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VRVRSN

VeriSign, Inc.

$VRSN·$25B·Software - Infrastructure·Technology
$270.11+0.0%YTD+11.1%1Y-5.3%
Mentions · last 7 days
2026-07-06: 2 posts2026-07-07: 0 posts2026-07-08: 4 posts2026-07-09: 1 posts2026-07-10: 2 posts2026-07-11: 0 posts2026-07-12: 0 posts10+25%
Price updated 2d ago·X counts updated 3h ago
VRVRSN
$VRSNVeriSign, Inc.
$270.11+0.05%10 posts+25%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $VRSN, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersWinding up for a moveAI verdict · as of 2026-07-12

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Domain-name-registry monopoly printing 68% operating margins with the founder trimming and an AI-disruption debate underway.

VeriSign operates the authoritative registry for .com and .net, a monopoly-like infrastructure position that produces some of the highest operating margins in software. Growth is modest and the sell-side debate has shifted toward AI-search-driven disintermediation and the pending contract renewal.

  • Q1 revenue rose about 6.6% year over year to $429M, in line with the mid-single-digit pace of the prior three quarters, with operating margin near 68% and gross margin above 88%.
  • EPS beat by 1.7% in April but missed by 5% in February; the pattern is close-to-consensus rather than a decisive beat cadence.
  • Founder Chairman James Bidzos has been selling in blocks of about 3,300 shares each at prices from $248 to $274, with total recent proceeds above $3.4M — a series that reads as a scheduled program rather than a single event.
  • The stock is up about 11% year to date but down about 5% over twelve months, at 59% of its 52-week range and trading roughly at the 50-day and 200-day moving averages.

The July 23 earnings print (consensus $2.39 EPS) is the next dated event. The July 6 note framing 'AI Disruption and a Key Contract Renewal Loom Large' captures the two real debates that will drive the multiple more than the quarter itself.

What to watch: The July 23 print — whether domain-registration volume stays in the mid-single-digit growth band, whether operating margin holds above 67%, and any management commentary on the ICANN contract-renewal timeline and terms.

On the calendar: 2026-07-23

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  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
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What it does

Plain-English summary of the business — what they sell and how they make money.

Operates .com and .net domain name registries under long-term government contracts generating highly predictable fee revenue.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Infrastructure sits in its cycle right now — and what that implies for $VRSN.

Software - Infrastructure · Technology

No material change from last week — Enterprise software infrastructure is in a multiple compression phase (-16.

What this means for $VRSN

Neutral — Operates .com and .net domain name registries under long-term government contracts generating highly predictable fee revenue; the cloud-native adoption and AI security spend despite multiple compression does not materially affect this business's near-term earnings.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-13.2%YTD
-15.3%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
32.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-16.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
67.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
3.9%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
15.9Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-40.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
88.3%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
-0.8Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Apr 23, 2026$2.34$2.30+1.7%
Q4 2025Feb 5, 2026$2.23$2.35-5.1%
Q3 2025Oct 23, 2025$2.27$2.25+0.9%
Q2 2025Jul 24, 2025$2.21$2.20+0.5%
Next earningsThu, Jul 23·consensus EPS $2.39

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$428.9M+6.6%88.5%68.5%$2.34$265.2M
Q4 FY25$425.3M+7.6%88.5%67.0%$2.23$285.1M
Q3 FY25$419.1M+7.3%88.4%67.8%$2.28$303.0M
Q2 FY25$409.9M+5.9%88.0%68.5%$2.21$194.7M

Forward consensus

3-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.7B$1.7B – $1.8B$9.84$9.71 – $9.953
FY27$1.9B$1.8B – $1.9B$10.91$10.71 – $11.103
FY28$2.0B$2.0B – $2.0B$12.35$12.12 – $12.583

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.4×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.59%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-3.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+5.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 90.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.715-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJul 8Thomas C IndelicartoEVP, Gen Counsel & Secretary250 sh$67KSellJul 7Bidzos D JamesCEO3.3K sh$878KSellJul 1Thomas C IndelicartoEVP, Gen Counsel & Secretary250 sh$64KSellJun 30Bidzos D JamesCEO3.3K sh$828KSellJun 23Bidzos D JamesCEO3.3K sh$820KSellJun 16Bidzos D JamesCEO3.3K sh$905KSellJun 9Thomas C IndelicartoEVP, Gen Counsel & Secretary500 sh$142KSellJun 9Bidzos D JamesCEO3.3K sh$938KSellJun 2Bidzos D JamesCEO3.3K sh$982KBuyMay 27Courtney D ArmstrongDirector16 sh$5K
1–10 of 20
+ 24 other (16 inkinds · 8 awards) in window

See when $VRSN insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial agreementJun 268-K — Item 1.01: Material agreement
AI summary

VeriSign completed the issuance of $550M in 5.100% Senior Notes due 2031 on June 26, 2026, under its existing shelf registration, with J.P. Morgan, BofA, and U.S. Bancorp as joint book-running managers. Clean execution of a senior note offering for the domain name registry monopoly; the 5.1% rate locks in 5-year institutional debt capital at current market levels.

424B5Prospectus supplement (offering)Jun 18424B5
AI summary

VeriSign Inc. filed a preliminary (subject-to-completion) prospectus supplement for a proposed senior notes offering on June 18, 2026; principal amount and interest rate were TBD at the time of filing. Preliminary 424B5 preceding the final $550M 5.100% Senior Notes due 2031 offering that priced and closed on June 26, 2026; this is the pre-pricing communication.

8-KOfficer or director changeMay 218-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary

VeriSign, Inc. (VRSN) filed an 8-K on May 21, 2026 reporting a personnel change (Item 5.02) and annual shareholder meeting vote results (Item 5.07). VeriSign is a Reston, Virginia-based internet domain registry company listed on Nasdaq. The excerpt does not detail the executive change; officer changes at VeriSign can be significant given the company's concentrated domain registry business.

+ 11 other (3 13Gs · 2 earnings 8-Ks · 2 proxys · 1 routine 8-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

VeriSign Controls the Internet's Address Book, But AI Disruption and a Key Contract Renewal Loom Largefool.com·7d agoVerisign to Report Second Quarter 2026 Financial Resultsbusinesswire.com·11d agoWhy VeriSign (VRSN) is a Top Momentum Stock for the Long-Termzacks.com·39d agoEven in a Volatile Market, These 3 Warren Buffett Stocks Are No-Brainersfool.com·66d agoVeriSign Stock Now Appears Fairly Pricedseekingalpha.com·67d ago

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Voices on X · last 7 days

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