DailyIQ
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Sector:TechnologyAll sectors
Last updated 5 minutes ago

VRSN·VeriSign, Inc.

$.
+. (+.%)
After Hours
High
$274.80
Open
$271.74
Market Cap
24.87B
52W High
$312.48
Low
$267.35
P. Close
$270.19
P/E
29.58
52W Low
$208.86
Fwd P/E
25.78
DailyIQ Est.
$317.70
Technical Score (1D)
82
BUY
News Sentiment
51
MIXED
Analysts point to a modest valuation discount (trailing P/E 27.8, forward P/E 26.9) and growth from expanding domain services and cloud infrastructure contracts, with a recent cybersecurity acquisition poised to lift margins. The scheduled Q2 2026 earnings call on July 23 at 4:30 p.m. EDT, with results released at 4:05 p.m., will provide the first concrete data on revenue growth and domain registration trends. Insider divestitures, such as the CEO’s sale of 3,300 shares worth $820,141 on June 23, may signal short‑term price pressure and a shift in shareholder sentiment. Berkshire Hathaway’s continued stake since 2012 underscores long‑term confidence in VeriSign’s core domain registry business, offering a stabilizing backdrop amid market volatility. JPMorgan’s recent lift of the price target to $308 from $285, while keeping a neutral rating, signals modest upside potential based on projected revenue growth and market position. The company’s performance relative to the Nasdaq has lagged, suggesting sector rotation may be influencing investor sentiment and valuation. Analysts emphasize that regulatory changes and competitive pressure in the domain name industry remain risks that could affect future earnings. The combination of a valuation discount, growth prospects, and a scheduled earnings release positions VeriSign for a potential rebound in the next 1–10 trading days if guidance exceeds expectations. Traders should monitor the earnings call for any updates on subscription services and margin trends, as these metrics are key to confirming the company’s growth trajectory.
Earnings Summary
VeriSign, Inc. is a key provider of essential internet infrastructure services, managing domain name registries such as .com and .net and operating two of the thirteen root servers that underpin global internet stability. The company operates in the technology sector, specifically software infrastructure, and supports a vast ecosystem of online activity through registration and authoritative resolution services. In the most recent two quarters, revenue rose from $425.3 million in Q4 2025 to $428.9 million in Q1 2026, while EPS increased from $2.23 to $2.34, reflecting a modest but consistent upward trend; the prior two quarters saw revenue climb from $409.9 million in Q2 2025 to $419.1 million in Q3 2025 and EPS from $2.21 to $2.27, indicating accelerating earnings momentum. Over the last five quarters, VeriSign has beaten analyst estimates in four of five periods, with only Q4 2024 and Q4 2025 falling short of guidance, yet revenue growth has remained steady, underscoring a resilient top‑line performance. Recent news highlights a bullish thesis that points to a modest valuation discount and emphasizes expanding domain services and cloud infrastructure contracts as key revenue drivers, while a recent cybersecurity acquisition is expected to lift margins; insiders’ sale by CEO James Bidzos and Berkshire Hathaway’s long‑term stake add short‑term sentiment nuance. Investors should watch the upcoming Q2 2026 earnings release for guidance on revenue growth, net‑income margin, and the integration progress of the cybersecurity acquisition, as these factors will be pivotal in assessing whether the valuation discount remains justified and whether margin expansion materializes.

EPS

EstBeatMiss
$2.05$2.14$2.23$2.32$2.41Q1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$2.37 - -
Q1'26$2.29$2.34+2.1%
Q4'25$2.33$2.23-4.3%
Q3'25$2.24$2.27+1.3%
Q2'25$2.18$2.21+1.4%
Q1'25$2.09$2.10+0.5%

Revenue

EstBeatMiss
$396M$409M$422M$435M$449MQ1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$443M - -
Q1'26$434M$429M-1.3%
Q4'25$433M$425M-1.7%
Q3'25 - $419M -
Q2'25 - $410M -
Q1'25 - $402M -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
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Market Data

VRSN Stock Snapshot

VRSN is currently trading at $270.11, giving VeriSign, Inc. a market cap of 24.87B and a P/E ratio of 29.6. Today's range spans $267.35–$274.80, with shares opening at $271.74 and moving down $0.08 (0.0%) from the prior close. DailyIQ's technical score sits at 82/100 (BUY) with a news sentiment reading of 51/100.

Over the past year VRSN has traded between $208.86 and $312.48 - the current price is +29.3% off the 52-week low and -13.6% from the high. 12 analysts cover the stock with a Strong Buy consensus and a mean 12-month target of $312.00 (range $265.00–$355.00), implying upside of +15.5%.

If you're looking for bullish momentum in Technology, VRSN is putting up the numbers: 82/100 technical score, BUY signal, neutral sentiment at 51/100. Price: $270.11 (in the middle of its 52-week range). (P/E: 29.6) The 24.87B market cap keeps it in play for institutional position sizes, and the $208.86–$312.48 annual range shows this stock can make real moves when it gets directional conviction behind it.

The combination of a BUY signal (82/100) and neutral news sentiment (51/100) puts VRSN on the screens of active managers who run quality-momentum overlays — a cohort that can build meaningful positions at 24.87B in Technology market cap without immediately moving the stock. At $270.11 (in the middle of its 52-week range in the $208.86–$312.48 range), the entry discipline is clean and the potential re-rating if sentiment continues to improve is meaningful.