VeriSign, IncNasdaq: VRSN
Information Technology · Internet Services & Infrastructure
$272.17
+1.31%
Vol: 405K
Research Digest
Friday, May 1, 2026
VeriSign reports Q1 EPS of $2.34 beating estimates; multiple analysts raise price targets
VeriSign reported Q1 2026 EPS of $2.34, exceeding analyst expectations of $2.20, with profit of $214.4 million. The company raised FY26 revenue guidance to $1.73B-$1.75B from $1.72B-$1.74B. Following strong earnings, Citi raised its target to $320 from $295 and Baird raised its target to $355 from $305. However, shares faced downward pressure after Berkshire Hathaway reduced its stake. Stock showed positive momentum with 15.03% monthly gain, and analyst consensus shows "Buy" rating with 12-month target of $290.33.
Previous Market Intelligence
13 daysApr 30Verisign raises 2026 guidance and reports 6.6% Q1 revenue growth to $429M, driven by record domain registrations and higher pricingPositive▶
VeriSign posted strong Q1 2026 results with revenue of $429M (+6.6% YoY) and diluted EPS of $2.34 (+11.4% YoY), beating expectations. The company achieved record .com/.net domain registrations at 176.1M (+3.7% YoY) with 2.54M net additions in the quarter. VeriSign announced a $0.71 annual wholesale price increase effective November 2026 (raising from $10.26 to $10.97) and raised full-year 2026 revenue guidance to $1.73-1.745B. Multiple analysts raised price targets: Citi to $320 from $295, JPMorgan to $278 from $273, and Baird to $355 from $305.
Apr 29VeriSign Q1 2026: Revenue $428.9M (+6.6% YoY) with EPS $2.34 beat estimates of $2.29 as domain registrations reach 392.5M.Positive▶
VeriSign reported first-quarter 2026 revenue of $428.9 million, up 6.61% year-over-year but slightly below consensus estimate of $434.4 million by $5.5 million. Diluted EPS was $2.34, beating the estimate of $2.29. Internet domain name registrations reached 392.5 million at the end of Q1 2026. The company operates .com and .net registries and root zone maintenance services. Analyst consensus is 'Buy' with an average 12-month price target of $290.33, representing 7.58% upside from current levels.
Apr 16VeriSign reports Q4 2025 EPS of $2.23, missing estimate of $2.28, with Q1 2026 optimism ahead despite Berkshire stake reduction.Neutral▶
VeriSign reported Q4 2025 earnings per share of $2.23, missing Wall Street estimates of $2.28 by 2.19%. However, analysts are expressing renewed optimism ahead of Q1 2026 earnings, expecting low double-digit profit increases despite ongoing valuation debates and regulatory risks. The company operates the .com and .net top-level domains with 386.9 million domain registrations at end of Q4 2025. VeriSign received a Buy rating upgrade but faced downward stock pressure after Berkshire Hathaway reduced its stake. Analysts predict modest 2026 revenue growth but have downgraded earnings expectations. The stock closed at $271.44, with the average analyst rating of Buy and a 12-month price target of $290.33, indicating 7.58% upside.
Apr 15VeriSign Q4 2025 earnings missed expectations; analysts maintain Buy rating amid positive 2026 outlook.Mixed▶
VeriSign reported Q4 2025 EPS of $2.23, missing estimates of $2.28. The company generated 7% revenue growth in Q3. Analysts predict modest revenue growth for 2026. The stock has risen 15.03% over the past month and received a Buy rating upgrade, though valuation concerns remain.
Apr 14Citigroup raises VeriSign price target to $295 on April 2 with Buy rating; Q1 2026 earnings April 23.Positive▶
Citigroup raised price target to $295 from $280 on April 2 with Buy rating. Stock jumped 3.21% on improved sentiment ahead of Q1 2026 earnings April 23. Analysts forecast 13.3% YoY profit growth. VeriSign posted $859 million in 2025 buybacks and 5.2% dividend increase.
Apr 13Citigroup upgraded to Buy with price target raised to $295; Q1 earnings call April 23.Positive▶
VeriSign will report Q1 2026 earnings on April 23 with estimated EPS of $2.23. Citigroup upgraded VRSN to Buy and raised price target from $280 to $295 on April 2. EVP Thomas Indelicarto sold 498 shares on April 7 at $274.
Apr 10Citigroup Raises VeriSign Target to $295; Insider Sells SharesPositive▶
Citigroup raised target from $280 to $295 with Buy rating. Q1 2026 earnings on April 23. Insider EVP sold shares on April 7.
Apr 9VeriSign raises dividend 5.2% to 81 cents per share on domain growth.Mixed▶
VeriSign raised quarterly dividend 5.2% to 81 cents per share. Q4 2025 domain registrations reached 386.9M. Citi raised price target to $295 from $280 on April 2. Q4 2025 EPS $2.23 missed estimates of $2.28. Mixed sentiment: Berkshire Hathaway reduced stake, downgrading earnings expectations. 3 analysts rate stock "Buy" with $285.33 target (+25%).
Apr 8Verisign price target raised to $295 by Citi while Berkshire reduces stake.Mixed▶
Citi raised VRSN PT to $295 from $280 on April 2. Berkshire Hathaway reduced stake. Q4 EPS $2.23 missed $2.28. Q1 earnings April 23.
Apr 7Verisign Receives Analyst Upgrades; Q1 2026 Earnings ApproachingPositive▶
Citigroup raised price target from $280 to $295, upgrading to Buy. Weiss Ratings upgraded from Hold to Buy. Verisign Q4 2025 revenue grew 7.5% YoY to $425M. Strong 2025 cash flow ($859M buybacks, 5.2% dividend increase). Q1 2026 earnings call April 23, 2026 at 4:30 PM EDT.
Apr 6VeriSign raises dividend 5.2% as Q1 2026 earnings call approaches with analyst optimismPositive▶
VeriSign raised its quarterly dividend 5.2% to 81 cents per share. The company had 386.9 million domain name registrations at Q4 2025 end. VeriSign's Q1 2026 earnings teleconference is scheduled for April 23, 2026 at 4:30 PM EDT. Citi raised price target to $295 from $280 on April 2, 2026. Analysts express renewed optimism for Q1 earnings with expectations of low double-digit profit increase, though modest revenue growth and mixed sentiment persist.
Apr 3VeriSign raises dividend 5.2% to 81 cents; expects Q1 2026 EPS of $2.38 (up 13.3% YoY).Positive▶
VeriSign increased its quarterly dividend 5.2% to 81 cents per share and projects Q1 2026 diluted EPS of $2.38, reflecting 13.3% year-over-year growth. Q1 2026 earnings teleconference scheduled for April 23. Internet domain name registrations reached 386.9 million. Citigroup raised price target to $295.
Apr 2VeriSign reports Q4 revenue growth of 7.5% to $425M; raises FY2026 guidance; Q1 earnings April 23Neutral▶
VeriSign reported Q4 2025 revenue of $425 million, up 7.5% YoY, though EPS of $2.23 missed estimates of $2.28. The company forecasts FY2026 revenue of $1.715-1.735 billion and domain name base growth of 1.5-3.5%. Q4 closed with 386.9 million domain registrations, up 2.2% QoQ. Analysts expect Q1 2026 EPS of $2.38, up 13.3% YoY. Q1 earnings teleconference scheduled April 23 at 4:30 p.m. EDT. Consensus is "Moderate Buy" with average target of $285.67, implying 15% upside.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| VRSNVERISIGN | $272.17 | +1.31% | -2.1% | 25.2x | 0.69 | $24.4B |
| AKAMAKAMAI | $103.78 | +0.77% | -10.1% | 13.6x | 0.59 | $15.2B |
| GDDYGODADDY | $86.77 | -0.02% | +4.8% | 8.2x | 0.98 | $11.5B |
| NVDANVIDIA | $198.66 | -0.46% | +12.3% | 17.8x | 2.33 | $4.85T |
| AAPLAPPLE | $280.06 | +3.21% | +4.8% | 28.9x | 1.11 | $3.98T |
| MSFTMICROSOFT | $414.02 | +1.53% | +9.4% | 21.2x | 1.11 | $3.03T |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price above both MAs — bullish structure.