| GDDY |
Report |
Total Revenue (Q2'26) |
BEAT |
pred ~$1.305B vs. cons ~$1.295B |
MEDIUM |
| GDDY |
Report |
Non-GAAP EPS (Q2'26) |
BEAT |
pred ~$1.79 vs. cons ~$1.72 |
MEDIUM |
| GDDY |
Report |
Total Bookings growth (Q2'26, the reacceleration proof) |
BEAT |
pred ~+7% vs. cons ~+5% |
LOW |
| GDDY |
Guide |
FY2026 Revenue guide |
UNCHANGED |
guide ~$5.195-5.275B (~$5.235B mid) vs. cons ~$5.23B (FY2026) |
MEDIUM |
| GDDY |
Guide |
FY2026 NEBITDA margin guide |
UNCHANGED |
guide >33% vs. cons ~33% (FY2026) |
MEDIUM |
| GDDY |
Guide |
FY2026 Free Cash Flow guide |
BETTER |
guide ~$1.80-1.85B vs. cons ~$1.80B (FY2026) |
LOW |
| GDDY |
Guide |
Q3'26 Revenue implied guide |
UNCHANGED |
guide ~$1.31B vs. cons ~$1.31B (Q3'26) |
LOW |
| GDDY |
Guide |
A&C segment revenue growth |
UNCHANGED |
guide ~low-double-digit ~+12% vs. cons ~+12% (Q2'26) |
LOW |
| GDDY |
Return |
Day-1 residual (stock − beta × S&P 500) |
-4.0% |
— |
MEDIUM |
| GDDY |
Return |
5-day cumulative residual |
-6.5% (FOLLOW-THROUGH) |
Stock ran ~+40% off the June low ($75 to $105.55, incl. +6.7% on 7/28) into the print, so the bar is reset high and a beat-and-reaffirm is a classic sell-the-news. Likely modest revenue/EPS beat but only a reaffirm (not a clear raise) of FY revenue/FCF, plus still-decelerating growth (+6% vs +8% a year ago) and ~200bps of baked-in FY headwinds. Out-period math (implicit trims to the decel trajectory even after a beat) and profit-taking on the crowded pre-print rally drive continued downside; only a visible bookings-to-parity inflection + explicit FY raise would reverse this. |
LOW |