GoDaddy Q4 EPS 1.80 Tops Estimates, Price Targets Slashed to $90–$110
GoDaddy reported Q4 EPS of $1.80 versus $1.59 consensus and delivered $1.27B revenue in line with expectations. Following the report, Evercore cut its price target to $95, Citi to $110, and Cantor Fitzgerald to $90, citing slower bookings growth of 5% and slightly below-consensus FY26 revenue guidance of $5.195–5.275B.
1. Q4 Financial Results
In Q4, GoDaddy posted EPS of $1.80 versus the $1.59 consensus and reported $1.27 billion in revenue, matching Street expectations. The company projected FY26 revenue between $5.195 billion and $5.275 billion, slightly below the prior consensus of $5.28 billion.
2. Analyst Price Target Revisions
Evercore lowered its price target to $95 from $145 and maintained an In Line rating, Citi cut its target to $110 from $195 while keeping a Buy rating, and Cantor Fitzgerald reduced its target to $90 from $130 with a Neutral rating. Each firm cited a combination of guidance misses and evolving product strategy as reasons for the downward revisions.
3. Bookings Growth and Strategy
Bookings growth decelerated to 5% year over year in Q4, reflecting the impact of a new go-to-market strategy and one-year domain promotions. Analysts expect bookings to slow further in Q1 before normalizing in the second half of FY26.
4. Future Growth Drivers
GoDaddy’s ongoing investment in AI-driven products and efficiency programs underpins its longer-term growth outlook. Firms highlight potential upside in 2026 and 2027 estimates tied to the company’s expansion of agentic offerings and operational improvements.