GoDaddy ANS Integrates with Salesforce's MuleSoft Agent Fabric
GoDaddy has announced an integration between its Agent Name Service (ANS) and Salesforce's MuleSoft Agent Fabric. This collaboration aims to provide a "digital passport" for AI agents, allowing organizations to discover and verify their identities, thereby reducing the risk of spoofed tools and enhancing security. By registering AI agents through ANS and publishing them to the public DNS, businesses can ensure that only trusted agents interact with their systems and sensitive data, enabling safer and more scalable AI adoption.
Asure Software (ASUR) Moves 5.9% Higher: Will This Strength Last?
Asure Software (ASUR) shares increased by 5.9% to $7.57, driven by strong trading volume. The company is benefiting from broad-based revenue growth, improved organic growth, and an acquisition. While strong earnings and revenue expectations exist, the consensus EPS estimate for the quarter has remained unchanged, and the stock currently holds a Zacks Rank #3 (Hold), indicating that this strength might not last without further positive catalysts.
Asure Software (ASUR) Moves 5.9% Higher: Will This Strength Last?
Asure Software (ASUR) recently saw its shares jump 5.9% due to broad-based revenue growth in its Human Capital Management portfolio and contributions from an acquisition. The company is projected to report significant year-over-year growth in both quarterly earnings per share (+53.3%) and revenues (+25.6%). However, the consensus EPS estimate for the quarter has remained unchanged, and trends in earnings estimate revisions are key indicators for sustained stock price movement, suggesting investors should monitor ASUR closely.
FSLY Stock Price, Forecast & Analysis | FASTLY INC - CLASS A (NASDAQ:FSLY)
This article provides an analysis of Fastly Inc. (NASDAQ: FSLY) stock, including its current price, performance, and forecasts. It highlights the company's technical and fundamental ratings from ChartMill, financial specifics, and analyst price targets. The article also covers recent news, ownership breakdown, and a comparison with competitors in the Internet Services & Infrastructure sector.
GoDaddy Inc. to Present at the Morgan Stanley Technology, Media & Telecom Conference
GoDaddy Inc. announced that its Chief Financial Officer, Mark McCaffrey, will present at the Morgan Stanley Technology, Media & Telecom Conference on Monday, March 2, 2026. The presentation will be held in San Francisco, California, and will be webcast live on GoDaddy's Investor Relations website.
GoDaddy Inc. to Present at the Morgan Stanley Technology, Media & Telecom Conference
GoDaddy Inc. (NYSE: GDDY) announced that its Chief Financial Officer, Mark McCaffrey, will present at the Morgan Stanley Technology, Media & Telecom Conference on March 2, 2026. The presentation will take place in San Francisco, California, at 11:30 a.m. ET, and a live audio webcast and replay will be available on GoDaddy's Investor Relations website. The company, known as the world's largest domain name registrar, assists entrepreneurs globally in starting and scaling their businesses, utilizing tools like GoDaddy Airo® for online presence, traffic generation, and sales boosting.
GoDaddy (GDDY) Is Down 8.3% After Softer Recurring Revenue And Margin Pressures - Has The Bull Case Changed?
GoDaddy's recent performance shows an 8.3% drop following softer annual recurring revenue growth and margin pressures, raising questions about its long-term investment thesis. The company faces challenges in retaining customers and managing high servicing costs, even as it shifts towards higher-value software and AI-enabled tools. While a large share repurchase program is underway, investors are scrutinizing whether underlying earnings and margins can sustain this given the ARR slowdown and potential for persistent churn and pricing pressure.
N-Able stock hits 52-week low at 5.32 USD
N-Able Inc. (NABL) stock has dropped to a 52-week low of $5.32, marking a significant 45.76% decrease over the past year despite strong gross profit margins and revenue growth. InvestingPro analysis suggests the stock is undervalued, with analysts predicting profitability and upward earnings revisions for the upcoming period. The company also recently amended its credit agreement, secured a "Buy" rating from B.Riley, appointed a new director, and unveiled a new endpoint management solution, with earnings due in seven days.
Wall Street Analysts Are Bullish on Top Consumer Cyclical Picks
The article highlights positive analyst sentiments for several consumer cyclical stocks. Analysts from RBC Capital, UBS, and Bank of America Securities have issued or maintained "Buy" ratings for Jumia Technologies AG, TJX Companies, and O-I Glass, respectively. These companies are seen as having significant upside potential according to the reported price targets.
Wix Buyback And Base44 Deal Test Confidence In AI Roadmap
Wix.com has announced a new $2 billion share buyback plan and the acquisition of Base44 to enhance its conversational AI tools. These strategic moves aim to strengthen Wix's product offerings and capital structure, despite recent stock declines and a projected dip in free cash flow margin. Investors are now pondering whether these actions demonstrate confidence in an AI-driven roadmap or are intended to bolster sentiment amidst growth challenges.
Wix Buyback And Base44 Deal Test Confidence In AI Roadmap
Wix.com has announced a new $2 billion share buyback plan and the acquisition of Base44 to enhance its conversational AI tools. These moves signal management's confidence in its AI roadmap and capital structure, despite recent stock declines and projected short-term impacts on free cash flow margins. Investors will need to assess whether these actions reflect a strategic advancement or an attempt to buoy sentiment amidst challenges like softer billings growth and increased costs.
ING Groep NV Boosts Position in GoDaddy Inc. $GDDY
ING Groep NV significantly increased its stake in GoDaddy Inc. (NYSE:GDDY) by 17.6% in the third quarter, bringing its total holdings to 188,198 shares valued at $25.75 million. Despite some analyst price target cuts, the consensus rating for GoDaddy remains a "Moderate Buy" with an average target price of $166.21, well above its current trading price. The company has high institutional ownership but has seen insider selling from its CAO and CEO, and the stock is hovering near its 12-month low.
Wix.com Pairs US$2b Buyback With Base44 AI Expansion Plans
Wix.com has announced a significant US$2 billion securities buyback program and the acquisition of Base44 to integrate conversational AI into its website creation platform. These actions follow a period of negative stock performance and aim to balance capital allocation with product expansion. The company hopes these moves will enhance shareholder value and attract non-technical users, but analysts note risks related to revenue growth and financial flexibility amidst competition.
VeriSign’s Uptime Record Meets Security Push And Share Price Pullback
VeriSign (NasdaqGS:VRSN) is noted for its 28 consecutive years of 100% domain resolution uptime and record high new domain registrations, alongside recent security service launches. Despite a recent share price pullback, fundamental data for 2025 shows steady growth in top-line and earnings, significant capital returns to shareholders via buybacks and increased dividends, and expanded security offerings. Investors are advised to watch the traction of new security services, domain registration growth, and capital allocation strategies.
VeriSign’s Uptime Record Meets Security Push And Share Price Pullback
VeriSign (NasdaqGS:VRSN) has achieved 28 consecutive years of 100% domain resolution uptime and recorded its highest level of new domain registrations at 41.7 million in 2025. Despite a recent share price pullback, the company is introducing new security-focused services and demonstrating strong financial performance with rising EPS, dividends, and share buybacks. Investors are watching how these new services will impact customer adoption and how the company addresses potential risks like heavy reliance on .com and .net extensions and its debt levels.
Wix.com (WIX) Is Down 13.2% After Authorizing $2 Billion Buyback And AI Push - Has The Bull Case Changed?
Wix.com announced a $2 billion share repurchase program for fiscal years 2026-2027, coinciding with an increased focus on AI through products like Harmony and the Base44 acquisition. This move aims to support shareholder value and cash generation, but also raises questions about the company's ability to maintain profitable growth amidst competitive pressures and the potential for AI to commoditize website creation. Despite the buyback, the article suggests Wix's shares may still be overvalued, leading to diverse investor opinions on its future resilience.
Wix.com Ltd. (NASDAQ:WIX) Shares Slammed 25% But Getting In Cheap Might Be Difficult Regardless
Wix.com Ltd. (NASDAQ:WIX) shares fell 25% in the last month, contributing to a 66% loss over the past year. Despite this significant drop, the company's high P/E ratio of 29.7x suggests it might still be expensive compared to the broader U.S. market, which has many companies with P/E ratios below 19x. The high P/E is attributed to Wix.com's strong earnings growth, with EPS increasing 49% last year and analysts forecasting a 21% annual climb over the next three years, outpacing the market's projected 12% growth.
Jim Cramer Highlights That the Charitable Trust Has Owned Salesforce for "Years and Years"
Jim Cramer highlighted Salesforce Inc. (CRM) as a stock held by the Charitable Trust for a significant period. He discussed the multiple compression affecting software stocks like Salesforce, GoDaddy, and Tyler Tech, noting the current downturn in the enterprise software sector. Despite the challenging market, Cramer suggested ServiceNow or Salesforce for those who believe in the industry, emphasizing the Charitable Trust's long-term ownership of Salesforce.
GoDaddy Inc. to Announce Fourth Quarter and Fiscal Year 2025 Financial Results on Tuesday, February 24, 2026
GoDaddy Inc. (NYSE: GDDY) will release its financial results for the fourth quarter and fiscal year 2025 on Tuesday, February 24, 2026, after the U.S. stock market closes. Following the news release, GoDaddy management will host a live webcast at 5:00 p.m. Eastern Time, accessible via their Investor Relations website. A recording will also be available on the website after the event.
QuinStreet (QNST) Q4 Earnings Report Preview: What To Look For
QuinStreet (QNST) is set to report its Q4 earnings this Thursday afternoon. Analysts anticipate a 2.3% year-on-year revenue decline to $276.2 million, with adjusted earnings around $0.20 per share. The company's stock has seen a significant 21.1% dip over the last month, trading below the average analyst price target of $22.
Toast, Autodesk, Bandwidth, GoDaddy, and Palo Alto Networks Stocks Trade Down, What You Need To Know
Several tech stocks including Toast, Autodesk, Bandwidth, GoDaddy, and Palo Alto Networks experienced a downturn due to investor fears surrounding artificial intelligence's potential disruption and a broad-based market sell-off. The market saw a "basket-style reaction," impacting even the Magnificent Seven stocks and causing the S&P 500 Information Technology Sector to drop. Individual companies like Toast, which fell 9.7%, were significantly affected by this negative sentiment.
These 10 Stocks Just Had Their Best Or Worst Month Ever — And You Might Not Know Why
The article highlights ten U.S. stocks that experienced their best or worst monthly performances on record in January 2026, driven by factors like earnings, guidance updates, and AI-related disruptions. Sandisk Corp., Cameco Corp., Lockheed Martin Corp., Karman Holdings, and ImmunityBio Inc. saw significant gains, while software companies Braze Inc., HubSpot Inc., Rubrik Inc., Guidewire Software Inc., and GoDaddy Inc. experienced substantial declines, largely due to a sector-wide repricing influenced by AI and Microsoft's weaker Azure guidance.
Oracle, Upstart, Upland Software, Zoom, and GoDaddy Stocks Trade Down, What You Need To Know
Several software stocks, including Oracle, Upstart, Upland Software, Zoom, and GoDaddy, experienced a decline following mixed earnings reports from SAP and ServiceNow. The downturn was triggered by concerns over SAP's cloud outlook and fears that rising AI-related costs could impact enterprise software company profits. Oracle, despite a previous gain from a TikTok US operations stake confirmation, saw its shares fall and is significantly down year-to-date.
Oracle, Upstart, Upland Software, Zoom, and GoDaddy Stocks Trade Down, What You Need To Know
Several tech stocks including Oracle, Upstart, Upland Software, Zoom, and GoDaddy experienced a downturn following mixed earnings reports from SAP and ServiceNow. The sell-off was triggered by concerns about SAP's cloud outlook and the potential for AI-related costs to affect enterprise software companies, leading to a broader negative sentiment across the software sector. Oracle, specifically, saw a 4.8% drop, despite recent news about its stake in TikTok's U.S. operations.
How Investors May Respond To GoDaddy (GDDY) Analyst Upgrades After Oversold Share Slide
GoDaddy (GDDY) shares have recently experienced significant selling pressure, pushing them into oversold territory despite upcoming earnings. Analysts have responded by raising earnings estimates and upgrading the company's rating, suggesting increased confidence in its profit outlook. This article explores how this renewed analyst optimism might influence GoDaddy's investment narrative, considering the company's valuation, AI service integration, and outstanding debt.
Oracle, Upstart, Upland Software, Zoom, and GoDaddy Stocks Trade Down, What You Need To Know
Several software stocks, including Oracle, Upstart, Upland Software, Zoom, and GoDaddy, experienced declines in an afternoon session due to a broad sell-off in the software sector. This market reaction was triggered by mixed earnings reports from industry leaders SAP and ServiceNow, which raised concerns about cloud backlog, revenue outlooks, and rising AI-related costs. The situation led to broader fears about AI's impact on company profitability, causing a drop in the S&P 500 Software and Services Index.
Oracle, Upstart, Upland Software, Zoom, and GoDaddy Stocks Trade Down, What You Need To Know
A broad sell-off in the software sector, triggered by mixed earnings from SAP and ServiceNow, caused several stocks including Oracle, Upstart, Upland Software, Zoom, and GoDaddy to fall. Concerns about rising AI-related costs and fears that AI is transforming the sector faster than companies can capitalize on it contributed to the negative sentiment. Despite the market reaction, big price drops can present opportunities to buy high-quality stocks.
Oracle, Upstart, Upland Software, Zoom, and GoDaddy Stocks Trade Down, What You Need To Know
A broad sell-off hit the software sector, causing stocks like Oracle, Upstart, Upland Software, Zoom, and GoDaddy to trade down. This downturn was triggered by mixed earnings reports from industry leaders SAP and ServiceNow, which raised concerns about rising AI-related costs and rapid industry transformation. Oracle, for instance, fell 4.8% and is trading significantly below its 52-week high, despite a recent positive development regarding its stake in TikTok's U.S. operations.
Assessing GoDaddy (GDDY) Valuation After Recent Share Price Weakness And Recurring Revenue Focus
GoDaddy (GDDY) has experienced recent share price declines, despite solid revenue and net income figures. The company's valuation is currently estimated as undervalued, with a fair value of $175.06 against a current share price of $103.85, attributing this to a shift towards recurring, higher-margin revenue streams driven by AI-powered product development. This positive outlook, however, relies on the success of AI products and sustained A&C momentum, with potential risks from increased competition or execution challenges.
Is Wixcom (WIX) Pricing Reflect A 64% One Year Share Price Fall And DCF Upside
Wix.com (WIX) shares have fallen 64.4% over the past year, but a Discounted Cash Flow (DCF) analysis suggests the stock is currently undervalued by about 44.5% at US$87.96, with an estimated intrinsic value of $158.36 per share. The company's P/E ratio of 34.64x is also slightly below Simply Wall St's "Fair Ratio" of 35.67x, further indicating a potential undervaluation. This analysis encourages investors to consider Wix.com's long-term value despite recent stock volatility.
Can Wix (WIX) Turn Its New AI Website Builder Into a Durable Competitive Edge?
Wix.com recently launched Wix Harmony, an AI website builder featuring an AI agent named Aria, which aims to create production-ready sites with advanced capabilities. This move is intended to deepen Wix's role as an all-in-one business platform and accelerate user adoption of higher-value plans and monetization. While the market reacted positively to the launch, the company's high debt and negative equity mean that the long-term impact and successful execution of this AI strategy are crucial for Wix's future.
N-able stock initiated with Buy rating at B.Riley on MSP market position
B.Riley initiated coverage on N-able (NYSE:NABL) with a Buy rating and a $10.00 price target, citing the company's strong position in the managed service provider (MSP) market. The firm believes N-able is well-positioned to benefit from increasing demand for managed services, particularly in security and data protection, due to its differentiated platform and operational efficiency with an 81% gross profit margin. N-able has also recently expanded its credit facility, appointed a new independent director, and introduced a CMMC 2.0-ready unified endpoint management solution.
Wix Harmony Launch Highlights AI Push And Long Term Platform Potential
Wix.com has launched Wix Harmony, an AI-powered website creation platform featuring its AI agent, Aria. This platform aims to combine natural language design with Wix's existing infrastructure to create professional-grade websites, addressing scalability, security, accessibility, and design flexibility. The move highlights Wix's strategic integration of AI into its core offerings, seeking to attract users who value both speed and stability in website development.
Understanding Momentum Shifts in (GDDY)
This article analyzes GoDaddy Inc. Class A (GDDY) using AI models, indicating weak sentiment across all time horizons and supporting a short bias. It outlines detailed trading strategies—Position, Momentum Breakout, and Risk Hedging—with specific entry, target, and stop-loss levels. The analysis highlights an exceptional 41.5:1 risk-reward setup, targeting an 11.9% gain versus 0.3% risk.
GoDaddy Inc. Cl A stock underperforms Thursday when compared to competitors despite daily gains
GoDaddy Inc. Cl A (GDDY) stock advanced 1.77% on Thursday, closing at $105.98. Despite this gain, the stock underperformed compared to the broader market, as the S&P 500 Index rose 0.55% and the Dow Jones Industrial Average rose 0.63%. This marked the second consecutive day of gains for GoDaddy stock.
Wix Harmony Launch Puts AI At Core Of Growth And Valuation Story
Wix.com has launched Wix Harmony, an AI-powered website builder that integrates natural language tools with advanced editing capabilities, targeting professional and enterprise-level sites. This move positions AI at the core of Wix's growth strategy, building on its existing focus on no-code website creation. Investors will be monitoring its adoption, impact on customer mix, and monetization signals, while also considering technology execution risks and competitive response in the web development sector.
Wix.com (WIX) Is Down 12.9% After Cautious Analyst Shift And Tech Sell-Off Ahead Of Earnings
Wix.com (WIX) shares have dropped 12.9% due to more cautious analyst sentiment and a broader tech-sector sell-off, impacting the company ahead of its earnings report. While EPS is expected to be lower, revenue forecasts are higher, leading to sharp investor focus on Wix's business model durability. The article highlights an ongoing $600 million share buyback and the potential impact of AI-driven competition on Wix's future performance.
Assessing GoDaddy (GDDY) Valuation After Recent Share Price Weakness
GoDaddy (GDDY) has experienced recent share price declines, prompting an assessment of its valuation. Despite the weakness, analysts generally consider GDDY undervalued, with a consensus price target significantly above its current trading price. The article suggests investors broaden their search to include other high-growth tech and AI stocks for potential opportunities.
Is It Time To Reassess Wixcom (WIX) After A 67% One Year Share Price Slump
Wix.com (WIX) has experienced a significant 67% decline in its share price over the past year. Despite this slump, a Discounted Cash Flow (DCF) analysis suggests the stock is undervalued by 47.4%, with an estimated intrinsic value of $152.39 per share compared to its current price of US$80.16. The article also notes that Wix.com's P/E ratio of 31.57x is above the IT industry average, yet its proprietary "Fair Ratio" indicates it may be trading below a fair multiple, supporting the undervalued assessment.
OneSpan To Acquire Build38 To Expand Next-Generation Mobile App Protection
OneSpan announced its acquisition of Build38, a mobile application protection company, to enhance its App Shielding offering and strengthen SDK-based security capabilities for financial institutions. This acquisition aims to protect mobile applications against various threats using Build38's Runtime Application Self-Protection (RASP) approach and AI-driven techniques. The deal, expected to close by March 2026, is part of OneSpan's strategy to provide end-to-end protection for digital interactions and combat the growing sophisticated mobile threats.
Avoiding Lag: Real-Time Signals in (GDDY) Movement
The article analyzes Godaddy Inc. Class A (NASDAQ: GDDY) movement, highlighting weak sentiment across all horizons that supports a short bias. It identifies a mid-channel oscillation pattern and an exceptional 40.2:1 risk-reward setup targeting an 11.4% gain versus 0.3% risk. The report also provides institutional trading strategies, including position trading, momentum breakout, and risk hedging strategies, along with multi-timeframe signal analysis.
Verisign Inc.: The Quiet Giant Powering the Internet’s Front Door
Verisign Inc. serves as the invisible backbone of the internet, operating the core naming infrastructure for .com and .net domains and managing critical DNS services. The company's business model is characterized by its structural monopoly in .com, engineering conservatism, and robust security against DDoS attacks, making its revenue streams predictable and stable. Despite lacking the hype of consumer apps or AI, Verisign offers investors a reliable, high-margin position in a crucial internet layer.
Verisign Inc.: The Quiet Giant Powering the Internet’s Front Door
Verisign Inc. plays a critical, behind-the-scenes role in the internet by operating the core naming infrastructure, including the .com and .net top-level domains and essential DNS services. The company distinguishes itself through its focus on reliability, security, and stability rather than rapid feature development, catering to enterprises that prioritize guaranteed uptime. Its unique position as the exclusive .com registry, coupled with its engineering conservatism and cloud-neutral stance, creates a highly defensible business model with predictable recurring revenues, making its stock a proxy for the internet's naming system's stability.
Wix.com (WIX) Is Down 5.1% After Tech Rotation And Mixed Analyst Signals Has The Bull Case Changed?
Wix.com shares recently experienced a 5.1% drop due to a broader tech rotation and conflicting analyst signals, despite ongoing revenue growth. While near-term earnings expectations are soft and R&D spending is rising, the company's platform is gaining traction for complex website projects, strengthening its competitive position against alternatives like WordPress. The long-term investment narrative still hinges on AI-powered tools and Base44 expansion offsetting competitive pressures, with analyst forecasts suggesting a significant upside.
GoDaddy (GDDY) Valuation Revisited After Share Price Slide And Softer Growth Outlook
GoDaddy's (GDDY) share price has recently declined due to a soft bookings outlook and profitability concerns. Despite this, management has approved a buyback and highlighted new AI and WordPress products. A common narrative suggests GoDaddy is 34% undervalued, with a fair value of $175.06, contingent on strong competition defense and preventing customer churn.
Rockford Register Star: GoDaddy Inc. Class A Common Stock (NYSE:GDDY) Historical Data
This article provides historical stock price data for GoDaddy Inc. Class A Common Stock (NYSE:GDDY) from December 2025 to January 2026. It lists daily open, high, low, close prices, volume, and percentage changes, showing recent fluctuations in the stock's value. The data indicates recent declines in GDDY's stock price, including a significant drop on January 2, 2026.
N-able Appoints Patrick Pulvermueller to Board of Directors
N-able (NYSE: NABL) has appointed Patrick Pulvermueller to its board of directors, expanding the board's strategic depth as the company focuses on cyber resilience innovation. Pulvermueller brings extensive experience in technology leadership and cybersecurity, having previously served as CEO of Acronis and held executive roles at GoDaddy. His expertise is expected to provide valuable insights as N-able continues to enhance its cybersecurity offerings and empower organizations to maintain security and resilience.
GoDaddy (GDDY) officer reports 10b5-1 and tax-related stock sales
GoDaddy Inc.'s Chief Strategy & Legal Officer reported stock sales including 475 shares on January 2, 2026, under a 10b5-1 trading plan, and 683 shares on January 5, 2026, to cover tax withholding obligations from restricted stock units. Following these transactions, the officer directly owns 61,668 shares of Class A common stock.
How domain stocks performed in 2025: one tripled, one halved
The article reviews the performance of various domain name stocks in 2025, contrasting their gains and losses against the NASDAQ's 20% increase. While NameSilo nearly tripled and Tucows saw a rebound, GoDaddy and Team Internet Group experienced significant declines, reflecting a challenging year for some in the industry.
Should GoDaddy’s AI Push and US$900 Million Buyback Require Action From GoDaddy (GDDY) Investors?
GoDaddy is increasing its focus on AI with new products and has approved a US$900 million share repurchase program, following earnings that were slightly below expectations. While these initiatives signal management's confidence, investors are watching closely to see if AI tools can reduce customer churn and drive engagement, especially given a past share price drop. The company projects significant revenue and earnings growth by 2028, with fair value estimates suggesting a substantial upside from its current price.
