VeriSign Stock Discussion

VeriSign's high P/E ratio is worrisome as its projected growth is below market average. The anticipated future earnings may not sustain the current positive sentiment. Without significant improvements, these prices seem unreasonable.

E-commerce software stocks are up 25.7% on average, despite inflation pressures. GoDaddy's slow growth is offset by strong cash flow, Shopify's gross margin improved significantly, while VeriSign and BigCommerce missed revenue estimates.

Squarespace and Shopify outperformed in Q3, with Squarespace expecting to exceed $1 billion in revenue by 2023, and Shopify improving its gross margin. VeriSign and BigCommerce's weaker performance could indicate future challenges.

D. Bidzos's sale, comprising 2.8% of his stake during a low market price, might raise concerns. The absence of insider purchases over the last year might hint at lower confidence in the company's future.

Substantial company stakes being sold by VeriSign insiders potentially raises investor concerns about the firm's outlook. The absence of insider purchasing amplifies these worries. Yet, high insider ownership, implying management's alignment with shareholder interests, somewhat eases these concerns.

VeriSign's EPS growth matches share price increase indicating stable market sentiment. Despite lagging market, 15% return signals possible new investor interest.