VeriSign, Inc.
$291.93-1.0%YTD+23.1%1Y+7.3%
Mentions · last 7 days
17-6%
Price updated 2d ago·X counts updated 7d ago
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.
What it does
Plain-English summary of the business — what they sell and how they make money.
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
SaaS multiples remain compressed as rate-sensitive valuations weigh on pure-play software; customers are lengthening deal cycles outside of AI-native workloads. AI co-pilot upsell is the only clear near-term catalyst — companies without it are treading water.
What this means for $VRSN
Neutral — VeriSign, Inc; exposure to the industry macro driver is limited or indirect.
Top industry ETF
$IGViShares Expanded Tech-Software Sector ETF
-4.2%YTD
+0.4%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 $2.41
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
FYRevenueRangeEPSRangeAnalysts
FY26$1.7B$1.7B – $1.8B$9.73$9.63 – $9.874
FY27$1.9B$1.8B – $1.9B$10.80$10.52 – $10.984
FY28$2.0B$1.9B – $2.1B$12.35$11.98 – $12.644
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.0.9×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.80%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.+6.1%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.+12.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.
Float & profile
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.
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
424B5Prospectus supplement (offering)Jun 18424B5
AI summary
8-KOfficer or director changeMay 218-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary
+ 13 other (4 13Gs · 2 routine 8-Ks · 2 10-Qs · 2 proxys) in window
Recent news
Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.
B. Metzler seel. Sohn & Co. AG Acquires Shares of 4,573 VeriSign, Inc. $VRSNBank of New York Mellon Corp Buys Shares of 502,542 VeriSign, Inc. $VRSNBlackRock Inc. Invests $2.12 Billion in VeriSign, Inc. $VRSNAbacus FCF Advisors LLC Takes Position in VeriSign, Inc. $VRSNSoftware & Services: Buy Verisign, Hold Donnelley Financial
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