GoDaddy Integrates Salesforce AI Fabric; Morgan Stanley Cuts Target to $149
On February 19, GoDaddy integrated Salesforce’s MuleSoft Agent Fabric to verify AI agents and safeguard sensitive business systems from rogue actors. Morgan Stanley trimmed its price target from $159 to $149 while GoDaddy’s average analyst target stands at $172.50, implying more than 90% upside.
1. Integration with Salesforce AI Agents
On February 19, GoDaddy deployed Salesforce’s MuleSoft Agent Fabric across its platforms to automate discovery and identity verification of AI agents, aiming to block unauthorized access to customer domains and sensitive data.
2. Morgan Stanley Price Target Cut
In mid-January, Morgan Stanley’s Elizabeth Porter lowered GoDaddy’s price target from $159 to $149 citing moderated AI-related risks and a selectively opportunistic SaaS spending environment for 2026.
3. Analyst Consensus Shows Over 90% Upside
Of 20 analysts covering GoDaddy, 65% rate the stock a Buy and 35% Hold, with an average price target of $172.50, reflecting potential upside exceeding 90% from current levels.
4. Upcoming Q4 2025 Earnings Estimates
Ahead of the February 24 earnings release, consensus estimates forecast adjusted EPS of $1.58 and revenue of $1.27 billion for Q4 2025, setting a near-term catalyst for valuation reassessment.