Despite GoDaddy's low industry PE ratio, the negative profit outlook implies uncertainty and risk. Investors should weigh the risks of negative growth prospects before deciding.
Raymond James analysts predict GenAI tech could boost cost efficiency and customer service for platforms. They foresee GoDaddy's use of Airo GenAI reducing adoption hurdles and increasing two plus product customers. Squarespace's payments uptake and Wix.com's Wix Studio launch are expected to create growth tailwinds.
Baird sees GoDaddy in early stages of significant evolution, well-positioned for growth. The firm also sees potential in GoDaddy's AI solution, Airo, and expects positive execution to drive shares higher.
Despite GoDaddy's earnings growth, caution is advised due to lack of insider buying and history of sales. CEO's recent share sale, around current price, adds to the concern.
Baird predicts GoDaddy will prioritize its AI offering, Airo. CEO Aman Bhutani highlights the transformative potential of generative AI for small businesses and the company's dedication to balancing growth and profitability for shareholder value.
GoDaddy's unusual items and tax benefits, likely one-off events, could significantly alter future profitability. Statutory profits may not reflect a harsh business view, but warning signs merit attention.
GoDaddy CEO Aman Bhutani expressed his excitement about Sine's appointment, highlighting his deep expertise and varied business experience. Sine also expressed his enthusiasm about joining GoDaddy and contributing to its mission of empowering entrepreneurs through its technology platform.
Starboard Value believes GoDaddy's stock is undervalued and suggests the company to continue buying back stock. Irenic Capital Management intends to discuss with Barnes Group a range of topics, including board composition, corporate structure, and strategies.
E-commerce software stocks are up 25.7% on average, despite inflation pressures. GoDaddy's slow growth is offset by strong cash flow, Shopify's gross margin improved significantly, while VeriSign and BigCommerce missed revenue estimates.
GoDaddy股票讨论区
2015年上市,主要做域名、网站业务,2/3市场在美国,当前价格110.9。
5年来营收持续增长,平均增速12.9%,营业利润2020年受其他税费影响大幅亏损3.6亿,平均增速22%,净利润2020年巨亏4.9亿,平均增速20.5%。2022年利息费用占营业利润的28.3%,利息负担极重。毛利率近5年从66.4%下滑到63.7%。
2023前3季度营收增长3.4%,营业利润受费用降低影响增长了15.4%,净利润增长0.9%。
目前市盈率50.6,市盈率TTM48,和增速比依然没有吸引力,尤其是增速主要来自费用降低,而非营收增长。
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