Internet Services and Infrastructure

GoDaddy

shopify

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SHOP

DXYZ

GDDY

OpenAI

As one of the most-watched plays in e-comm AI — $Shopify (SHOP.US) reported Q4 2025 results ahead of the Feb 11 U.S. pre-market. The print was strong, with in-quarter metrics and next-quarter guidance largely beating expectations. The most visible overhang is rich valuation. Specifically:1) GMV growth held up. Contrary to market worries that Shopify's strong GMV would inevitably fade, GMV grew 31% YoY this quarter, roughly in line with last quarter with no sign of slowdown. Ex-FX tailwinds...

Shopify 

Destiny Tech100

Wix.com

SHOP: Solid quarter, stock plunges — Are e-com AI agents a boon or a bane?

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GoDaddy Launches AI-Based Website Creation and Update Tool Airo for WordPress

Swiss Bank Group Upgrades GoDaddy Stock Rating

FactSet raises GoDaddy's EPS forecast for 2026 to $7.19

FactSet Raises GoDaddy's 2026 EPS Estimate to $7.05

JPMorgan Downgrades GoDaddy's Target Price to $154

GoDaddy's Q Revenue Forecast Exceeds Expectations Thanks to AI Tools

GoDaddy released FY2026 Q1 earnings on April 30 After-Market (EST), actual revenue USD 1.267 B (forecast USD 1.263 B), actual EPS USD 1.6 (forecast USD 1.5174)

GoDaddy Reports Q1 2026 Earnings

GoDaddy Domain Transfer Process Security Issues Caused Customer Downtime

GoDaddy Emphasizes Shift to AI-Driven Tools and Conducts Stock Repurchases

GoDaddy to release Q1 2026 earnings report on April 30

GoDaddy to Release FY2026 Q1 Earnings on April 30 After-Market EST, Forecast Revenue USD 1.266 B, EPS USD 1.5174

Cloudflare and GoDaddy Partner to Enhance Transparency and Control of AI Content

GoDaddy's Chief Strategy and Legal Officer Sells Shares to Meet Tax Withholding Requirements

Cloudflare and GoDaddy Join Forces to Defend Against AI Bot Attacks

GoDaddy and LegalZoom Collaborate on AI Agent Verification Standard

Neuberger Berman Reduces Holdings in GoDaddy

GoDaddy Director Leah Sweet Reports Disposition of Class A Common Stock

Evercore ISI and Citigroup Lower GoDaddy's Target Price

FactSet lowers GoDaddy's 2026 EPS forecast to $6.91

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/C O R R E C T I O N -- Agentic AI Foundation/ | GDDY Stock News

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/C O R R E C T I O N -- Agentic AI Foundation/ | GDDY Stock News

Agentic AI Foundation Adds 43 New Members as Enterprise and Government Adoption of Open Agent Standards Accelerates | GDDY Stock News

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Agentic AI Foundation Adds 43 New Members as Enterprise and Government Adoption of Open Agent Standards Accelerates | GDDY Stock News

GoDaddy (GDDY) launched Airo for WordPress, an AI-driven tool, while supporting open AI standards. Despite a recent 5.89% share price increase, the stock is down 26.44% year-to-date, trading at $87.18. Analysts suggest a fair value of $119.43, indicating it may be undervalued. The growth in online presence among small businesses supports GoDaddy's market expansion, but risks from competitors like Shopify and Wix could impact future growth. Investors are encouraged to evaluate the mixed signals on value and AI potential.

Simplywall

GoDaddy (GDDY) Valuation Check As New AI Tools And Open Agent Standards Draw Attention

GoDaddy Inc. Cl A (GDDY) shares rose 2.60% to $87.18 on a challenging trading day for the market, outperforming competitors like LivePerson Inc. and Marchex Inc. The stock ended a four-day losing streak but remains 54.24% below its 52-week high of $190.50. Trading volume was 1.5 million, below the 50-day average of 2.1 million.

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LivePerson

Marchex-B

GoDaddy Inc. Cl A Stock Outperforms Competitors On Strong Trading Day

GoDaddy Inc. Cl A (GDDY) shares fell 1.19% to $87.03, marking its second consecutive day of losses. The stock is currently 54.31% below its 52-week high of $190.50. In a mixed trading session, the Dow Jones rose 0.11%, while the S&P 500 fell 0.16%. Compared to competitors, GoDaddy outperformed LivePerson Inc. and Marchex Inc., which saw declines of 4.70% and 0.62%, respectively. Trading volume was 1.3 million, below the 50-day average of 2.2 million.

GoDaddy Inc. Cl A Stock Outperforms Competitors Despite Losses On The Day

GoDaddy Inc. (NYSE:GDDY) reported strong earnings, but its stock price remained stable, indicating that investors may overlook positive underlying factors. The company has a negative accrual ratio of -0.26, suggesting excellent cash conversion and that its earnings significantly understate its free cash flow of $1.6 billion compared to a statutory profit of $870.1 million. Analysts forecast potential for future profitability, and while earnings quality is crucial, investors should also consider risks and other performance indicators.

Statutory Profit Doesn't Reflect How Good GoDaddy's (NYSE:GDDY) Earnings Are

GoDaddy(GDDY.US)

/C O R R E C T I O N -- Agentic AI Foundation/ | GDDY Stock News

Agentic AI Foundation Adds 43 New Members as Enterprise and Government Adoption of Open Agent Standards Accelerates | GDDY Stock News

GoDaddy (GDDY) Valuation Check As New AI Tools And Open Agent Standards Draw Attention

GoDaddy Inc. Cl A Stock Outperforms Competitors On Strong Trading Day

GoDaddy Inc. Cl A Stock Outperforms Competitors Despite Losses On The Day

Statutory Profit Doesn't Reflect How Good GoDaddy's (NYSE:GDDY) Earnings Are