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

• In the days leading up to its fourth-quarter 2025 financial results, GoDaddy was expected to post earnings of US$1.58 per diluted share, while investors also weighed its decision to exit the .CO domain registry amid growing AI-driven competition.
• Along with these financial expectations, GoDaddy’s internal focus on longtime talent and evolving AI-driven development practices shows how its culture and product roadmap are being reshaped.
• We’ll now look at how expected fourth-quarter earnings and the .CO exit influence GoDaddy’s broader investment narrative and long-term positioning.

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GoDaddy Investing Narrative Summary

To own GoDaddy, you have to truly believe it can stay relevant as small businesses move online while AI reshapes the way websites are built and managed. The upcoming Q4 2025 results and the decision to exit the .CO registry do not appear to change the near-term focus on EPS delivery nor the main risk from intensifying AI and low-code competition.

The most relevant recent development here is GoDaddy’s growing Airo and AI agent initiatives, which sit at the heart of this competitive risk and opportunity. As investors weigh forecast fourth-quarter EPS of US$1.58 per diluted share against concerns about underperformance and .CO, these AI products are increasingly central to the company’s efforts to keep customers engaged and spending in its broader ecosystem.

But with these product ambitions, investors should also be aware that the rise of AI and all-in-one competitors could…

Read the full story on GoDaddy (it’s free!)

GoDaddy’s narrative projects revenue of $5.9 billion and profits of $1.3 billion by 2028.

See how GoDaddy’s forecast gives a fair value of $175.06, a 68% increase from its current price.

Explore other perspectives

Two estimates of Simply Wall St Community’s fair value range between US$175 and US$246 per share, showing how far apart individual views can be. You can compare them to the growing risk that AI-based competitors and no-code platforms could put pressure on GoDaddy’s traditional domain and hosting businesses over time, with clear implications for its ability to sustain profit growth.

Check out 2 more fair value estimates on GoDaddy – why the stock could be worth more than 2x the current price!

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This Simply Wall St article is general in nature. We provide commentary based on historical data and analyst forecasts only using unbiased methodology and our articles are not intended to constitute financial advice. It does not constitute a recommendation to buy or sell shares and does not take into account your objectives or your financial situation. Our goal is to provide you with targeted, long-term analysis based on fundamental data. Note that our analysis may not take into account the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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