On Feb 25, 2026 Raymond James maintained a Strong Buy on GoDaddy Inc (GDDY) while lowering its price target to $100. The move and commentary flagged that a go-to-market promotion cut into bookings even as GoDaddy’s AI strategy continues to evolve. The StreetInsider note links the PT cut to near-term sales pressure and an extended AI rollout. This GDDY analyst rating update mattered enough to move shares about -1.4% ($-1.12) the same session and is a signal for investors watching bookings and AI monetization.
GDDY analyst rating: Raymond James maintained Strong Buy on Feb 25, 2026
Raymond James on Feb 25, 2026 at 12:12 PM kept GoDaddy at Strong Buy and cut its price target to $100, citing promotional pressure on bookings and a developing AI strategy. The analyst comment is published on StreetInsider and is the lone rating change in this cycle. StreetInsider
GDDY analyst rating: Raymond James rationale and booking impact
Raymond James said a go-to-market promotion dented near-term bookings while GoDaddy ramps its AI initiatives, which weighed on the price target. That rationale suggests the firm sees durable long-term upside from AI but expects short-term revenue mix shifts and margin effects.
GDDY analyst rating: price target implications for investors
A cut to $100 as a target tightens upside expectations and recalibrates risk for short-term traders and long-term holders. Investors should compare the $100 target to the current market price, track bookings trends, and watch the cadence of AI product monetization before changing position size.
GDDY analyst rating: historical context of analyst coverage
Analyst coverage of GoDaddy has focused repeatedly on domains, hosting, and more recently AI tools for SMBs. Raymond James’ maintained Strong Buy but lower PT fits a pattern where firms temper near-term estimates while staying positive on structural growth drivers. The change is notable because it keeps conviction but narrows the margin for error.
GDDY analyst rating: market response and performance link
The rating note coincided with a -1.4% ($-1.12) price move, showing how nuanced updates combine a positive rating with a lower target and produce mixed market signals. With a market cap of $10,956,856,076, GoDaddy’s valuation will be sensitive to quarterly bookings and AI adoption data.
GDDY analyst rating: near-term catalysts and where to watch next
Key catalysts are upcoming subscription and bookings data and execution on AI features highlighted in the Q4 2025 earnings commentary. Management recently described AI agents across finance, compliance, and marketing, which investors should monitor for monetization and retention outcomes. Seeking Alpha
Final Thoughts
Raymond James’ Strong Buy maintenance on GoDaddy Inc (GDDY) with a lowered $100 price target is a mixed message: conviction in long-term strategy alongside caution on near-term bookings. For investors the GDDY analyst rating update means watch the next bookings and subscription reports closely and quantify how much promotional activity affects renewals and ARPU. Our proprietary view at Meyka AI flags that execution on AI monetization will be the key driver of upside. Meyka AI rates GDDY with a grade of A. This grade factors in S&P 500 benchmark comparison, sector performance, financial growth, key metrics, and analyst consensus. These grades are not guaranteed and we are not financial advisors. Use the Raymond James note, earnings transcript, and our real-time coverage to align position sizing with your risk profile.
FAQs
What did Raymond James change in the GDDY analyst rating on Feb 25, 2026?
Raymond James maintained a Strong Buy on GoDaddy but lowered its price target to $100 on Feb 25, 2026, citing promotional pressure on bookings while AI initiatives mature.
How should investors interpret the new GDDY analyst rating and price target?
The GDDY analyst rating shows sustained confidence but reduced near-term upside. Investors should watch bookings, AI monetization, and promotional effects before increasing exposure.
Where can I read the Raymond James note and recent earnings commentary?
The Raymond James commentary is summarized on StreetInsider and the Q4 2025 earnings transcript with AI agent details is on Seeking Alpha. Both are useful for context and follow-up.
What does Meyka AI’s grade mean for the GDDY analyst rating?
Meyka AI rates GDDY with a grade of A. The grade blends benchmark comparison, sector trends, growth, metrics, and analyst consensus, but is not investment advice.
Disclaimer:
Stock markets involve risks. This content is for informational purposes only. Analyst ratings are opinions and not guarantees of future performance. Past performance does not guarantee future results. Meyka AI PTY LTD provides market analysis and data insights, not financial advice. Always conduct your own research and consider consulting a licensed financial advisor.
