Gen Digital

GEN · NASDAQ

$24.08+$0.44 (+1.86%)TodayMarket closed · Oct 20, 4:32 PM ET

Prev close $23.64

GEN analyst rating

HoldConsensus of 4 analysts over the last 12 months. 25% rate it a buy.

Strong buy0
Buy1
Hold3
Underperform0
Sell0

12-month price target · 12 analysts

Average $32.37 (+34.4% upside)

Low: $24.31
Now: $24.08
High: $48.30

Upgrades and downgrades

The latest rating actions, newest first

GEN analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
RBC Capital	Oct 12, 2026	Maintains	Sector Perform	$26.00 → $24.00	61%
RBC Capital	Sep 25, 2026	Maintains	Sector Perform	$30.00 → $26.00	61%
RBC Capital	Aug 7, 2026	Maintains	Sector Perform	$27.00 → $30.00	61%
Barclays	Aug 7, 2026	Maintains	Equal-Weight	$27.00 → $32.00	66%
Wells Fargo	Aug 7, 2026	Maintains	Equal-Weight	$22.00 → $28.00	88%
RBC Capital	May 8, 2026	Maintains	Sector Perform	$22.00 → $24.00	61%
Barclays	May 8, 2026	Maintains	Equal-Weight	$26.00 → $27.00	66%
Evercore ISI Group	May 8, 2026	Maintains	Outperform	$37.00 → $38.00	20%
Barclays	Apr 13, 2026	Maintains	Equal-Weight	$32.00 → $26.00	66%
Wells Fargo	Mar 3, 2026	Initiates	Equal-Weight	$22.00	88%

The case for and against

Updated Oct 18, 2026

Bull case

Gen Digital is well-positioned to compound value because its direct-to-consumer model, recognizable brands like Norton, Avast, and LifeLock, and deeper international reach from Avast have strengthened customer acquisition and broadened its consumer cyber-safety platform. The company’s outlook is further supported by revenue and cost synergies from MoneyLion, increased direct marketing, better retention, and continued ARPU growth, with revenue expected to ramp to the mid-single digits and operating margins potentially reaching 60%+ over FY/25–27. Recent execution has reinforced that view, as the business reached $5B in revenue in FY/26, posted 11% adjusted revenue growth and 19% EPS growth, and entered FY/27 with 8-10% proforma revenue growth and 13-17% EPS growth guidance.

Bear case

Gen Digital is viewed negatively because the stock’s near-term catalyst profile is weak: unsubstantiated GoDaddy acquisition chatter triggered a drop of as much as 7% and shares are down about 17% over the last five days, while YTD performance is -6% versus the IGV’s +5%. The fundamental concern is that a potentially transformational M&A deal could intensify leverage, integration risk, and debt expense just as the company still faces churn risk, macro pressure, and the need to spend continually to acquire and retain members. Although management expects FY/27 organic revenue growth to reach the mid-single digits with operating margins above 60% and non-GAAP EPS growth of 12–15%, those benefits may be offset by slowing member additions, lower retention, lower ARPU, and a valuation multiple rerating.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.