Delisting risk
VRME · NASDAQ · Security & Protection Services

VerifyMe (VRME)

Coordinates high-touch, predictive logistics for time- and temperature-sensitive parcels.

$0.6313
At close−0.01 (−1.28%)
Loading prices…

VerifyMe, Inc.VRMEIndustrials

Provides carrier-integrated, time- and temperature-sensitive logistics for perishable and healthcare shipments, combining predictive data, PeriTrack visibility and human exception management. Revenue comes mainly from Precision Logistics services delivered through carrier arrangements, now centered on UPS after FedEx ended preferred-shipper service.

Coordinates time- and temperature-sensitive parcels for healthcare, pharmaceutical, agriculture, food and beverage shippers. Its Precision Logistics business combines carrier feeds with weather, traffic, road-construction, power-grid and flight data; PeriTrack supplies real-time shipment visibility, while U.S.-based specialists monitor delivery and resolve exceptions.

Earns transport and monitoring revenue through ProActive, Premium and Direct Premium services, with packaging guidance before transit and reporting after delivery. Operations center on smaller shippers that need high-touch management, and a residual VerifyInk anti-counterfeit offering serves existing customers. Carrier access is fundamental: UPS provides digital-channel and API agreements, while FedEx ended preferred-shipper status and brought its offering in-house.

Company facts

CEOAdam H. Stedham
ListedJun 18, 2020
ExchangeNASDAQ
HeadquartersLake Mary, FL
CountryUnited States
Employees30
CIK0001104038
ISINUS92346X2062

Market cap$8.1M
EPS (ttm)−$0.4043
P/E (ttm)−1.52
ROE-49.3%
P/B0.8242
P/S0.7267
Dividend yieldDiv yield
Beta1.81vs XLI 0.64

Price target$1.12+80.6%Avg of 2 analysts
ConsensusBuy2 of 2 analysts
Ratings

Target rangeAs of Sep 2, 2026

Latest analyst notes

DateFirmActionPrior targetTarget
Nov 18, 2025BarringtonTarget$1.25$1

Next report
Nov 11, 2026
in 69 days
EPS estimate
$0.02
Revenue estimate
$3.5M
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Mar '25May '25Aug '25Nov '25Mar '26May '26Aug '26Nov '26
Reported−$0.03−$0.05−$0.02−$0.02−$0.02−$0.05−$0.04Pending
Estimate−$0.04−$0.06−$0.06−$0.04−$0.02−$0.03−$0.01$0.02
Surprise+25.0%+16.7%+66.7%+50.0%0.0%−66.7%−300.0%

RevenueReportedEstimate

Mar '25May '25Aug '25Nov '25Mar '26May '26Aug '26Nov '26
Reported$7.7M$4.5M$4.5M$5.0M$2.4M$1.8M$1.9MPending
Estimate$5.8M$5.1M$4.7M$4.7M$3.4M$2.2M$2.7M$3.5M
Surprise+32.2%−12.5%−3.7%+7.2%−30.7%−19.2%−29.9%
Estimate$0.02
ReportedDue Nov 11, 2026
Estimate$3.5M
ReportedDue Nov 11, 2026
View details

Debt to equity7.50%
Current ratio432.10%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$5.4M$7.7M$4.5M$4.5M$5.0M$2.4M$1.8M$1.9M
Net income−$2.4M−$501.0K−$571.0K−$291.0K−$3.4M−$687.0K−$679.0K−$505.0K
Net margin0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income−$618.0K−$287.0K−$593.0K−$322.0K−$472.0K−$723.0K−$767.0K−$556.0K
YoY growth−329.6%

Balance sheet, Jun 30, 2026Cash & short-term investments $5.1M · Total debt $750.0K · Total assets $11.4M · Shareholders' equity $10.0M

Revenue
$1.9M
Operating income
−$556.0K
Net income
−$505.0K
View details

No dividends on record.

Institutions22 holders · as of Mar 31, 20268.19%1.08M shares
Insiders9 holders · as of Aug 26, 202616.59%2.18M shares
Otherremainder75.22%9.90M shares

13.17M company shares as of Sep 3, 2026 · institutions as of Mar 31, 2026 · holders as of their latest filing

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesEvidence
Adam H. Stedham1Insiderdirector, officer: CEO and President
7.74%1.02M13Dfiled Aug 26, 2026
Arthur B. LafferInsiderdirector
2.97%390,836Form 4filed Mar 11, 2025
Howard GoldbergInsiderdirector
2.84%373,662Form 4filed Oct 10, 2025
LPL Financial LLCInstitution
1.43%188,21413Fas of Mar 31, 2026
Geode Capital Management, LLCInstitution
1.15%151,26813Fas of Mar 31, 2026
See all 25
  1. Adam H. Stedham's transaction reports restate only vehicles that traded; the 2026 ownership statement (1.02M) is used instead.

13F — a manager's quarterly holdings · 13D/13G — an ownership statement filed at 5% or more · Form 4 — an insider's transaction report

Insider tradesForm 4

No open-market trades in the last 12 months.

View details

  • FedEx

    Carrier-integrated cold-chain services and exception management.

  • UPS

    Cold-chain transportation, tracking and healthcare logistics.

  • Cryoport

    Life-science cold-chain logistics and temperature-controlled visibility.

  • Digimarc

    Residual brand protection through digital authentication labels.

Compare

CompanyPriceChange
VerifyMe$0.6313−1.28%$8.1M0.7−58.0%
FedEx$316.55+0.00%$74.89B17.318.10.8+12.6%
UPS$103.08+0.05%$87.52B19.113.31.0+7.4%
Cryoport$15.78+1.48%$795.3M4.3+7.7%
Digimarc$5.43−2.16%$121.7M3.9−7.8%
Median18.215.72.4+7.6%