Post-earnings recap
Reported
Thu, Apr 30, 2026
EPS actual
$1.60
EPS est.
$1.52
EPS surprise
+4.92%
1-day move
+1.20%
GoDaddy's earnings report showed a significant miss on EPS expectations, which may raise concerns among investors about profitability. However, the stock reacted positively, gaining 1.2%, possibly due to other factors not disclosed in the earnings call. The lack of revenue data and guidance leaves uncertainty about future performance.
| Metric | Actual | Expected | Surprise |
|---|---|---|---|
| EPS | $1.60 | $2.33 | +4.92% |
| Revenue | N/A | $1.3B | N/A |
No transcript is on record, and the analysis is based solely on numerical results.
GoDaddy Inc. is a leading provider of internet services and infrastructure, helping individuals and businesses establish their online presence. Operating in the Information Technology sector, GoDaddy plays a crucial role in the growing digital economy as more companies move online and seek reliable web hosting and domain registration services.
Last quarter
In Q4-2025, GoDaddy reported an EPS of $1.80, exceeding expectations by 13.64%. The stock reacted positively, gaining 5.17% the following day.
EPS beat streak
6Q
EPS beat rate
88%
Avg EPS surprise
+5.25%
Avg 1-day reaction
+0.35%
Analysts are cautiously optimistic about GoDaddy's upcoming earnings, expecting solid EPS growth and stable revenue. The consensus EPS estimate is $2.33, indicating continued profitability.
Bull case
If GoDaddy beats EPS expectations and shows strong revenue growth, it could signal robust demand for its services, leading to a positive market reaction.
Bear case
Conversely, if the company misses EPS estimates or provides weak guidance, it may raise concerns about its growth prospects and lead to a negative stock reaction.
Key metrics to watch
Earnings Per Share (EPS)
$2.33EPS is a key indicator of profitability and helps investors gauge the company's financial health.
Revenue
$1.3BRevenue figures provide insight into the company's sales performance and growth trajectory.
The print will turn on these.
Q1
Will GoDaddy's EPS exceed the consensus estimate of $2.33?
A beat on EPS could reinforce investor confidence in the company's growth and profitability.
Q2
What guidance will management provide regarding future revenue growth?
Guidance on revenue growth will be critical for understanding the company's outlook and market position.
—
Est. EPS
$1.52
Est. Rev
$3.6B
Impl. Move
±39.2%
Why consensus could be wrong
The Street may underestimate GoDaddy's ability to capitalize on increasing demand for online services, particularly as more businesses transition to digital platforms.
Supporting evidence
The company has consistently beaten EPS estimates, indicating stronger-than-expected performance.
Options pricing suggests a larger expected move than historical averages, indicating potential for a significant reaction.
The recent positive stock reaction following earnings surprises indicates investor confidence.
Key risk
If GoDaddy's revenue growth exceeds expectations, it could challenge the current cautious consensus.
Pre-commit to what would confirm each case.
This quarter, the focus is on whether GoDaddy can sustain its growth trajectory amid a competitive landscape.
Bull confirmed if
An EPS of $2.50 or higher would confirm strong profitability and growth.
Bear confirmed if
An EPS below $2.00 would raise concerns about the company's ability to maintain profitability.
What the market is pricing for the move.
Implied Move
±10.66%
Historical Avg
±2.5%
The options market is pricing in a significant potential move, indicating that traders expect volatility around the earnings announcement.
Options are pricing ±10.1% while GDDY has averaged ±2.5% over the last 8 prints — setup is pricing rich.
ATM IV
1.7%
30d HV
34.3%
Cross-company pattern from 30 similar setups.
Prior-quarter beat + options rich in Information Technology
Fade rate: 3 of 9 (33%)
This setup has occurred 30 times across Information Technology in the last 2 years. 6 of 9 (67%) held or extended their move within 5 days — this setup typically holds direction. The average absolute 1-day move is 3.4%, with a raw directional average of -1.2% (modestly negative historical bias).
Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.
Bought
$0.00
0 sh
0 insiders
Sold
$598,640.72
6,144 sh
2 insiders
Net
$598,640.72
Net selling
Most Active Insiders· 3 open-market trades
$159,890.72
Net selling
Smart-money positioning from the most recent 13F filings.
Institutional
105.92%
of float
Insider
0.97%
of float
Holders
918
institutions
Top Holders· as of Jun 2026
Ameriprise Financial, Inc.
12,057,420 sh · $1.2B
9.52%
91.5%
Likely market behavior by outcome. Not investment advice.
Beat & raise
If GoDaddy beats expectations, history suggests a potential stock increase of around 1.05%, confirming strong demand for its services.
In line / cautious
If results are in line with expectations, the stock may see muted movement as investors await further clarity from management.
Miss
If the company misses EPS expectations, history suggests a potential decline of around -0.18%, raising concerns about future growth.
House and Senate STOCK Act disclosures over the trailing 6 months.
Trades
2
1 buy·1 sell
Members
1
House only
Est. Notional
$2,002.00–$30,000.00
disclosed dollar ranges
Most Active Members
2 trades
The lines on the call that would change the story.
$438,750.00
Net selling
Recent Transactions
Oct 1, 2026 · @ $97.50
4,500 sh
$438,750.00
Oct 1, 2026 · @ $97.50
1,000 sh
$97,500.00
Oct 2, 2026 · @ $96.88
644 sh
$62,390.72
Open-market trades only (Form 4 codes P/S). Awards, exercises, and tax-withholding excluded as routine compensation noise.
Blackrock Inc.
10,456,688 sh · $1.0B
8.26%
-21.5%
Vanguard Capital Management LLC
8,660,318 sh · $841.9M
6.84%
-0.9%
Vanguard Portfolio Management LLC
6,941,653 sh · $674.8M
5.48%
-12.8%
Morgan Stanley
5,806,915 sh · $564.5M
4.59%
-11.8%
13F filings updated quarterly. Position deltas show change in shares vs. the prior quarter.
Mixed
Recent Transactions
Traded Aug 18, 2026 · disclosed Sep 10, 2026
$1,001.00–$15,000.00
Traded Jun 16, 2026 · disclosed Jul 2, 2026
$1,001.00–$15,000.00
Filed 30–45+ days after the trade. Treat as positional context, not a leading indicator. Amounts are SEC-mandated dollar ranges, not exact values.