VeriSign, Inc.

NasdaqGS:VRSN 주식 리포트

시가총액: US$27.6b

VeriSign 대차대조표 건전성

재무 건전성 기준 점검 2/6

VeriSign 의 총 주주 지분은 $-2.2B 이고 총 부채는 $1.8B, 이는 부채 대 자기자본 비율을 -80.8% 로 가져옵니다. 총자산과 총부채는 각각 $1.3B 및 $3.5B 입니다. VeriSign 의 EBIT는 $1.1B 이며 이자보상배율은 22.1 입니다. $556.4M 의 현금 및 단기 투자금을 보유하고 있습니다.

핵심 정보

-80.82%

부채/자본 비율

US$1.79b

부채

이자보상배율22.1x
현금US$556.40m
자본-US$2.21b
총부채US$3.51b
총자산US$1.30b

최근 재무 건전성 업데이트

업데이트 없음

Recent updates

내러티브 업데이트 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
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
새로운 내러티브 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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

재무 상태 분석

단기부채: VRSN 에는 음의 주주 지분이 있는데, 이는 단기 부채를 감당하지 못하는 단기 자산보다 더 심각한 상황입니다.

장기 부채: VRSN는 마이너스 주주 지분을 갖고 있어 장기 부채를 충당하지 못하는 단기 자산보다 더 심각한 상황입니다.


부채/자본 비율 추이 및 분석

부채 수준: VRSN 은 부정주주자본을 갖고 있는데, 이는 높은 부채 수준보다 더 심각한 상황입니다.

부채 감소: VRSN는 주주 지분이 음수이므로 부채가 시간이 지남에 따라 감소했는지 확인할 필요가 없습니다.

부채 범위: VRSN 의 부채는 영업 현금 흐름 ( 59.9% )에 의해 잘 충당되었습니다.

이자 보장: VRSN 의 부채에 대한 이자 지급EBIT(22.1x 적용 범위)로 잘 충당됩니다.


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기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/21 18:47
종가2026/05/21 00:00
수익2026/03/31
연간 수익2025/12/31

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분석가 소스

VeriSign, Inc.는 18명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Robert OliverBaird
Israel HernandezBarclays
Jaimin SoniBofA Global Research