Analyst Consensus ?
ConsensusBuy15 ratings
Bullish960.0%
Neutral533.3%
Bearish16.7%
VeriSign, Inc. · VRSN · FY2024 Q4 · Calendar Q1 2025
VeriSign pairs modest growth with a shrinking domain base
VeriSign’s modest financial growth and resilient cash returns support the case for stability, but the shrinking domain base remains the central test. The supplied analysis points to registrar marketing, improving China trends, and new TLD opportunities as potential offsets; evidence is not yet conclusive.
Reported After market closeNASDAQTechnology
$27.46B market cap
80quality score
Earnings scorecard
Reported versus consensus
Reported EPS
—
Consensus $2.00
EPS surprise
—
Reported versus consensus
Reported revenue
—
Consensus $394.1M
Revenue surprise
—
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
+0.5%
Event window
SPY move
-0.9%
Same window
Abnormal move
+1.5%
Stock minus SPY
Volume
1.7×
Versus trailing sessions
Subsequent drift
+8.0%
Up to 20 sessions
VRSNSPY benchmark
Ask FN2 about VRSN FY2024 Q4
Transcript, numbers and history already loaded
What drove VRSN's +0.5% move after FY2024 Q4 earnings?What changed in VRSN's guidance and outlook in FY2024 Q4?Give me the bull and bear case for VRSN after FY2024 Q4 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Compared with the prior quarter, management sounded more confident: Q4 registrations and renewal rates improved, China-related pressure eased, and 2025 guidance was introduced. The core domain base still declined, so the growth thesis remains dependent on execution of the new marketing programs.
Guidance delta
Maintained: management provided 2025 guidance for $1.615–$1.635 billion of revenue and a slight domain-base contraction.
Key takeaways
- 2024 revenue rose 4.3% year over year and operating income increased 5.7%.
- The domain name base declined 2.1% year over year, despite Q4 new registrations rising to 9.5 million and renewal rates improving to 73.9%.
- Management is relying on registrar marketing programs, slower China-related declines, and potential new TLD opportunities to support performance.
- Capital returns remained substantial, with $1.2 billion returned to shareholders in 2024.
Management priorities
- Roll out and refine registrar marketing programs during 2025.
- Pursue the .web TLD opportunity and monitor new gTLD auctions.
- Continue share repurchases with about $1 billion authorized.
- Maintain relationships with ICANN and NTIA amid leadership changes.
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Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$303.74Previous close
$215Low
$280.8Average
$355High
Latest persisted target per named analyst; persisted previous close from FN2's market snapshot as of Oct 12, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Wedbush | Outperform | Outperform | Maintain | Sep 1, 2026 |
| JP Morgan | Neutral | Neutral | Maintain | Jul 24, 2026 |
| Citigroup | Buy | Buy | Maintain | Apr 24, 2026 |
| Baird | Outperform | Outperform | Maintain | Apr 24, 2026 |
| CFRA | Hold | Hold | Maintain | Apr 27, 2020 |
| B. Riley FBR | Buy | Neutral | Upgrade | May 5, 2018 |
| Cowen & Co. | Hold | Hold | Maintain | Oct 2, 2015 |
| Credit Suisse | Underperform | Neutral | Downgrade | Jan 26, 2015 |
| Wells Fargo | Market Perform | Outperform | Downgrade | Jun 27, 2014 |
| B. Riley Securities | Buy | Neutral | Upgrade | Jul 26, 2013 |
| Topeka Capital | Buy | Buy | Maintain | Feb 5, 2013 |
| Topeka | Buy | Buy | Maintain | Feb 5, 2013 |
| First Analysis | Equal Weight | Overweight | Downgrade | Nov 26, 2012 |
| Stifel Nicolaus | Buy | Buy | Maintain | Jul 27, 2012 |
| Stifel | Buy | Buy | Maintain | Jul 27, 2012 |
Named analyst price targets
Upside is calculated against the persisted previous close $303.74. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Wedbush | Analyst unavailable | $341 | $288.28 | +12.3% | Sep 1, 2026 |
| Wedbush | Analyst unavailable | $324 | $261.58 | +6.7% | Jul 24, 2026 |
| Robert W. Baird | Analyst unavailable | $355 | $276.95 | +16.9% | Apr 24, 2026 |
| Robert W. Baird | Analyst unavailable | $325 | $233.01 | +7.0% | Oct 24, 2025 |
| Robert W. Baird | Rob Oliver | $250 | $191.14 | -17.7% | Dec 9, 2024 |
| Citigroup | Ygal Arounian | $215 | $190.64 | -29.2% | Sep 27, 2024 |
| Robert W. Baird | Rob Oliver | $265 | $200.86 | -12.8% | Dec 15, 2022 |
| Citigroup | Analyst unavailable | $243 | $199.69 | -20.0% | Dec 13, 2022 |
| Robert W. Baird | Analyst unavailable | $210 | $182.37 | -30.9% | Apr 29, 2022 |
Track every rating change on VRSN the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationVeriSign, Inc., along with its affiliates, provides fundamental internet infrastructure and domain name registration services, which enable global web navigation across numerous recognized online addresses. The company plays a crucial role in upholding the security, stability, and resilience of internet systems and services. This includes its function as the root zone maintainer, operating two of the thirteen internet root servers globally, and delivering essential registration and authoritative lookup services for the widely used .com and .net domains, which are vital for worldwide online commerce. Beyond these, VeriSign also manages the underlying technical systems for several other top-level domains, such as .cc, .gov, .edu, and .name. Its operational scope further encompasses distributed server management, network infrastructure, cybersecurity, and ensuring data integrity. Established in 1995, VeriSign, Inc. maintains its corporate headquarters in Reston, Virginia.
Historical context
All VRSN earningsTechnology peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| ACN Accenture plc | FY2026 Q4 · Calendar Q4 2026 | +3.5% | +15.8% | Accenture: AI demand supports strong Q4, while pricing and geopolitics remain risks |
| JBL Jabil Inc. | FY2026 Q4 · Calendar Q3 2026 | +8.1% | -10.0% | Jabil enters FY2027 with AI-led growth and capacity risks |
| MU Micron Technology, Inc. | FY2026 Q4 · Calendar Q3 2026 | +5.4% | +0.0% | Micron: Strong AI Memory Demand, Higher Capex, and HBM4E Ahead |
| SNX TD Synnex Corp | FY2026 Q3 · Calendar Q3 2026 | +20.9% | -9.9% | TD SYNNEX: AI-led growth accelerates, but mix and cash flow matter |
| ADBE Adobe Inc. | FY2026 Q3 · Calendar Q3 2026 | +0.8% | +1.4% | Adobe raises FY26 outlook as AI strategy broadens |
| ORCL Oracle Corporation | FY2027 Q1 · Calendar Q3 2026 | +10.3% | -1.7% | Oracle raises FY27 outlook as AI demand accelerates cloud growth |
Latest beats and misses
Who reports nextBeat on EPS
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One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2025-01-23T00:02:36.799981+00:00
- Polygon adjusted daily market bars · 2026-10-12T07:50:46.052591+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-12T07:50:46.049774+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-12. For educational purposes only; not investment advice.