DailyIQ
Last updated2 minutes ago

VRSN·VeriSign, Inc.

$293.02
+0.76 (+0.26%)
Overnight$293.10+0.08 (+0.03%)
High
$294.88
Open
$291.84
Market Cap
25.76B
52W High
$312.48
Low
$290.45
P. Close
$293.02
P/E
30.30
52W Low
$208.86
Fwd P/E
26.50
DailyIQ Est.
$329.38
Inst. Ownership
57.3%
Short Interest
2.23%
Days to Cover
3.0
Technical Score (1D)
68
BULLISH
News Sentiment
54
MIXED
On Oct 5, analysts reported that VeriSign, Inc. (VRSN) was expected to release its fiscal third‑quarter earnings on Oct 22, with a forecasted per‑share profit of $2.42, representing a 6.6% year‑over‑year increase. The company had a recent history of beating consensus in two of its last three quarters, although it had missed guidance once. Analysts also projected a full‑year earnings per share of $9.59 for the current fiscal year, an 8.9% rise from the $8.81 reported in fiscal 2025. The forecast for fiscal 2027 anticipated a further 13% increase to $10.84 per share. These projections were cited as the basis for expectations surrounding VRSN’s upcoming earnings announcement.
LOW TARGET
$285 -2.8%
1 analysts
MEAN TARGET
$324 +10.7%
6 analysts
HIGH TARGET
$355 +21.1%
6 analysts
PRICE RANGE
$285.00 - $355.00
SB / B / H / S / SS
5/3/3/1/1
DAILYIQ EST.
$329.38 (+12.4%)
Sector
Technology
Industry
Software - Infrastructure
Exchange
NMS
Country
United States
Symbol
VRSN
Description
VeriSign, Inc. is a key provider of essential internet infrastructure services, facilitating online navigation globally. Its core business revolves around managing domain name registries, most notably the .com and .net domains, which are crucial for e-commerce and internet accessibility. VeriSign ensures the security and stability of the internet by operating two of the thirteen root servers, acting as a foundational element of the global network. Additionally, the company offers registration services and authoritative resolution for these widely used domains, supporting a vast ecosystem of online activity. Established in 1995, VeriSign is headquartered in Reston, Virginia, and plays a vital role in maintaining the internet's functionality.
Bought (1Y)
35.43 shares
$11K
Sold (1Y)
67,726.976 shares
$19.1M
Indelicarto Thomas CEVP, Gen Counsel & Secretary
Sell500 shares2026-10-01
BIDZOS D JAMESExec. Chairman, Pres, & CEO
Sell200 shares2026-09-29
BIDZOS D JAMESExec. Chairman, Pres, & CEO
Sell2,000 shares2026-09-29
BIDZOS D JAMESExec. Chairman, Pres, & CEO
Sell800 shares2026-09-29
BIDZOS D JAMESExec. Chairman, Pres, & CEO
Sell300 shares2026-09-29
69/ 100
Bullish
Overall: Bullish
✓Revenue growing year over year
✓Positive net margin
✓Positive operating cash flow
Net Margin
49.2%
Revenue CAGR
3.8%
Current Ratio
0.49x
Return on Equity
-37.8%
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, positioning it as a foundational element of the global network. The company operates in the technology sector, specifically within software infrastructure, delivering high‑margin subscription‑style revenue from domain registration and authoritative resolution services. In the most recent quarters, VeriSign’s earnings have shown a steady upward trajectory: Q4 2024 EPS of $2.00 versus an estimate of $2.01, Q1 2025 EPS of $2.10 beating the $2.09 estimate, and Q2 2025 EPS of $2.21 surpassing the $2.18 estimate, with revenue rising from $395.4 M in Q4 2024 to $409.9 M in Q2 2025. This pattern of EPS beats in three of the last four quarters underscores consistent earnings strength, while revenue growth has accelerated from 1.7% in Q4 2024 to 4.1% in Q2 2025, reflecting robust domain activity. Historically, the company has maintained a positive YoY growth trajectory, with revenue increasing year over year each quarter and EPS consistently beating analyst expectations, indicating a resilient business model even as operating costs remain stable. Recent news highlights the delegation of the .web domain, which is expected to add incremental revenue and broaden VeriSign’s brand visibility, and analyst upgrades from Wedbush and JP Morgan that have lifted price targets, reinforcing confidence in the company’s growth trajectory.

EPS

EstBeatMiss
$2.14$2.23$2.32$2.41$2.50Q2'25Q3'25Q4'25Q1'26Q2'26Q3'26
QtrEstActual+/−
Q3'26$2.46 - -
Q2'26$2.36$2.38+0.8%
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%

Revenue

EstBeatMiss
$404M$417M$430M$442M$455MQ2'25Q3'25Q4'25Q1'26Q2'26Q3'26
QtrEstActual+/−
Q3'26$449M - -
Q2'26$443M$435M-1.8%
Q1'26$434M$429M-1.3%
Q4'25$433M$425M-1.7%
Q3'25 - $419M -
Q2'25 - $410M -

Market Data

VRSN Stock Snapshot

BULLISH68/100
$293.10+$0.08 (0.0%)
Market cap
25.76B
P/E ratio
30.3
Day range
$290.45 – $294.88
News sentiment
54/100 · Neutral
Analyst target
$324.40 (+10.7%)
Consensus
Strong Buy · 13 analysts
52-week range+40.3% off low · -6.2% from high
$208.86$312.48
Price $293.10 DailyIQ Est. $329.38

The signal on VRSN is bullish: price action is confirming the underlying trend, not fighting it. Earnings and guidance carry more weight than macro data at this capitalisation.

Behaviour On Record

What VRSN's own history says about today's numbers

Realized volatility (21d)
25.0% 68th pct
Below its peak
-5.7%
vs 200-day average
+9.9%
Up days (1y)
54%

VeriSign, Inc. is currently running 25.0% annualised volatility over the last 21 sessions. Measured against VRSN's own 13 years of daily returns rather than a market-wide average, that is the 68th percentile — a little above its own norm, against a typical reading of 20.9%. The distinction matters because a number that looks calm for one stock is turbulent for another, and the absolute figure on its own tells you neither.

VRSN is trading -5.7% below its running peak. Across 12 full years on file, its median worst-drawdown-in-a-year was -19.3%, and the deepest was -37.9% in 2022. The current pullback is therefore shallower than what this stock gives back in a typical year, which is context worth having before treating it as a dislocation.

Price sits +9.9% from its 200-day moving average. Against every other day in its history, that gap ranks at the 63rd percentile — a somewhat wider gap than its own norm. Over the past year VRSN closed higher on 54% of sessions, and it is currently 4 sessions into a rising streak.

On October specifically: over 13 years of records, VRSN finished the month higher 8 of 13 times, with a median return of +3.3% and an average of +1.9%. Its strongest month historically has been November at +4.2% on average, its weakest September at -1.0%. Seasonality is a weak signal on its own — a decade is a small sample and regimes change — but it is a real distribution rather than a rule of thumb.

Overnight risk is measurable too: VRSN has opened more than 2% away from the prior close in 79 of 3,267 sessions (2.4% of the time), with the largest gaps running +25.5% and -9.9%. For anyone holding through an event, that rate is a better guide to overnight exposure than the intraday range.

Across the last 3 dated reports on file, VRSN moved an average of 6.7% in the session after earnings, closing higher 1 of those 3 times, with a median move of -4.6% and a largest of -7.9%.

All figures computed from 3,268 daily closes between 2013-10-07 and 2026-10-05, split-adjusted, recomputed daily. Percentiles are against VRSN's own 13-year history, not a peer group or index.

Sector Rotation

Is money rotating into or out of VRSN's sector?

VeriSign, Inc. sits in the Software sector, currently ranked 2nd of 12 GICS sectors by relative-strength rotation score (leading). Within its narrower Software industry group, VRSN ranks 2nd of 15 tracked industries, leading.

Sector rank
#2 of 12
Sector state
Leading
Sector rotation score
100
Industry rank
#2 of 15

Options Market

What is the options market pricing for VRSN?

CallsPuts

For VeriSign, Inc.'s nearest expiry (2026-11-20, 44 days out), open interest is call-heavy, a bullish tilt (put/call ratio of 0.00), with at-the-money implied volatility around 0.8%. The options market is pricing roughly a ±0.3% move by that expiry — a range of about $289.99–$291.57.

Put/call ratio (2026-11-20)
0.00
ATM implied volatility
0.8%
Total open interest
9
Expected move by 2026-11-20
±0.3% ($289.99–$291.57)

Analyst Rating Changes

Are analysts turning bullish or bearish on VRSN?

Wedbush most recently reiterated its rating on VeriSign, Inc. to Outperform on Sep 1, 2026 with a price target of $341 (from $324). Over the last 90 days, coverage has run 0 upgrades against 0 downgrades, a net mixed lean.

Latest action
Wedbush — Outperform
90-day upgrades
0
90-day downgrades
0
Net rating momentum
0
DateFirmActionRatingPrice target
Sep 1, 2026WedbushMaintainedOutperform$324 → $341
Jul 24, 2026JP MorganMaintainedNeutral$308 → $316
Jul 24, 2026WedbushMaintainedOutperform$318 → $324
Jun 18, 2026JP MorganMaintainedNeutral$285 → $308
Jun 1, 2026JP MorganMaintainedNeutral$278 → $285
Apr 24, 2026CitigroupMaintainedBuy$295 → $320
Apr 24, 2026JP MorganMaintainedNeutral$273 → $278
Apr 24, 2026BairdMaintainedOutperform$305 → $355
Apr 2, 2026CitigroupMaintainedBuy$280 → $295
Feb 9, 2026CitigroupMaintainedBuy$337 → $280
Jan 6, 2026JP MorganMaintainedNeutral$270 → $271
Oct 28, 2025JP MorganInitiatedNeutral$270

VRSN Competitive Positioning

VeriSign, Inc. (VRSN) is tracked alongside these names in Software - Infrastructure on DailyIQ — ranked by market cap, with today's move alongside.

News Sentiment Analysis

Sentiment gathered from recent headlines

54/100
Strong NegativeNeutralStrong Positive
MIXED

Recent News Coverage

Most recent articles, ranked by recency (click to expand).

10+ articles
What did this article say?
VeriSign, Inc. (VRSN) was expected to report fiscal third‑quarter earnings on October 22, with analysts forecasting a per‑share profit of $2.42, up 6.6% from the prior year‑ago quarter. The company had previously beaten consensus in two of the last three quarters, though it missed guidance once. Full‑year EPS was projected at $9.59, an 8.9% increase from $8.81 in fiscal 2025, and a 13% rise to $10.84 was expected for fiscal 2027.
What did this article say?
Verisign announced on October 1 that it would report its third quarter 2026 financial results. The company scheduled the release for later in October. The announcement was issued through a Business Wire press release.
What did this article say?
On September 29, 2026, Verisign’s Executive Chairman and CEO D. James Bidzos sold 3,300 shares of the company, totaling $919,976, as disclosed in a Form 4 filing. The transaction reduced his direct holdings to 381,727 shares, leaving him with full control of the remaining shares. The sale represents a modest divestiture by a top insider and may signal personal liquidity needs or a reassessment of the company’s valuation. While the volume is not large relative to the company’s total shares, the move could be interpreted by investors as a negative signal regarding confidence in VRSN’s near‑term prospects.
What did this article say?
VeriSign’s share price of US$279.84 was examined against its projected cash flow, following a recent market pullback. The company’s long‑term contracts and high operating efficiency underpin a stable cash generation profile, which analysts compare to a 29.7x P/E ratio and a discounted cash flow model. The discussion centers on whether the current valuation reflects the intrinsic value implied by future cash flows. No new earnings guidance or material events were disclosed, leaving the assessment largely theoretical.
What did this article say?
On September 15, 2026, VeriSign CEO D. James Bidzos sold 3,300 shares of the company’s common stock for approximately $979,000, according to a Form 4 filing. The transaction was executed at a weighted average price of $296.58 per share, slightly below the market close price of $298.46 on September 16, 2026. After the sale, Bidzos retained roughly 388,000 shares, representing about 0.43% of the company’s equity. The sale is a standard discretionary transaction and does not indicate any change in the CEO’s long‑term ownership or strategic direction for VeriSign. The move is unlikely to materially affect the company’s financial performance or market perception.
What did this article say?
On September 22, 2026, Verisign’s Executive Chairman and CEO D. James Bidzos sold 3,300 shares worth $1,005,658, reducing his direct holdings to 385,027 shares. The sale was disclosed via a Form 4 filing and does not alter his overall control of the company. While the transaction is within regulatory limits, it may signal a short‑term liquidity need or a reassessment of the company’s valuation.
What did this article say?
VeriSign’s share price has lagged the Dow over the past year, yet market analysts remain upbeat on the company’s long‑term outlook. The consensus view highlights steady revenue growth from domain registration and cybersecurity services, suggesting a resilient business model.
What did this article say?
VeriSign meets high‑quality metrics such as strong ROIC, recurring revenue and solid cash flow, yet its valuation remains premium and balance‑sheet risks persist. The company’s fundamentals support a long‑term upside, but the current price may be over‑extended, creating a short‑term headwind for investors.
What did this article say?
VeriSign (VRSN) is positioned for above‑average growth through 2027, driven by a suite of catalysts identified by Wedbush. The firm highlights expanding domain name services, increased cloud security demand, and potential strategic acquisitions as key growth levers. These catalysts suggest a solid upside trajectory for the company’s revenue and earnings, reinforcing a bullish outlook for investors.
What did this article say?
Wedbush analyst Ygal Arounian has upgraded VeriSign (VRSN) to an Outperform rating and lifted the price target from $324 to $341. The upgrade reflects confidence in the company’s continued growth in digital security and its expanding cloud services portfolio. The new target suggests a potential upside for investors if the company maintains its earnings trajectory and capitalizes on its strategic initiatives.

Technical Analysis

Real-time indicators across multiple timeframes

68
BULLISH
Technical indicators reflect the latest computed signal mix for this timeframe.
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Institutional & Hedge Fund Ownership
25 tracked managers · $12.42B combined position · 12 adding, 11 trimming, 2 unchanged (latest 13F filings)
ManagerTrendShares Held% of Co.Position ValueFiled
Vanguard Group Inc▼ Sell11,352,31212.92%$2.76B2026-01-29
Berkshire Hathaway Inc• Hold8,989,88010.23%$2.26B2026-08-14
BlackRock, Inc.▼ Sell8,412,1249.57%$2.12B2026-08-07
AQR Capital Management LLC▲ Buy4,949,8485.63%$1.25B2026-08-14
Geode Capital Management, LLC▲ Buy2,473,2352.81%$622.26M2026-08-12
Renaissance Technologies LLC▼ Sell2,449,7712.79%$616.26M2026-08-13
Morgan Stanley▼ Sell2,269,6802.58%$570.96M2026-08-13
Invesco Ltd.▼ Sell1,436,9671.64%$361.48M2026-08-14
Goldman Sachs Group Inc▼ Sell1,124,1011.28%$282.78M2026-08-14
Norges Bank▼ Sell1,118,3431.27%$281.33M2026-08-12
Northern Trust Corp▼ Sell1,037,3691.18%$260.96M2026-08-13
FMR LLC (Fidelity)▲ Buy750,1390.85%$188.70M2026-08-13
JPMorgan Chase & Co▲ Buy651,6270.74%$164.53M2026-08-12
Point72 Asset Management, L.P.▼ Sell380,8950.43%$95.82M2026-08-14
Citadel Advisors LLC• Hold339,4240.39%$85.39M2026-09-02
Bank of America Corp▼ Sell315,6740.36%$79.41M2026-08-14
Balyasny Asset Management L.P.▲ Buy252,1970.29%$63.44M2026-08-14
Squarepoint Ops LLC▲ Buy242,8600.28%$61.09M2026-08-14
Schonfeld Strategic Advisors LLC▲ Buy227,3030.26%$57.18M2026-08-14
Gotham Asset Management, LLC▲ Buy211,7800.24%$53.28M2026-08-14
Susquehanna International Group, LLP▲ Buy188,5290.21%$47.43M2026-08-14
Millennium Management LLC▲ Buy165,3080.19%$41.58M2026-08-14
Citigroup Inc▲ Buy161,3930.18%$40.60M2026-08-03
Marshall Wace, LLP▼ Sell141,5430.16%$35.15M2026-05-15
AllianceBernstein L.P.▲ Buy135,3500.15%$33.62M2026-08-14
Q2 2026 flow:2.26M sh bought ($568.75M)1.77M sh sold ($445.82M)net +488.8K sh (+$122.93M)
Congressional Trading Activity
11 disclosed trades · ~$88.0K est. traded value · 6 buys, 5 sells
MemberChamberStateTypeAmountTradedFiled
Alan ArmstrongSenateOK▲ Buy$1K - $15K2026-03-302026-07-21
Gilbert CisnerosHouseCA31▼ Sell$1K - $15K2026-03-132026-04-07
Gilbert CisnerosHouseCA31▲ Buy$1K - $15K2026-02-102026-03-09
Gilbert CisnerosHouseCA31▲ Buy$1K - $15K2025-12-192026-01-12
Julie JohnsonHouseTX32▼ Sell$1K - $15K2025-10-062025-11-14
Julie JohnsonHouseTX32▲ Buy$1K - $15K2025-10-032026-08-05
Julie JohnsonHouseTX32▼ Sell$1K - $15K2025-10-032026-08-05
James ComerHouseKY01▼ Sell$1K - $15K2025-07-032025-08-11
Lisa McClainHouseMI09▼ Sell$1K - $15K2025-06-242025-08-13
Lisa McClainHouseMI09▲ Buy$1K - $15K2025-06-172025-08-13
James ComerHouseKY01▲ Buy$1K - $15K2025-01-022025-01-10