GoDaddy Inc (GDDY) PT Lowered to $105 at UBS

UBS analyst Chris Kuntarich lowered the price target on GoDaddy Inc (NYSE: GDDY) to $105.00 (from $145.00) while maintaining a Neutral rating.

The analyst comments "GDDY reported a modest 4Q25 beat (rev $1.274B / +6.8% YOY; nEBITDA $431M / 33.8% margin), but FY26 and 1Q26 revenue guidance landed below Street/UBSe (FY26 midpoint $5.235B vs cons $5.277B; 1Q26 midpoint $1.260B vs cons $1.278B). Management framed the softer outlook as largely driven by a deliberate domains GTM shift (promo pricing + mix toward 1-year .com terms), which lifted new-customer volume but pressured upfront bookings and initial order size. While FY26 margin (>33% nEBITDA) and FCF (~$1.8B) guidance exceeded expectations, we expect investors to remain focused on whether the GTM reset can sustain cohort quality and bookings growth without creating LTV or renewal risk. Taking a step back, while we walked away from the print encouraged by the increased pace of GDDY's AI product velocity and reported internal efficiency unlocks, we continue to find the GenAI vibe coding bear thesis too hard to disprove at the moment. As such, we remain Neutral and decrease our PT to $105."

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