NASDAQ · STOCK
GoDaddy
$82.81
52W $71.59 – $160.85
53/100
$10.96B
12.2
0.89
Is GDDY Bullish or Bearish?
Mixed.
Innellis AI committee rates GoDaddy (GDDY) Watch with a composite score of 53/100
, based on 7 analysts with 57% agreement.
Last updated July 31, 2026.
What Would Change This View
- Upgrade to Buy
- Requires a committee score of 60.0 — +6.53 from today. Applies on the first day at or above the line; upgrades are never dampened.
- Downgrade to Reduce
- Requires the score to fall below 40.0 — -13.47 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.
Executive Summary
The committee is genuinely divided. Growth Analyst sees a compelling case — 5 consecutive earnings beats -- consistent execution. Risk Analyst remains cautious — high leverage (debt-to-equity 17.57) amplifies downside in a stress scenario. This disagreement is itself the signal — the setup is not clean in either direction.
Bull & Bear Case
Bull Case
- ROE of 366.9% shows genuine earnings power backing the valuation — Value
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- MACD histogram positive -- bullish momentum — Technical
- Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
- Price-to-book of 78.0x prices in significant intangible value — Value
- Debt-to-equity of 17.57 adds balance-sheet risk to the value case — Value
- High leverage (debt-to-equity 17.57) amplifies downside in a stress scenario — Risk
- Current ratio of 0.61 is tight -- limited short-term liquidity cushion — Risk
- Bollinger bandwidth of 22.9% signals elevated volatility — Risk
Both cases are generated from quantitative data signals, not qualitative or
forward-looking judgement. They summarise what the numbers say today.
Price History (6M)
AI Investment Committee
Committee Consensus
As of July 31, 2026
Overall Committee Score
53/100
Agreement
57%
Analysts
7
Conviction
Contested
Sector Rank
Top 56%
of 172 Technology peers
Value Analyst
neutral
50
/ 100 · High confidence
Fair value -- neither a bargain nor obviously overpriced
+ ROE of 366.9% shows genuine earnings power backing the valuation
− Price-to-book of 78.0x prices in significant intangible value
Growth Analyst
bullish
68
/ 100 · High confidence
Strong, accelerating growth with consistent execution
+ 5 consecutive earnings beats -- consistent execution
Technical Analyst
neutral
58
/ 100 · High confidence
Mixed or range-bound price action
+ MACD histogram positive -- bullish momentum
Risk Analyst
bearish
33
/ 100 · Moderate confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− High leverage (debt-to-equity 17.57) amplifies downside in a stress scenario
Macro Analyst
neutral
58
/ 100 · Moderate confidence
Macro backdrop is mixed or neutral -- not a strong tailwind or headwind either way
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst
bullish
62
/ 100 · Low confidence
News flow and recent filings/analyst actions are net positive
Portfolio Manager
neutral
45
/ 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2744.14)
Investment Thesis Evolution
Committee score strengthened from 50.1 to 53.5.
- Conviction changed from moderate to contested.
- Committee agreement fell notably from 71% to 57%.
- New bearish signals: 3 appeared.
- Bullish support removed: 1 signal(s) disappeared.
- New bullish signals: 3 appeared.
- Bearish pressure eased: 6 signal(s) disappeared.
- Analyst(s) changed stance: Growth Analyst, Macro Analyst, News Analyst.
Analyst-level changes:
- Growth Analyst: stance neutral->bullish; score 52->68 (+17); +2 bullish signal(s).
- Macro Analyst: stance bullish->neutral; score 65->58 (-8); +1 bullish signal(s).
- News Analyst: stance neutral->bullish; score 58->62 (+4).
- Portfolio Manager: +2 bearish signal(s).
- Risk Analyst: +1 bearish signal(s).
- Technical Analyst: score 48->58 (+10).
Comparing 2026-07-30 to 2026-07-31 (1 day apart).
Technical Analysis
RSI (14)
34.1
Neutral
MACD Histogram
-0.280
Bearish Momentum
Trend Direction
Sideways
Weekly: Downtrend
Market Structure
Lh Ll
Support
$78.56
Resistance
$83.54
Bollinger %B
0.08
Inside Bands
Price vs Moving Averages
EMA 9
$94.22
Below
EMA 21
$92.01
Below
EMA 50
$89.03
Below
EMA 200
$102.38
Below
Fundamental Analysis
Valuation
67
Growth
90
Profitability
6
Financial Health
0
Cash Flow
37
Valuation
P/E Ratio
12.2×
P/B Ratio
—
PEG Ratio
0.68
Dividend Yield
0.00%
52W High
$160.85
52W Low
$71.59
Quality & Growth
ROE
406.8%
ROA
10.9%
Gross Margin
58.6%
Operating Margin
24.5%
Revenue Growth YoY
—
Debt / Equity
12.24
AI Fundamental Assessment
P/E ratio of 12.2 (inexpensive relative to a 15-40x range); Price-to-book of 1632.4x; PEG ratio of 0.7 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 4.1%; Return on assets of 0.1%; Net margin of 0.2%; Gross margin of 0.6%; Current ratio of 0.63 (tight short-term liquidity); Debt-to-equity of 12.24; Free cash flow margin of 1.0% (thin cash generation); Free cash flow per share is positive (12.88); Most recent quarter beat estimates by 5.9%; 5 consecutive earnings beats; EPS growth accelerating (-11.1% -> +14.4% QoQ); Average YoY EPS growth of 29.8%; Analyst estimates rising over recent quarters
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