Is GoDaddy’s (GDDY) .CO Exit Quietly Rewiring Its AI Strategy And Competitive Moat?

Simply Wall St.01-19 09:12

In the days leading up to its now-reported fiscal fourth-quarter 2025 results, GoDaddy was expected to post earnings of US$1.58 per diluted share, while investors also weighed its decision to exit the...

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Alongside these financial expectations, GoDaddy’s internal focus on long-tenured talent and evolving AI-enabled development practices highlights how deeply its culture and product roadmap are being reshaped.  We’ll now examine how the anticipated fourth-quarter earnings and .CO exit influence GoDaddy’s broader investment narrative and long-term positioning. Rare earth metals are an input to most high-tech devices, military and defence systems and electric vehicles. The global race is on to secure supply of these critical minerals. Beat the pack to uncover the 38 best rare earth metal stocks of the very few that mine this essential strategic resource.AdvertisementGoDaddy Investment Narrative RecapTo own GoDaddy, you really need to believe it can stay relevant as small businesses move online while AI reshapes how websites are created and managed. The upcoming fiscal Q4 2025 earnings and the decision to exit the .CO registry do not appear to change the near term focus on EPS delivery or the primary risk from intensifying AI driven and low code competition. The most relevant recent development here is GoDaddy’s expanding Airo and AI agent initiatives, which sit right at the heart of that competitive risk and opportunity. As investors weigh forecast Q4 EPS of US$1.58 per diluted share against concerns over underperformance and .CO, these AI products are increasingly central to the company’s effort to keep customers engaged and spending across its broader ecosystem. But against these product ambitions, investors should also be aware that rising AI and all in one competitors could... Read the full narrative on GoDaddy (it's free!)GoDaddy's narrative projects $5.9 billion revenue and $1.3 billion earnings by 2028.Uncover how GoDaddy's forecasts yield a $175.06 fair value, a 68% upside to its current price.Exploring Other PerspectivesGDDY 1-Year Stock Price Chart Two fair value estimates from the Simply Wall St Community span roughly US$175 to US$246 per share, showing how far apart individual views can be. You can weigh those against the growing risk that AI enabled rivals and no code platforms may pressure GoDaddy’s traditional domain and hosting business over time, with clear implications for its ability to sustain earnings growth.Explore 2 other fair value estimates on GoDaddy - why the stock might be worth over 2x more than the current price!Build Your Own GoDaddy NarrativeDisagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.A great starting point for your GoDaddy research is our analysis highlighting 3 key rewards and 3 important warning signs that could impact your investment decision.Our free GoDaddy research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate GoDaddy's overall financial health at a glance.Contemplating Other Strategies?Our top stock finds are flying under the radar-for now. Get in early:Trump's oil boom is here - pipelines are primed to profit. Discover the 22 US stocks riding the wave.AI is about to change healthcare. These 110 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.Explore 23 top quantum computing companies leading the revolution in next-gen technology and shaping the future with breakthroughs in quantum algorithms, superconducting qubits, and cutting-edge research.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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