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VRVRSN

VeriSign, Inc.

$VRSN·$26B·Software - Infrastructure·Technology
$301.87+0.0%YTD+20.7%1Y+14.3%
Price updated 14m ago·X counts updated 3d ago
VRVRSN
$VRSNVeriSign, Inc.
$301.87+0.03%45 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $VRSN on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

45X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $VRSN's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $VRSN — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-10-02

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

VeriSign is the .com registry monopoly with 68% operating margin — Oct 22 earnings is the next check.

VeriSign operates the .com and .net domain registries — a global toll-booth on the internet's naming infrastructure, with regulated-price contracts providing durable cash flow.

  • The economics are elite: Q1 revenue +6.6% YoY at a 67.9% operating margin — one of the highest sustainable operating margins in software/infrastructure, with the regulated-price mechanic protecting the long-term cash-flow profile.
  • At 32.1x PE and 15.9x sales the valuation is premium but defensible — the market consistently pays this multiple because the business is unmatched in its combination of margin durability plus demand inelasticity.
  • 52-week range position is 75% with vol at 90% of average — upper range on quiet volume, consolidating ahead of Oct 22 earnings as the next catalyst.

Oct 22 Q3 is the gate — any continued domain-renewal strength plus margin stability extends the move. A soft net-new domain print or margin compression and the stock gives back some gain.

What to watch: Oct 22 Q3 — net-new domain registrations, renewal rate, operating-margin trajectory, and FY27 guide. A margin compression is the clear invalidator.

On the calendar: 2026-10-22 — Q3 earnings

Read the AI verdict on $VRSN

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 — AI infrastructure capex bifurcates the cohort — GPU-cloud providers and AI-native security platforms absorbing enterprise spend, while legacy SaaS faces multiple compression. GPU-cloud platforms and AI-native security tools absorb enterprise spend while legacy SaaS faces multiple compression.

What this means for $VRSN

Partial — Operates .com and .net domain name registries under long-term government contracts generating highly predictable fee revenue.; AI infrastructure capex bifurcates the cohort; exposure depends on workload alignment with GPU-cloud and AI-native security architectures.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
+4.2%YTD
-3.2%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
Q2 2026Jul 23, 2026$2.38$2.42-1.7%
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%
Next earningsThu, Oct 22·consensus EPS $2.46

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 4 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.8B$1.7B – $1.8B$9.79$9.75 – $9.824
FY27$1.9B$1.9B – $1.9B$11.10$10.92 – $11.264
FY28$2.1B$2.1B – $2.1B$12.65$12.47 – $13.004

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.0.7×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.91%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.+4.1%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.+13.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 89.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.6% 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.β0.695-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.

Insider activity

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

Recent transactions

SellOct 8Thomas C IndelicartoEVP, Gen Counsel & Secretary500 sh$147KSellOct 6Bidzos D JamesCEO3.3K sh$965KSellOct 1Thomas C IndelicartoEVP, Gen Counsel & Secretary500 sh$142KSellSep 29Bidzos D JamesCEO3.3K sh$920KSellSep 22Bidzos D JamesCEO3.3K sh$1.0MSellSep 15Bidzos D JamesCEO3.3K sh$979KSellSep 8Bidzos D JamesCEO3.3K sh$939KSellSep 8Thomas C IndelicartoEVP, Gen Counsel & Secretary500 sh$145KSellSep 1Bidzos D JamesCEO3.3K sh$961KSellSep 1Thomas C IndelicartoEVP, Gen Counsel & Secretary500 sh$145K
1–10 of 33
+ 18 other (12 inkinds · 6 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
Free, forever. No credit card.

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.

+ 9 other (3 13Gs · 2 routine 8-Ks · 2 10-Qs · 1 8-K) in window

Recent news

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

VeriSign (VRSN) Upgraded to Buy: Here's Whyzacks.com·7d agoVerisign to Report Third Quarter 2026 Financial Resultsbusinesswire.com·13d agoVeriSign's CEO Dumps 3,300 Shares for $979,000 in a Discretionary Transactionfool.com·15d agoVeriSign (NASDAQ:VRSN) Stock: Insider D James Bidzos Sells 3,300 Sharesdefenseworld.net·20d agoHere's Why VeriSign (VRSN) is a Strong Momentum Stockzacks.com·20d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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