GoDaddy Inc.
boothcheck covers GoDaddy Inc. (GDDY) but does not put one priced-in number on it: here the defensible answer is the evidence rather than a point estimate. boothcheck publishes no house fair value, target price, or buy/sell rating. Narrative composed July 26, 2026.
• The two growth rates do not match, and the gap is the story: March-quarter revenue rose 6.1 percent while operating income rose 25.6 percent, lifting the operating margin to 24.5 percent from 20.7 percent [Source: Q1 2026 results, April 30, 2026]. • The unit base behind that revenue is shrinking, not growing: paying customers ended 2025 at 20,422 thousand against 20,511 a year earlier and 21,026 in 2023, and the 10-K puts the domain side at ⟦"approximately 81 million domains under management a
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596 institutional managers reported holding GDDY in 13F filings for the quarter ended 2026-03-31. 67 opened new positions that quarter. Held by Vanguard Group, BlackRock, Morgan Stanley, among others. On the short side, 6.5M shares were sold short as of the 2026-06-15 count, about 5% of shares outstanding (2.5 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
No open-market insider buys on file at GDDY over the trailing three years. Absence is a fact about the company, not a signal. 14 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
GDDY's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2022-11-05 | -8.3% | +10.3% |
| 2023-02-17 | -0.9% | -0.5% |
| 2023-05-06 | -3.6% | +8.4% |
| 2023-08-05 | -7.8% | +6.8% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
GDDY's latest 8-K filings: 2026-08-04 (items 1.01, 2.03, 9.01); 2026-07-30 (items 2.02, 9.01); 2026-06-05 (items 5.02, 5.07, 9.01); 2026-04-30 (items 2.02, 9.01); 2026-02-24 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 26, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.