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
QuarterlyIQ Insights · VRSN
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 21.6% |
| Our one-year growth estimate | diamond | 10.5% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
No outside relationship met the current evidence threshold.
Based on historical daily prices through 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 11.1 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 20 industry peers · Company calendar date is not available
VRSN — earnings in line
Dated 2026-10-22
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.
Why it matters: Operating cash flow fell to $268 million in Q3 from $308 million a year earlier. Another drop below Q2's $232 million would mark a sharper decline.
Worry ifQ4 operating cash flow is below $232 million.
Less concerning ifQ4 operating cash flow is at least $268 million, matching or topping Q3's $268 million.
Why it matters: The wholesale fee rises from $10.26 to $10.97 per new or renewed .com name. Watch renewal rates and domain-base growth for signs of customer response.
Watch forThe new $10.97 fee takes effect, and the next reported renewal rate stays at or above 75%.
Also watch forThe next reported renewal rate is below 75%. Or management reports weaker .com demand after the fee change.
Why it matters: The base grew 6.1% in Q3, while new registrations rose to 13.1 million. A slower pace could weaken a key growth measure.
Watch forQ4 results show .com and .net domain base growth above 5% year over year, with at least 12.7 million new registrations.
Also watch forQ4 results show base growth below 5% year over year or fewer than 12.7 million new registrations.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$105 on $10,000 · ±1.0% | How much price usually moves either way. |
| Bad day | $300 loss on $10,000 · 3.0% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $2,025 loss on $10,000 · 20.3% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.