Fargo’s Alec Brondolo wasn’t far behind, trimming his target down to $77 from $145. Both moves underscore just how quickly the mood sours when GoDaddy’s sales forecast falters.
Still, the risks are right out in the open. Barclays’ price target cut put a spotlight on worries around GoDaddy’s short-term execution. William Blair analysts pointed out that investors are holding out for more concrete proof that Airo and Airo.ai can actually speed up adoption and drive growth, before betting on a sustained rebound in the shares. Until then, GoDaddy is likely to have to focus on tightening margins and keeping operations disciplined to keep sentiment from slipping.
