Why Citi Views VeriSign, Inc. (VRSN)'s Dip as an Attractive Entry Point
Citi has reiterated its Buy rating on VeriSign, Inc. (VRSN) despite trimming its price target, viewing the post-earnings pullback as an attractive entry point. The firm believes VeriSign's fundamentals remain strong, supported by accelerating domain growth driven by AI tailwinds. The company recently reported Q4 2025 earnings with revenue above consensus but an EPS miss attributed to increased operating expenses andstrategic investments in R&D and AI.
Why Citi Views VeriSign, Inc. (VRSN)’s Dip as an Attractive Entry Point
Citi analysts view the recent dip in VeriSign, Inc. (VRSN) as an attractive entry point, despite trimming its price target to $280 from $337, while maintaining a Buy rating. This perspective is based on the company's solid fundamentals and accelerating domain growth, partly due to AI tailwinds, even after VeriSign reported a Q4 2025 EPS miss but revenue beat. VeriSign's CEO highlighted ongoing R&D and infrastructure improvements, with AI playing a significant role in future growth.
VeriSign Stock: Does Wall Street Have a Positive or Negative Outlook?
VeriSign, Inc. (VRSN) has underperformed the broader market and technology sector in the past year and year-to-date, with its stock falling 5.1% and 10.4% respectively. Despite missing Q4 earnings per share estimates, analysts anticipate a 5.2% EPS growth for fiscal year 2026 and have a "Moderate Buy" consensus rating with significant potential upside from current levels.
VeriSign Inc. stock underperforms Tuesday when compared to competitors
VeriSign Inc. (VRSN) shares fell 1.27% to $216.25 on Tuesday, underperforming the broader market. This decline occurred despite a favorable trading session where the S&P 500 Index and Dow Jones Industrial Average both saw gains. The stock's drop ended a two-day winning streak.
VeriSign Stock: Is Wall Street Bullish or Bearish?
VeriSign, Inc. (VRSN) provides internet infrastructure services and has a market cap of $20.1 billion. The stock has underperformed the broader market and the State Street Technology Select Sector SPDR ETF (XLK) over the past year and YTD, following a Q4 earnings miss. Despite the underperformance, analysts have a "Moderate Buy" consensus rating, with a mean price target suggesting a 32.9% potential upside.
Ex-Dividend Reminder: Applied Materials, Verisign and Powell Industries
Applied Materials (AMAT), Verisign (VRSN), and Powell Industries (POWL) are set to trade ex-dividend on February 19, 2026. This means that investors purchasing shares on or after this date will not receive the upcoming quarterly dividends. Based on current stock prices, the dividends represent a yield of approximately 0.13% for AMAT, 0.37% for VRSN, and 0.05% for POWL, leading to an expected price drop at market open equal to the dividend amount.
FSLY Stock Price, Forecast & Analysis | FASTLY INC - CLASS A (NASDAQ:FSLY)
This article provides an analysis of Fastly Inc. (NASDAQ: FSLY) stock, including its current price, performance, and forecasts. It highlights the company's technical and fundamental ratings from ChartMill, financial specifics, and analyst price targets. The article also covers recent news, ownership breakdown, and a comparison with competitors in the Internet Services & Infrastructure sector.
VeriSign Stock: Is Wall Street Bullish or Bearish?
VeriSign (VRSN) has underperformed the broader market and a tech ETF over the past year and year-to-date. Despite missing Q4 consensus estimates, analysts have a "Moderate Buy" rating with significant potential upside, driven by positive analyst sentiment and price targets.
VeriSign Stock: Does Wall Street Have a Positive or Negative Outlook?
VeriSign Inc. (VRSN) has underperformed the S&P 500 and the technology sector ETF over the past year and year-to-date. Despite missing analyst expectations in Q4 earnings, analysts maintain a "Moderate Buy" consensus with an optimistic outlook, forecasting a 5.2% EPS growth for fiscal year 2026. The average price target suggests a potential upside of 32.9%.
Trading the Move, Not the Narrative: (VRSN) Edition
This article provides an AI-generated analysis of Verisign Inc. (NASDAQ: VRSN), highlighting weak near and mid-term sentiment, elevated downside risk, and a neutral long-term outlook. It presents three distinct institutional trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—with specific entry, target, and stop-loss levels. The analysis also includes multi-timeframe signal analysis indicating support and resistance levels.
13 Most Profitable Software Stocks to Buy Now
The article identifies VeriSign, Inc. (NASDAQ: VRSN) as one of the most profitable software stocks, highlighting its solid fundamentals amidst AI-driven domain growth. Despite an EPS miss in Q4 2025 due to strategic investments and operating expenses, the company reported strong revenue and provided optimistic revenue and operating income guidance for the future. Citi also reiterated a Buy rating, suggesting the post-earnings dip is an appealing entry point.
13 Most Profitable Software Stocks to Buy Now
This article identifies profitable software stocks for investors, focusing on companies with solid financial performance and growth prospects. It highlights VeriSign, Inc. (NASDAQ: VRSN) as an appealing entry point due to its strong fundamentals, AI-driven domain growth, and positive outlook despite a recent EPS miss. The article provides financial data, analyst ratings, and forward guidance for VeriSign.
Assetmark Inc. Has $9.86 Million Stock Position in VeriSign, Inc. $VRSN
Assetmark Inc. increased its stake in VeriSign ($VRSN) by 17.7% in Q3, now holding 35,264 shares valued at $9.86 million. Despite recent insider selling, including by CEO D. James Bidzos, the company raised its quarterly dividend to $0.81. Analysts currently rate the stock as "Hold" with a consensus target price of $292.00, and VeriSign's stock performance shows a market cap of $20.09 billion.
TimesSquare Capital Management LLC Sells 53,274 Shares of CyberArk Software Ltd. $CYBR
TimesSquare Capital Management LLC reduced its stake in CyberArk Software Ltd. (NASDAQ:CYBR) by 17.4% in the third quarter, selling 53,274 shares and now owning 252,174 shares valued at $121.84 million. The firm's holding represents 1.7% of its investment portfolio and 0.50% of CyberArk Software. Other institutional investors also adjusted their positions in the cybersecurity company, while analysts hold a "Hold" rating with an average target price of $459.95.
CyberArk Software Ltd. $CYBR Shares Purchased by Longbow Finance SA
Longbow Finance SA has increased its stake in CyberArk Software Ltd. (NASDAQ:CYBR) by 35.8%, now owning 16,098 shares valued at $7.78 million, contributing to institutional investors holding 91.84% of the company. CyberArk recently surpassed EPS expectations but slightly missed on revenue, with analysts predicting a negative EPS for the current fiscal year. Despite mixed analyst ratings, the company maintains an average "Hold" rating and a target price of $462.46.
Rhumbline Advisers Has $89 Million Position in VeriSign, Inc. $VRSN
Rhumbline Advisers increased its stake in VeriSign, Inc. (NASDAQ:VRSN) by 2.1% in the third quarter, bringing its total holdings to 318,338 shares valued at approximately $89 million. Several other institutional investors also adjusted their positions in VeriSign. The article also details recent analyst ratings, insider trading activity, and VeriSign's latest earnings and dividend increase.
ING Groep NV Sells 12,958 Shares of VeriSign, Inc. $VRSN
ING Groep NV has decreased its stake in VeriSign, Inc. (NASDAQ:VRSN) by 34%, selling 12,958 shares and now holding 25,168 shares valued at $7.04 million. Despite slightly missing EPS consensus at $2.23, VeriSign reported revenues of $425.3 million, topping estimates, and increased its quarterly dividend to $0.81 per share. Institutional investors hold approximately 92.9% of the company's stock, even as corporate insiders have sold a total of 30,662 shares worth about $7.54 million in the last 90 days.
VeriSign Inc. stock underperforms Thursday when compared to competitors despite daily gains
VeriSign Inc. (VRSN) stock increased by 1.15% to $218.15 on Thursday, despite a general market downturn where the S&P 500 and Dow Jones Industrial Average both fell. However, the stock underperformed compared to its competitors. VeriSign Inc. closed significantly below its 52-week high of $310.60.
Krilogy Financial LLC Takes Position in VeriSign, Inc. $VRSN
Krilogy Financial LLC has acquired a new position in VeriSign, Inc. (NASDAQ:VRSN) by purchasing 8,596 shares worth approximately $2.4 million in the third quarter. This move is part of broader institutional investor activity, with several other hedge funds also adjusting their holdings in the information services provider. Wall Street analysts currently have a consensus "Hold" rating on VeriSign with an average price target of $292.00, while company insiders have recently sold shares.
Illinois Municipal Retirement Fund Lowers Stock Holdings in VeriSign, Inc. $VRSN
The Illinois Municipal Retirement Fund reduced its stake in VeriSign, Inc. by 10.8% in the third quarter, now holding 66,800 shares valued at approximately $18.68 million. This comes as VeriSign reported mixed quarterly results, missing EPS estimates but exceeding revenue expectations, and increasing its quarterly dividend. Analysts currently have a "Hold" consensus rating on the stock with a $292 average target price.
Does VeriSign (VRSN) Leaning on Dividends and Buybacks Reframe Its Core Growth Narrative?
VeriSign recently reported strong Q4 and full-year 2025 results, increasing sales and net income, alongside a dividend hike and ongoing share repurchases. This strategy highlights management's commitment to returning cash to shareholders, reinforcing the company's position as a cash-generative business focused on capital returns. While these actions support the near-term investment narrative, potential risks remain regarding the long-term relevance of traditional domains amid evolving internet technologies.
Insider Sell Alert: Thomas Indelicarto Sells Shares of VeriSign Inc (VRSN)
Thomas Indelicarto, Executive Vice President, General Counsel & Secretary of VeriSign Inc (VRSN), recently sold 166 shares of the company, bringing his total ownership to 42,023.0161 shares. This transaction is part of a pattern of insider selling at VeriSign, with 46 insider sells against 2 buys over the past year. VeriSign's stock is currently trading at $219.24, and with a GF Value of $258.61, it appears to be modestly undervalued.
VeriSign (NASDAQ:VRSN) EVP Sells $36,393.84 in Stock
VeriSign's EVP, Thomas Indelicarto, sold 166 shares of VRSN stock for $36,393.84, representing a 0.39% reduction in his holdings. This transaction follows the company's recent quarterly earnings report, which missed consensus estimates, and a dividend increase to $0.81 per share. Analysts currently have a "Hold" rating on VeriSign's stock with a consensus target price of $292.00.
Verisign Reports Domain Registrations Surged to Nearly 387 Million Worldwide in 4Q-2025 With .Coms, ccTLDs & New gTLDs All Contributing to Record High
Verisign's latest Domain Name Industry Brief for Q4 2025 reveals a significant surge in global domain registrations, reaching nearly 387 million—a 6.2% year-over-year increase. This growth was driven by increases across .Com, country-code Top-Level Domains (ccTLDs), and new generic Top-Level Domains (gTLDs), with new gTLDs showing the highest percentage growth at 29.9%. The report highlights the continued expansion of the domain name industry worldwide.
VeriSign (NASDAQ:VRSN) Upgraded by Zacks Research to "Hold" Rating
Zacks Research has upgraded VeriSign (NASDAQ:VRSN) from a "strong sell" to a "hold" rating. The report highlights that other analysts have also issued ratings, with a consensus "Hold" and a target price of $292.00, despite the company missing quarterly earnings estimates but exceeding revenue expectations. Insider selling activity and recent institutional investor movements are also detailed.
Envestnet Asset Management Inc. Lowers Stake in CyberArk Software Ltd. $CYBR
Envestnet Asset Management Inc. has significantly reduced its stake in CyberArk Software Ltd. (NASDAQ:CYBR) by 38.1% in the third quarter, selling 63,435 shares and now holding 103,107 shares valued at approximately $49.82 million. Despite this reduction, institutional investors collectively own 91.84% of the company's stock. CyberArk recently surpassed EPS estimates with $1.33 versus $1.15 and reported an 18.5% year-over-year revenue increase to $372.65 million, though revenue slightly missed consensus.
Navellier & Associates Inc. Takes $4.89 Million Position in VeriSign, Inc. $VRSN
Navellier & Associates Inc. has acquired a new stake of 17,491 shares in VeriSign, Inc. valued at approximately $4.89 million during the third quarter. VeriSign reported Q3 EPS of $2.23, missing estimates, but its revenue was up 7.6% year-over-year at $425.3 million, and the company increased its quarterly dividend to $0.81. Despite institutional ownership of about 92.9% and an average analyst rating of "Hold" with a $292 price target, insiders have sold roughly 32,496 shares worth approximately $8.0 million over the past 90 days.
VeriSign’s Uptime Record Meets Security Push And Share Price Pullback
VeriSign (NasdaqGS:VRSN) is noted for its 28 consecutive years of 100% domain resolution uptime and record high new domain registrations, alongside recent security service launches. Despite a recent share price pullback, fundamental data for 2025 shows steady growth in top-line and earnings, significant capital returns to shareholders via buybacks and increased dividends, and expanded security offerings. Investors are advised to watch the traction of new security services, domain registration growth, and capital allocation strategies.
Sell-off Warning on News Corp and VeriSign
News Corp (NWS) and VeriSign (VRSN) recently experienced significant stock drops, prompting a sell-off warning. News Corp is addressing concerns about AI's impact on its content by creating proprietary content that AI can access only through payment. VeriSign, despite a premium valuation and dividend increase, is looking to reposition itself as a cybersecurity play by leveraging its DNS and security technology.
Verisign Maintains Core Internet Infrastructure
Verisign plays a critical role in the internet's domain name system (DNS) by maintaining the root zone and two root zone servers, which are essential for converting human-readable websites into IP addresses. The company generates revenue as the exclusive operator of the .com and .net registries, charging annual fees for domain registrations and renewals. This report, published by Eric Compton, focuses on Verisign's strategy and outlook within this essential internet infrastructure.
Citigroup Adjusts Price Target on VeriSign to $280 From $337, Maintains Buy Rating
Citigroup has adjusted its price target for VeriSign (NASDAQ: VRSN) down to $280 from $337, while reaffirming its Buy rating on the stock. This update follows VeriSign's recent Q4 2025 earnings call where the company reported increased quarterly revenue driven by steady demand for domain names, a rise in Q4 earnings and revenue, and an approved quarterly dividend. Despite the lowered price target, the maintenance of the Buy rating suggests continued confidence in the company's prospects.
VeriSign, Inc. $VRSN Shares Sold by Diamond Hill Capital Management Inc.
Diamond Hill Capital Management Inc. recently reduced its stake in VeriSign, Inc. by 6.2%, selling over 17,000 shares. Despite missing Q4 consensus EPS, VeriSign reported increased revenue and a raised quarterly dividend. Institutional ownership remains high at 92.9%, though some insider selling has occurred.
VeriSign’s Uptime Record Meets Security Push And Share Price Pullback
VeriSign (NasdaqGS:VRSN) is attracting attention due to its 28-year record of 100% domain resolution uptime and record-high new domain registrations, alongside recent security service launches. While the company demonstrates strong operational consistency and financial performance, including significant shareholder returns, its share price has seen a recent pullback. Investors are observing how new security offerings will impact customer adoption and its position in the internet infrastructure market, while also considering existing risks like negative shareholder equity and reliance on specific domain extensions.
VeriSign’s Uptime Record Meets Security Push And Share Price Pullback
VeriSign (NasdaqGS:VRSN) has achieved 28 consecutive years of 100% domain resolution uptime and recorded its highest level of new domain registrations at 41.7 million in 2025. Despite a recent share price pullback, the company is introducing new security-focused services and demonstrating strong financial performance with rising EPS, dividends, and share buybacks. Investors are watching how these new services will impact customer adoption and how the company addresses potential risks like heavy reliance on .com and .net extensions and its debt levels.
VeriSign’s Quiet Rebound: What The Numbers Say About VRSN’s Next Move
VeriSign's stock has seen a quiet rebound after its latest earnings report, with subtle shifts in momentum and mixed signals from Wall Street. Despite a modest decline in the short term, the company's stock has preserved capital well over the past year, thanks to its resilient cash-rich, subscription-driven model. While analysts largely remain neutral due to limited organic growth, VeriSign continues to execute its strategy of managing critical internet infrastructure, offering stability for long-term investors.
VeriSign Crashed 8% on Domain Slowdown: Why the Stock Could Rebound to $305 in 2026
VeriSign (VRSN) shares dropped 8.1% following an earnings report indicating a slowdown in new domain registrations, as businesses increasingly opt for social media platforms over standalone ".com" addresses. Despite this, VeriSign maintains high profitability due to its monopoly on .com and .net domains, and analysts believe the stock is undervalued, with a potential rebound to $305 by 2026. This outlook is supported by aggressive share buybacks, robust margins, and anticipated future price increases, positioning it as a defensive investment.
BI Asset Management Fondsmaeglerselskab A S Has $7.19 Million Stake in VeriSign, Inc. $VRSN
BI Asset Management Fondsmaeglerselskab A S significantly increased its stake in VeriSign, Inc. (VRSN) by 570.8% in Q3, now holding 25,725 shares valued at approximately $7.19 million. Despite a slight EPS miss in Q4, VeriSign's revenue grew 7.6% year-over-year, and the company raised its quarterly dividend by 5.2%. Institutional investors collectively own 92.9% of VeriSign, while corporate insiders have recently sold shares totaling over $9.2 million.
VeriSign (VRSN) Margin Near 50% Reinforces Steady Compounder Narrative Despite Valuation Debate
VeriSign (VRSN) reported strong FY 2025 results with US$1.66 billion in revenue and US$8.83 EPS, maintaining high net margins near 50%. While the company shows a steady, infrastructure-like profit profile with modest earnings growth, its valuation presents mixed signals. The current share price of US$224.17 is above a DCF fair value of US$145.03, and the balance sheet carries high debt with negative shareholders’ equity, raising caution for bearish investors despite analyst targets pointing higher.
VeriSign stock hits 52-week low at 216.37 USD By Investing.com
VeriSign Inc. (NASDAQ:VRSN) stock has fallen to a 52-week low of 216.37 USD, currently trading at 215 USD. Despite challenging recent performance, the company recorded an 11.15% total return over the past year and boasts 88.15% gross profit margins, with its stock generally experiencing low volatility. The drop comes after mixed Q4 2025 earnings, where EPS missed estimates but revenue surpassed forecasts, and the stock is considered undervalued based on Fair Value metrics.
Nexstar Media Group stock hits all-time high at 223.38 USD
Nexstar Media Group's stock (NXST) reached an all-time high of $223.38, marking a 47.37% increase over the past year, driven by strong investor confidence and business fundamentals. This milestone comes as the company navigates its acquisition of TEGNA, Inc., despite reporting a Q3 2025 EPS miss. Benchmark has reiterated a Buy rating, highlighting potential value from the acquisition.
VeriSign Inc. stock underperforms Friday when compared to competitors
VeriSign Inc. (VRSN) stock fell by 7.60% to $224.17 on Friday, despite a strong performance by the broader market, which saw the S&P 500 Index and Dow Jones Industrial Average rise significantly. The company's stock closed 27.83% below its 52-week high of $310.60, reached on July 28th.
VeriSign stock hits 52-week low at 216.37 USD
VeriSign Inc. (NASDAQ:VRSN) stock has hit a 52-week low of $216.37, though it currently trades slightly lower at $215. Despite recent challenges, the company has shown a positive 11.15% total return over the past year and boasts impressive gross profit margins of 88.15%. InvestingPro data suggests the stock is undervalued at its current levels, leading investors to monitor its potential rebound or continued downward pressure.
VeriSign Declares 5.2% Increase in Quarterly Dividend to $0.81
VeriSign has announced a 5.2% increase in its quarterly dividend to $0.81 per share, reflecting improved cash flow and profitability. The forward dividend yield is 1.34%, with payment scheduled for February 27, and record/ex-dividend dates on February 19. While Q4 2025 EPS of $2.23 missed expectations, revenue of $425 million surpassed forecasts, demonstrating the company's revenue growth resilience.
Hawaiian Electric stock hits 52-week high at 16.68 USD
Hawaiian Electric Industries Inc. (HE) stock recently hit a 52-week high of $16.68, marking a significant 73.55% price return over the past year and a 33.9% year-to-date gain. Despite this strong performance, InvestingPro analysis suggests the stock is slightly overvalued. The company reported better-than-expected Q3 2025 earnings but faced a downgrade from Jefferies due to valuation concerns and ongoing legal developments related to a wildfire settlement.
VeriSign, Inc. (NASDAQ:VRSN) Announces Dividend Increase - $0.81 Per Share
VeriSign, Inc. (NASDAQ:VRSN) has announced a 5.2% increase in its quarterly dividend to $0.81 per share, payable on February 27th to shareholders of record on February 19th. This dividend, representing an annualized yield of 1.3% and a payout ratio of 32.7%, signals confidence in the company's cash flow despite slightly missing Q4 earnings estimates with GAAP EPS of $2.23. VeriSign's Q4 revenue grew 7.6% year-over-year to $425.3 million, with domain registrations reaching 386.9 million, while its FY2026 guidance was roughly in line with consensus expectations.
VeriSign, Inc. (NASDAQ:VRSN) Q4 2025 Earnings Call Transcript
VeriSign, Inc. (NASDAQ:VRSN) reported its Q4 and full-year 2025 earnings, missing EPS expectations at $2.23 against an anticipated $2.29. Despite this, the company saw solid growth in its .com and .net domain name base, recording 41.7 million new registrations in 2025 and projecting 1.5-3.5% growth for 2026. Executives also discussed the positive impact of AI on domain usage and hinted at potential new security and functionality services.
DHC stock hits 52-week high at 6.06 USD
Diversified Healthcare Trust (DHC) stock recently reached a new 52-week high of $6.06, reflecting a significant 130.28% increase over the past year. This surge is attributed to strong investor confidence and strategic company moves, including the sale of non-core properties and an analyst upgrade. Despite the positive stock performance, analysts anticipate the company will remain unprofitable this year.
VeriSign Q4 Earnings Call Highlights
VeriSign reported strong financial results for full-year 2025, with revenue up 6.4% to $1.66 billion and EPS at $8.81. The company's .com and .net domain base grew by 2.6% to 173.5 million names, driven by high new registrations and renewal rates. VeriSign also increased its quarterly dividend by 5.2% and hinted at potential new security and functionality-oriented services in response to rising internet activity, partly attributed to AI.
VeriSign: Fourth Quarter Financial Highlights
VeriSign Inc. reported its fourth-quarter financial results, achieving a net income of $206.2 million and revenue of $425.3 million. For the full year, the company posted a profit of $825.5 million and total revenue of $1.66 billion. These figures represent VeriSign's performance as a key provider of internet infrastructure services.
VeriSign (VRSN) Projects Strong Financial Outlook for FY26
VeriSign, Inc. (VRSN) anticipates a strong financial outlook for fiscal year 2026, projecting operating income between $1.16 billion and $1.18 billion and a domain name base growth of 1.5% to 3.5%. Despite challenges like higher costs for equipment replacement and capacity expansion due to AI industry demand, the company expects to maintain solid financial health. The report also highlights VeriSign's critical role in the DNS infrastructure, its robust operating margin, but points out concerns like a negative Altman Z-Score and recent insider selling activity.
