VeriSign

VRSN · NASDAQ

$306.53+$0.05 (+0.02%)TodayMarket closed · Oct 20, 7:49 PM ET

Prev close $306.48

VRSN analyst rating

BuyConsensus of 4 analysts over the last 12 months. 75% rate it a buy.

Strong buy0
Buy3
Hold1
Underperform0
Sell0

12-month price target · 8 analysts

Average $329.93 (+7.6% upside)

Low: $275.56
Now: $306.53
High: $372.75

Upgrades and downgrades

The latest rating actions, newest first

VRSN analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Wedbush	Oct 19, 2026	Maintains	Outperform	$341.00 → $351.00	58%
Wedbush	Sep 1, 2026	Maintains	Outperform	$324.00 → $341.00	58%
JP Morgan	Jul 24, 2026	Maintains	Neutral	$308.00 → $316.00	63%
Wedbush	Jul 24, 2026	Maintains	Outperform	$318.00 → $324.00	58%
Wedbush	Jul 16, 2026	Initiates	Outperform	$318.00	58%
JP Morgan	Jun 18, 2026	Maintains	Neutral	$285.00 → $308.00	63%
JP Morgan	Jun 1, 2026	Maintains	Neutral	$278.00 → $285.00	63%
Citigroup	Apr 24, 2026	Maintains	Buy	$295.00 → $320.00	83%
JP Morgan	Apr 24, 2026	Maintains	Neutral	$273.00 → $278.00	63%
Baird	Apr 24, 2026	Maintains	Outperform	$305.00 → $355.00	62%

The case for and against

Updated Oct 15, 2026

Bull case

VeriSign is supported by accelerating domain name growth, record new registrations of 12.7mm, and resilient renewal rates that suggest durable demand for its core .com and .net franchise. Its financial profile remains strong, with 2Q revenue of $435mm, operating income of $296mm, and margins near 68%, while 2026 guidance was raised to $1.745-$1.755B of revenue and $1.185-$1.195B of operating income. The outlook is further strengthened by multiple monetization levers, including the .net price increase, .web registry upside with wholesale pricing flexibility, potential new TLD wins, and a security-related product, alongside robust capital returns through buybacks and dividends.

Bear case

VeriSign is exposed to meaningful fundamental risk because its economics depend heavily on a single product line, leaving the business vulnerable if demand or pricing power weakens. The company’s ability to grow is also constrained by the possibility of regulatory intervention that could cap future price hikes, which would directly pressure revenue growth and margin expansion. In addition, negative ROE driven by aggressive debt-funded buybacks instead of reinvestment suggests capital allocation may be supporting per-share optics rather than durable intrinsic value creation.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.