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VerifyMe (VRME)
NASDAQ:VRME
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VerifyMe (VRME) AI Stock Analysis

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VRME

VerifyMe

(NASDAQ:VRME)

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Neutral 45 (OpenAI - Gpt-5.6Sol)
Rating:45Neutral
Price Target:
$0.62
▼(-14.66% Downside)
Action:Reiterated
Date:08/29/26
The score is primarily constrained by weak financial performance (revenue contraction, large losses, and a return to negative operating/free cash flow). Technicals add further pressure with the stock trading below key moving averages and a sub-50 RSI indicating weak momentum. Valuation provides limited support because negative earnings make P/E less informative and no dividend yield is available.
Positive Factors
Low Leverage
Low debt and a sizable equity cushion provide financial flexibility and reduce balance-sheet risk. This may give VerifyMe more capacity to manage operating volatility while pursuing cost reductions or renewed growth.
Negative Factors
Revenue Contraction
Sustained top-line contraction weakens scale, customer reach, and the company’s ability to absorb fixed costs. Without a durable return to growth, margin improvements may not be sufficient to support breakeven or strengthen long-term competitiveness.
Read all positive and negative factors
Positive Factors
Negative Factors
Low Leverage
Low debt and a sizable equity cushion provide financial flexibility and reduce balance-sheet risk. This may give VerifyMe more capacity to manage operating volatility while pursuing cost reductions or renewed growth.
Read all positive factors

VerifyMe (VRME) vs. SPDR S&P 500 ETF (SPY)

VerifyMe Business Overview & Revenue Model

Company Description
VerifyMe, Inc. functions as a technology firm dedicated to forging connections between brands and consumers across the United States. The company offers a suite of distinct services, notably VerifyMe Engage, which empowers brand owners to collect ...
How the Company Makes Money
Detailed, verifiable information about VerifyMe (VRME)'s revenue model, key revenue streams, and partnerships is not available from the information provided. null...

VerifyMe Earnings Call Summary

Earnings Call Date:Nov 17, 2025
(Q3-2025)
|
% Change Since: |
Next Earnings Date:Nov 11, 2026
Earnings Call Sentiment Neutral
The earnings call highlighted the company's efforts to improve gross margins and reduce operating expenses, resulting in an improved adjusted EBITDA. However, the overall sentiment is overshadowed by revenue declines, a significant one-time impairment expense, and challenges associated with transitioning to a new shipping partner.
Positive Updates
Improved Gross Margin
Gross margin increased from 35% in Q3 2024 to 41% in Q3 2025, reflecting improved negotiated rates with a primary supplier.
Negative Updates
Revenue Decline
Third quarter revenue decreased from $5.4 million in 2024 to $5.0 million in 2025, primarily due to discontinued services with two Proactive customers.
Read all updates
Q3-2025 Updates
Negative
Improved Gross Margin
Gross margin increased from 35% in Q3 2024 to 41% in Q3 2025, reflecting improved negotiated rates with a primary supplier.
Read all positive updates
Company Guidance
During the VerifyMe Third Quarter 2025 earnings call, guidance highlighted several key metrics. The company's revenue for Q3 2025 was $5.0 million, down from $5.4 million in Q3 2024, primarily due to $0.8 million in discontinued services. However, gross profit improved by $0.2 million, reaching $2.1 million, with the gross margin increasing to 41% from 35% in the previous year, thanks to better-negotiated supplier rates. Despite a one-time non-cash impairment expense of $3.9 million, the company saw operating expenses decrease to $1.7 million from $2.5 million in Q3 2024, partly due to the divestiture of Trust Codes. Adjusted EBITDA rose to $0.8 million, up from $0.2 million in the prior year. The company anticipates a transitional revenue impact due to changes in their Proactive shipping partner but expects to remain cash flow positive through 2025 and 2026. They have a cash balance of $4.0 million and no outstanding bank debt, positioning them well for organic and strategic growth. The company plans to provide specific guidance for 2026 in the next earnings call.

VerifyMe Financial Statement Overview

Summary
Overall fundamentals are weak due to operating underperformance: TTM revenue declined ~19%, net margin is roughly -47%, and operating profit is negative. Cash flow also deteriorated with TTM operating cash flow around -$0.7M and free cash flow about -$1.2M. The main offset is balance-sheet stability (low debt ~$0.75M and modest debt-to-equity ~0.08), but ongoing losses and deeply negative ROE (~-49%) remain a key risk.
Income Statement
28
Negative
Balance Sheet
62
Positive
Cash Flow
35
Negative
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue11.10M16.40M24.21M25.31M19.58M867.00K
Gross Profit5.22M6.32M8.66M8.03M6.49M599.00K
EBITDA-4.75M-236.00K-2.48M-2.10M-13.54M3.73M
Net Income-5.23M-4.91M-3.82M-3.39M-14.40M3.61M
Balance Sheet
Total Assets11.39M13.02M16.07M20.70M20.75M21.69M
Cash, Cash Equivalents and Short-Term Investments5.09M4.35M2.82M3.10M3.41M9.42M
Total Debt750.00K750.00K2.22M2.95M2.35M0.00
Total Liabilities1.42M2.02M5.85M8.17M7.17M521.00K
Stockholders Equity9.97M10.99M10.21M12.53M13.59M21.17M
Cash Flow
Free Cash Flow-1.21M-130.00K348.00K-530.00K-2.83M-3.51M
Operating Cash Flow-705.00K603.00K871.00K244.00K-2.55M-3.25M
Investing Cash Flow-633.00K-2.73M-575.00K-1.20M-7.88M-2.85M
Financing Cash Flow363.00K3.66M-616.00K634.00K4.42M7.59M

VerifyMe Technical Analysis

Technical Analysis Sentiment
Negative
Last Price0.73
Price Trends
50DMA
0.67
Negative
100DMA
0.69
Negative
200DMA
0.80
Negative
Market Momentum
MACD
-0.02
Positive
RSI
39.97
Neutral
STOCH
12.10
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For VRME, the sentiment is Negative. The current price of 0.73 is above the 20-day moving average (MA) of 0.67, above the 50-day MA of 0.67, and below the 200-day MA of 0.80, indicating a bearish trend. The MACD of -0.02 indicates Positive momentum. The RSI at 39.97 is Neutral, neither overbought nor oversold. The STOCH value of 12.10 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for VRME.

VerifyMe Risk Analysis

VerifyMe disclosed 63 risk factors in its most recent earnings report. VerifyMe reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks

VerifyMe Peers Comparison

Overall Rating
UnderperformOutperform
Sector (63)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
63
Neutral
$10.79B15.437.44%2.01%2.89%-14.66%
57
Neutral
$63.75M62.061.94%7.23%-52.84%
46
Neutral
$3.84M-0.67-53.82%-0.79%67.82%
46
Neutral
$11.67M-1.01-19.46%-3.07%31.46%
45
Neutral
$7.97M-1.53-49.26%-49.69%-17.61%
* Industrials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
VRME
VerifyMe
0.62
-0.25
-28.92%
SPCB
SuperCom
9.93
0.48
5.08%
BKYI
BIO-key International
2.74
-4.85
-63.92%
IVDA
Iveda Solutions
0.28
-1.20
-80.95%
GFAI
Guardforce AI Co
0.37
-0.75
-67.12%

VerifyMe Corporate Events

Business Operations and StrategyM&A Transactions
VerifyMe extends merger agreement deadline to October 31
Neutral
Aug 12, 2026
On August 10, 2026, VerifyMe and its merger counterparty executed a third amendment to their Merger Agreement, extending the transaction’s outside date from August 31, 2026 to October 31, 2026. The extension indicates that the parties requir...
M&A TransactionsRegulatory Filings and Compliance
VerifyMe Updates Merger Agreement on Fully Diluted Shares
Neutral
Jun 9, 2026
On June 4, 2026, VerifyMe and its merger counterparties executed a Second Amendment to their Merger Agreement, updating the definition of Fully Diluted Company Shares. The revision now captures all Open World ordinary shares that could be issued u...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Aug 29, 2026