Analyst Consensus ?
ConsensusHold21 ratings
Bullish1047.6%
Neutral1047.6%
Bearish14.8%
Gen Digital Inc. · GEN · FY2027 Q1 · Calendar Q3 2026
Gen Digital raises FY2027 outlook as trust solutions accelerate
The quarter supports a constructive operating thesis: resilient cyber-safety demand, cross-sell, and expanding trust-based offerings are supporting growth, while AI products and partnerships add potential growth avenues. The main counterweight is execution and margin risk as Engine Marketplace, acquisitions, and new products scale.
Reported After market closeNASDAQTechnology
$17.45B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$0.71
Consensus $0.69
EPS surprise
+3.0%
Reported versus consensus
Reported revenue
$1.34B
Consensus $1.31B
Revenue surprise
+1.8%
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
+3.8%
Event window
SPY move
+0.6%
Same window
Abnormal move
+3.2%
Stock minus SPY
Volume
2.7×
Versus trailing sessions
Subsequent drift
+5.1%
Up to 20 sessions
GENSPY benchmark
Ask FN2 about GEN FY2027 Q1
Transcript, numbers and history already loaded
Why did GEN rise 3.8% after beating EPS estimates in FY2027 Q1?What changed in GEN's guidance and outlook in FY2027 Q1?Give me the bull and bear case for GEN after FY2027 Q1 earnings.
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Transcript intelligence
What changed
Gen reported stronger-than-guidance first-quarter growth, raised its full-year outlook, and showed continued expansion in Trust-Based Solutions. Engine Marketplace reached a $0.5 billion annualized revenue run rate, while MoneyLion One and Norton Neo broaden the product roadmap.
Guidance delta
Management raised FY2027 guidance to 9–11% revenue growth and 14–18% EPS growth.
Key takeaways
- Revenue grew 11% year over year and non-GAAP EPS grew 19%, exceeding prior guidance.
- Norton 360 cross-sell penetration reached 27%, with higher-tier suites delivering double-digit growth.
- Trust-Based Solutions bookings rose 25% year over year, while Engine Marketplace reached a $0.5 billion annualized revenue run rate.
- Management highlighted MoneyLion One, Norton Neo, and AI-driven protection as expansion initiatives.
Management priorities
- Scale MoneyLion One and integrate it more deeply with cyber-safety products.
- Expand Engine Marketplace into additional verticals and add more than 30 partnerships.
- Launch and grow Norton Neo, the AI-native browser with agentic VPN.
- Develop AI capabilities for protection against AI-generated threats and for personalization.
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Beat
Miss
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Analyst 52W Price Targets
$29.15Previous close
$27Low
$29.38Average
$32High
Latest persisted target per named analyst; persisted previous close from FN2's market snapshot as of Sep 22, 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 |
|---|---|---|---|---|
| Wells Fargo | Equal Weight | Equal Weight | Maintain | Aug 7, 2026 |
| RBC Capital | Sector Perform | Sector Perform | 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 previous close $29.15. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| RBC Capital | Matthew Hedberg | $30 | $28.96 | +2.9% | Aug 7, 2026 |
| RBC Capital | Analyst unavailable | $27 | $26.49 | -7.4% | Jul 16, 2026 |
| Barclays | Analyst unavailable | $27 | $20.19 | -7.4% | May 8, 2026 |
| Barclays | Saket Kalia | $32 | $22.43 | +9.8% | Feb 6, 2026 |
| Jefferies | Analyst unavailable | $31 | $28.08 | +6.3% | Oct 3, 2025 |
| Morgan Stanley | Keith Weiss | $32 | $29.5 | +9.8% | Sep 2, 2025 |
| Morgan Stanley | Hamza Fodderwala | $27 | $25.44 | -7.4% | Jun 7, 2024 |
| Argus Research | Joseph Bonner | $29 | $24.89 | -0.5% | May 28, 2024 |
| Barclays | Saket Kalia | $25 | $22.34 | -14.2% | 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 |
|---|---|---|---|---|
| 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 |
| SAIL SailPoint, Inc. | FY2027 Q2 · Calendar Q3 2026 | +13.8% | -1.2% | SailPoint pairs 25% ARR growth with accelerating AI-driven adoption |
| CIEN Ciena Corporation | FY2026 Q3 · Calendar Q3 2026 | +22.0% | -10.4% | Ciena raises outlook as AI networking demand lifts backlog |
| DOCU DocuSign, Inc. | FY2027 Q2 · Calendar Q3 2026 | +6.4% | +3.7% | DocuSign Q2 FY27: IAM momentum supports a raised outlook |
| IOT Samsara Inc. | FY2027 Q2 · Calendar Q3 2026 | +25.0% | +3.7% | Samsara: AI adoption expands as FY27 guidance holds |
Latest beats and misses
Who reports nextBeat on EPS
- FPSFY2026 Q4 · September 15, 2026+4.3% EPS+9.5% move
- TCOMFY2026 Q2 · September 15, 2026+22.3% EPS+3.0% move
- KRFY2026 Q2 · September 11, 2026+2.8% EPS+2.7% move
- ADBEFY2026 Q3 · September 10, 2026+0.8% EPS+1.4% move
- ORCLFY2027 Q1 · September 10, 2026+10.3% EPS-1.7% move
- CASYFY2027 Q1 · September 8, 2026+8.7% EPS-14.2% move
Get the GEN recap when the next report posts
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Sources
- Earnings call transcript and parsed analysis · 2026-08-07T02:15:24.793565+00:00
- FN2 earnings calendar · 2026-09-11T01:23:15.000588+00:00
- Polygon adjusted daily market bars · 2026-09-22T09:50:51.021534+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-09-22T09:50:51.018583+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 . For educational purposes only; not investment advice.