5 analysts' median target is $100[FMP target], stock is $91, +9.9% upside potential. After Q1 +4.6% EPS beat[FMP earnings], the stock moved -0.0%.
A- = MoonshotScore 53[9-pillar formula] + Council 3/6[6-lens rule]. Form 4: 0 transactions[FMP Form 4].
Q1 consensus: revenue $1.3B[FMP est], EPS $1.72[FMP est]. 4 consecutive quarters of beat[FMP earnings].
Q1 EPS +4.6% beat[FMP] but the stock -0.0% D+1[FMP D+1]. Mark McCaffrey promised $4.6M CapEx + a sequential decline in Q1 during the Q1 earnings call[Mark McCaffrey capex transcript].
Watchlist
Revenue Growth
revenue_growth
GoDaddy delivered revenue growth of 6% and expanded normalized EBITDA margin by over 200 basis points through operational execution and structural leverage.
"We delivered revenue growth of 6%. This performance, combined with continued operational execution and structural leverage drove meaningful expansion in normalized EBITDA margin to 33%, up over 200 basis points."
- Amanpal Bhutani, Chief Executive Officer - Q1 FY26 Earnings Call - April 30, 2026
Fy26 Revenue Guidance
fy26_revenue_guidance
GoDaddy is reaffirming its full year 2026 guidance and expects total revenue to be within a range of $5.195 billion to $5.275 billion, representing growth of 6% at the midpoint of the range.
"We are reaffirming our full year 2026 guidance provided in February and expect total revenue to be within a range of $5.195 billion to $5.275 billion, representing growth of 6% at the midpoint of the range."
- Mark McCaffrey, Chief Financial Officer - Q1 FY26 Earnings Call - April 30, 2026
Ac Segment Growth
ac_segment_growth
GoDaddy drove 12% growth in revenue to $0.5 billion for its high-margin A&C segment on continued solid attach of our subscription-based solutions.
"For our high-margin A&C segment, we drove 12% growth in revenue to $0.5 billion on continued solid attach of our subscription-based solutions."
- Mark McCaffrey, Chief Financial Officer - Q1 FY26 Earnings Call - April 30, 2026
Free Cash Flow Growth
free_cash_flow_growth
GoDaddy generated strong free cash flow growth of 15%, while remaining committed to delivering long-term shareholder returns.
"This underscores the durability of our model and continued progress towards our financial North Star generating strong free cash flow growth of 15%, while remaining committed to delivering long-term shareholder returns."
- Amanpal Bhutani, Chief Executive Officer - Q1 FY26 Earnings Call - April 30, 2026
Ac Segment Percentage
ac_segment_percentage
GoDaddy's A&C segment now represents approximately 40% of our total business and A&C ARR grew 10%.
"A&C ARR grew 10%, and this segment now represents approximately 40% of our total business."
- Mark McCaffrey, Chief Financial Officer - Q1 FY26 Earnings Call - April 30, 2026
Airo Ai Builder ARR
airo_ai_builder_ARR
GoDaddy's new Airo AI Builder product offering has rapidly scaled to $10 million plus in annualized bookings run rate within weeks of its beta launch.
"This new Airo AI Builder product offering has rapidly scaled to $10 million plus in annualized bookings run rate within weeks of its beta launch."
- Amanpal Bhutani, Chief Executive Officer - Q1 FY26 Earnings Call - April 30, 2026
Stock Expert AI - Methodology
9-pillar methodology. Cash Runway and Price Momentum strong. Revenue Growth weak.
How is it calculated? ->6 investor frameworks. 3 bullish (Ray Dalio, Ken Griffin, Buffett), 0 bearish (none), 3 neutral (Jim Simons, Klarman, Munger).
How is it calculated? ->Quality business, trading at fair value.
How is it calculated? ->Past Performance
Q1 (April 30, 2026): EPS $1.60 vs $1.53 est[FMP], +4.6% beat. D+1 movement: -0.0%[FMP D+1]. Decline despite beat - market reacted to guidance, not numbers.
Q1: EPS $1.60 vs $1.53 beat[FMP], stock -0.0% D+1[FMP].
No RPO/backlog concentration disclosed in Q1 earnings call.
Q1 CapEx $4.6M[FMP cashflow]. Q1 op margin 24.7%[FMP op margin] - this level in Q1 is sensitive to CapEx revision risk.
Not advice - a structural framework for earnings night. Decision discipline is yours.
Market Outlook
You read it in 5 minutes. When the numbers come out on Thursday evening - you know what you're looking at.
Data arrives at night. The framework is ready now.
Data arrives on Thursday evening. The framework is ready on this page: Q1 EPS threshold $1.72[FMP], CapEx threshold "below $4.6M"[Mark McCaffrey]. Two anchors, three scenarios.
Comparison Stock Expert AI Pro $24/month ($240/year), 77% cheaper than the total of three earnings-tracking tools ($1,059/year -> $240/year).
Seeking Alpha $299/yr - analyst opinions + earnings coverage TipRanks $360/yr - Smart Score (1-10) + analyst consensus + insider trades Trendspider $400/yr - AI pattern detection + automated TA + multi-timeframe alerts
Prices as of April 2026. Sources: seekingalpha.com/subscriptions - tipranks.com/pricing - trendspider.com/pricing
Stock Expert AI Pro: $24/month ($240/year). Council 7-lens analysis + MoonshotScore 9-pillar + Insider tracker + Technical levels - all in one platform, for every stock.
Educational tool, not investment advice. Past performance does not guarantee future results.
Calendar
DATA GAP: Events not in the FMP /stable/calendar feed - Investor day, analyst day, product launches, regulatory dates. These require company IR page scraping or manual calendar entry.
This GDDY (GDDY) earnings preview covers the analyst consensus, key catalysts, and what to watch on the earnings call.
Consensus EPS, revenue guidance, segment growth rates, and the tone of management commentary — the full breakdown with sources is on this page.