Upside case
Bull case
$504+90.6%
VRSN would need investors to value it at roughly 51x earnings — about 24x more generous than today's 27x forward P/E. That requires meaningful multiple expansion on top of continued earnings growth.
Analysis OverviewBuyUpdated Jun 18, 2026
VeriSign, Inc. (VRSN) Stock Analysis
Wall Street verdict, consensus price target, and analyst rating breakdown — everything needed to frame the risk/reward at today's price.
Analyst consensus
Buy
Covering
14
analysts
8 bullish · 1 bearish · 14 covering VRSN
Strong Buy
0
Buy
8
Hold
5
Sell
1
Strong Sell
0
Consensus Target
$355
+34.1% vs today
Scenario Range
$241 – $504
Model bear to bull value window
Coverage
14
Published analyst ratings
Valuation Context
26.9x
Forward P/E · Market cap $24.3B
VRSN price targets
Three scenarios for where VRSN stock could go
Current
~$265
Confidence
48 / 100
Updated
Jun 18, 2026
Where we are now
Current · $265
Bear
$241
Base
$383
Bull
$504
Market caseClosest to today
Base case
$383+44.7%
At 39x on FY1 earnings, the base case reflects a reasonable but not stretched valuation. It prices in continued growth without assuming an exceptional setup.
Stress case
Bear case
$241-8.9%
If investor confidence fades or macro conditions deteriorate, a 2x multiple contraction could push VRSN down roughly 9% from where it trades now.
Not financial advice. Model confidence reflects internal scenario assumptions, not a guarantee of returns. Past performance does not predict future results.
VeriSign, Inc.
VRSN · NASDAQTechnologySoftware - InfrastructureDecember year-end
VeriSign operates as the exclusive registry for .com and .net domain names — managing the technical infrastructure that enables these domains to function globally. It generates revenue primarily from domain name registration fees — collecting an annual fee for each .com and .net domain registered worldwide. The company's key advantage is its government-granted monopoly on operating the .com and .net registries — a position secured through long-term contracts with ICANN that create an extremely stable, recurring revenue stream.
Market Cap
$24.3B
Revenue TTM
$1.7B
Net Income TTM
$841M
Net Margin
50.0%
VRSN Revenue and Earnings Performance
Quarterly beat-or-miss track record against analyst estimates, plus forward revenue and EPS outlook for the next two fiscal years.
EPS Beat Rate
75%Exceptional
12 quarters tracked
Revenue Beat Rate
75%Exceptional
vs consensus estimates
Avg EPS Surprise
+1.2%
above Street consensus
Beat / Miss Record
BeatMissLeft = EPS · Right = Revenue
Q3 2025
Q4 2025
Q1 2026
Q2 2026
Last 4 Quarters
EPS beats: 3 of 4Q3 2025
EPS
$2.21/$2.20
Revenue
$410M/$411M
Q4 2025
EPS
$2.27/$2.25
Revenue
$419M/$417M
Q1 2026
EPS
$2.23/$2.35
Revenue
$425M/$424M
Q2 2026
EPS
$2.34/$2.30
Revenue
$429M/$424M
| Quarter | EPS (Actual / Est) | EPS Surprise | Revenue (Actual / Est) | Rev Surprise |
|---|---|---|---|---|
| Q3 2025 | $2.21/$2.20 | +0.5% | $410M/$411M | -0.3% |
| Q4 2025 | $2.27/$2.25 | +0.9% | $419M/$417M | +0.6% |
| Q1 2026 | $2.23/$2.35 | -5.1% | $425M/$424M | +0.2% |
| Q2 2026 | $2.34/$2.30 | +1.7% | $429M/$424M | +1.0% |
FY1–FY2 Estimates
Revenue Outlook
FY1
$1.9B
+10.1% YoY
FY2
$2.0B
+9.8% YoY
EPS Outlook
FY1
$10.50
+14.6% YoY
FY2
$12.05
+14.8% YoY
Trailing FCF (TTM)$1.0B
FCF Margin: 62.3%
Next Earnings
July 23, 2026
Expected EPS
$2.39
Expected Revenue
$434M
VRSN beat EPS estimates in 3 of 4 tracked quarters. A strong delivery record supports forward estimate credibility.
VRSN Revenue Breakdown by Segment
Product and geographic revenue mix from the latest annual disclosure, with year-over-year growth by segment.
Latest disclosure
FY 2025
Total disclosed revenue $1.7B
Product Mix
Latest annual revenue by segment or product family
Segment breakdown not available for this company.
Geographic Mix
Latest annual revenue by reported region
UNITED STATES
66.0%
+5.6% YoY
Tap, hover, or focus a slice to inspect segment detail.
UNITED STATES is the largest reported region at 66.0%, up 5.6% YoY.
VRSN Valuation Snapshot
Current multiples compared to the S&P 500, the company's sector, and its own five-year average.
Relative Value Signal
Expensive versus peers
Fair value est. $195 — implies -26.3% from today's price.
Premium to Fair Value
26.3%
above fair value
Deep DiscountFair ValueVery Expensive
vs S&P 500 Trailing P/E
VRSN
30.0x
vs
S&P 500
24.4x
+23% premium
vs Technology Trailing P/E
VRSN
30.0x
vs
Technology
29.0x
In line with benchmark
vs VRSN 5Y Avg P/E
Today
30.0x
vs
5Y Average
29.7x
In line with benchmark
Forward PE
26.9x
S&P 500
18.8x
+43%
Technology
22.3x
+21%
5Y Avg
—
—
Trailing PE
30.0x
S&P 500
24.4x
+23%
Technology
29.0x
+4%
5Y Avg
29.7x
+1%
PEG Ratio
6.68x
S&P 500
1.66x
+302%
Technology
1.51x
+343%
5Y Avg
—
—
EV/EBITDA
22.4x
S&P 500
15.2x
+47%
Technology
16.6x
+34%
5Y Avg
23.9x
-6%
Price/FCF
22.7x
S&P 500
20.7x
+10%
Technology
19.2x
+18%
5Y Avg
27.2x
-17%
Price/Sales
14.6x
S&P 500
3.1x
+374%
Technology
2.4x
+501%
5Y Avg
15.6x
-6%
Dividend Yield
0.88%
S&P 500
1.91%
-54%
Technology
1.11%
-21%
5Y Avg
0.96%
-8%
| Metric | VRSN | S&P 500 | Technology | 5Y Avg VRSN |
|---|---|---|---|---|
| Forward PE | 26.9x | 18.8x+43% | 22.3x+21% | — |
| Trailing PE | 30.0x | 24.4x+23% | 29.0x | 29.7x |
| PEG Ratio | 6.68x | 1.66x+302% | 1.51x+343% | — |
| EV/EBITDA | 22.4x | 15.2x+47% | 16.6x+34% | 23.9x |
| Price/FCF | 22.7x | 20.7x | 19.2x+18% | 27.2x-17% |
| Price/Sales | 14.6x | 3.1x+374% | 2.4x+501% | 15.6x |
| Dividend Yield | 0.88% | 1.91% | 1.11% | 0.96% |
VRSN trades above S&P 500 benchmarks on 5 of 6 measured multiples — commands a broad premium across most valuation dimensions.
Forward P/E and PEG reflect analyst consensus estimates. Historical averages use trailing ratios where forward data is unavailable.S&P 500 and sector benchmarks both use trailing median P/E — similar readings indicate the broader index and sector are priced alike.
Open valuation toolVRSN Financial Health
Verdict
Adequate
VRSN generates $1.0B in free cash flow at a 62.3% margin — returns 4.6% of market cap to shareholders annually.
Cash Engine
Revenue, margins, and cash generation
Revenue (TTM)
Trailing-twelve-month sales base
$1.7B
Revenue Growth
TTM vs prior year
+6.8%
Gross Margin
Gross profit as a share of revenue
88.3%
Operating Margin
Operating income divided by revenue
67.9%
Net Margin
Net income divided by revenue
50.0%
EPS (TTM)
Diluted earnings per share, trailing twelve months
$9.16
Free Cash Flow (TTM)
Cash generation after capex
$1.0B
FCF Margin
FCF as share of revenue — the primary cash quality signal
62.3%
Capital Quality
ROIC, leverage, and debt serviceability
ROIC
Return on invested capital — primary competitive quality signal
—
ROA
Return on assets, trailing twelve months
69.9%
Cash & Equivalents
Liquid assets on the balance sheet
$308M
Net Debt
Total debt minus cash
$1.5B
Debt Serviceability
Net debt as a multiple of annual free cash flow
1.4× FCF
~1.4 years to full repayment at current FCF run-rate
ROE
Return on equity, trailing twelve months
—
Shareholder Returns
How capital is returned to owners
Total shareholder yield
4.6%
Dividend
0.9%
Buyback
3.7%
Share Repurchases
Trailing buyback outflow — dollar magnitude of capital returned
$893M
Dividend / Share
Annualized trailing dividend per share
$2.32
Payout Ratio
Share of earnings distributed as dividends
26.1%
Shares Outstanding
Declining as buybacks retire shares
92M
All figures from the trailing twelve months. ROIC uses invested capital (equity + net debt).
Open full ratios pageVRSN Stock Risk Factors
Key factors that could pressure the stock price, compress the multiple, or weigh on future results.
AI analysis · updated June 18, 2026
High Risk
Tech & Innovation Risks
Verisign disclosed 25 risk factors in its most recent earnings report, with the most risks categorized under 'Tech & Innovation'.
Medium
Valuation Concerns
Analysts suggest certain AI stocks offer greater upside potential and carry less downside risk compared to VRSN.
Medium
Market Competition
Verisign operates in a competitive space as a global provider of internet infrastructure and domain name registry services.
Lower
Price Target Variability
Scenario-based models show significant variability in price targets, with a bear case target of $223 compared to a bull case of $336.
These are risk mechanisms, not predictions. The key question is which would force a cut to earnings estimates or a lower multiple than the market currently prices in.
Why VRSN Stock Could Outperform
Structural drivers behind the upside case and why the stock could outperform over the next 12 months.
AI analysis · updated June 18, 2026
Strong financial performance
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.
Bullish investor sentiment
Multiple bullish theses on platforms like r/TradingViewSignals and Incremental Returns' Substack highlight growing optimism around VeriSign's stock.
Market leadership in domain services
VeriSign's dominant position in domain registration and internet infrastructure services underpins its long-term growth prospects.
A real bull case compounds — each driver matters most when it strengthens margins, supports capital returns, and keeps the company above the market's minimum growth bar simultaneously.
VRSN Stock Price Performance
52-week range context and price returns across multiple time horizons. Dividend contribution is shown separately in the Capital Return section.
Current Price
$264.64
52W Range Position
54%
52-Week Range
Current price plotted between the 52-week low and high.
52-Week Low
$208.86
+26.7% from the low
52-Week High
$311.41
-15.0% from the high
1 Month
-13.34%
3 Month
+10.78%
YTD
+10.0%
1 Year
-5.9%
3Y CAGR
+6.1%
5Y CAGR
+3.5%
10Y CAGR
+11.9%
Range context matters because valuation compression and earnings misses rarely hit from the same starting point. A stock already far below its high can still fall, but it is no longer carrying the same embedded optimism as one pressing a fresh peak.
VRSN vs Peers
Valuation, growth, and margin comparison against the closest publicly traded peers for this company.
Peer Set
Accurate peer set
Forward PE
26.9x
vs 18.6x median
+44% above peer median
Revenue Growth
+10.1%
vs +10.9% median
-8% below peer median
Net Margin
50.0%
vs 17.3% median
+188% above peer median
| Company | Mkt Cap | Fwd PE | Rev Grw | Margin | Rating | Upside |
|---|---|---|---|---|---|---|
VRS VRSN VeriSign, Inc. | $24.3B | 26.9x | +10.1% | 50.0% | Buy | +34.1% |
GDD GDDY GoDaddy Inc. | $10.3B | 10.8x | +7.8% | 17.3% | Buy | +44.9% |
AKA AKAM Akamai Technologies, Inc. | $18.2B | 18.6x | +11.2% | 10.2% | Hold | +26.7% |
NTC NTCT NetScout Systems, Inc. | $2.8B | 16.4x | +4.1% | 11.1% | Hold | -4.2% |
DSG DSGX The Descartes Systems Group Inc. | $5.8B | 36.1x | +11.5% | 23.4% | Buy | +46.5% |
FFI FFIV F5, Inc. | $21.8B | 23.4x | +10.9% | 22.0% | Hold | -1.9% |
This peer comparison reflects companies with similar business models, product lines, or market positioning, supplemented by industry grouping when direct matches are limited.
VRSN Dividend and Capital Return
VRSN returns capital mainly through $893M/year in buybacks (3.7% buyback yield), with a modest 0.88% dividend — combining for 4.6% total shareholder yield.
Dividend SustainableFCF Well Covered
Total Shareholder Yield
4.6%
Dividend + buyback return per year
Buyback Yield
3.7%
Dividend Yield
0.88%
Payout Ratio
26.1%
How VRSN Splits Its Return
Div 0.88%
Buyback 3.7%
Dividend 0.88%Buybacks 3.7%
Dividend Profile
Yield, cadence, and growth quality
Dividend / Share
Trailing annualized cash dividend
$2.32
Growth Streak
Consecutive years of dividend increases
0Y
3Y Div CAGR
—
5Y Div CAGR
—
Ex-Dividend Date
—
Payment Cadence
Quarterly
4 payments over the last 12 months
Buyback Engine
How much per-share support comes from repurchases
Repurchases (TTM)
Cash used for buybacks in the latest trailing period
$893M
Estimated Shares Retired
3M
Approx. Share Reduction
3.7%
Shares Outstanding
Current diluted share count from the screening snapshot
92M
At 3.7%/year, buybacks mechanically lift EPS even with flat earnings — each remaining share represents a slightly larger piece of the company.
| Year | Div / Share | YoY Grw | BB Yield | Total Yield |
|---|---|---|---|---|
| 2026 | $1.62 | — | — | — |
| 2025 | $2.31 | — | 4.0% | 4.9% |
| 2011 | $2.75 | -8.3% | 9.2% | 17.0% |
| 2010 | $3.00 | — | 7.7% | 16.6% |
FAQ
7 questionsVRSN Investor Questions
Common questions answered from live analyst data and company financials.
01Is VeriSign, Inc. (VRSN) stock a buy or sell in 2026?
VeriSign, Inc. (VRSN) is rated Buy by Wall Street analysts as of 2026. Of 14 analysts covering the stock, 8 rate it Buy or Strong Buy, 5 rate it Hold, and 1 rate it Sell or Strong Sell. The consensus 12-month price target is $355, implying +34.1% from the current price of $265. The bear case scenario is $241 and the bull case is $504.
02What is the VRSN stock price target for 2026?
The Wall Street consensus price target for VRSN is $355 based on 14 analyst estimates. The high-end target is $355 (+34.1% from today), and the low-end target is $355 (+34.1%). The base case model target is $383.
03Is VeriSign, Inc. (VRSN) stock overvalued in 2026?
VRSN trades at 26.9x times forward earnings. The stock trades at a notable premium to the broad market, which is typical for businesses with strong free cash flow and above-average growth expectations. Based on current multiples versus the peer group, the relative model signals expensive versus peers. Whether the stock is over or undervalued ultimately depends on whether consensus earnings estimates are achievable.
04What are the main risks for VeriSign, Inc. (VRSN) stock in 2026?
The primary risks for VRSN in 2026 are: (1) Tech & Innovation Risks — Verisign disclosed 25 risk factors in its most recent earnings report, with the most risks categorized under 'Tech & Innovation'. (2) Valuation Concerns — Analysts suggest certain AI stocks offer greater upside potential and carry less downside risk compared to VRSN. (3) Market Competition — Verisign operates in a competitive space as a global provider of internet infrastructure and domain name registry services. Each factor has the potential to pressure earnings or compress the stock's valuation multiple.
05What is VeriSign, Inc.'s revenue and earnings forecast?
Analyst consensus estimates VRSN will report consensus revenue of $1.9B (+10.1% year-over-year) and EPS of $10.50 (+14.6% year-over-year) for the upcoming fiscal year. The following year, analysts project $2.0B in revenue.
06When does VeriSign, Inc. (VRSN) report its next earnings?
VeriSign, Inc. is expected to report its next earnings on approximately 2026-07-23. Consensus expects EPS of $2.39 and revenue of $434M. Over recent quarters, VRSN has beaten EPS estimates 75% of the time.
07How much free cash flow does VeriSign, Inc. generate?
VeriSign, Inc. (VRSN) generated $1.0B in free cash flow over the trailing twelve months — a free cash flow margin of 62.3%. VRSN returns capital to shareholders through dividends (0.9% yield) and share repurchases ($893M TTM).