The Motley Fool·Oct 25, 2026
VeriSign: 3 Key Takeaways for Long-Term InvestorsVeriSign processed a record 13.1 million new domain registrations in the third quarter. Management raised full-year domain base growth guidance to 6.5% to 7%.
VeriSign operates a mission-critical registry monopoly with 88.5% gross margins and 68.2% operating margins, generating robust free cash flow (49.0% FCF margin in Q2 2026). Growth is driven by steady price increases (6.0% revenue growth) rather than volume, supported by a stable deferred revenue base of $1.5B.
Price trend, volume and key moving averages
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Revenue grew 6.0% year-over-year to $434.6M in Q2 2026, with gross margin stable at 88.5% and operating margin at 68.2%, reflecting disciplined cost control and pricing power.
VeriSign's share price was trading at $211.49 with trailing and forward P/E ratios of 32.87 and 28.01 respectively, indicating robust earnings potential.
Multiple bullish theses on platforms like r/TradingViewSignals and Incremental Returns' Substack highlight growing optimism around VeriSign's stock.
VeriSign's dominant position in domain registration and internet infrastructure services underpins its long-term growth prospects.
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Oct 22, 2026 | $2.41-2.0% vs $2.46 | $443M+0.5% vs $441M |
Q3 2026 Jul 23, 2026 | $2.38-1.7% vs $2.42 | $435M+0.3% vs $433M |
Q2 2026 Apr 23, 2026 | $2.34+1.7% vs $2.30 | $429M+1.0% vs $424M |
Q1 2026 Feb 5, 2026 | $2.23-5.1% vs $2.35 | $425M+0.2% vs $424M |
VeriSign processed a record 13.1 million new domain registrations in the third quarter. Management raised full-year domain base growth guidance to 6.5% to 7%.
Revenue: $443 million, up 5.7% year-over-year.Operating Expenses: $147 million, versus $138 million last quarter and $135 million in the year-ago quarter.Operat
VeriSign, Inc. (VRSN) Q3 2026 Earnings Call Transcript
VeriSign NASDAQ: VRSN reported third-quarter 2026 revenue of $443 million, up 5.7% from a year earlier, as demand for .com and .net domain names continued to accelerate. The company raised and narrowed its full-year outlook for domain-name-base growth to 6.5% to 7%.
Benchmark VRSN against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for VeriSign, Inc. (VRSN)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $308.67 | $27.9B | 32.84 | 6.37% | 49.07% | — | 0.75% | |
| $114.38 | $15.15B | 14.95 | 8.26% | 18.56% | 1200.87% | — | |
| $83.09 | $12.08B | 32.38 | 5.44% | 8.84% | 7.84% | — | |
| $31.51 | $2.29B | 17.98 | 4.47% | 14.62% | 7.87% | — | |
| $93.99 | $8.08B | 43.52 | 11.98% | 24.25% | 11.67% | — | |
| $310.84 | $17.54B | 24.82 | 10.64% | 21.14% | 19.19% | — |
VeriSign, Inc. (VRSN) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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VeriSign, Inc. (VRSN) SEC filings — annual & quarterly reports (10-K, 10-Q)
Oct 22, 2026·SEC
Jul 23, 2026·SEC
Jun 26, 2026·SEC
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VeriSign, Inc. (VRSN) stock FAQ — growth, dividends, profitability & financials explained
VeriSign, Inc. (VRSN) reported $1.73B in revenue over the trailing twelve months. Revenue was $1.66B in fiscal year 2025. That is 17523% more than the $9.4M of fiscal year 1997.
VeriSign, Inc. (VRSN) grew revenue by 6.5% over the trailing twelve months, compared with the twelve months before.
Yes. VeriSign, Inc. (VRSN) earned $849.8M in net income over the trailing twelve months (a 49.1% net margin).
Yes. VeriSign, Inc. (VRSN) pays a dividend that yields 0.75% at the current price, a small yield.
VeriSign, Inc. (VRSN) generated $1.02B in free cash flow over the trailing twelve months.
