VRSN

VeriSign reported record domain registrations of 13.1 million in Q3 2026, with domain base reaching 183 million names. The company raised full-year growth guidance to 6.5-7% driven by AI-accelerated website creation.

Key growth catalysts include the upcoming .web launch in early 2027 with flexible pricing, and the new VeriSign Informed security credential service launching in H1 2027. The company returned $1.14 billion to shareholders over twelve months.

VeriSign (VRSN) has been upgraded to a Zacks Rank #2 (Buy) rating due to upward trends in earnings estimates. The internet infrastructure services provider is positioned in the top 20% of Zacks-covered stocks based on estimate revisions, suggesting potential near-term stock price appreciation. Analysts have steadily raised estimates over the past three months, with a 1.3% increase in the Zacks Consensus Estimate.

Greg Abel, who took over as CEO of Berkshire Hathaway in December 2025, is overseeing more than $42 billion invested in three companies with virtual or legal monopolies: Alphabet ($36.37B), Sirius XM Holdings ($3.23B), and VeriSign ($2.58B). These companies possess strong competitive advantages, predictable cash flows, and pricing power that align with Berkshire's investment philosophy of seeking sustainable competitive edges.