异动解读｜Godaddy Inc.盘前下跌5.34%，多家投行下调目标价叠加AI转型风险加剧

行情直击08-04

8月4日，Godaddy Inc.盘前下跌5.34%，报86.5美元/股，成交额1.41万美元。

消息面上，Wedbush将GoDaddy目标价从109美元下调至93美元，同时指出公司向代理式网站建设（Agentic Web Building）及Vibe Coding的转型将面临更高风险，竞争环境持续演变且未来数季利润率上行空间有限。Jefferies同日将目标价从95美元下调至85美元，维持持有评级。此前William Blair已将公司评级从"跑赢大盘"下调至"与大盘持平"。

背景方面，公司Q2业绩虽超预期（EPS 1.83美元 vs 预期1.70美元），但全年营收指引上限被明确下调至52.15亿至52.55亿美元区间，管理层亦警示Q3面临去年同期强劲售后市场的高基数压力。密集的目标价下调与评级调降持续压制市场情绪。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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