Analyst Consensus ?
ConsensusBuy15 ratings
Bullish960.0%
Neutral533.3%
Bearish16.7%
VeriSign, Inc. · VRSN · FY2026 Q3 · Calendar Q4 2026
VeriSign sustains domain growth as .web and security launches near
The current analysis supports a constructive but conditional view: resilient registration demand and AI-enabled website creation are supporting growth, while renewal quality, pricing elasticity, and execution of new offerings will determine how durable that growth is.
Reported After market closeNASDAQTechnology
$27.78B market cap
80quality score
Earnings scorecard
Reported versus consensus
Reported EPS
—
Consensus $2.46
EPS surprise
—
Reported versus consensus
Reported revenue
—
Consensus $440.6M
Revenue surprise
—
Reported versus consensus
Market reaction
close-to-close (session unavailable)
Stock move
-0.9%
Event window
SPY move
-1.2%
Same window
Abnormal move
+0.3%
Stock minus SPY
Volume
1.5×
Versus trailing sessions
Subsequent drift
0.0%
Up to 20 sessions
VRSNSPY benchmark
Ask FN2 about VRSN FY2026 Q3
Transcript, numbers and history already loaded
What drove VRSN's -0.9% move after FY2026 Q3 earnings?What changed in VRSN's guidance and outlook in FY2026 Q3?Give me the bull and bear case for VRSN after FY2026 Q3 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Versus the prior quarter, the company reported a larger domain base and record new registrations, tightened its 2026 domain-growth range, and provided more detail on the .web launch and VeriSign Informed rollout. The renewal rate declined year over year as first-time registrations increased.
Guidance delta
Management maintained its outlook while tightening 2026 domain-base growth guidance to 6.5%-7%.
Key takeaways
- Management described record new registrations and continued demand from AI-enabled website creation and digital adoption.
- The .web TLD is progressing toward general availability in early 2027, while VeriSign Informed is planned for H1 2027.
- Capital returns continued, but the lower renewal rate associated with first-time registrations remains an important watchpoint.
Management priorities
- Complete the .web sunrise and limited-registration phases and finalize pricing.
- Launch VeriSign Informed in H1 2027 after its beta phase.
- Support infrastructure and new product development while continuing dividends and repurchases.
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Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$304.59Current
$215Low
$282.8Average
$355High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 22, 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 | Oct 19, 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 $304.59. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Wedbush | Analyst unavailable | $351 | $304.43 | +15.2% | Oct 19, 2026 |
| Wedbush | Analyst unavailable | $341 | $288.28 | +12.0% | Sep 1, 2026 |
| Wedbush | Analyst unavailable | $324 | $261.58 | +6.4% | Jul 24, 2026 |
| Robert W. Baird | Analyst unavailable | $355 | $276.95 | +16.6% | Apr 24, 2026 |
| Robert W. Baird | Analyst unavailable | $325 | $233.01 | +6.7% | Oct 24, 2025 |
| Robert W. Baird | Rob Oliver | $250 | $191.14 | -17.9% | Dec 9, 2024 |
| Citigroup | Ygal Arounian | $215 | $190.64 | -29.4% | Sep 27, 2024 |
| Robert W. Baird | Rob Oliver | $265 | $200.86 | -13.0% | Dec 15, 2022 |
| Citigroup | Analyst unavailable | $243 | $199.69 | -20.2% | Dec 13, 2022 |
| Robert W. Baird | Analyst unavailable | $210 | $182.37 | -31.1% | 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 |
|---|---|---|---|---|
| ROP Roper Technologies, Inc. | FY2026 Q3 · Calendar Q4 2026 | — | +9.7% | Roper raises DEPS outlook as AI adoption expands across portfolio |
| TTMI TTM Technologies, Inc. | FY2026 Q3 · Calendar Q4 2026 | — | -27.2% | TTM Technologies: Record Q3, but execution risks remain |
| NOK Nokia Oyj | FY2026 Q3 · Calendar Q4 2026 | — | -12.4% | Nokia Q3: AI and Cloud Growth Lift Margins, Cash Flow Lags |
| CACI CACI International Inc | FY2027 Q1 · Calendar Q4 2026 | +16.6% | -1.5% | CACI raises FY27 outlook as backlog and defense awards expand |
| TXN Texas Instruments Incorporated | FY2026 Q3 · Calendar Q4 2026 | +7.4% | +2.5% | Texas Instruments Q3: Strong Demand, Higher Capex and Lead-Time Risks |
| IBM International Business Machines Corporation | FY2026 Q3 · Calendar Q4 2026 | +3.5% | +3.9% | IBM Q3 Growth Accelerates as Software and AI Data Demand Strengthen |
Latest beats and misses
Who reports nextBeat on EPS
- PNFPFY2026 Q3 · October 21, 2026+2.7% EPS+2.3% move
- SCCOFY2026 Q3 · October 21, 2026+6.4% EPS-2.1% move
- PKGFY2026 Q3 · October 21, 2026+3.8% EPS+4.2% move
- URIFY2026 Q3 · October 21, 2026+11.3% EPS+3.9% move
- LUVFY2026 Q3 · October 21, 2026+15.6% EPS+4.3% move
- RSFY2026 Q3 · October 21, 2026+17.4% EPS-0.7% move
Missed on EPS
- ROLFY2026 Q3 · October 21, 2026-1.4% EPS+5.6% move
- GGGFY2026 Q3 · October 21, 2026-2.5% EPS-16.6% move
- GL-PDFY2026 Q3 · October 21, 2026-1.2% EPS— move
- GLFY2026 Q3 · October 21, 2026-1.2% EPS-3.8% move
- METAFY2026 Q3 · October 21, 2026-41.4% EPS+0.5% move
- LVSFY2026 Q3 · October 21, 2026-20.9% EPS-1.7% 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 · 2026-10-22T22:04:15.561395+00:00
- FN2 earnings calendar · 2026-10-22T01:23:13.354406+00:00
- Polygon adjusted daily market bars · 2026-10-22T22:10:42.298918+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-22T22:10:42.296186+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 2026-10-22. For educational purposes only; not investment advice.