Added to YB: 2025-10-17
Pitch date: 2025-10-15
VRSN [bearish]
VeriSign, Inc.
+8.64%
current return
Author Info
No bio for this author
Company Info
VeriSign, Inc., together with its subsidiaries, provides internet infrastructure and domain name registry services that enables internet navigation for various recognized domain names worldwide.
Market Cap
$23.3B
Pitch Price
$264.88
Price Target
N/A
Dividend
1.23%
EV/EBITDA
21.56
P/E
29.26
EV/Sales
15.02
Sector
IT Services
Category
N/A
VeriSign’s Domain Bubble: The Coming Reversal of Growth and Parking Revenues
VRSN short: Growth driven by high-churn registrars using ~50% rebates; expects growth to slow Q1 FY26E as renewals revert lower. Google banned ads on parked domains (~30% of .Com base), cutting parking revenue 85-90%, making renewals uneconomical. Domain base growth likely turns negative FY26E.
Read full article (1 min)