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/VRSN
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VeriSign, Inc

VeriSign, Inc

VRSN
$292.71USD↑+1.34%+3.86 today

MARKET CAP

25.6B

P/E (TTM)

31.3x

FWD P/E

27.8x

DAY RANGE

$288 – $293

52W RANGE

$209
$312

AI Summary

Stalk
Buy NowMedium

VRSN has resumed a Stage 2 advancing phase with price clearly above rising EMAs and SMAs. The medium- and long-term directional bias is bullish, and the recent pullback into the rising 9- and 20-day EMAs offers a favorable entry against a backdrop of intact momentum. Although overbought conditions persist, momentum indicators remain supportive. Focus on continuation participation on shallow pullbacks into the EMA cluster or on acceptance above the recent pivot highs.

  • ↑Q4 2025 revenue +6.4% YoY to $1.66 B; EPS +10.1% to $8.81.
  • ↑Q2 2026 new registrations hit a record 12.7 M, up from 11.5 M last quarter.
  • ↓Shares may be ~20% overvalued, trading ~81% above fair value at $165.
Full analysis →

The case for & against

Bull & Bear analysis

Bearish

VeriSign, Inc. (NASDAQ: VRSN) is a dominant player in the domain name registration and internet infrastructure sector, particularly recognized for managing the .com and .net domain name systems. With nearly three decades of operational excellence, the company has built a robust reputation in the digital landscape, ensuring 100% service availability over the past 29 years. VeriSign is strategically positioned at the nexus of several macro trends, including the increasing importance of online identity fueled by e-commerce growth and artificial intelligence-driven demand.

Bull says

  • ↑Q4 2025 revenue +6.4% YoY to $1.66 B; EPS +10.1% to $8.81.
  • ↑Q2 2026 new registrations hit a record 12.7 M, up from 11.5 M last quarter.
  • ↑Returned $1.13 B via buybacks and dividends, >100% of free cash flow.
  • ↑Upcoming .web delegation adds pricing flexibility and new revenue streams.
  • ↑Strong profitability metrics and healthy liquidity underpin cash flow stability.
  • ↑2026 guidance of $1.715–$1.735 B revenue signals continued growth.

Bear says

  • ↓Shares may be ~20% overvalued, trading ~81% above fair value at $165.
  • ↓Weak earnings yield and growth metrics point to limited upside.
  • ↓Rising first-time renewals may lower overall renewal rates.
  • ↓Legal disputes and regulatory delays could push back .web launch.
  • ↓Higher legal and marketing expenses pressure operating margins.
  • ↓Elevated price volatility and muted momentum heighten downside risk.

Investment themes with VRSN

High Dividend Yield↓ -0.51%

Companies paying above-average dividends

AVGO · JPM · XOM

Earnings Call · Q2 2025 · Mgmt. Guidance

Updated 08-12-2026bullish

Transcript signals

Bull points

  • For the quarter ended June 30, 2025, the company generated $410 million of revenue, up 5.9% from the same quarter a year ago.
  • Net income for the second quarter totaled $207 million compared to $199 million both last quarter and a year ago same quarter.
  • Second quarter diluted earnings per share was $2.21 compared to $2.10 last quarter and $2.01 for the same quarter of 2024.

Bear points

  • Interest expense and non-operating income net, which includes interest income estimates, is still expected to be an expense of between $50 and $60 million.
  • Capital expenditures are now expected to be between $25 and $35 million.
  • while we're pleased right now with the improvement and the trend that we see, we continue to monitor the strength and the duration of the positive trends.
Read full transcript analysis ›