Gen Digital Inc. · GEN · FY2025 Q4 · Calendar Q2 2025
Gen Digital pairs steady growth with a MoneyLion expansion plan
The call supports a constructive but conditional view: Gen's recurring cyber-safety platform, product expansion and partner growth provide a foundation for continued earnings growth, while the MoneyLion integration introduces execution and visibility risks. The evidence is not sufficient to extend that conclusion beyond the supplied analysis.
Earnings scorecard
Reported versus consensusMarket reaction
event-close to next-session closeAsk FN2 about GEN FY2025 Q4
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Transcript intelligence
What changed
Gen completed the MoneyLion acquisition near the end of FY2025 and plans to integrate its financial-wellness marketplace into the platform. Management also emphasized the Genie Scam Protection launch, a two-segment reporting model, broader partner and international expansion, and continued capital allocation discipline.
Guidance delta
Management maintained its outlook, including FY2026 revenue guidance of $4.7-$4.8 billion and non-GAAP EPS guidance of $2.46-$2.54.
Key takeaways
- Management highlighted record FY2025 bookings, continued growth and a 58.4% non-GAAP operating margin.
- The MoneyLion acquisition expands Gen into financial wellness and is intended to add features and cross-selling opportunities.
- Gen plans to broaden Genie Scam Protection, expand partner and international channels, and continue deleveraging.
Management priorities
- Integrate MoneyLion's financial-wellness engine into Gen's platform.
- Expand Genie Scam Protection across SMS, email and phone channels and build GenStack capabilities.
- Grow international and partner channels while focusing on bookings and operating margin.
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Try FN2 freeEarnings History
Analyst 52W Price Targets
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 17, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| RBC Capital | Sector Perform | Sector Perform | Maintain | Oct 12, 2026 |
| Wells Fargo | Equal Weight | Equal Weight | Maintain | Aug 7, 2026 |
| Barclays | Equal Weight | Equal Weight | Maintain | Aug 7, 2026 |
| Evercore ISI Group | Outperform | Outperform | Maintain | May 8, 2026 |
| Morgan Stanley | Equal Weight | Equal Weight | Maintain | Sep 2, 2025 |
| Argus Research | Buy | Buy | Maintain | May 28, 2024 |
| B of A Securities | Buy | Underperform | Upgrade | May 11, 2021 |
| Credit Suisse | Neutral | Neutral | Maintain | Feb 4, 2021 |
| Citigroup | Neutral | Neutral | Maintain | Aug 9, 2020 |
| Baird | Outperform | Neutral | Upgrade | Jun 7, 2020 |
| UBS | Buy | Buy | Maintain | May 14, 2020 |
| Stifel | Hold | Hold | Maintain | May 14, 2020 |
| Mizuho | Buy | Buy | Maintain | May 14, 2020 |
| Stifel Nicolaus | Buy | Hold | Upgrade | Nov 29, 2018 |
| Cantor Fitzgerald | Overweight | Overweight | Maintain | Jul 6, 2017 |
| Bank of America | Underperform | Neutral | Downgrade | May 16, 2016 |
| Susquehanna | Neutral | Neutral | Maintain | Jan 26, 2016 |
| Deutsche Bank | Hold | Hold | Maintain | Mar 6, 2015 |
| BMO Capital | Market Perform | Market Perform | Maintain | Nov 12, 2012 |
| ISI Group | Buy | Hold | Upgrade | Aug 9, 2012 |
| Ladenburg Thalmann | Buy | Buy | Maintain | Mar 1, 2012 |
Named analyst price targets
Upside is calculated against the persisted current price $24.16. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| RBC Capital | Matthew Hedberg | $24 | $23.47 | -0.7% | Oct 12, 2026 |
| RBC Capital | Analyst unavailable | $26 | $22.72 | +7.6% | Sep 25, 2026 |
| RBC Capital | Matthew Hedberg | $30 | $28.96 | +24.2% | Aug 7, 2026 |
| RBC Capital | Analyst unavailable | $27 | $26.49 | +11.8% | Jul 16, 2026 |
| Barclays | Analyst unavailable | $27 | $20.19 | +11.8% | May 8, 2026 |
| Barclays | Saket Kalia | $32 | $22.43 | +32.5% | Feb 6, 2026 |
| Jefferies | Analyst unavailable | $31 | $28.08 | +28.3% | Oct 3, 2025 |
| Morgan Stanley | Keith Weiss | $32 | $29.5 | +32.5% | Sep 2, 2025 |
| Morgan Stanley | Hamza Fodderwala | $27 | $25.44 | +11.8% | Jun 7, 2024 |
| Argus Research | Joseph Bonner | $29 | $24.89 | +20.0% | May 28, 2024 |
| Barclays | Saket Kalia | $25 | $22.34 | +3.5% | Apr 11, 2024 |
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Start freeCompany context
Snapshot as of publicationGen Digital Inc. delivers a wide array of cyber safety solutions for individual users across the globe, with operations spanning the United States, Canada, Latin America, Europe, the Middle East, Africa, the Asia Pacific region, and Japan. Its flagship offering, Norton 360, is a subscription-based, all-in-one cyber protection platform safeguarding PCs, Macs, and mobile devices from a wide spectrum of online dangers like malware, viruses, ransomware, and adware. The company also offers Norton and LifeLock's identity theft protection, which includes proactive monitoring, timely alerts, and professional restoration assistance should identity fraud occur. To bolster online privacy and security, its Norton Secure VPN creates an encrypted tunnel for data, ensuring anonymity. The Privacy Monitor Assistant provides a specialized service where experts assist users in removing their personal data from online data brokers. Home Title Protect helps safeguard property by detecting potential fraud and alerting homeowners.…
Historical context
All GEN earningsTechnology peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| WIT Wipro Limited | FY2027 Q2 · Calendar Q4 2026 | -25.0% | +3.9% | Wipro: AI pipeline expands as Q3 guidance stays narrow |
| TSM Taiwan Semiconductor Manufacturing Company Limited | FY2026 Q3 · Calendar Q4 2026 | +3.4% | -1.8% | TSMC beats Q3 guidance as AI demand drives fab expansion |
| ERIC Telefonaktiebolaget LM Ericsson (publ) | FY2026 Q3 · Calendar Q4 2026 | +28.6% | +11.8% | Ericsson Q3: 7% organic growth, resilient margins and AI-led demand |
| ASML ASML Holding N.V. | FY2026 Q3 · Calendar Q4 2026 | +20.4% | -3.9% | ASML: Record Q3, strong AI demand and broader capacity plans |
Latest beats and misses
Who reports nextBeat on EPS
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Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2025-04-22T00:02:47.536505+00:00
- Polygon adjusted daily market bars · 2026-10-17T14:50:39.991476+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-17T14:50:39.988671+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-17. For educational purposes only; not investment advice.