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9月25日 - ** 巴克莱将互联网服务提供商GoDaddy 的PT值从165美元上调至185美元
** 新的目标价比周二收盘价高出17.3%。
** 该公司的客户主要是使用 GoDaddy 服务(如域名销售、在线展示工具和支付)的中小型企业。
** 券商称,对该公司主要业务部门的评估显示,如果该公司能将业务转向利润率更高的生产力应用和网站订阅,其毛利率$(GM)$ 将有机会得到改善。
** 巴克莱银行称,该公司应用与商务部门近三分之二的收入来自生产力应用--GoDaddy 电子邮件和微软 365 订阅销售--而且具有类似 SaaS 的高利润率
** 称网站订阅的持续增长有可能加速其人工智能解决方案 Airo 的增长
** 估计域名业务结构性利润较低,仍是利润增长的关键因素
** 18家券商中有10家给予该股 "买入 "或更高评级,8家给予 "持有 "评级;其PT中值为172美元
** 截至上次收盘,该股今年累计上涨 49
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