VRSN
VerisignNASDAQInformation TechnologySoftware - InfrastructureSnapshot 2026-05-08
As of May 8, 2026, VRSN has a composite score of 25.5 and a signal label of "mild favorable." This score is influenced by a medium confidence level of 79.5 and an elevated risk label. Key drivers include macroeconomic factors such as rates, growth, inflation, and labor, with recent guidance changes and sector trends also impacting the score. The analysis is provisional.
Price
Daily closes from AlphaVantage. Earnings/event dots are placed inline.
Factor signals
Read top-to-bottom: thesis (is this a strong company over a 1–3 year hold), watch flags (has something changed worth re-reading), and position context (how violent might the path be). Each pill is a parallel diagnostic — never aggregated into a single score.
Thesis
— is this a strong company over a 1–3 year hold?Why this rank
- Direction share1.00
- Slope (norm)0.01
- Bonus0.00
Why this rank
Trailing four: 2012-Q3, 2013-Q1, 2013-Q2, 2013-Q3
Why this rank
Watch
— has something changed worth re-reading?Why this setup
EPS estimate $2.31 → $2.36 (+2.0% / 30d). 2 raised, 0 cut, 3 covering analysts.
0 upgrades, 0 downgrades / 30d, 3 maintained. 50% of analysts rate Buy.
1 PT revisions / 30d. Avg target 28.2% above current price.
0 positive, 0 negative / 30d.
F4 · Management deep-dive — recent events, stated priorities, guidance track record
Recent 8-K events
6 material events in the last 24 months — top 5 listed below.
Stated priorities
3 priorityies extracted from earnings transcripts (as of 2026-05-08).
- 1.Maintain 100% availability of .com/.net resolutionproducton track100% progress
4/23: “CEO: 'Extending into its 29th year our unparalleled record of providing 100% availability.'”
Why this status
Stated in 2 of last 2 quarters. Verisign has consistently emphasized its commitment to maintaining 100% availability of its .com and .net resolution services. This priority aligns with their operational performance, as no disruptions have been reported, indicating delivery on this commitment.
- 2.Increase domain name registrationsgrowthmixed61% progress
4/23: “Verisign processed 11.5 million new domain name registrations for .com and .net.”
Why this status
Stated in 2 of last 2 quarters. Verisign processed 11.5 million new domain name registrations for .com and .net in 2026-Q1, up from 10.7 million in 2025-Q4. This indicates a positive trajectory in domain registration growth, aligning with management's stated priority.
- 3.Share repurchase program continuationcapital allocationmixed35% progress
4/23: “Repurchased 0.9 million shares for $214 million; $863 million remains for future repurchases.”
Why this status
Stated in 2 of last 2 quarters. Verisign repurchased 0.9 million shares for $214 million in 2026-Q1, with $863 million remaining for future repurchases. This reflects a consistent focus on capital return to shareholders, though the repurchase amount decreased from $251 million in 2025-Q4.
Guidance track record
Insufficient guidance history for this ticker.
Position context
— how violent might the path be while I hold it?Why this risk level
Recent vol — 30d annualized 33%; 252d 27%.
Drawdown — Max 1y −30%. Bad day move −2%.
Beta to sector ETF (XLK) — -0.01 over 1y.
Liquidity — score 100/100.
Sub-scores — vol 55/100, drawdown 40/100, beta 0/100, earnings vol —.
via XLK
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive — historically, headwind regimes have averaged stronger forward returns than tailwind.
Context label only — describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-05-08.
What changed
The most important moves since the prior daily snapshot.
- No material changes since the prior snapshot.
No material changes since the prior snapshot.
as of 2026-05-08
Management scorecard
How management runs the business — capital, margins, balance sheet, and how reliably they guide and deliver.
What management is focused on
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
- #1
Maintain 100% availability of .com/.net resolution
ProductContinue providing 100% availability of resolution services for .com and .net domains.
On trackStated in 2 of last 2 quarters. Verisign has consistently emphasized its commitment to maintaining 100% availability of its .com and .net resolution services. This priority aligns with their operational performance, as no disruptions have been reported, indicating delivery on this commitment.
100%CEO/CFO:“CEO: 'Extending into its 29th year our unparalleled record of providing 100% availability.'”Press releaseSource dated 2026-04-23Stated 2 of last 8 quartersFirst seen 2026-04-23Show history (2)
- 2026-Q1Press release
“Extending into its 29th year our unparalleled record of providing 100% availability.”
- 2025-Q4Press release
“Extended our track record of providing 100 percent availability for .com and .net.”
- #2
Increase domain name registrations
GrowthFocus on growing the number of .com and .net domain name registrations.
MixedStated in 2 of last 2 quarters. Verisign processed 11.5 million new domain name registrations for .com and .net in 2026-Q1, up from 10.7 million in 2025-Q4. This indicates a positive trajectory in domain registration growth, aligning with management's stated priority.
61%CEO/CFO:“Verisign processed 11.5 million new domain name registrations for .com and .net.”Press releaseSource dated 2026-04-23Stated 2 of last 8 quartersFirst seen 2026-04-23Show history (2)
- 2026-Q1Press release
“Processed 11.5 million new domain name registrations for .com and .net.”
- 2025-Q4Press release
“Processed 10.7 million new domain name registrations for .com and .net.”
- #3
Share repurchase program continuation
Capital allocationContinue the share repurchase program with remaining authorization of $863 million.
MixedStated in 2 of last 2 quarters. Verisign repurchased 0.9 million shares for $214 million in 2026-Q1, with $863 million remaining for future repurchases. This reflects a consistent focus on capital return to shareholders, though the repurchase amount decreased from $251 million in 2025-Q4.
Repurchased 0.9 million shares for $214 million35%CEO/CFO:“Repurchased 0.9 million shares for $214 million; $863 million remains for future repurchases.”Press releaseSource dated 2026-04-23Stated 2 of last 8 quartersFirst seen 2026-04-23Show history (2)
- 2026-Q1Press release
“Repurchased 0.9 million shares for $214 million; $863 million remains.”
- 2025-Q4Press release
“Repurchased 1.0 million shares for $251 million; $1.08 billion remains.”
How this stock is priced
Two ways to read price: against peers in the same business, and against the company's own history.
Roughly priced in line with peers.
Self-history needs ~20 months of data.
P/E over the last 5 years
9 monthly pointsHow this compares
A side-by-side read on composite, valuation, and risk versus peers.
| Stock | Composite | Valuation | Risk |
|---|---|---|---|
VRSN Verisign | +26 | full | elevated |
NVDA NVIDIA Corporation | +20 | full | moderate |
AAPL Apple Inc | +19 | full | moderate |
MSFT Microsoft | +27 | fair | elevated |
AVGO Broadcom | +11 | expensive | elevated |
Risk — how this stock moves
What a normal day looks like, what a bad day looks like, and the worst the last year has thrown at it.
What could change this view
Conditional scenarios — if X happens, the score would shift by about Y points. These are not predictions.
- If information_technology sector trend rises from +0.08 into 'improving' (>= +0.20)+5.0 pts
- If next-quarter guidance is raised (currently NEW as of 2026-02-05)+4.0 pts
- If next-quarter guidance is cut (currently NEW as of 2026-02-05)-8.0 pts
- If rates state reverses from -0.37 (negative) to +0.37 (positive)-7.3 pts
- If information_technology sector trend falls from +0.08 into 'weakening' (<= -0.20)-5.0 pts
Material updates
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
- 2026-04-2315d agoItem 2.02
of Form 8-K and the Exhibit attached hereto shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such filing.
earnings preannouncementneutralscore 47 - 2026-02-053mo agoItem 2.02
Results of Operations and Financial Condition. On February 5, 2026, VeriSign, Inc. (the “Company”) announced its financial results for the fiscal quarter and year ended December 31, 2025. A copy of this press release is attached hereto as Exhibit 99.1. The Company is required to disclose annually the following non-guarantor subsidiary financial information pursuant to section 4.2(d) of the indentures governing the Company’s senior notes due 2027: As of December 31, 2025, the Company’s non-gua…
earnings preannouncementneutralscore 8 - 2025-11-255mo agoItem 5.02
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On November 21, 2025, Dr. Timothy Tomlinson, 75, submitted his resignation to the Board of Directors of VeriSign, Inc. (the “Company”), for personal reasons related to his family and other business interests. The Board wishes to recognize Dr. Tomlinson’s long-standing contributions to the Company dating back to its founding and wishes him only the…
executive changeneutralscore 1 - 2025-10-087mo agoItem 5.02
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. Effective October 6, 2025, the Board of Directors (the "Board") of VeriSign, Inc. (the "Company") appointed Matthew J. Desch to the Board, increasing the size of the Board from seven to eight directors. Mr. Desch currently serves as Chief Executive Officer and a director of Iridium Communications Inc., a global mobile, voice, and data satellite com…
executive changeneutralscore 1 - 2025-06-1211mo agoItem 5.02
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On June 10, 2025, Thomas F. Frist, III submitted his resignation to the Board of Directors of VeriSign, Inc. (the "Company"), citing other personal and professional time commitments. The Board has accepted his resignation effective today. The Board expresses its sincere appreciation for Mr. Frist’s 10 years of service to the Company and wishes him…
executive changeneutralscore 0
Score history
The composite score, snapshot by snapshot. The dotted line at zero separates leaning-positive from leaning-negative.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.