Analyst Consensus ?
ConsensusHold21 ratings
Bullish1047.6%
Neutral1047.6%
Bearish14.8%
Gen Digital Inc. · GEN · FY2026 Q2 · Calendar Q4 2025
Gen Digital raises FY2026 revenue outlook as MoneyLion scales
The current analysis supports a constructive, but not conclusive, view of Gen Digital’s growth trajectory: revenue growth, raised guidance, MoneyLion integration, AI-enabled products, and partner expansion provide support, while integration, margin, renewal, macroeconomic, and cash-flow risks remain material.
Reported After market closeNASDAQTechnology
$13.16B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$0.62
Consensus $0.61
EPS surprise
+1.6%
Reported versus consensus
Reported revenue
$1.22B
Consensus $1.19B
Revenue surprise
+2.2%
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
+1.3%
Event window
SPY move
+0.1%
Same window
Abnormal move
+1.2%
Stock minus SPY
Volume
2.5×
Versus trailing sessions
Subsequent drift
+4.2%
Up to 20 sessions
GENSPY benchmark
Ask FN2 about GEN FY2026 Q2
Transcript, numbers and history already loaded
Why did GEN rise 1.3% after beating EPS estimates in FY2026 Q2?What changed in GEN's guidance and outlook in FY2026 Q2?Give me the bull and bear case for GEN after FY2026 Q2 earnings.
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Transcript intelligence
What changed
Compared with the prior quarter, management reported faster MoneyLion top-line growth, continued AI product expansion, broader partner and geographic initiatives, and a higher FY2026 revenue outlook. The analysis also identifies increased capex and new concerns around cash flow after a cash-heavy Q2.
Guidance delta
Management raised FY2026 revenue guidance to $4.92–$4.97 billion, reflecting expected growth of 25–26% year over year.
Key takeaways
- Q2 revenue reached $1.2 billion, up 25% year over year, with non-GAAP operating margin above 50%.
- MoneyLion delivered 50% top-line growth, with early revenue synergies from integration and cross-selling.
- AI-enabled products, partner expansion, and broader geographic reach were central to management’s growth plans.
- Management highlighted cost discipline, free cash flow, debt reduction, and share repurchases alongside growth investment.
Management priorities
- Launch Norton Money with credit monitoring and marketplace integration.
- Roll out Early Wage Access through the employee-benefits channel.
- Expand Norton Genie and other AI-enabled security and financial-wellness features.
- Broaden the financial-wellness marketplace across product categories, regions, and languages.
- Scale partner integrations and cross-selling between Cyber Safety and Trust-Based Solutions.
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Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$21.99Current
$26Low
$29.25Average
$32High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 4, 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 | Sep 25, 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 $21.99. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| RBC Capital | Analyst unavailable | $26 | $22.72 | +18.2% | Sep 25, 2026 |
| RBC Capital | Matthew Hedberg | $30 | $28.96 | +36.4% | Aug 7, 2026 |
| RBC Capital | Analyst unavailable | $27 | $26.49 | +22.8% | Jul 16, 2026 |
| Barclays | Analyst unavailable | $27 | $20.19 | +22.8% | May 8, 2026 |
| Barclays | Saket Kalia | $32 | $22.43 | +45.5% | Feb 6, 2026 |
| Jefferies | Analyst unavailable | $31 | $28.08 | +41.0% | Oct 3, 2025 |
| Morgan Stanley | Keith Weiss | $32 | $29.5 | +45.5% | Sep 2, 2025 |
| Morgan Stanley | Hamza Fodderwala | $27 | $25.44 | +22.8% | Jun 7, 2024 |
| Argus Research | Joseph Bonner | $29 | $24.89 | +31.9% | May 28, 2024 |
| Barclays | Saket Kalia | $25 | $22.34 | +13.7% | 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 |
|---|---|---|---|---|
| ACN Accenture plc | FY2026 Q4 · Calendar Q4 2026 | +3.5% | +15.8% | Accenture: AI demand supports strong Q4, while pricing and geopolitics remain risks |
| JBL Jabil Inc. | FY2026 Q4 · Calendar Q3 2026 | +8.1% | -10.0% | Jabil enters FY2027 with AI-led growth and capacity risks |
| MU Micron Technology, Inc. | FY2026 Q4 · Calendar Q3 2026 | +5.4% | +0.0% | Micron: Strong AI Memory Demand, Higher Capex, and HBM4E Ahead |
| SNX TD Synnex Corp | FY2026 Q3 · Calendar Q3 2026 | +20.9% | -9.9% | TD SYNNEX: AI-led growth accelerates, but mix and cash flow matter |
| ADBE Adobe Inc. | FY2026 Q3 · Calendar Q3 2026 | +0.8% | +1.4% | Adobe raises FY26 outlook as AI strategy broadens |
| ORCL Oracle Corporation | FY2027 Q1 · Calendar Q3 2026 | +10.3% | -1.7% | Oracle raises FY27 outlook as AI demand accelerates cloud growth |
Latest beats and misses
Who reports nextBeat on EPS
- ACNFY2026 Q4 · October 1, 2026+3.5% EPS+15.8% move
- MKCFY2026 Q3 · October 1, 2026+13.9% EPS-4.9% move
- NKEFY2027 Q1 · October 1, 2026+10.0% EPS-0.7% move
- CAGFY2027 Q1 · September 30, 2026+44.4% EPS-4.9% move
- FDSFY2026 Q4 · September 30, 2026+3.9% EPS+3.8% move
- JBLFY2026 Q4 · September 30, 2026+8.1% EPS-10.0% move
Get the GEN recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:37:12.209961+00:00
- Polygon adjusted daily market bars · 2026-10-04T02:30:41.380096+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-04T02:30:41.377263+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 2026-10-04. For educational purposes only; not investment advice.