Verisign (VRSN)
NASDAQInformation TechnologySoftware - InfrastructureSnapshot 2026-07-07
$266.78+2.95%
Close 2026-07-07 · 1-day change
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Track VRSN free→NASDAQInformation TechnologySoftware - InfrastructureSnapshot 2026-07-07
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Track VRSN free→Verisign controls critical internet infrastructure with 100% uptime. Domain registrations grew 3.7% recently, supporting revenue growth near 6.6%. The company maintains strong profit margins and announced a $550 million buyback. These show steady cash flow and durable demand.
AI disruption and a key contract renewal pose risks to domain growth. Recent market pullback and volatile management raise concerns. Revenue growth could slow below the expected 6.6%.
The price is about 3% below our fair value near $274. Analysts expect roughly 7% revenue growth, which aligns with our view. The valuation is cheap versus peers but reflects elevated risk.
Breaks if: buyback program is cut or suspended
Breaks if: YoY domain registration growth falls below 2%
Standing thesis, reviewed periodically — not a price target or 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.
Focus on growing the number of .com and .net domain name registrations.
Stated in 2 of last 2 quarters. Domain name registrations increased from 173.5 million in 2025-Q4 to 176.1 million in 2026-Q1, reflecting a 3.7% growth. This indicates progress in Verisign's goal to increase domain name registrations, showing a positive trajectory.
“ended the first quarter of 2026 with 176.1 million .com and .net domain name registrations...”
“ended the fourth quarter of 2025 with 173.5 million .com and .net domain name registrations...”
Breaks if: YoY revenue growth falls below 5%
Breaks if: availability falls below 99.99%
Ensure uninterrupted service for .com and .net domain name resolution.