VeriSign (VRSN)

• Market cap: $26.5B
• 1 day: 1.35%
• 5 days: 11.61%
• 1 month: 11.13%
• 3 months: 31.83%
• 6 months: 59.04%
• Year to date: 37.55%
• 1 year: 66.46%
• 5 years: 34.67%
• 10 years: 344.21%
• Sector: Technology
• Industry: Software - Infrastructure

About: VeriSign is the sole authorized registry for several generic top-level domains, including the widely utilized .com and .net top-level domains. The company operates critical internet infrastructure to support the domain name system, including operating two of the world's 13 root servers that are used to route internet traffic. In 2018, the firm sold off its Security Services business, signalling a renewed focus on the core registry business.

Employees: 932

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

75% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 63

18% more call options, than puts

Call options by funds: $58.8M | Put options by funds: $50M

14% more funds holding in top 10

Funds holding in top 10: 7 [Q3] → 8 (+1) [Q4]

8% more capital invested

Capital invested by funds: $16.9B [Q3] → $18.3B (+$1.42B) [Q4]

5% more funds holding

Funds holding: 659 [Q3] → 691 (+32) [Q4]

0.86% more ownership

Funds ownership: 91.17% [Q3] → 92.03% (+0.86%) [Q4]

23% less repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 275

Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $250 11% downside
• Avg. target: $268 5% downside
• High target: $285 1% upside

2 analyst ratings

• positive: 2 100%
• neutral: 0 0%
• negative: 0 0%

Baird Robert Oliver 100% 1-year accuracy 3 / 3 met price target	1% upside $285	Outperform Maintained	25 Apr 2025
Citigroup Ygal Arounian 42% 1-year accuracy 11 / 26 met price target	11% downside $250	Buy Maintained	4 Feb 2025