$GDDY

GoDaddy Inc.

Insider trades
1
0
1
$582K
Palitwanon Phontip
33%
See all $GDDY insider activity →
Low

Palitwanon Phontip sold $208K of GDDY

Palitwanon Phontip (Chief Accounting Officer) sold 2,261 shares of GoDaddy Inc. (GDDY) at an average of $91.81 ($91.70–$91.82, $0.21M total) across 2 trades on 2026-08-11.

Exclusive: GoDaddy CFO on Airo, ARPU growth and the shift to AI discovery

GoDaddy (NYSE:GDDY) shares fell over 16% after its July 30 quarterly results, though revenue exceeded the midpoint of guidance and free cash flow rose 13%. CFO Mark McCaffrey said margin expansion and cash generation drove results. Free cash flow was $443.5M, EBITDA margin 33%, operating income $342.5M on $1.3B revenue. Full-year revenue guidance narrowed to $5.215B-$5.255B and FCF target stayed about $1.8B. Airo agentic AI bookings annualized at $50M, up from $10M.

Wall Street Is Losing Confidence in GoDaddy’s (GDDY) AI Strategy. Should Investors?

GoDaddy (NYSE:GDDY) reported Q results of $1.83 EPS and about $1.30B revenue, both above consensus, but the stock fell about 12%. Bookings rose 6% to $1.4B, while Applications and Commerce bookings growth slowed to 7% from 9%. Analysts cited concerns over agentic AI transition noise; management is accelerating Airo and cutting legacy investment. Q3 revenue guidance is $1.32B-$1.34B.

GDDY sentiment & insider activity

Over the past 7 days, alphai's AI scored 2 news stories mentioning GDDY (GoDaddy Inc.). Coverage has been balanced: 1 bullish, 0 neutral, and 1 bearish.

Recent GDDY coverage spans technology, market movers and financial news.

In the last 30 days, GDDY insiders filed 3 SEC Form 4 transactions — no purchases and 3 sales ($582K). The most active reporter was Palitwanon Phontip, Chief Accounting Officer, with 2 filings. 33% of those filings were made under pre-arranged Rule 10b5-1 plans.

What's driving GDDY

  • Routine insider selling via open-market transactions, with no 10b5-1 plan cited, may slightly affect near-term sentiment but is not a fundamental catalyst.

    SEC EDGAR · Aug 13, 2026

  • Airo remains a small revenue contributor, but the CFO’s quantified bookings run-rate and organic growth suggest early traction that could re-rate the AI-discovery narrative if marketing scales.

    investing.com · Aug 12, 2026

  • Near-term sentiment is pressured by decelerating Applications and Commerce bookings and a noisy AI transition, despite strong profitability and buybacks.

    yahoo.com · Aug 8, 2026

  • Legal overhang risk for GDDY, but the article also cites a Wedbush PT cut that may drive near-term sentiment more than the solicitation itself.

    scanx.trade · Aug 4, 2026

  • The facility extension and upsizing improve liquidity visibility through 2031, with pricing tied to leverage that could modestly affect interest expense depending on leverage.

    marketscreener.com · Aug 4, 2026

alphai scores every news story that mentions GDDY with an AI model for sentiment and relevance, and aggregates insider trades from GoDaddy Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $GDDY

Score
$GDDYMed

Exclusive: GoDaddy CFO on Airo, ARPU growth and the shift to AI discovery

GoDaddy (NYSE:GDDY) shares fell over 16% after its July 30 quarterly results, though revenue exceeded the midpoint of guidance and free cash flow rose 13%. CFO Mark McCaffrey said margin expansion and cash generation drove results. Free cash flow was $443.5M, EBITDA margin 33%, operating income $342.5M on $1.3B revenue. Full-year revenue guidance narrowed to $5.215B-$5.255B and FCF target stayed about $1.8B. Airo agentic AI bookings annualized at $50M, up from $10M.

$GDDYMed

Wall Street Is Losing Confidence in GoDaddy’s (GDDY) AI Strategy. Should Investors?

GoDaddy (NYSE:GDDY) reported Q results of $1.83 EPS and about $1.30B revenue, both above consensus, but the stock fell about 12%. Bookings rose 6% to $1.4B, while Applications and Commerce bookings growth slowed to 7% from 9%. Analysts cited concerns over agentic AI transition noise; management is accelerating Airo and cutting legacy investment. Q3 revenue guidance is $1.32B-$1.34B.

$GDDYMed

Rosen Law investigates GoDaddy over alleged misleading info

Rosen Law Firm said it is investigating potential securities claims against GoDaddy Inc. (NYSE: GDDY), alleging the company provided materially misleading business information. The firm plans a class action and says eligible shareholders may seek damages on a contingency basis. Separately, Wedbush maintained an Outperform rating but cut its GoDaddy price target from $109 to $93.

GoDaddy Inc.'s Subsidiaries Go Daddy Operating Company, LLC And GD Finance Co, LLC Upsize And Extend Revolving Credit Facility To $1,200 Million

GoDaddy Inc. said its subsidiaries Go Daddy Operating Company, LLC and GD Finance Co, LLC amended and upsized their revolving credit facility via a Thirteenth Amendment. The facility was increased to $1.2 billion from $1.0 billion, with maturity July 31, 2031. Margins range from 1.25% to 1.75% (term SOFR/EURIBOR/SONIA) and 0.25% to 0.75% (base rate).

GoDaddy Reimagines the Domain Experience for Developers

GoDaddy (NYSE:GDDY) announced the launch of its GoDaddy Developer Platform, offering domain search, registration, DNS configuration and domain management via new domain APIs, OAuth-based authentication, a CLI, and an LLM-optimized developer portal. The free platform is available now, with legacy APIs continuing. GoDaddy says it enables faster end-to-end domain setup within developer tools.

GoDaddy Inc. (GDDY): Entry into a Material Definitive Agreement

GoDaddy Inc. (GDDY) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. EX-10.1 2 ex101-73126.htm EX-10.1 Document JOINDER AND THIRTEENTH AMENDMENT AGREEMENT , dated as of July 31, 2026 (this “ Amendment ”), to Second Amended and Restated Credit Agreement, dated as of February 15, 2017, as amended by Amendment No. 1, dated as of November 22, 2017, as

$GDDYMed

GoDaddy Accelerates AI Strategy as LLM-Driven Website Building Reshapes Growth

GoDaddy is expanding its AI strategy for LLM-driven website building, including accelerating rollout of its agentic AI platform Airo and integrating products with LLMs, according to Wedbush. After GoDaddy’s latest earnings, Wedbush kept an Outperform rating but cut its price target to $93 from $109; shares fell 16.7%. Management expects 2026 bookings growth to slow by ~100 bps as AI costs rise.

$GDDYHighAI 8/10

GoDaddy Stock Plunges 21.1% as Revenue Outlook Disappoints

GoDaddy (GDDY) shares fell about 21.1% after the company narrowed its 2026 revenue outlook to $5.215B-$5.255B from $5.195B-$5.275B, citing slower adoption of its AI tools and weaker customer acquisition, according to Reuters. Q2 revenue rose ~7% to $1.30B; net income rose 20.1% to $240.1M. Q3 revenue guidance is $1.315B-$1.335B.

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