VeriSign (VRSN) Q4 2025 Earnings Call Transcript
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2d ago
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Should l Buy VRSN?
Source: NASDAQ.COM
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Analyst Views on VRSN
Wall Street analysts forecast VRSN stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for VRSN is 311.00 USD with a low forecast of 271.00 USD and a high forecast of 337.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
3 Analyst Rating
2 Buy
1 Hold
0 Sell
Moderate Buy
Current: 242.620
Low
271.00
Averages
311.00
High
337.00
Current: 242.620
Low
271.00
Averages
311.00
High
337.00
About VRSN
VeriSign, Inc. is a global provider of Internet infrastructure and domain name registry services, enables Internet navigation for various domain names. The Company helps to enable the security, stability, and resiliency of the domain name system and the Internet by providing root zone maintainer services, operating two of the 13 global Internet root servers, and providing registration services and authoritative resolution. It operates the authoritative directory, for all .com, .net, and .name domain names (generic top-level domains or gTLDs), as well as for certain transliterations of .com and .net in number of different native languages and scripts (internationalized generic top-level domains). It also operates the authoritative directory for all .cc domain names (country code top-level domain). The Company operates the technical or back-end systems for .edu and certain other gTLDs. Its operations infrastructure includes distributed servers, networking, and disaster recovery plans.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
VeriSign Reports Strong Q4 2025 Earnings with Continued Growth
- Robust Registration Growth: In 2025, VeriSign achieved 41.7 million new registrations, increasing the total domain name base to 173.5 million, reflecting a 2.6% year-over-year growth that underscores the company's strong performance and sustained market demand in the global domain space.
- Solid Financial Performance: The company reported revenues of $1.66 billion for 2025, a 6.4% increase year-over-year, with earnings per share (EPS) rising 10.1% to $8.81, demonstrating a continued commitment to profitability and shareholder returns, having returned $1.1 billion to shareholders in 2025.
- Optimistic Future Outlook: Management projects a domain base growth rate of 1.5% to 3.5% for 2026, with revenue guidance set between $1.715 billion and $1.735 billion, reflecting confidence in future market demand, while announcing a quarterly cash dividend of $0.81 per share, a 5.2% increase.
- Increased Capital Expenditures: Due to AI-driven demand and equipment replacement, capital expenditures for 2026 are expected to range from $55 million to $65 million, indicating a commitment to operational discipline and shareholder returns despite facing cost pressures.
See More
U.S. Markets Increased on Friday; Strategy Reached New Heights
U.S. Stock Market Performance: U.S. stock indexes experienced significant gains on Friday, with the overall market climbing by 2.47%.
Individual Index Gains: The S&P 500 index rose by 2.18%, while the Dow Jones Industrial Average saw an increase of 1.97%.
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Molina Healthcare Stock Plummets 29% After Earnings Miss
- Unexpected Quarterly Loss: Molina Healthcare reported an unexpected quarterly loss, causing its stock to plummet 29% in a single day, marking the largest drop since 2012 and indicating significant challenges in profitability.
- Weak 2026 Outlook: The company issued a weak earnings outlook for 2026, which may undermine investor confidence and further pressure the stock price, reflecting market concerns about its future growth potential.
- Strong Overall Market Performance: Despite Molina Healthcare's stock decline, the Dow Jones Industrial Average surged nearly 2% on Friday, reaching a new all-time high, indicating a market preference for value stocks that may overshadow individual stock weaknesses.
- Small Caps Outperform: Small caps showed outstanding performance on Friday, with the Russell 2000 index soaring over 3%, suggesting increased investor confidence in smaller companies, contrasting sharply with Molina's performance.
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Health Insurance Stocks Slide, AI Stocks Surge
- Centene Guidance Miss: Centene's full-year revenue guidance of $186.5 billion to $190.5 billion fell short of the $194.1 billion consensus, leading to a 5% drop in shares, indicating pressure in the health insurance sector.
- AI Infrastructure Stocks Surge: Companies linked to AI infrastructure, such as Lumen Technologies and Applied Digital, saw stock prices rise by at least 20%, reflecting a recovery in investor confidence after a week of selling, potentially signaling a shift in market sentiment.
- Viasat Earnings Beat: Viasat reported adjusted earnings of $0.79 per share for the third quarter, up from $0.11 a year earlier, with shares gaining about 10%, as the company anticipates double-digit operating cash flow growth in 2026, showcasing a strong business outlook.
- Roblox Optimistic Forecast: Roblox expects full-year bookings between $8.28 billion and $8.55 billion, exceeding the $7.87 billion consensus, resulting in a 12% stock increase, indicating robust performance in the online gaming market and future growth potential.
See More
VeriSign Declares 5.2% Increase in Quarterly Dividend to $0.81
- Dividend Increase: VeriSign has declared a quarterly dividend of $0.81 per share, representing a 5.2% increase from the previous $0.77, indicating ongoing improvements in cash flow and profitability, which enhances investor confidence.
- Dividend Yield: The forward yield of this dividend stands at 1.34%, providing investors with a relatively stable return and reflecting the company's financial health in the current economic environment.
- Payment Timeline: The dividend is payable on February 27, with a record date of February 19 and an ex-dividend date also on February 19, ensuring shareholders receive timely returns, which further solidifies shareholder loyalty.
- Financial Performance: VeriSign reported a GAAP EPS of $2.23 for Q4 2025, missing expectations by $0.05, while its revenue of $425 million exceeded forecasts by $0.96 million, demonstrating resilience in revenue growth despite EPS shortfall.
See More
VeriSign (VRSN) Q4 2025 Earnings Call Transcript
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VeriSign Reports Strong Q4 2025 Earnings with Continued Growth
- Robust Registration Growth: In 2025, VeriSign achieved 41.7 million new registrations, increasing the total domain name base to 173.5 million, reflecting a 2.6% year-over-year growth that underscores the company's strong performance and sustained market demand in the global domain space.
- Solid Financial Performance: The company reported revenues of $1.66 billion for 2025, a 6.4% increase year-over-year, with earnings per share (EPS) rising 10.1% to $8.81, demonstrating a continued commitment to profitability and shareholder returns, having returned $1.1 billion to shareholders in 2025.
- Optimistic Future Outlook: Management projects a domain base growth rate of 1.5% to 3.5% for 2026, with revenue guidance set between $1.715 billion and $1.735 billion, reflecting confidence in future market demand, while announcing a quarterly cash dividend of $0.81 per share, a 5.2% increase.
- Increased Capital Expenditures: Due to AI-driven demand and equipment replacement, capital expenditures for 2026 are expected to range from $55 million to $65 million, indicating a commitment to operational discipline and shareholder returns despite facing cost pressures.
See More
U.S. Markets Increased on Friday; Strategy Reached New Heights
U.S. Stock Market Performance: U.S. stock indexes experienced significant gains on Friday, with the overall market climbing by 2.47%.
Individual Index Gains: The S&P 500 index rose by 2.18%, while the Dow Jones Industrial Average saw an increase of 1.97%.
See More
Molina Healthcare Stock Plummets 29% After Earnings Miss
- Unexpected Quarterly Loss: Molina Healthcare reported an unexpected quarterly loss, causing its stock to plummet 29% in a single day, marking the largest drop since 2012 and indicating significant challenges in profitability.
- Weak 2026 Outlook: The company issued a weak earnings outlook for 2026, which may undermine investor confidence and further pressure the stock price, reflecting market concerns about its future growth potential.
- Strong Overall Market Performance: Despite Molina Healthcare's stock decline, the Dow Jones Industrial Average surged nearly 2% on Friday, reaching a new all-time high, indicating a market preference for value stocks that may overshadow individual stock weaknesses.
- Small Caps Outperform: Small caps showed outstanding performance on Friday, with the Russell 2000 index soaring over 3%, suggesting increased investor confidence in smaller companies, contrasting sharply with Molina's performance.
See More
Health Insurance Stocks Slide, AI Stocks Surge
- Centene Guidance Miss: Centene's full-year revenue guidance of $186.5 billion to $190.5 billion fell short of the $194.1 billion consensus, leading to a 5% drop in shares, indicating pressure in the health insurance sector.
- AI Infrastructure Stocks Surge: Companies linked to AI infrastructure, such as Lumen Technologies and Applied Digital, saw stock prices rise by at least 20%, reflecting a recovery in investor confidence after a week of selling, potentially signaling a shift in market sentiment.
- Viasat Earnings Beat: Viasat reported adjusted earnings of $0.79 per share for the third quarter, up from $0.11 a year earlier, with shares gaining about 10%, as the company anticipates double-digit operating cash flow growth in 2026, showcasing a strong business outlook.
- Roblox Optimistic Forecast: Roblox expects full-year bookings between $8.28 billion and $8.55 billion, exceeding the $7.87 billion consensus, resulting in a 12% stock increase, indicating robust performance in the online gaming market and future growth potential.
See More
VeriSign Declares 5.2% Increase in Quarterly Dividend to $0.81
- Dividend Increase: VeriSign has declared a quarterly dividend of $0.81 per share, representing a 5.2% increase from the previous $0.77, indicating ongoing improvements in cash flow and profitability, which enhances investor confidence.
- Dividend Yield: The forward yield of this dividend stands at 1.34%, providing investors with a relatively stable return and reflecting the company's financial health in the current economic environment.
- Payment Timeline: The dividend is payable on February 27, with a record date of February 19 and an ex-dividend date also on February 19, ensuring shareholders receive timely returns, which further solidifies shareholder loyalty.
- Financial Performance: VeriSign reported a GAAP EPS of $2.23 for Q4 2025, missing expectations by $0.05, while its revenue of $425 million exceeded forecasts by $0.96 million, demonstrating resilience in revenue growth despite EPS shortfall.
See More
VeriSign (VRSN) Q4 2025 Earnings Call Transcript
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