VeriSign, Inc.

Informe acción NasdaqGS:VRSN

Capitalización de mercado: US$27.0b

VeriSign Dirección

Dirección controles de criterios 4/4

El CEO de VeriSign es Jim Bidzos , nombrado en Jan 1995, tiene una permanencia de 31.33 años. compensación anual total es $15.54M, compuesta por 6.1% salario y 93.9% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.43% de las acciones de la empresa, por valor de $114.96M. La antigüedad media del equipo directivo y de la junta directiva es de 8.1 años y 6.8 años, respectivamente.

Información clave

Jim Bidzos

Chief Executive Officer (CEO)

US$15.5m

Compensación total

Porcentaje del salario del CEO6.11%
Permanencia del CEO31.3yrs
Participación del CEO0.4%
Permanencia media de la dirección8.1yrs
Promedio de permanencia en la Junta Directiva6.8yrs

Actualizaciones recientes de la dirección

Recent updates

Actualización de narrativa May 13

VRSN: 2026 Earnings Guidance Will Test Elevated Market Expectations

The analyst fair value estimate for VeriSign has shifted from $250 to $265. This change is broadly aligned with recent price target increases from several firms as analysts factor in updated views on revenue growth, margins, discount rates, and future P/E assumptions.
Seeking Alpha May 07

VeriSign Stock Now Appears Fairly Priced

Summary VeriSign trades at reasonably high-20s earnings multiples, supported by strong margins and return on invested capital. VRSN's investment case hinges on whether generative AI is a threat or tailwind, with valuation sensitivity to AI-driven market perceptions. Growth from .com and .net is mature; future upside depends on AI-driven infrastructure demand and successful expansion into new domains. Near-term stock performance will be driven more by the AI narrative than by VRSN's earnings, presenting both opportunity and significant risk. Read the full article on Seeking Alpha
Actualización de narrativa Apr 22

VRSN: Refined Discount Rate Assumptions Will Support Future Upside Potential

Analysts have adjusted their VeriSign price target by $15, citing refined assumptions around discount rates, revenue growth, profit margins and future P/E expectations. Analyst Commentary Recent Street research on VeriSign reflects a mix of caution and renewed optimism, with the most recent US$15 upward adjustment in the price target framed around updated views on discount rates, revenue assumptions, profit margins and future P/E expectations.
Actualización de narrativa Apr 08

VRSN: Steady Dot Com Base And Capital Returns Will Shape Future Confidence

Analysts have raised their fair value estimate for VeriSign to $280.75 from $276.50, reflecting updated assumptions on revenue growth, discount rate, profit margin, and future P/E. Analyst Commentary Recent Street research on VeriSign shows both supportive and cautious views around the stock's valuation and execution, reflected in price target revisions in different directions over time.
Actualización de narrativa Mar 25

VRSN: Steady Domain Base And Capital Returns Will Support Future Upside

Analysts have modestly reduced their average price target for VeriSign, with Citi cutting its target by $57 while others made small upward adjustments as they factor in a 3% year over year increase in the. com domain base, yet they still view the shares as fairly valued overall.
Actualización de narrativa Mar 11

VRSN: Steady .Com Base And Buybacks Will Support Future Cash Returns

Analysts have trimmed their average price target on VeriSign by $57, citing updated models that reflect a slightly higher discount rate and P/E assumption, even as they acknowledge steady. com domain trends and fairly valued shares.
Actualización de narrativa Feb 25

VeriSign's Future Still Hinges on Single-Service Dependency

A new series of interviews with current and former employees, conducted in January and February 2026, confirm our risk analysis. Management practices continue to be not in line with best-in-class approaches.
Actualización de narrativa Feb 24

VRSN: Stronger Dot Com Base And Capital Returns Will Support Future Confidence

Analysts have trimmed their average price target on VeriSign to $276.50 from $290.75, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E. They also referenced mixed recent Street research in which one firm lowered its target, while others pointed to steady.
Actualización de narrativa Feb 10

VRSN: Steady Domain Base Will Support Stronger Future Cash Returns

Narrative Update Analysts have trimmed their fair value estimate for VeriSign to about $305 from roughly $340, citing updated assumptions for revenue growth, profit margins and future P/E multiples, alongside mixed recent research that includes both a reduced target from Citi and a small increase from JPMorgan, with the shares still generally viewed as fairly valued. Analyst Commentary Recent Street research on VeriSign has been mixed, but you can still see a clear thread in how analysts are thinking about execution and valuation.
Actualización de narrativa Jan 27

VRSN: Stronger Dot Com Base And Steady Margins Will Support Future Confidence

Analysts trimmed their fair value estimate for VeriSign slightly to $290.75 from $295.75, citing relatively steady assumptions around revenue growth, profit margins and future P/E. They also acknowledged recent Street research that views the.
Nueva narrativa Jan 27

Bad management practices jeopardize long-term future of VRSN

Risk Analysis VRSN Q1/2026 Executive Summary: There are credible, systematic indicators of serious management and cultural deficiencies at VeriSign (Nasdaq: VRSN), which materially elevate the company’s legal, reputational, and regulatory risk profile. These concerns, if substantiated through litigation or public disclosure, could significantly undermine stakeholder confidence, attract legal challenges, and jeopardize VeriSign’s ability to sustain its privileged position as the registry operator for the.
Actualización de narrativa Jan 13

VRSN: Stronger Dot Com Trends And Share Repurchases Will Support Future Confidence

Analysts have raised their fair value estimate for VeriSign slightly, from US$295.50 to US$295.75. This adjustment reflects slightly stronger.
Actualización de narrativa Dec 21

VRSN: Strong Q3 Execution Will Support Confidence Amid Parked Domain Advertising Headwinds

Analysts have modestly reduced their price target on VeriSign, trimming expectations by about $15 to reflect updated modeling around AdSense exposure. They continue to view recent Q3 results and management commentary as supportive of a constructive long term outlook.
Actualización de narrativa Dec 06

VRSN: Strong Q3 Execution Will Drive Confidence Despite Parked Domain Risks

Analysts have modestly trimmed their price target on VeriSign to $325 from $340, reflecting slightly higher discount rate assumptions. They also highlight resilient fundamentals, clearer visibility into AdSense exposure, and Q3 results that counter recent bearish narratives and support the shares as an attractive entry point.
Actualización de narrativa Nov 22

VRSN: Strong Execution And Domain Guidance Will Drive Renewed Bullish Sentiment

Analysts have modestly lowered their price target for VeriSign to $325 from $340, citing updated models after Q3 results and a better understanding of the company's exposure to advertising changes. Analyst Commentary Analysts have offered a mix of optimistic and cautious perspectives on VeriSign following its latest quarterly results and updated guidance.
Actualización de narrativa Nov 08

VRSN: Strong Quarterly Results Will Drive Renewed Optimism Despite Bearish Sentiment

Analysts have lowered their fair value estimate for VeriSign from $304 to $295.50 per share. They cite updated forecasts and a refined assessment of domain-related revenue drivers following the company’s recent quarterly performance and related market commentary.
Actualización de narrativa Oct 24

Cautious Outlook Will Shape Domain Momentum And Share Buybacks Ahead

Analysts have lowered their price target for VeriSign by $5, now citing a revised fair value of $304. The adjustment reflects more cautious revenue growth projections and updated views on domain-related advertising trends observed after the company’s latest results.
Artículo de análisis Sep 25

VeriSign, Inc.'s (NASDAQ:VRSN) Share Price Matching Investor Opinion

With a price-to-earnings (or "P/E") ratio of 33.3x VeriSign, Inc. ( NASDAQ:VRSN ) may be sending very bearish signals...
Actualización de narrativa Sep 04

New Domain Initiatives And Dividends Will Face Web Hurdles

With no material changes in revenue growth forecasts or discount rates, analyst valuation for VeriSign remains steady, reflected in an unchanged consensus price target of $309. What's in the News VeriSign completed a $1.2255 billion follow-on equity offering for 4.3 million shares at $285 per share with a $2.85 discount.
Artículo de análisis Jul 27

VeriSign, Inc. (NASDAQ:VRSN) Just Reported And Analysts Have Been Lifting Their Price Targets

It's been a good week for VeriSign, Inc. ( NASDAQ:VRSN ) shareholders, because the company has just released its latest...
Artículo de análisis Jun 21

Getting In Cheap On VeriSign, Inc. (NASDAQ:VRSN) Is Unlikely

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 17x, you may...
Seeking Alpha Jan 29

VeriSign: Time To Change Directions, But Buffett Increases Holding

Summary It's time for VeriSign to consider different options for its capital returns to investors. Share buybacks are great, just not at high valuations. VeriSign had a big win getting its contract renewed with ICANN. Valuation still looks stretched with little growth options making it a hold. Read the full article on Seeking Alpha
Seeking Alpha Dec 30

VeriSign: Cautiously Bullish On This Stock

Summary VeriSign's strong market position, high margins, and pricing power justify a slight premium valuation, expected to stabilize at around 22x P/E ratio. The company dominates the domain name industry, managing key domains like .com and .net, and benefits from regulatory agreements allowing price increases. VeriSign's financials are solid, with high operating margins, strong cash flow, and disciplined cost control, supporting capital returns and reinvestment. Despite reliance on domain registrations and potential regulatory scrutiny, long-term trends like e-commerce growth and internet penetration bolster a cautiously bullish buy recommendation. Read the full article on Seeking Alpha
Seeking Alpha Oct 31

VeriSign: Q3 Doesn't Make It The Right Time To Buy

Summary The Q3 report shows revenue up, high margins, EPS $2.07, but a decrease in the number of domain name registrations which makes the picture mixed. Despite a declining DNB, it still holds roughly 47% of the market in a very stable market position. Share buybacks continue to be a given, with management increasing shareholder benefits. I wouldn't buy at this level, my buy level is lower than $178. Read the full article on Seeking Alpha
Seeking Alpha Sep 24

VeriSign: Major Execution Risks Ahead With Limited Resolve

Summary VeriSign, Inc.'s repeatedly downward adjusted guidance due to protracted industry and macroeconomic headwinds has cost the stock a major step-down this year. The latest full year 2024 revenue guidance implies further deterioration in VeriSign's .com domain name base, which remains underappreciated at the stock's current values. The upcoming renewal of VeriSign's contracts with ICANN and the U.S. Department of Commerce also poses additional pricing limitations, exacerbating current challenges to its topline. Despite strong margins, VeriSign's limited growth drivers and exposure to unfavorable industry dynamics harbingers further multiple compression risks ahead. Read the full article on Seeking Alpha
Seeking Alpha Jul 13

VeriSign: Underfollowed Value Opportunity Yielding A 9.8% Return

Summary VeriSign stocks are undervalued by 20.1% and underfollowed by Wall Street analysts, indicating a potential mispricing. VeriSign boosts a monopolistic mature business model, with high operating margins and high free cash flow generation, compensating for modest growth. Despite recent stock price decline, VeriSign's risk-reward profile suggests a positive excess return of around 9.8%, with a catalyst expected after Q3 earnings report. Read the full article on Seeking Alpha
Seeking Alpha May 22

VeriSign: Hasn't Been This Cheap Since 2018

Summary VeriSign, a domain name registry services provider, has consistently high free cash flow margins and growing revenues for 16 years. Investor interest in VeriSign is low due to the focus on tech companies investing in AI and the perception of VeriSign's steady but not exciting revenue growth. VeriSign's competitive advantage lies in its management of globally recognized domains like .com, which grants trust and allows companies to operate in multiple markets. Read the full article on Seeking Alpha

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Jim Bidzos en comparación con los beneficios de VeriSign?
FechaCompensación totalSalarioIngresos de la empresa
Mar 31 2026n/an/a

US$841m

Dec 31 2025US$16mUS$950k

US$826m

Sep 30 2025n/an/a

US$811m

Jun 30 2025n/an/a

US$800m

Mar 31 2025n/an/a

US$791m

Dec 31 2024US$14mUS$950k

US$786m

Sep 30 2024n/an/a

US$859m

Jun 30 2024n/an/a

US$846m

Mar 31 2024n/an/a

US$833m

Dec 31 2023US$12mUS$950k

US$818m

Sep 30 2023n/an/a

US$732m

Jun 30 2023n/an/a

US$713m

Mar 31 2023n/an/a

US$695m

Dec 31 2022US$11mUS$946k

US$674m

Sep 30 2022n/an/a

US$824m

Jun 30 2022n/an/a

US$812m

Mar 31 2022n/an/a

US$792m

Dec 31 2021US$10mUS$925k

US$785m

Sep 30 2021n/an/a

US$612m

Jun 30 2021n/an/a

US$626m

Mar 31 2021n/an/a

US$631m

Dec 31 2020US$10mUS$961k

US$815m

Sep 30 2020n/an/a

US$806m

Jun 30 2020n/an/a

US$789m

Mar 31 2020n/an/a

US$784m

Dec 31 2019US$9mUS$925k

US$612m

Compensación vs. Mercado: La compensación total ($USD15.54M) de Jim está en línea con el promedio de empresas de tamaño similar en el mercado US ($USD14.78M).

Compensación vs. Ingresos: La compensación de Jim ha sido consistente con los resultados de la empresa en el último año.


CEO

Jim Bidzos (70 yo)

31.3yrs
Permanencia
US$15,536,674
Compensación

Mr. D. James Bidzos, also known as Jim, is the Founder of VeriSign, Inc. and has been its Executive Chairman since August 17, 2009 and has been its Chief Executive Officer since August 1, 2011 and served a...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
D. Bidzos
Executive Chairman31.3yrsUS$15.54m0.43%
$ 115.0m
John Calys
Executive VP & CFO15.4yrsUS$3.72m0.035%
$ 9.4m
Thomas Indelicarto
Executive VP11.5yrsUS$4.91m0.019%
$ 5.2m
Danny McPherson
Executive VP of Technology & Chief Security Officerno dataUS$5.62m0.013%
$ 3.5m
Burt Kaliski
Senior VP & CTOno datasin datossin datos
David Atchley
VP, Treasury & Investor Relationsno datasin datossin datos
Ebrahim Keshavarz
Senior Vice President of Marketing4.8yrssin datossin datos
Ellen Petrocci
Senior VP of Human Resources & Chief Human Resources Officerno datasin datossin datos
Patrick Kane
Senior Vice President of Naming & Registry Servicesno dataUS$1.57msin datos
Scott Schnell
Senior VP & Executive Strategic Advisor4.8yrssin datossin datos
Jacquelyn Stewart
Senior VP & Deputy General Counselno datasin datossin datos
Ramakant Pandrangi
Senior Vice President of Architecture & Engineering3.4yrssin datossin datos
8.1yrs
Permanencia media
64.5yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de VRSN es experimentado (8.1 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
D. Bidzos
Executive Chairman31.1yrsUS$15.54m0.43%
$ 115.0m
Matthew Desch
Independent Directorless than a yearUS$216.78k0.00080%
$ 215.9k
Jamie Gorelick
Independent Director11.3yrsUS$345.35k0.024%
$ 6.6m
Kathleen Cote
Lead Independent Director18.3yrsUS$352.85k0.031%
$ 8.4m
Yehuda Buchalter
Independent Director6.8yrsUS$369.24k0.0051%
$ 1.4m
Debra McCann
Independent Director1.6yrsUS$328.70k0.0021%
$ 555.8k
Courtney Armstrong
Independent Director4.9yrsUS$348.07k0.0067%
$ 1.8m
6.8yrs
Permanencia media
67yo
Promedio de edad

Junta con experiencia: La junta directiva de VRSN se considera experimentada (6.8 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/29 12:07
Precio de las acciones al final del día2026/05/29 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

VeriSign, Inc. está cubierta por 18 analistas. 4 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Robert OliverBaird
Israel HernandezBarclays
Jaimin SoniBofA Global Research