Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Verisign (VRSN)
NASDAQInformation TechnologySoftware - InfrastructureSnapshot 2026-11-04
$318.03+1.32%
Close 2026-11-04 · 1-day change
NASDAQInformation TechnologySoftware - InfrastructureSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
11.10 → 11.18 EPS · FY ending Dec 31, 2027 · 3 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 3 to 3; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for VRSN yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
4 published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Effective capital return via share buybacks | A supporting condition in Verisign's published investment case. The stated target is Maintain or increase buyback program. | Intact | buyback program is cut or suspended | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This is a mature, steady-growth business rather than a turnaround or speculative growth story. The long-term thesis is intact, and its recent signal shifted from mixed to mildly favorable, but execution and financial performance remain neutral overall.
VRSN is expensive versus peers, and the valuation model shows a small expectations gap with pricing and fundamentals broadly aligned. The evidence does not point to severe fragility, but it also does not suggest the valuation leaves a wide cushion for weaker execution.
Over the multi-year view, domain-base growth and continued service availability support the business: revenue rose from $409.9 million in 2025-Q2 to $443.0 million in 2026-Q3, and the .com and .net base grew 6.1% year over year. Near term, the latest earnings were in line after a July beat, while a reported run of consecutive earnings misses among the company and industry peers remains a risk despite a low estimated miss probability.
A key swing factor is whether management maintains its recently raised guidance; a reversal and cut would also damage credibility. The business outlook may also depend on continued domain growth and service reliability, while rate cuts or stabilization among large technology companies could provide a sector tailwind.
For the next 1 to 3 years, VRSN’s long-term thesis rests on steady execution in domain growth and reliable service, but its expensive peer valuation leaves limited room for disappointment. The evidence is mixed to mildly favorable, with medium confidence. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| Domain registrations grew 3.7% recently, supporting revenue growth near 6.6%. |
| Intact |
| YoY domain registration growth falls below 2% |
Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Company revenue grows steadily | A primary condition in Verisign's published investment case. The stated target is >=6.6% YoY revenue growth. | Under Pressure | YoY revenue growth falls below 5% | Revenue growth: 5.7% FY2026-Q3; GAAP. Published target: >=6.6% YoY revenue growth. Annual target cannot be compared with a quarterly or TTM observation. Oct 22, 20265.702696 percent · calculatedLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Maintain 100% availability of .com/.net resolution | A primary condition in Verisign's published investment case. The stated target is 100% uptime. | Intact | availability falls below 99.99% | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 2 of 8 supplied quarters. Management reported: ““Last week we extended our record of delivering 100% availability for the .com and .net domain name resolution system to 29 years, an unparalleled record.” ““Through the first quarter of 2026 we continued to execute on our primary mission, extending into its 29th year our unparalleled record of providing 100% availability of our resolution service for the .com/.net domains.” Delivery assessment Nov 4, 2026 |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$10.80 → $11.18 · observed estimates
$1.87B → $1.94B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $10.80 | $1,871,592,072 | 3 / 4 |
| 2026-07-25 | $10.80 | $1,871,592,072 | 3 / 4 |
| 2026-07-26 | $10.76 | $1,903,694,600 | 4 / 5 |
| 2026-07-27 | $10.76 | $1,913,372,080 | 4 / 5 |
| 2026-07-28 | $11.09 | $1,922,770,820 | 3 / 4 |
| 2026-07-29 | $11.09 | $1,922,770,820 | 3 / 4 |
| 2026-07-30 | $10.76 | $1,913,372,080 | 4 / 5 |
| 2026-07-31 | $10.76 | $1,913,372,080 | 4 / 5 |
| 2026-08-01 | $11.09 | $1,922,770,820 | 3 / 4 |
| 2026-08-02 | $10.76 | $1,913,372,080 | 4 / 5 |
| 2026-08-03 | $11.09 | $1,922,770,820 | 3 / 4 |
| 2026-08-04 | $10.76 | $1,913,372,080 | 4 / 5 |
| 2026-08-05 | $11.09 | $1,922,770,820 | 3 / 4 |
| 2026-08-06 | $11.09 | $1,922,770,820 | 3 / 4 |
| 2026-08-08 | $11.09 | $1,922,770,820 | 3 / 4 |
| 2026-08-09 | $10.76 | $1,913,372,080 | 4 / 5 |
| 2026-08-10 | $11.09 | $1,922,770,820 | 3 / 4 |
| 2026-08-12 | $11.09 | $1,922,770,820 | 3 / 4 |
| 2026-08-13 | $11.09 | $1,922,770,820 | 3 / 4 |
| 2026-08-14 | $11.09 | $1,922,770,820 | 3 / 4 |
| 2026-08-15 | $11.09 | $1,922,770,820 | 3 / 4 |
| 2026-08-16 | $11.09 | $1,922,770,820 | 3 / 4 |
| 2026-08-17 | $11.09 | $1,922,770,820 | 3 / 4 |
| 2026-08-18 | $11.09 | $1,922,770,820 | 3 / 4 |
| 2026-08-19 | $11.09 | $1,922,770,820 | 3 / 4 |
| 2026-08-20 | $11.09 | $1,922,770,820 | 3 / 4 |
| 2026-08-21 | $11.09 | $1,922,770,820 | 3 / 4 |
| 2026-08-22 | $11.09 | $1,922,770,820 | 3 / 4 |
| 2026-08-23 | $11.09 | $1,922,770,820 | 3 / 4 |
| 2026-08-24 | $11.09 | $1,922,770,820 | 3 / 4 |
| 2026-08-25 | $11.09 | $1,922,770,820 | 3 / 4 |
| 2026-08-26 | $11.09 | $1,922,770,820 | 3 / 4 |
| 2026-08-27 | $11.09 | $1,922,770,820 | 3 / 4 |
| 2026-08-28 | $11.09 | $1,922,770,820 | 3 / 4 |
| 2026-08-29 | $11.10 | $1,924,341,070 | 3 / 4 |
| 2026-08-30 | $11.10 | $1,924,341,070 | 3 / 4 |
| 2026-08-31 | $11.10 | $1,924,341,070 | 3 / 4 |
| 2026-09-01 | $11.10 | $1,924,341,070 | 3 / 4 |
| 2026-09-02 | $11.10 | $1,925,573,970 | 3 / 4 |
| 2026-09-03 | $11.10 | $1,925,573,970 | 3 / 4 |
| 2026-09-04 | $11.10 | $1,925,573,970 | 3 / 4 |
| 2026-09-05 | $11.10 | $1,925,573,970 | 3 / 4 |
| 2026-09-06 | $11.10 | $1,925,573,970 | 3 / 4 |
| 2026-09-07 | $11.10 | $1,925,573,970 | 3 / 4 |
| 2026-09-08 | $11.10 | $1,925,573,970 | 3 / 4 |
| 2026-09-09 | $11.10 | $1,925,573,970 | 3 / 4 |
| 2026-09-10 | $11.10 | $1,925,573,970 | 3 / 4 |
| 2026-09-11 | $11.10 | $1,925,573,970 | 3 / 4 |
| 2026-09-12 | $11.10 | $1,925,573,970 | 3 / 4 |
| 2026-09-13 | $11.10 | $1,925,573,970 | 3 / 4 |
| 2026-09-14 | $11.10 | $1,925,573,970 | 3 / 4 |
| 2026-09-15 | $11.10 | $1,925,573,970 | 3 / 4 |
| 2026-09-16 | $11.10 | $1,925,573,970 | 3 / 4 |
| 2026-09-17 | $11.10 | $1,925,573,970 | 3 / 4 |
| 2026-09-18 | $11.10 | $1,925,573,970 | 3 / 4 |
| 2026-09-19 | $11.10 | $1,925,573,970 | 3 / 4 |
| 2026-09-20 | $11.10 | $1,925,573,970 | 3 / 4 |
| 2026-09-21 | $11.10 | $1,925,573,970 | 3 / 4 |
| 2026-09-22 | $11.10 | $1,925,573,970 | 3 / 4 |
| 2026-09-23 | $11.10 | $1,925,573,970 | 3 / 4 |
| 2026-09-24 | $11.10 | $1,925,573,970 | 3 / 4 |
| 2026-09-25 | $11.10 | $1,925,573,970 | 3 / 4 |
| 2026-09-26 | $11.10 | $1,925,573,970 | 3 / 4 |
| 2026-09-27 | $11.10 | $1,925,573,970 | 3 / 4 |
| 2026-09-28 | $11.10 | $1,925,573,970 | 3 / 4 |
| 2026-09-29 | $11.10 | $1,925,573,970 | 3 / 4 |
| 2026-09-30 | $11.10 | $1,925,573,970 | 3 / 4 |
| 2026-10-01 | $11.10 | $1,925,573,970 | 3 / 4 |
| 2026-10-02 | $11.10 | $1,925,573,970 | 3 / 4 |
| 2026-10-03 | $11.10 | $1,925,573,970 | 3 / 4 |
| 2026-10-04 | $11.10 | $1,925,573,970 | 3 / 4 |
| 2026-10-05 | $11.10 | $1,925,573,970 | 3 / 4 |
| 2026-10-06 | $11.10 | $1,925,573,970 | 3 / 4 |
| 2026-10-07 | $11.10 | $1,925,573,970 | 3 / 4 |
| 2026-10-08 | $11.10 | $1,925,573,970 | 3 / 4 |
| 2026-10-09 | $11.10 | $1,925,573,970 | 3 / 4 |
| 2026-10-10 | $11.10 | $1,925,573,970 | 3 / 4 |
| 2026-10-11 | $11.10 | $1,925,573,970 | 3 / 4 |
| 2026-10-12 | $11.10 | $1,925,573,970 | 3 / 4 |
| 2026-10-13 | $11.10 | $1,925,573,970 | 3 / 4 |
| 2026-10-14 | $11.10 | $1,925,573,970 | 3 / 4 |
| 2026-10-15 | $11.10 | $1,925,573,970 | 3 / 4 |
| 2026-10-16 | $11.10 | $1,925,573,970 | 3 / 4 |
| 2026-10-17 | $11.10 | $1,925,573,970 | 3 / 4 |
| 2026-10-18 | $11.10 | $1,925,573,970 | 3 / 4 |
| 2026-10-19 | $11.10 | $1,925,573,970 | 3 / 4 |
| 2026-10-20 | $11.12 | $1,928,691,070 | 3 / 4 |
| 2026-10-21 | $11.12 | $1,928,691,070 | 3 / 4 |
| 2026-10-22 | $11.12 | $1,928,691,070 | 3 / 4 |
| 2026-10-23 | $11.11 | $1,929,941,070 | 3 / 4 |
| 2026-10-24 | $11.20 | $1,949,131,096 | 3 / 4 |
| 2026-10-25 | $11.20 | $1,949,131,096 | 3 / 4 |
| 2026-10-26 | $11.20 | $1,949,131,096 | 3 / 4 |
| 2026-10-27 | $11.18 | $1,943,854,796 | 3 / 4 |
| 2026-10-28 | $11.18 | $1,943,854,796 | 3 / 4 |
| 2026-10-29 | $11.18 | $1,943,854,796 | 3 / 4 |
| 2026-10-30 | $11.18 | $1,943,854,796 | 3 / 4 |
| 2026-10-31 | $11.18 | $1,943,854,796 | 3 / 4 |
| 2026-11-01 | $11.18 | $1,943,854,796 | 3 / 4 |
| 2026-11-02 | $11.18 | $1,943,854,796 | 3 / 4 |
| 2026-11-03 | $11.18 | $1,943,854,796 | 3 / 4 |
| 2026-11-04 | $11.18 | $1,943,854,796 | 3 / 4 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 3 Buy / Strong Buy · 1 Hold · 1 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 3 recorded
1 raises · 0 cuts · 0 unchanged · 1 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Review earnings4 of 4 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.