VeriSign, Inc logo

VeriSign, IncNasdaq: VRSN

Information Technology · Internet Services & Infrastructure

$277.55

-9.28%

Vol: 32K

Research Digest

Monday, June 15, 2026

Neutral

No significant overnight updates

No material news in the last 48 hours.

Price 50d 200d

Previous Market Intelligence

13 days
Jun 14No significant overnight updatesNeutral

No material news in the last 48 hours.

May 21VeriSign held annual meeting May 21 with .com price hike November and stock traded ex-dividend May 19Positive

VeriSign reported Q1 2026 revenue of $428.9M and net income of $214.5M, with 6.6% revenue growth and 11.4% EPS growth YoY, prompting a raised full-year guidance. The board approved a $0.81 per-share cash dividend payable May 27, with shares trading ex-dividend on May 19. The company announced a planned $0.71 wholesale price increase to .com domain names (raising from $10.26 to $10.97) effective November 1, 2026, viewed as a near-term catalyst. VeriSign held its 2026 Annual Meeting on May 21 at its Reston, VA headquarters. The stock gained 9.22% in May reaching $297.57. The company returned over 100% of free cash flow to investors. Risk: $2.0M of recent insider share sales with no offsetting purchases reported.

May 20VeriSign approaches May 21 annual meeting after Q1 beat, raised guidance, and announced .com price hikePositive

VeriSign holds its 2026 Annual Stockholder Meeting on May 21 at Reston, Virginia headquarters. The meeting follows strong Q1 2026 results with revenue of $428.9M and net income of $214.5M, raised full-year guidance, and board approval of a $0.81 per-share quarterly dividend payable May 27. Domain base reached 176.1M .com/.net registrations, up 3.7% YoY with a 2.54M net adds in Q1 — a record quarter. VeriSign announced a $0.71 increase to .com annual wholesale price (to $10.97) effective November 1, 2026, a key earnings catalyst. Q1 saw 6.6% revenue growth and 11.4% EPS growth YoY with over 100% of free cash flow returned to investors. Shares rose 3.3% on May 13 to $295.14 and traded near $297 on May 17. Insider selling of ~$2M without offsetting purchases has tempered enthusiasm.

May 19VeriSign shares jump 3.3% on technical strength as $0.81 dividend payable May 27 reinforces post-Q1 momentum.Positive

On May 13, 2026, VeriSign shares rose 3.3% to close at $295.14 on Nasdaq, reflecting strong technical positioning and continued investor confidence following Q1 2026 results. The company will pay a $0.81 per-share cash dividend on May 27, 2026 to shareholders of record May 19. Q1 revenue rose 6.6% YoY to $428.9 million, EPS grew 11.4%, and the combined .com/.net domain base hit a record 176.1 million names with the highest new registrations since H1 2021. VeriSign raised full-year guidance and announced a .com wholesale fee increase from $10.26 to $10.97 effective November 1, 2026. Shares traded around $297.57 on May 17. Risk: insider filings show approximately $2.0 million of recent share sales without offsetting purchases, and valuation looks stretched against the premium screens.

May 18VeriSign shares rose 3.3% to $295.14 on May 13, 2026, after Q1 revenue of $428.9M, raised FY26 guidance, a $0.81 dividend and a $0.71 .com wholesale price hike to $10.97 effective Nov 1.Positive

VeriSign delivered a strong Q1 2026 print early in the month with revenue of $428.9M (+6.6% YoY), net income of $214.5M and EPS growth of 11.4%, ending the quarter with a record 176.1 million .com and .net domain registrations (+3.7% YoY) and a net add of 2.54M domains. Management raised full-year 2026 guidance and the board approved a $0.81 per-share cash dividend payable May 27, 2026. VeriSign also disclosed a $0.71 increase to the .com annual wholesale price, raising it from $10.26 to $10.97 effective November 1, 2026. Shares rose 3.3% to $295.14 on May 13 and traded $291.54-$298.11 with a close of $297.57 on May 17. Insider filings showed ~$2.0M in recent share sales with no offsetting purchases. The 2026 annual meeting is set for May 21 in Reston, Virginia.

May 15VeriSign trades near $293 ahead of May 21 annual meeting; recent Q1 beat, raised guidance, .com price hike and $0.81 dividend remain key driversPositive

VeriSign shares moved between $292.00-$297.83 on May 14 and closed near $292.95, after rallying 3.3% to $295.14 on May 13. The 2026 Annual Meeting of Stockholders is scheduled for May 21 in Reston. Earlier Q1 results showed revenue of $428.9M and net income of $214.5M with EPS of $2.34 beating the $2.31 forecast, and the .com/.net domain base reached 176.1M (+3.7% YoY, +2.54M sequentially). Management raised full-year guidance and the board approved an $0.81/share dividend payable May 27. A $0.71 (~7%) .com wholesale price hike to $10.97 takes effect Nov 1, 2026. Insiders sold roughly $2.0M of stock and GF Value flags the stock as ~12% overvalued versus historical multiples.

May 14VeriSign shares climbed 3.3% to $295 on May 13 amid continued momentum from Q1 beat and a $0.71 .com price hike effective Nov 2026Positive

VeriSign shares rose 3.3% on May 13, 2026 to $295.14 as investors digested the post-earnings reaction. Q1 2026 revenue was $428.9M with net income of $214.5M, EPS up 11.4% YoY. The board approved an $0.81 dividend payable May 27 and announced a $0.71 wholesale .com price increase to $10.97 effective Nov 1. Domain base reached 176.1M, up 3.7% YoY with 2.54M net adds in Q1. Risks include insider selling (~$2.0M) and AI-disruption concerns weighing on long-term registration demand.

May 13VeriSign shares rose 3.5% to $288.21 on May 10 following news that Oxbow Advisors LLC grew its stake, with the upcoming $0.81 quarterly dividend (ex-date May 19) reinforcing capital returns.Mixed

VeriSign trades around $285.80 on May 13, having moved within $281.94-$287.60 intraday. Strong Q1 2026 results (revenue $428.9M up 6.6%, EPS $2.34 vs $2.10) and record 176.1M combined .com/.net domain base support the story. Board approved $0.81/share dividend payable May 27 to holders of record May 19. The previously announced $0.71 wholesale price increase for .com domains takes effect November 1. However, shares face pressure from significant insider selling (~$2M) and renewed AI disruption concerns. Median analyst PT is $337.

May 12VeriSign shares rose 3.5% to $288.21 on May 8 as Oxbow Advisors grew its stake, with the .com/.net domain base hitting a record 176.1 million names following the Q1 earnings beat.Positive

VeriSign shares climbed 3.5% on May 8 to $288.21 on news that Oxbow Advisors increased its position, with Kepler Cheuvreux Suisse also acquiring a new stake. The earlier Q1 report showed revenue of $428.9 million (up 6.6% YoY) and diluted EPS of $2.34 (vs. $2.10 prior year), beating consensus of $2.30. The .com and .net combined domain base hit a record 176.1 million with 11.5 million new registrations, vs. 10.1 million a year ago. Management narrowed 2026 domain base growth guidance to 3.1-4.3%. VeriSign will raise the wholesale .com fee from $10.26 to $10.97 effective November 1, 2026. Risk: forward P/E of about 31.5x exceeds the historical median ~29.5x.

May 11Verisign shares rise 3.5% to $288 on May 8 amid strong Q1 beat and announced .com price hike to $10.97Positive

Verisign shares rose 3.5% on May 8, 2026 closing near $288.21 on Nasdaq, up 6.4% over the past month and ~19% YTD. Q1 2026 results reported April 23 showed adjusted EPS of $2.34 vs $2.30 consensus and revenue of $428.9 million, up 6.6% YoY and beating the $424.5M estimate. The company ended Q1 with 176.1 million .com and .net domain registrations, a 3.7% YoY increase, adding 2.54 million net domain names. Verisign announced a $0.71 increase to the annual wholesale .com price, raising it from $10.26 to $10.97, effective 11/01/2026. The Board approved a $0.81 cash dividend per share for stockholders of record May 19, payable May 27. 2026 Annual Meeting on May 21 in Reston, Virginia. Mitsubishi UFJ Asset Management bought additional shares.

May 8Berkshire Hathaway sells one-third of VeriSign stake for $1.23B; stock falls despite analyst upgrades and raised price targets to $278-$320.Mixed

VeriSign reported Q1 2026 earnings on April 23 that beat expectations with EPS of $2.20 and profit of $214.4 million; guidance was raised. However, shares fell after Warren Buffett Berkshire Hathaway sold approximately one-third of its VeriSign stake, reducing holdings by $1.23 billion. Despite the Berkshire move, Citi raised price target to $320 from $295 and JPMorgan to $278 from $273 on April 24. VeriSign received analyst upgrade to Buy rating amid positive earnings outlook. Current stock up 4.64% week-over-week with average Buy rating and 12-month target of $290.33.

May 7VeriSign reported Q1 2026 profit of $214.4M with domain registrations reaching 392.5M; price targets raised after earnings.Mixed

VeriSign reported Q1 2026 profit of $214.4M beating EPS expectations of $2.20 with revenue $421.81M. Global domain registrations reached 392.5M at quarter-end. Post-earnings, Citi raised target to $320 (from $295), Baird to $355 (from $305), JPMorgan to $278 (from $273). Stock received rating upgrade to Buy on positive earnings outlook. However, Berkshire Hathaway reduced its stake, creating downward pressure.

May 6VeriSign beats Q1 EPS and raises FY2026 guidance with record .com/.net domain basePositive

VeriSign reported Q1 2026 revenue of $428.9M, up 6.61% year-over-year with diluted EPS of $2.34, beating estimate of $2.29. The company raised FY2026 revenue guidance to $1.73B-$1.75B from $1.72B-$1.74B. VeriSign reports a record domain name base across .com and .net portfolios and plans a wholesale price increase for .com domains in November 2026. The company received a rating upgrade to Buy amid positive earnings outlook, though shares faced pressure after Berkshire Hathaway reduced its stake. Average analyst price target is $290.33, representing 7.58% upside.

Sector Peers

CompanyPriceDay1MFwd P/EBetaMkt Cap
VRSNVERISIGN$277.55-9.28%+0.2%28.7x0.68$27.8B
AKAMAKAMAI$136.30-6.80%-3.0%20.4x0.45$21.3B
GDDYGODADDY$79.41-13.28%+0.2%8.5x0.92$12.1B
NVDANVIDIA$208.96-4.81%-1.3%18.9x2.24$5.32T
AAPLAPPLE$295.29-3.18%+2.4%31.8x1.06$4.48T
MSFTMICROSOFT$398.68-4.87%-1.1%21.7x1.09$3.11T

Key Fundamentals

Market Cap$27.8B
P/E (TTM)33.8
Forward P/E28.7
Beta0.68
Div Yield107.00%
Prev Close$305.93

RSI (14-Day)

86Overbought
0305070100

52-Week Range

$208.86$277.55$310.60
From High-10.6%
From Low+32.9%

Moving Averages

50d SMA
$265.19+4.7%
200d SMA
$255.81+8.5%

Price above both MAs — bullish structure.

Historical Returns

1W
-5.3%
1M
+1.4%
3M
+27.2%
6M
+11.6%
1Y
+1.7%
YTD
+15.8%

Volume

Today32K
20d Avg775K
Ratio0.04x