NASDAQ · STOCK
Verisign
$290.25
52W $208.86 – $312.48
51/100
$26.22B
31.4
0.71
Is VRSN Bullish or Bearish?
Mixed.
Innellis AI committee rates Verisign (VRSN) Watch with a composite score of 51/100
, based on 7 analysts with 43% agreement.
Last updated July 31, 2026.
What Would Change This View
- Upgrade to Buy
- Requires a committee score of 60.0 — +8.51 from today. Applies on the first day at or above the line; upgrades are never dampened.
- Downgrade to Reduce
- Requires the score to fall below 40.0 — -11.49 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.
Executive Summary
The committee is genuinely divided. Technical Analyst sees a compelling case — price structure making higher highs and higher lows. Risk Analyst remains cautious — current ratio of 0.49 is tight -- limited short-term liquidity cushion. This disagreement is itself the signal — the setup is not clean in either direction.
Bull & Bear Case
Bull Case
- ROE of 113.5% shows genuine earnings power backing the valuation — Value
- Price structure making higher highs and higher lows — Technical
- MACD histogram positive -- bullish momentum — Technical
- Weekly trend (uptrend) confirms the daily trend -- multi-timeframe agreement — Technical
- Market regime is bullish (Bull market -- normal position sizing) — Macro
- News sentiment is positive (+0.33 across 23 articles, 14d) — News
Bear Case
- P/E of 30.5 is moderate-to-rich — Value
- Price-to-book of 8.3x prices in significant intangible value — Value
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
- Current ratio of 0.49 is tight -- limited short-term liquidity cushion — Risk
Both cases are generated from quantitative data signals, not qualitative or
forward-looking judgement. They summarise what the numbers say today.
Price History (6M)
AI Investment Committee
Committee Consensus
As of July 31, 2026
Overall Committee Score
51/100
Agreement
43%
Analysts
7
Conviction
Contested
Sector Rank
Top 76%
of 172 Technology peers
Value Analyst
neutral
48
/ 100 · Moderate confidence
Fair value -- neither a bargain nor obviously overpriced
+ ROE of 113.5% shows genuine earnings power backing the valuation
− P/E of 30.5 is moderate-to-rich
Growth Analyst
bearish
38
/ 100 · Moderate confidence
Growth story is weak, decelerating, or inconsistent
− Growth rate is decelerating quarter over quarter -- the trend line matters more than the level
Technical Analyst
bullish
69
/ 100 · High confidence
Price action is constructive -- trend and momentum agree
+ Price structure making higher highs and higher lows
Risk Analyst
bearish
35
/ 100 · Low confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− Current ratio of 0.49 is tight -- limited short-term liquidity cushion
Macro Analyst
neutral
58
/ 100 · Moderate confidence
Macro backdrop is mixed or neutral -- not a strong tailwind or headwind either way
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst
bullish
68
/ 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.33 across 23 articles, 14d)
Portfolio Manager
neutral
45
/ 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2744.14)
Investment Thesis Evolution
Committee score moved marginally from 51.5 to 51.5.
- New bearish signals: 2 appeared.
- Bullish support removed: 1 signal(s) disappeared.
- New bullish signals: 2 appeared.
- Bearish pressure eased: 4 signal(s) disappeared.
- Analyst(s) changed stance: Macro Analyst.
Analyst-level changes:
- Macro Analyst: stance bullish->neutral; score 65->58 (-8); +1 bullish signal(s).
- News Analyst: +1 bullish signal(s).
- Portfolio Manager: +2 bearish signal(s).
- Technical Analyst: score 61->69 (+8).
Comparing 2026-07-30 to 2026-07-31 (1 day apart).
Technical Analysis
RSI (14)
67.6
Neutral
MACD Histogram
2.723
Bullish Momentum
Trend Direction
Uptrend
Weekly: Uptrend
Market Structure
Mixed
Support
$244.84
Resistance
$290.70
Bollinger %B
0.96
Inside Bands
Price vs Moving Averages
EMA 9
$280.95
Above
EMA 21
$275.26
Above
EMA 50
$273.17
Above
EMA 200
$266.16
Above
Fundamental Analysis
Valuation
45
Growth
52
Profitability
2
Financial Health
50
Cash Flow
37
Valuation
P/E Ratio
31.4×
P/B Ratio
-11.68×
PEG Ratio
3.14
Dividend Yield
0.01%
52W High
$312.48
52W Low
$208.86
Quality & Growth
ROE
-38.3%
ROA
62.3%
Gross Margin
88.5%
Operating Margin
67.9%
Revenue Growth YoY
—
Debt / Equity
-1.04
AI Fundamental Assessment
P/E ratio of 31.4 (rich relative to a 15-40x range); Price-to-book of -11.7x; PEG ratio of 3.1 (under 1.0 suggests growth is undervalued relative to price); Return on equity of -0.4%; Return on assets of 0.6%; Net margin of 0.5%; Gross margin of 0.9%; Current ratio of 0.59 (tight short-term liquidity); Debt-to-equity of -1.04; Free cash flow margin of 1.0% (thin cash generation); Free cash flow per share is positive (11.74); Most recent quarter missed estimates by 1.4%; EPS growth decelerating (+4.9% -> +1.7% QoQ); Average YoY EPS growth of 7.7%; Analyst estimates rising over recent quarters
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