What is the latest published VRSN stock rating?

VeriSign, Inc. is shown with Sell in the latest published report, analyzed 2026-10-07. The hub links directly to the full analysis surface where the dated rating, fair-value bridge, risks, and scorecard are documented together.

Where can I read the full VRSN analysis?

The full latest published report, analyzed 2026-10-07, lives at /stocks/VRSN/analysis. The bare ticker page summarizes that read and links to each analysis tab; earlier editions remain under /analysis/archive.

What fair value is used for VRSN?

The latest published report analyzed 2026-10-07 gives VRSN a fair value of USD 233 and a potential value of USD 274. These are dated research outputs, not live market prices; review the valuation assumptions, sensitivity analysis, and material risks before making a decision.

How often is the VRSN page updated?

The hub selects the latest published stock report regardless of age and displays its analysis date (2026-10-07). Separately sourced market data is labeled with its own recorded timestamp and is never inferred from the report.

VRSN Stock: Fundamentals & Analysis | StockMarketAgent.AI

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VeriSign, Inc. (VRSN)

NASDAQ: VRSN · USD

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StockMarketAgent Research · Analyzed 2026-10-07

Our latest published analysis: VRSN rated Sell

VeriSign, Inc.'s published Sell conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.

Fair value

$233 / share

Potential value

$274 / share

Upside to FV

-20.4%

Moat

9.2/10

Wide

Read full analysis →View archive · 24mo

9-phase methodology · same model in each published edition

Market cap	$26.5B
P/E (forward)	26.9x

Market data

Price

Recent price action with selectable time range.

Financial snapshot

P/E (forward): 26.9x
Market cap: $26.5B

Item	P1	P2	P3	P4	P5	Trend
Period	2021-12-31	2022-12-31	2023-12-31	2024-12-31	2025-12-31	Trend
Revenue	$1.33B	$1.42B	$1.49B	$1.56B	$1.66B	+5.7%
Gross profit	$1.14B	$1.22B	$1.30B	$1.37B	$1.46B	+6.5%
Operating income	$866.8M	$943.1M	$1.00B	$1.06B	$1.12B	+6.6%
Net income	$784.8M	$673.8M	$817.6M	$785.7M	$825.7M	+1.3%
EPS (diluted)	$7.00	$6.24	$7.92	$8.00	$8.81	+5.9%
EBITDA	$913.4M	$1.00B	$1.10B	$1.13B	$1.17B	+6.4%
R&D	$80.5M	$85.7M	$91.0M	$96.7M	$103.6M	+6.5%
SG&A	$188.4M	$195.4M	$204.2M	$211.1M	$235.7M	+5.8%

Ticker	Name	Market cap	P/E	P/S	ROIC	5Y rev CAGR	1Y total return	Rating
AAPL	Apple Inc.	—	—	—	—	—	—	Vender
ABNB	Airbnb, Inc.	—	—	—	—	—	—	Vender
ADBE	Adobe Inc.	—	—	—	—	—	—	Compra forte
ACN	Accenture plc	—	—	—	—	—	—	Manter
ADI	Analog Devices, Inc.	—	—	—	—	—	—	Vender
AI	C3.ai, Inc.	—	—	—	—	—	—	Vender

Base and Bull scenarios

Base60%

Price target

$233.22

-20.4% from spot

The base case carries an assigned probability of 60.0% and establishes a target of $233.22, yielding an implied return of -20.4% relative to $293.10. This path assumes contractual wholesale price increases on the core registry continue without regulatory disruption, flowing into revenue over the standard multi-year recognition cycle. Operating margins remain steady near current levels, and systematic share buybacks continue to contract the share count. This case would be disconfirmed if regulatory authorities cap renewal prices or if first-time renewal rates drop persistently through FY2027.

Programmatic wholesale price increases implemented under existing bilateral agreements
Operating margins sustained through fixed-cost leverage on authoritative infrastructure
Consistent share repurchases retiring common equity each year
Reinvestment rate normalizing following completion of data center hardware replacements

Bull20%

Price target

$273.89

-6.6% from spot

The bull case carries an assigned probability of 20.0% with a target of $273.89, yielding an implied return of -6.6% from $293.10. This scenario envisions an acceleration in digital identity demand driven by artificial intelligence tooling, alongside strong commercial adoption of the new top-level domain where wholesale pricing is completely unconstrained by regulatory price caps. Operating margins expand toward Potential value of $273.89 as incremental domain volume generates near-zero marginal cost. This outcome would be disconfirmed if registrar channel partners fail to market the new namespace effectively or if domain creation velocity slows by the end of FY2027.

Rapid commercial uptake and pricing realization across newly launched domain namespaces
Artificial intelligence tooling accelerating global domain registrations and digital entity formation
Operating margins expanding as query scaling incurs minimal incremental expense
Enhanced free cash flow generation accelerating share retirement pace

Sensitivity: Ke × terminal growth

The highlighted cell is Fair value when every assumption sits at its base level ($233.22). Each row and column shows what Fair value becomes when one assumption moves.

Ke ↓ / g →	2.5%	2.8%	3.0%	3.3%	3.5%
8.0%	$254	$261	$269	$277	$287
8.5%	$238	$243	$249	$256	$263
9.0%	$224	$228	$233	$239	$245
9.5%	$212	$215	$220	$224	$229
10.0%	$201	$204	$208	$211	$215

Scorecard

Published factor rows and weighted composite

Valuation1.5

Management8.5

Balance Sheet3.0

Profitability6.5

Revenue Growth6.0

Risk Assessment5.5

Competitive Moat9.2

Earnings Quality8.0

Capital Efficiency5.5

Weighted composite

6.0/10

Above average

Category	Score	Reading
Valuation	1.5
Management	8.5
Balance Sheet	3.0
Profitability	6.5
Revenue Growth	6.0
Risk Assessment	5.5
Competitive Moat	9.2
Earnings Quality	8.0
Capital Efficiency	5.5

Histórico de classificações

A classificação que a edição de pesquisa publicada em cada mês trazia. Uma classificação compara o preço na data da análise com o valor justo; não é um registro de se a avaliação se confirmou.

Ano	jan.	fev.	mar.	abr.	mai.	jun.	jul.	ago.	set.	out.	nov.	dez.
2026

VeriSign, Inc. (VRSN)

Our latest published analysis: VRSN rated Sell

Price

Financial snapshot

Fair-value bridge

Latest news · VRSN

Valuation

Base and Bull scenarios

Sensitivity: Ke × terminal growth

Scorecard

Next earnings

Sector percentile context

Deeper analysis on VRSN

Frequently asked questions

Histórico de classificações