A Look At GoDaddy (GDDY) Valuation After MuleSoft AI Agent Identity Partnership

Simply Wall St

Mon, February 23, 2026 at 4:10 PM GMT+9 3 min read

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GoDaddy’s AI agent identity push and recent stock move

GoDaddy (GDDY) recently announced that its Agent Name Service is integrating with Salesforce’s MuleSoft Agent Fabric, giving enterprises a way to register, verify, and control AI agents that touch core systems and data.

This AI security focus arrived as GoDaddy shares climbed 3.48% in mid-day trading on February 20, drawing fresh attention from analysts and raising questions about how much of the story is already reflected in the current US$90.64 share price.

See our latest analysis for GoDaddy.

That AI agent identity news lands against a mixed share price backdrop, with a 1-day share price return of 2.22% and 7-day gain of 1.71% set against a 30-day share price decline of 12.59%, a 90-day decline of 27.65%, year to date decline of 23.52%, and a 1-year total shareholder return decline of 47.84%, while 3-year and 5-year total shareholder returns of 19.89% and 11.74% suggest earlier gains that have recently lost momentum.

If this AI themed move has your attention, it could be a good moment to widen your search and review 34 AI infrastructure stocks as potential next candidates to research.

With GoDaddy’s shares at US$90.64, sitting on a 1-year total return decline of 47.84% yet trading at what some models suggest is a 70% intrinsic discount, you have to ask: is this a reset opportunity, or is the market already pricing in future growth?

Most Popular Narrative: 48.2% Undervalued

GoDaddy’s most followed narrative pegs fair value at $175 per share versus the recent $90.64 close, framing a wide gap that hinges on AI driven earnings power and margins.

The increasing need for online presence among small and medium businesses, coupled with greater global internet adoption, is driving expansion in GoDaddy’s addressable market, reflected in double-digit growth for high-margin Applications & Commerce (A&C) revenue and bookings. This is likely to support sustained top-line growth.

Read the complete narrative.

Curious what has to happen for that higher value to hold up? The narrative leans heavily on steadier revenue compounding, rising profit margins, and a richer earnings multiple. The detailed playbook sits behind that fair value estimate.

Result: Fair Value of $175 (UNDERVALUED)

Have a read of the narrative in full and understand what’s behind the forecasts.

However, you also have to weigh rising competition from all-in-one platforms and the risk that newer AI tools like Airo fail to gain broad traction.

Story Continues  

Find out about the key risks to this GoDaddy narrative.

Next Steps

If this combination of AI potential and recent share price pressure feels like a crossroads, do not rely on headlines alone. Check the 3 key rewards and 3 important warning signs to see what stands out most to you.

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_ This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned._

Companies discussed in this article include GDDY.

Have feedback on this article? Concerned about the content? Get in touch with us directly._ Alternatively, email editorial-team@simplywallst.com_

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