Verisign (VRSN)
NASDAQInformation TechnologySoftware - InfrastructureSnapshot 2026-10-29
$307.21+0.41%
Close 2026-10-30 · 1-day change
NASDAQInformation TechnologySoftware - InfrastructureSnapshot 2026-10-29
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Put VRSN beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Information Technology is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Company revenue grows steadily: Revenue growth: 5.7%.
View ThesisRevenue is growing steadily — about 6% over the past year.
View GrowthRanks among the strongest in its industry on quality — around the top 13%.
View QualityManagement screens strong on capital allocation, earnings delivery, margins.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskVerisign’s steady domain business supports durable growth, though its revenue growth has slowed. Third-quarter revenue grew 5.7%, and reported earnings missed consensus after earlier quarterly beats. VRSN trades at 33× P/E versus the 34× peer median and its 31× historical multiple. The price reflects less growth than our forecast, despite the modest peer discount. The latest quarter’s earnings miss and 25% next-quarter miss probability threaten the case. Its multiple also exceeds its historical level. Peer multiples imply a price about 16% below where it trades; the thesis is on watch, and this read is provisional.
Trailing returns as of 2026-10-30. VRSN is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 6 analysts currently covering VRSN (as of Oct 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
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Compare VRSN with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| VRSN Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 10 valuation methods, at three horizons. As of 2026-10-30. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Information Technology (broad) — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put VRSN next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Reported quarterly profit miss pressures results, but does not establish damage to core objectives.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Shares fell after an earnings miss; incremental financial pressure, not a core thesis break.
Threatens: Increase domain name registrations
Earnings miss may hinder growth in domain registrations.
AI disruption could impact domain registration growth.