VRSN · VERISIGN INC · Top AI ETF

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VeriSign, Inc., together with its subsidiaries, provides internet infrastructure and domain name registry services that enables internet navigation for various recognized domain names worldwide. The company provides root zone maintainer services, operating two of thirteen internet root servers; and offering registration services and authoritative resolution for the .com and .net domains, which supports global e-commerce. It operates directory for .name and .cc; and back-end systems for .edu, domain names.

Close · 3M

+1.83%

Held by 1 AI ETF

AIEQ1.250%

as of Oct 26

Signal performance

Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.

Buy signals7

Win rate71% (5/7)

Avg buy return+6.83%

AIEQnow 1.250% of fund9 signals

AIEQ · Weight increase · 3d

weight 1.180% → 1.220% (+0.040 pp)·stock up 5.2% in the 30 days before

Oct 11·entry $302.70·now $300.32Fresh

-0.79%

since Oct 11

AIEQ · Weight increase · 2d

weight 1.180% → 1.200% (+0.020 pp)·stock up 5.2% in the 30 days before

Oct 9·entry $303.74·now $300.32Fresh

-1.13%

since Oct 9

AIEQ · Weight increase · 2d

weight 0.050% → 1.180% (+1.130 pp)·stock down 0.6% in the 30 days before

Oct 2·entry $288.32·now $300.32Drifting

+4.16%

since Oct 2

AIEQ · Sudden change · 1d

weight 0.050% → 1.160% (+1.110 pp)·stock down 0.5% in the 30 days before

Oct 1·entry $286.90·now $300.32

+4.68%

since Oct 1

AIEQ · New entry · 1d

weight 0 → 0.050% (new)·stock up 3.0% in the 30 days before

Sep 1·entry $288.37·now $300.32Drifting

+4.14%

since Sep 1

AIEQ · Exit · 1d

weight 0.460% → 0 (exited)·stock up 13.3% in the 30 days before

Aug 2·entry $298.89·now $300.32

+0.48%

since Aug 2

AIEQ · Weight increase · 2d

weight 0.420% → 0.440% (+0.020 pp)·stock up 1.4% in the 30 days before

Jul 19·entry $277.61·now $300.32Drifting

+8.18%

since Jul 19

AIEQ · Weight increase · 2d

weight 0 → 0.410% (new)·stock down 13.8% in the 30 days before

Jul 3·entry $259.13·now $300.32Chased

+15.90%

since Jul 3

AIEQ · New entry · 1d

weight 0 → 0.400% (new)·stock down 13.7% in the 30 days before

Jul 1·entry $255.90·now $300.32Chased

+17.36%

since Jul 1

Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.

Buffett-style framework

Fails the frameworkas of Oct 11

AIEQ has been accumulating Verisign, lifting its weight from roughly 0.05% to 1.22% after a large jump on 2026-10-01 and further additions through 2026-10-11, while QRFT holds only a token 0.06%. That buying conflicts with a Buffett-style Fail, which rests on valuation rather than business quality, so the AI may be rewarding the moat and cash generation while the framework sees no margin of safety.

Circle of CompetenceVerisign's economics are highly predictable because it runs the .com and .net registries under long-term agreements with ICANN and the U.S. Department of Commerce, earning recurring annual domain fees with minimal capital needs.
Economic MoatIts regulatory entitlement as the exclusive .com and .net registry operator, backed by the sticky installed base of .com names, is a durable advantage, though price increases are contractually capped and subject to government oversight.
ManagementFinancials alone cannot show candour, but the heavy buyback pattern implied by the very high ROE and small equity base suggests capital discipline, and skin in the game and repurchase prices would need checking in proxy filings.
Financial HealthA 113.55% ROE reflects a tiny equity base after years of buybacks and some leverage rather than pure operating returns, but the asset-light model, steady margins, and strong owner earnings support the pass, with debt and contract-renewal terms worth monitoring.
Margin of SafetyA 31.5 PER and 26.5 EV/EBITDA for a business growing revenue under 7% annually leave little margin of safety, since growth is capped by regulated pricing and mature domain volumes.

Verisign is a rare, well-understood business with a regulatory moat and strong owner earnings, so it clears competence, moat, and financial health. The framework fails it on price, because a roughly 31x earnings multiple on mid-single-digit growth leaves no discount to conservative intrinsic value, and management candour could not be verified from the data provided.

Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.