GoDaddy shares rose significantly on May 18, 2026, amid a broader rebound for Software-as-a-Service (SaaS) companies. The rally followed a period of sector underperformance as the market softened its view that artificial intelligence poses an existential threat to established software firms.
Analysts identified GoDaddy’s proprietary datasets and deep integration into customer workflows as key advantages difficult for AI to displace. Investors now view these companies as well-positioned to leverage AI rather than be replaced by it.
This shift in perspective suggests a potential re-rating for the entire SaaS sector.