Added to YB: 2026-09-24
Pitch date: 2026-09-21
GDDY [bullish]
GoDaddy Inc.
-8.95%
current return
Author Info
Cluseau Research seeks to exploit these two edges by identifying special situations that provide a compelling risk-to-reward that are “off limits” to traditional Institutional Investors. Sign up for the newsletter.
Company Info
GoDaddy Inc. engages in the design and development of cloud-based products in the United States and internationally.
Market Cap
$12.3B
Pitch Price
$105.85
Price Target
N/A
Dividend
N/A
EV/EBITDA
10.68
P/E
14.47
EV/Sales
2.94
Sector
IT Services
Category
value
New position in Godaddy (GDDY)
GDDY: GoDaddy is priced like a melting ice cube despite a sticky domain customer base, Q2 bookings growth of 5% attributed to marketing spend, and Airo offering an AI website alternative. At about $105, it trades near 11.5x 2027 GAAP earnings with heavy repurchases and no meaningful debt maturities until 2029. The position starts at 0.5%, with plans to build toward 2-3% near $100; Cloudflare and Wix remain the competitive risks.
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