GDDY
GoDaddy Inc.Evidence as of 2026-09-03Overview · GoDaddy Inc.
GoDaddy Inc. engages in the design and development of cloud-based products in the United States and internationally. It operates through two segments: Applications and Commerce and Core Platform. The Applications and Commerce segment provides applications products, including Websites + Marketing, a mobile-optimized online tool that enables customers to build websites and e-commerce enabled online stores; and Managed…
Management team
- Mr. Gourav Pani · President of US IndependentsFind on LinkedIn
- Mr. Paul Nicks · President of Domain Registrars & InvestorsFind on LinkedIn
- Mr. Auguste D. Goldman · President of Care & ServicesFind on LinkedIn
- Ms. Michele Lau · Chief Legal Officer & Corporate SecretaryFind on LinkedIn
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Links open LinkedIn searches, not verified profiles. Team data from our market-data vendor's company profile.
Moneyta sentiment
Where the published evidence leans after the desk debated it — not a rating or a recommendation.
+0.1 on a −2 to +2 scale — was +0.2 before the debate changed the read.
What builds the score
Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.
Editor's note
Written after the debate settled — the rest of the page is the evidence behind it.
Revenue and operating income rose steadily across the reported sample: revenue increased from $ 1,194,300,000 in fiscal Q1 2025 (fiscal quarter ended 2025-04-25) to $ 1,298,000,000 in fiscal Q2 2026 (fiscal quarter ended 2026-07-24), and operating income climbed from $ 247,300,000 to $ 342,500,000 over the same periods. Calculated operating margin expanded from about 20.7% in fiscal Q1 2025 to about 26.4% in fiscal Q2 2026, and net income and diluted EPS trended higher into the most recent quarters (diluted EPS reached $ 1.83 in fiscal Q2 2026).
Valuation measures in the packet show trailing twelve‑month free cash flow of $ 1,408,300,000 (FCF per share $ 10.7509), a P/FCF of 9.48, EV/EBITDA of 11.96, and trailing P/E of 16.04. The model in the evidence reports an implied free‑cash‑flow growth rate of - 8.1% under the stated discount and terminal assumptions; reported cash of $ 966,700,000 against long‑term debt of $ 3,759,400,000 produces a material net debt position.
How this note was made
every stage ran before the note was writtenAnalyst desk
Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else — no outside knowledge, no browsing — so every finding traces to a source you can open.
Reads the XBRL figures companies file with the SEC — revenue, margins, income, debt and share count, quarter by quarter — and reports which way the trend is running.
Revenue rose across the reported quarters: $1,194,300,000 in fiscal Q1 2025 (2025-01-01 to 2025-03-31, 3mo) → $1,217,600,000 in fiscal Q2 2025 (2025-04-01 to 2025-06-30, 3mo) → $1,265,300,000 in fiscal Q3 2025 (2025-07-01 to 2025-09-30, 3mo) → $1,266,900,000 in fiscal Q1 2026 (2026-01-01 to 2026-03-31, 3mo) → $1,298,000,000 in fiscal Q2 2026 (2026-04-01 to 2026-06-30, 3mo).
XBRL companyfacts · 0001609711-25-000077Operating income increased over the same sequence: $247,300,000 in fiscal Q1 2025 → $266,300,000 in fiscal Q2 2025 → $296,700,000 in fiscal Q3 2025 → $310,500,000 in fiscal Q1 2026 → $342,500,000 in fiscal Q2 2026.
XBRL companyfacts · 0001609711-25-000077Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.
Which filings the desk reads
The desk reads the annual 10-K in full — its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet — its risk analysis fills in once that lands.
A Form 4 for GoDaddy Inc. was filed on 2026-09-01 (the 4 filed 1 September 2026).
4 filed 2026-09-01The provided filing record shows a parse_status of "pending" and primary_doc_url listed as null for the Form 4 filed 2026-09-01, indicating the detailed transaction content is not available in the provided evidence.
4 filed 2026-09-01Reads the signal panel above — momentum, volatility, drawdown, relative strength and beta — and ranks each against the whole research universe rather than judging it in isolation.
No computed signal history for this symbol yet — signals need roughly 70 trading days of price history.
Reads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.
As of 2026-09-02T13:45:47.228469+00:00, the company had a 0.02% weight in the IVV ETF (iShares Core S&P 500 ETF).
ETF constituents · market dataA Form 4 filing for the company was submitted with the 4 filed 1 September 2026 and a filed date of 2026-09-01.
Form 4 × 1 (90d window not enforced here)Reads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.
Multiple securities class action notices and shareholder alerts about GoDaddy were published on 1–2 September 2026 by different plaintiff firms and wire services.
News · globenewswire.com · 2026-09-02GlobeNewsWire and PR Newswire carry several separate shareholder-alert or class-action announcements naming GoDaddy, each with its own firm notice (Glancy Prongay Wolke & Rotter; Kaplan Fox; Bernstein Liebhard; Portnoy Law Firm; BFA Law; Kirby McInerney).
News · globenewswire.com · 2026-09-02Reads parsed Forms 3/4/5 — who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.
A sale of 325 shares for "$32k" was reported by Sweet Leah (Director) on 2026-09-01.
Form 4 · Sweet Leah (Director) · $32k sold · 2026-09-01A sale of 325 shares for "$32k" was reported by Sweet Leah (Director) on 2026-08-28.
Form 4 · Sweet Leah (Director) · $32k sold · 2026-09-01Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.
The model reports an implied free-cash-flow growth rate of -8.1% that today's price would justify under the stated discount and terminal assumptions.
Valuation inputs · SEC XBRL + stored EOD closePrice-to-free-cash-flow (P/FCF) on trailing twelve months FCF is 9.48.
Valuation inputs · SEC XBRL + stored EOD closeDebate and risk review
A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.
A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score — the argument is shown, not hidden, so you can judge the reasoning yourself.
The evidence set shows a persistent improvement in core operating performance: sequential revenue growth (fundamentals-0) accompanied by rising operating income (fundamentals-1) and expanding operating margins (fundamentals-2). Net income and diluted EPS have trended higher in the later quarters (fundamentals-3), while weighted-average diluted shares and point-in-time shares outstanding declined materially following repurchases (fundamentals-4, fundamentals-5), which increases per-share metrics and free-cash-flow per share (valuation-3). Valuation multiples on trailing metrics (P/FCF 9.48, EV/EBITDA ~11.96, P/E ~16.04) appear moderate relative to the cash-flow generation reported (valuation-1, valuation-2, valuation-3). Taken together, these claims jointly support a favorable read on recent operating leverage and per-share cash-flow strength.
Chair's verdict, claim by claim
Fragility · computed, not argued
balanced0.35
27 surviving claims rest on 13 distinct sources; the heaviest analyst carries 30% of them, and 98% of what the desk raised survived the debate.
The read rests on a moderate number of distinct sources but a small number of contributors carry a large share of the claims, and nearly all desk assertions survived debate. That combination raises fragility: the conclusions are informative but sensitive to errors or omissions in a few documents or from a single analyst's interpretation, so they should carry less standalone weight pending independent corroboration.
Disconfirming evidence · base rates · falsifiers
Context
Outside consensus, and where this name already sits in your own portfolio.
Third-party consensus shown for context. It never enters Moneyta sentiment — when the two diverge, the debate above is where the why lives.
What this was built from
Every figure on this page traces to one of these. The desk reads only what is listed here — no outside knowledge, no browsing — and each card shows who read it and what it contributed to the score.
14 filings· 1 cited
SEC XBRL filings
Quarterly figures as filed with the SEC, read straight from EDGAR's structured data — not retyped or estimated.
Read by Mercer+0.6 to the score
1 document
SEC filing documents
The filings themselves, including the year-over-year comparison of Item 1A risk factors.
Read by Oakes+0.0 to the score
2 holdings records
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+0.0 to the score
8 headlines· 2 cited
News coverage
Recent headlines about this company, rating chatter excluded and nothing published after the report date.
Read by Yatesnothing survived
1 filing
Insider filings
Parsed Forms 3/4/5 from EDGAR: named insiders, share counts, prices, and 10b5-1 plan state — stated and inferred flags kept apart.
Read by Talbot+0.0 to the score
1 computation
Valuation inputs
TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.
Read by Archercontext only
1 record· 0 cited
Company profile
Sector, industry and company details.
1 record· 0 cited
Analyst consensus
Third-party consensus, shown for context only — it never enters Moneyta sentiment.
Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal — the gap is shown rather than hidden.
Written by AI, checked against sources
The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.
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The full terminal on GDDY Gold
Who holds it, who's buying, what the Street thinks: live behind the lock, updated as filings land.
Institutional holders
Net institutional flow, Q/Q
Largest holder position
Insider buys, 90 days
Clustered insider value
Street target range
The real figures are for members. Educational analysis, not advice.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations.