Analyst Consensus ?
ConsensusBuy15 ratings
Bullish960.0%
Neutral533.3%
Bearish16.7%
VeriSign, Inc. · VRSN · FY2025 Q3 · Calendar Q4 2025
VeriSign: Strong Q3 growth, steady guidance, and AI-led DNS demand
The quarter supports a constructive but qualified view: improving renewals, domain-base growth, registrar engagement, and rising AI-related DNS activity provide evidence of resilient demand, while AdSense exposure, regional softness, costs, and .web execution remain important offsets.
Reported After market closeNASDAQTechnology
$26.06B market cap
90quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$2.27
Consensus $2.25
EPS surprise
+0.9%
Reported versus consensus
Reported revenue
$419.1M
Consensus $416.7M
Revenue surprise
+0.6%
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
-1.4%
Event window
SPY move
+0.8%
Same window
Abnormal move
-2.2%
Stock minus SPY
Volume
5.0×
Versus trailing sessions
Subsequent drift
+1.8%
Up to 20 sessions
VRSNSPY benchmark
Ask FN2 about VRSN FY2025 Q3
Transcript, numbers and history already loaded
Why did VRSN fall 1.4% after beating EPS estimates in FY2025 Q3?What changed in VRSN's guidance and outlook in FY2025 Q3?Give me the bull and bear case for VRSN after FY2025 Q3 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
The analysis highlights AI-driven DNS usage and planned AI-powered domain suggestions as newer growth and efficiency themes, alongside updated 2026 marketing programs. Management also pointed to progress toward a potential .web registry role, subject to legal resolution, while maintaining full-year guidance.
Guidance delta
Management maintained full-year 2025 revenue guidance of $1.652 billion to $1.657 billion.
Key takeaways
- Management described stronger revenue, EPS, domain-base growth, and renewal rates in Q3.
- AI-related DNS traffic and domain-suggestion tools were identified as emerging demand and efficiency drivers.
- Updated marketing programs and registrar engagement are central to the 2026 operating plan.
- The .web launch remains dependent on legal resolution, while new gTLD opportunities remain under evaluation.
Management priorities
- Roll out updated 2026 marketing programs through registrar channels.
- Expand AI use in domain suggestions and operational efficiency.
- Pursue the .web registry launch pending legal resolution.
- Evaluate opportunities in the ICANN 2026–2027 new gTLD round.
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Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$293.15Current
$215Low
$280.8Average
$355High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 5, 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 current price $293.15. 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 | +16.3% | Sep 1, 2026 |
| Wedbush | Analyst unavailable | $324 | $261.58 | +10.5% | Jul 24, 2026 |
| Robert W. Baird | Analyst unavailable | $355 | $276.95 | +21.1% | Apr 24, 2026 |
| Robert W. Baird | Analyst unavailable | $325 | $233.01 | +10.9% | Oct 24, 2025 |
| Robert W. Baird | Rob Oliver | $250 | $191.14 | -14.7% | Dec 9, 2024 |
| Citigroup | Ygal Arounian | $215 | $190.64 | -26.7% | Sep 27, 2024 |
| Robert W. Baird | Rob Oliver | $265 | $200.86 | -9.6% | Dec 15, 2022 |
| Citigroup | Analyst unavailable | $243 | $199.69 | -17.1% | Dec 13, 2022 |
| Robert W. Baird | Analyst unavailable | $210 | $182.37 | -28.4% | 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
- ACNFY2026 Q4 · October 1, 2026+3.5% EPS+15.8% move
- MKCFY2026 Q3 · October 1, 2026+13.9% EPS-4.9% move
- NKEFY2027 Q1 · October 1, 2026+10.0% EPS-0.7% move
- CAGFY2027 Q1 · September 30, 2026+44.4% EPS-4.9% move
- FDSFY2026 Q4 · September 30, 2026+3.9% EPS+3.8% move
- JBLFY2026 Q4 · September 30, 2026+8.1% EPS-10.0% move
Get the VRSN recap when the next report posts
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 · 2026-07-26T00:37:12.209961+00:00
- Polygon adjusted daily market bars · 2026-10-05T18:20:42.550945+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-05T18:20:42.548177+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 2026-10-05. For educational purposes only; not investment advice.