VRSN VERISIGN INC/CA
Price Chart
Executive Summary
Baird upgraded VeriSign (VRSN) to Outperform from Neutral on December 9, 2024, raising its price target to $250 from $200, a 25% increase. The stock currently trades at $275.26, 10.1% above Baird’s new target. Baird has a top-tier accuracy rate of 83% (5/6 calls correct), well above the 54% industry average. Consensus price target stands at $280.75 (mean), with a high of $305. No analyst upgrades or downgrades in the past 30 days. EPS estimates show minor upward revisions in the past 30 days for +1q, 0y, and 0q periods. Institutional activity is mixed: Norges Bank initiated a $313M position, while Mawer exited. Insider selling by Thomas Indelicarto totaled $473K in the past month. Earnings due in 9 days.
Impact Score
Recent Analyst Activity
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| 2026-04-02 | Citigroup | maintain | Buy | — |
| 2026-02-09 | Citigroup | maintain | Buy | $280.00 |
| 2026-01-06 | JP Morgan | maintain | Neutral | $271.00 |
| 2025-10-28 | JP Morgan | initiate | Neutral | $270.00 |
| 2025-07-01 | Baird | maintain | Outperform | $305.00 |
| 2025-04-25 | Baird | maintain | Outperform | $285.00 |
| 2025-04-01 | Baird | maintain | Outperform | $275.00 |
| 2025-02-04 | Citigroup | maintain | Buy | $250.00 |
| 2025-01-03 | Citigroup | maintain | Buy | $238.00 |
| 2024-12-09 | Baird | upgrade | Outperform | $250.00 |
Zero upgrades or downgrades in the past 30 days. EPS estimates show slight momentum: +1q EPS revised up from 2.31008 to 2.31135 over 30 days (1 revision up, none down). 0y EPS similarly revised up from 9.312 to 9.31248. +1y EPS declined slightly from 10.115 to 10.09062 over 30 days with no recent revisions.
Firm Track Record — Baird
Baird accuracy: 54% on 2555 calls | avg return: 4%
Industry benchmark: mean 51% ± 11%. Top tier: ≥61% (mean + 1σ). Based on 2 firms with ≥5 scored calls.
| Firm | Accuracy | Calls | Avg Return | vs Average |
|---|---|---|---|---|
| Baird | 83% | 5/6 | 8.9% | top tier |
| Citigroup | 67% | 2/3 | 15.4% | top tier |
Baird has an 83% accuracy rate (5/6 calls correct) on VRSN, with an average return of +8.9%, ranking in the top tier. Citigroup follows at 67% (2/3) with +15.4% avg return. The broader analyst pool has a 54% accuracy rate (1388/2555). Baird’s track record gives weight to its call despite contrarian positioning.
Earnings Estimates
Next earnings: Apr 23, 2026
| Period | EPS Est. | EPS Range | Revenue | Revisions (7d) |
|---|---|---|---|---|
| +1q | $2.31 | $2.26 — $2.36 | $431.7M | ↑1 ↓0 |
| 0y | $9.31 | $9.16 — $9.39 | $1.7B | ↑1 ↓0 |
| 0q | $2.25 | $2.20 — $2.29 | $426.9M | ↑1 ↓0 |
| +1y | $10.09 | $9.93 — $10.30 | $1.8B | ↑0 ↓0 |
Cross-Platform Signals
Institutional activity is divergent: Norges Bank initiated a $313M position and Wells Fargo doubled its stake (+214.4%), while Mawer Investment fully exited. Two Sigma and Bank of America added significantly. Insider activity shows net selling: Thomas Indelicarto sold $473K in the past month. No congressional trades. Institutional accumulation contrasts with insider distribution and analyst upgrade at a below-market price target.
Actionable Insight
Baird’s high-accuracy upgrade is contrarian given VRSN trades above its $250 target. With earnings in 9 days and institutional inflows offsetting insider selling, monitor for earnings-driven breakout. Position size cautiously given valuation above Baird’s target and mixed signals.
Documents Analyzed
Report based on filing metadata.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 3, 2026
6d ago
|
Insider Cluster
| $293.79 $294.92 | ▲ +0.38% | ▲ +2.98% | $288.25 (−1.89%) |
|
May 21, 2026
19d ago
|
8-K
| $310.00 $306.86 | ▼ −1.01% | ▼ −1.60% | $288.25 (−7.02%) |
|
May 16, 2026
24d ago
|
ANALYST-UPGRADE
| $197.46 $197.53 | ▲ +0.03% | ▲ +0.34% | $288.25 (+45.98%) |
|
Apr 23, 2026
6w ago
|
8-K
| $269.20 $267.90 | ▼ −0.48% | ▼ −0.65% | $288.25 (+7.08%) |
|
Apr 16, 2026
7w ago
|
ANALYST-UPGRADE
| $273.85 $274.05 | ▲ +0.07% | ▼ −1.14% | $288.25 (+5.26%) |
|
Apr 10, 2026
8w ago
|
DEFA14A
| $271.44 $268.34 | ▼ −1.14% | ▼ −2.35% | $288.25 (+6.19%) |
|
Feb 27, 2026
14w ago
|
Insider Cluster
| $227.94 $228.05 | ▲ +0.05% | ▼ −0.01% | $288.25 (+26.46%) |
US Market Status
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