| GDDY |
Report |
Total revenue |
IN-LINE |
pred ~$1.302B vs. cons $1.295B |
MEDIUM |
| GDDY |
Report |
Total bookings |
IN-LINE |
pred ~$1.433B vs. cons $1.426B |
MEDIUM |
| GDDY |
Report |
Normalized EBITDA |
BEAT |
pred ~$433M vs. cons $427M |
MEDIUM |
| GDDY |
Guide |
Total revenue |
UNCHANGED |
guide ~$1.325B vs. cons $1.323B (Q3 2026) |
MEDIUM |
| GDDY |
Guide |
Total revenue |
LOWER |
guide ~$5.235B vs. cons $5.245B (FY2026) |
HIGH |
| GDDY |
Guide |
Free cash flow |
UNCHANGED |
guide ~$1.800B vs. cons $1.800B (FY2026) |
HIGH |
| GDDY |
Guide |
Normalized EBITDA margin |
UNCHANGED |
guide ~33.2% vs. cons 33.2% (FY2026) |
MEDIUM |
| GDDY |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.0% |
— |
MEDIUM |
| GDDY |
Return |
5-day cumulative residual |
+1.2% (FADE) |
Bookings reacceleration to roughly 6.5% growth and an approximately $6M normalized-EBITDA beat should initially support the shares, but an unchanged ~$5.235B FY2026 revenue midpoint versus ~$5.245B consensus would imply softer second-half revenue after the Q2 beat, limiting estimate revisions and causing part of the day-1 gain to fade. |
MEDIUM |