GoDaddy Looks Oversold: Cheap Cash Flow and an Underpriced AI Optionality
GoDaddy (GDDY) is trading well below its prior highs, but the market has likely overreacted to headline risk and is underestimating the company's ability to monetize AI in its Applications & Commerce segment. With free cash flow of $1.64B, a price-to-free-cash-flow near 7, and a PE roughly 13-14x, the setup supports a long trade with defined risk a…