VRSN

VeriSign, Inc.

TechnologySoftware - InfrastructureNASDAQ

$285.38

-$19.17 (-6.72%)today

Conviction

6/ 10

Fair Value$280.75

Upside-1.62%

Signal0

Market Cap$24.1B

52W Range$208.86–$310.60

Next EarningsApr 23

No conviction changes recorded

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FAIR VALUE ANALYSISMonte Carlo · 3,000 runs · 99% valid

Fair Value$140.55

Current Price$241.26

Upside / Down-41.7%

P(Undervalued)0.0%

P(20%+ Up)0.0%

P(15%+ Down)99.0%

Fair Value Distribution — percentile bands

0.0% of simulations place fair value above current price

WHAT IS PRICED IN

Revenue-Based Reverse DCF

16.9%/yr

±3.8% · revenue growth to justify current price

FCF-Based Reverse DCF

5.6%/yr

±3.0% · FCF growth to justify current price

THE GAP

Market pricing margin expansion or capex normalization

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Bull Case

VeriSign .com/.net domain registry; contractual 7% price increases through 2030; near-monopoly.

Bear Case

Domain name volume growth slowing; new gTLD competition; regulatory price cap risk.

Updated Apr 7

sec_10kMar 3

Conviction: unchanged

VeriSign 2025: resilient cash machine with inflecting domain base growth, modest near-term upside, material 5Y regulatory renewal risk.