$VRSN 0.51 Developing

Notable posts

• @wallstengine neutral 74 eng

  Today's Key Events (All EST) — 07/23/2026 08:30: US Initial Jobless Claims 08:30: Chicago National Activity Index 13:00: US 10-Year TIPS Auction Before Open 👇 06:00: Thermo Fisher $TMO 06:00: Honeywell $HON 06:00: Cleveland-Cliffs $CLF 06:00: PG&E $PCG 06:30: Lockheed Martin $LMT 06:30: Ameriprise $AMP 06:30: Lazard $LAZ 06:45: Quest Diagnostics $DGX 06:55: RTX $RTX 06:55: Tractor Supply $TSCO 06:55: Dover $DOV 06:55: Roper Technologies $ROP 07:00: American Airlines $AAL 07:00: Comcast $CMCSA 07:00: Nasdaq $NDAQ 07:00: Harley-Davidson $HOG 07:00: Pool $POOL 07:15: Mobileye $MBLY 07:30: Albertsons $ACI 07:30: IMAX $IMAX 07:35: T-Mobile $TMUS 07:45: Union Pacific $UNP 08:00: Freeport-McMoRan $FCX 08:00: Norfolk Southern $NSC 09:30: Infosys $INFY Before Open: Blackstone $BX Before Open: RELX $RELX After Hours 👇 16:00: Intel $INTC 16:05: Comfort Systems USA $FIX 16:05: Deckers Brands $DECK 16:05: Newmont $NEM 16:05: Boyd Gaming $BYD 16:05: RingCentral $RNG 16:05: Digital Realty $DLR 16:05: Robert Half $RHI 16:05: Hartford Financial $HIG 16:05: SS&C Technologies $SSNC 16:05: VeriSign $VRSN 16:10: Kinsale Capital $KNSL 16:15: Edwards Lifesciences $EW 16:15: Boston Beer $SAM 16:30: Sallie Mae $SLM 17:00: Ovintiv $OVV Follow @wallstengine for detailed earnings highlights from many of these companies throughout the day.

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• @StockMKTNewz neutral 174 eng

  $13.6 BILLION PORTFOLIO UPDATE Terry Smith and Fundstrat just updated their $13.6B portfolio ... This is everything they owned as of the end of Q2 - Marriott $MAR: $958.3M - Stryker $SYK: $917.4M - Waters $WAT: $852.7M - Visa $V: $693.0M - Uber Technologies $UBER: $645.3M - Mastercard $MA: $639.5M - Google $GOOGL: $633.7M - Church & Dwight $CHD: $625.5M - Procter & Gamble $PG: $598.1M - Microsoft $MSFT: $595.6M - Meta Platforms $META: $592.5M - Automatic Data Processing $ADP: $582.6M - Fortinet $FTNT: $557.6M - Taiwan Semiconductor $TSM: $548.5M - IDEXX Laboratories $IDXX: $536.9M - Texas Instruments $TXN: $536.3M - Philip Morris $PM: $527.1M - Netflix $NFLX: $499.1M - GE Vernova $GEV: $481.5M - AppLovin $APP: $358.9M - TJX Companies $TJX: $344.3M - Nextracker $NXT: $340.3M - Veeva $VEEV: $145.0M - Yum! Brands $YUM: $88.9M - MSCI $MSCI: $30.0M - Medpace $MEDP: $27.7M - Nutanix $NTNX: $27.4M - Badger Meter $BMI: $25.9M - Clorox $CLX: $25.9M - Rollins $ROL: $25.9M - Manhattan Associates $MANH: $24.1M - Napco $NSSC: $23.1M - Fair Isaac $FICO: $21.5M - Sabre $SABR: $18.8M - InterDigital $IDCC: $17.1M - Vertiv $VRT: $14.0M - Verisign $VRSN: $14.0M - O'Reilly Automotive $ORLY: $15.0M - Doximity $DOCS: $13.6M - ADMA Biologics $ADMA: $13.8M - Paycom $PAYC: $12.7M

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• @wallstengine bullish 27 eng

  VERISIGN $VRSN Q2’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $435M (Est. $433M) 🟢; +6.0% YoY 🔹 EPS: $2.38 (Est. $2.36) 🟢; +8% YoY 🔹 Operating Income: $296M (Est. $296M) 🟡; +5% YoY 🔹 Net Income: $217M (Est. $214M) 🟢; +5% YoY Other Q2 Metrics: 🔹 Domain Name Registrations: 179.1M; +5.1% YoY 🔹 New Domain Name Registrations: 12.7M; +22% YoY 🔹 Renewal Rate (Q1’26): 76.3% 🔹 Cash Flow from Operations: $232M; +15% YoY Capital Return: 🔹 Dividend: $0.81/share, payable August 27, 2026 to shareholders of record as of August 19, 2026 🔹 Buybacks: 0.7M shares for $197M 🔹 Additional Authorization: ~$884M, bringing total to $1.50B Comments: 🔸 “We delivered solid financial results in the quarter, returning more than 100% of our free cash flow to the investing public through dividends and share repurchases, which we do consistently. We are also raising our guidance for full-year 2026.”

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• @faststocknewss neutral 24 eng

  BERKSHIRE NEARLY DOUBLES ALPHABET STAKE, NOW ITS THIRD-LARGEST HOLDING Alphabet Class A $GOOGL rose 45% to $28.16B and Class C $GOOG jumped 658% to $9.61B, a combined $37.76B stake that now ranks third in the portfolio, ahead of Coca-Cola. All holdings: - Apple $AAPL: $65.95B - American Express $AXP: $51.28B - Coca-Cola $KO: $32.51B - Bank of America $BAC: $27.54B, shares -6% - Chevron $CVX: $13.99B - Occidental Petroleum $OXY: $12.87B - Chubb $CB: $11.67B - Moody's $MCO: $11.17B - Kraft Heinz $KHC: $7.69B - DaVita $DVA: $6.43B, shares -4% - Delta Air Lines $DAL: $5.37B, shares +44% - SiriusXM $SIRI: $3.69B - VeriSign $VRSN: $2.26B - Kroger $KR: $2.17B, shares -22% - Ally Financial $ALLY: $1.24B, shares -7% - Lennar $LEN: $1.19B, shares +30% - Liberty Live Series C $LLYVK: $1.12B - New York Times $NYT: $1.10B, shares +4% - Capital One $COF: $601.9M, shares -58% - Liberty Live Series A $LLYVA: $504.9M - Louisiana-Pacific $LPX: $445.6M - Nucor $NUE: $413.8M, shares -52% - Macy's $M: $173.0M, shares +142% - NVR $NVR: $75.7M - Jefferies $JEF: $21.7M - D.R. Horton $DHI: $580K, new Exited: Constellation Brands $STZ, $94.9M. Homebuilder exposure grew across the board: Lennar Class A up 30%, Class B up 25%, and a new D.R. Horton position of 3,564 shares.

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