VeriSign, Inc.

NasdaqGS:VRSN Voorraadrapport

Marktkapitalisatie: US$27.6b

VeriSign Beheer

Beheer criteriumcontroles 4/4

De CEO VeriSign is Jim Bidzos, benoemd in Jan1995, heeft een ambtstermijn van 31.33 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 15.54M, bestaande uit 6.1% salaris en 93.9% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.42% van de aandelen van het bedrijf, ter waarde $ 116.78M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 8.1 jaar en 6.8 jaar.

Belangrijke informatie

Jim Bidzos

Algemeen directeur

US$15.5m

Totale compensatie

Percentage CEO-salaris6.11%
Dienstverband CEO31.3yrs
Eigendom CEO0.4%
Management gemiddelde ambtstermijn8.1yrs
Gemiddelde ambtstermijn bestuur6.8yrs

Recente managementupdates

Recent updates

Narratiefupdate 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
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Nieuw narratief 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Analyseartikel 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...
Narratiefupdate 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.
Analyseartikel 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...
Analyseartikel 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

Analyse CEO-vergoeding

Hoe is Jim Bidzos's beloning veranderd ten opzichte van VeriSign's winst?
DatumTotale vergoedingSalarisBedrijfswinsten
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

Compensatie versus markt: De totale vergoeding ($USD 15.54M ) Jim } is ongeveer het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 14.80M ).

Compensatie versus inkomsten: De vergoeding van Jim is het afgelopen jaar in lijn geweest met de bedrijfsprestaties.


CEO

Jim Bidzos (70 yo)

31.3yrs
Tenure
US$15,536,674
Compensatie

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...


Leiderschapsteam

NaamPositieTenureCompensatieEigendom
D. Bidzos
Executive Chairman31.3yrsUS$15.54m0.42%
$ 116.8m
John Calys
Executive VP & CFO15.4yrsUS$3.72m0.021%
$ 5.8m
Thomas Indelicarto
Executive VP11.5yrsUS$4.91m0.018%
$ 5.1m
Danny McPherson
Executive VP of Technology & Chief Security Officerno dataUS$5.62m0.012%
$ 3.3m
Burt Kaliski
Senior VP & CTOno datageen gegevensgeen gegevens
David Atchley
VP, Treasury & Investor Relationsno datageen gegevensgeen gegevens
Ebrahim Keshavarz
Senior Vice President of Marketing4.8yrsgeen gegevensgeen gegevens
Ellen Petrocci
Senior VP of Human Resources & Chief Human Resources Officerno datageen gegevensgeen gegevens
Patrick Kane
Senior Vice President of Naming & Registry Servicesno dataUS$1.57mgeen gegevens
Scott Schnell
Senior VP & Executive Strategic Advisor4.8yrsgeen gegevensgeen gegevens
Jacquelyn Stewart
Senior VP & Deputy General Counselno datageen gegevensgeen gegevens
Ramakant Pandrangi
Senior Vice President of Architecture & Engineering3.4yrsgeen gegevensgeen gegevens
8.1yrs
Gemiddelde duur
64.5yo
Gemiddelde leeftijd

Ervaren management: Het managementteam van VRSN is doorgewinterd en ervaren (gemiddelde ambtstermijn van 8.1 jaar).


Bestuursleden

NaamPositieTenureCompensatieEigendom
D. Bidzos
Executive Chairman31.1yrsUS$15.54m0.42%
$ 116.8m
Matthew Desch
Independent Directorless than a yearUS$216.78k0.00080%
$ 220.9k
Jamie Gorelick
Independent Director11.3yrsUS$345.35k0.024%
$ 6.7m
Kathleen Cote
Lead Independent Director18.3yrsUS$352.85k0.031%
$ 8.6m
Yehuda Buchalter
Independent Director6.8yrsUS$369.24k0.0051%
$ 1.4m
Debra McCann
Independent Director1.6yrsUS$328.70k0.0021%
$ 568.7k
Courtney Armstrong
Independent Director4.9yrsUS$348.07k0.0067%
$ 1.8m
6.8yrs
Gemiddelde duur
67yo
Gemiddelde leeftijd

Ervaren bestuur: De raad van bestuur van VRSN wordt beschouwd als ervaren (gemiddelde ambtstermijn 6.8 jaar).


Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/21 21:30
Aandelenkoers aan het einde van de dag2026/05/21 00:00
Inkomsten2026/03/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

VeriSign, Inc. wordt gevolgd door 18 analisten. 4 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Robert OliverBaird
Israel HernandezBarclays
Jaimin SoniBofA Global Research