GoDaddy stock maintains Buy rating at Benchmark on operating efficiencies

Published 28/08/2025, 14:34
GoDaddy stock maintains Buy rating at Benchmark on operating efficiencies

Investing.com - Benchmark maintained its Buy rating and $250.00 price target on GoDaddy Inc (NYSE:GDDY) on Thursday, citing the company’s operational efficiencies and AI initiatives. The target represents a significant upside from the current stock price of $147.76, with InvestingPro data showing three analysts recently revising their earnings estimates upward for the upcoming period.

The research firm highlighted that GoDaddy’s revenue is growing at twice the rate of its operating expenses, demonstrating strong operational leverage already in place across the business. The company’s robust financial health is reflected in its 64% gross profit margin and $5.60 earnings per share over the last twelve months.

Benchmark noted that GoDaddy characterized its access to global talent across multiple functions as being in the "early innings," suggesting significant untapped potential in both AI and offshoring capabilities. Get deeper insights into GoDaddy’s growth potential with a comprehensive InvestingPro Research Report, available along with 7 additional exclusive ProTips.

The firm pointed to internal AI automation, particularly in coding efficiencies and enhanced development capabilities, as factors that continue to scale engineering productivity and drive technology and development leverage broadly.

Benchmark expects Applications & Commerce (A&C) to continue driving EBITDA leverage year-over-year in the near term, even as second-half growth normalizes relative to first-half overperformance, with A&C representing approximately 36% of company revenue starting around 2025 and expected to reach about 40% by year-end.

In other recent news, GoDaddy Inc. announced its second-quarter 2025 financial results, reporting an earnings per share (EPS) of $1.41, slightly above the analysts’ forecast of $1.38. The company’s revenue for the quarter aligned with expectations, reaching $1.21 billion. Additionally, GoDaddy introduced a new merchant cash advance program, GoDaddy Capital, offering up to $1 million to small and medium-sized businesses within 24 hours. This financing option is available exclusively to GoDaddy Payments users and includes a flexible repayment structure.

Benchmark reiterated its Buy rating for GoDaddy, maintaining a price target of $250, following the release of the second-quarter results. Piper Sandler upgraded GoDaddy from Neutral to Overweight, adjusting its price target to $182, citing the company’s shares entering "oversold territory" despite its consistent performance. These developments come as the company anticipates an acceleration in its Applications & Commerce bookings in the second half of the year.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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