GEN
Gen DigitalNASDAQInformation TechnologySoftware - InfrastructureSnapshot 2026-05-08
As of May 8, 2026, GEN has a composite score of 38.6 and a signal label of "favorable." The score is driven by high guidance credibility (100.0) and a low valuation score (95.1), indicating it is considered inexpensive. However, the macro score is relatively low at 32.3, and the sector score is even lower at 21.4, reflecting potential challenges in the broader market environment.
Price
Daily closes from AlphaVantage. Earnings/event dots are placed inline.
Factor signals
Read top-to-bottom: thesis (is this a strong company over a 1–3 year hold), watch flags (has something changed worth re-reading), and position context (how violent might the path be). Each pill is a parallel diagnostic — never aggregated into a single score.
Thesis
— is this a strong company over a 1–3 year hold?Why this rank
- Direction share1.00
- Slope (norm)0.01
- Bonus0.00
Why this rank
Trailing four: 2025-Q3, 2026-Q1, 2026-Q2, 2026-Q3
Why this rank
Watch
— has something changed worth re-reading?Why this setup
EPS estimate $0.68 → $0.68 (-0.1% / 30d). 1 raised, 1 cut, 8 covering analysts.
0 upgrades, 0 downgrades / 30d, 4 maintained. 55% of analysts rate Buy.
1 PT revisions / 30d. Avg target 33.7% above current price.
0 positive, 0 negative / 30d.
F4 · Management deep-dive — recent events, stated priorities, guidance track record
Recent 8-K events
4 material events in the last 24 months — top 4 listed below.
Stated priorities
3 priorityies extracted from earnings transcripts (as of 2026-05-08).
- 1.Expand and connect the Gen platformgrowthmixed65% progress
5/7: “Management stated: 'we are even more confident today that cyber safety and financial wellness belong together as we continue to expand and connect the Gen platform.'”
Why this status
Newly stated in 2026-Q3. The company has not provided specific financial metrics or milestones related to this priority in the current disclosures. The focus is on strategic integration, but financial impact remains unquantified.
- 2.Fiscal 2027 Restructuring Programcostbehind23% progress
5/7: “The Board approved a restructuring program to streamline operations and better align resources with strategic priorities.”
Why this status
Newly stated in 2026-Q3. The restructuring program is expected to incur approximately $50 million in related charges. The initiative aims to streamline operations and align resources, but financial benefits are not yet evident in the current financials.
- 3.Raise the bar for FY27 EPSgrowthmixed65% progress
5/7: “Management expressed confidence to raise the bar for FY27 EPS due to growth momentum and free cash flow generation.”
Why this status
Newly stated in 2026-Q3. FY27 EPS guidance is set between $2.85 and $2.95, reflecting management's confidence in growth momentum and cash flow. However, the current EPS of $0.31 in 2026-Q3 indicates a significant gap to the target, suggesting ambitious expectations.
Guidance track record
Last 8 quarters of EPS guidance with actuals.
Per-quarter detail
| Period | Guidance | Actual | Result |
|---|---|---|---|
| 2021-03-31 | $0.37 – $0.39 | $0.40 | beat |
| 2021-06-30 | $0.40 – $0.42 | $0.42 | inside |
| 2022-06-30 | $0.42 – $0.44 | $0.45 | beat |
| 2022-09-30 | $0.44 – $0.46 | $0.45 | inside |
| 2023-03-31 | $0.44 – $0.46 | $0.46 | inside |
| 2023-06-30 | $0.45 – $0.47 | $0.47 | inside |
| 2023-12-31 | $0.42 – $0.45 | $0.49 | beat |
| 2024-06-30 | $0.52 – $0.54 | $0.53 | inside |
Beat / inside / miss is computed from the guided range when issued; for point-estimate quarters a ±5% tolerance band around the mid is used. surprise_pct_vs_mid is unstable when guided EPS is near zero, so it is not surfaced as a headline.
Position context
— how violent might the path be while I hold it?Why this risk level
Recent vol — 30d annualized 49%; 252d 31%.
Drawdown — Max 1y −44%. Bad day move −3%.
Beta to sector ETF (XLK) — 0.04 over 1y.
Liquidity — score 100/100.
Sub-scores — vol 49/100, drawdown 13/100, beta 4/100, earnings vol —.
via XLK
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive — historically, headwind regimes have averaged stronger forward returns than tailwind.
Context label only — describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-05-08.
What changed
The most important moves since the prior daily snapshot.
- No material changes since the prior snapshot.
No material changes since the prior snapshot.
as of 2026-05-08
Management scorecard
How management runs the business — capital, margins, balance sheet, and how reliably they guide and deliver.
Met or beat guidance 100% of the last 8 guided quarters · 3.7% avg surprise
What management is focused on
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
- #1
Expand and connect the Gen platform
GrowthNew since 2026-05-07Focus on expanding and connecting the Gen platform to integrate cyber safety and financial wellness.
MixedNewly stated in 2026-Q3. The company has not provided specific financial metrics or milestones related to this priority in the current disclosures. The focus is on strategic integration, but financial impact remains unquantified.
65%CEO/CFO:“Management stated: 'we are even more confident today that cyber safety and financial wellness belong together as we continue to expand and connect the Gen platform.'”Multiple sourcesSource dated 2026-05-07Stated 1 of last 8 quartersFirst seen 2026-05-07Show history (1)
- 2026-Q3Multiple sources
“we are even more confident today that cyber safety and financial wellness belong together as we continue to expand and connect the Gen platform.”
- #2
Fiscal 2027 Restructuring Program
CostNew since 2026-05-07Implement a restructuring program to streamline operations and align resources with strategic priorities.
BehindNewly stated in 2026-Q3. The restructuring program is expected to incur approximately $50 million in related charges. The initiative aims to streamline operations and align resources, but financial benefits are not yet evident in the current financials.
The company expects to incur approximately $50 million in related charges.23%CEO/CFO:“The Board approved a restructuring program to streamline operations and better align resources with strategic priorities.”Multiple sourcesSource dated 2026-05-07Stated 1 of last 8 quartersFirst seen 2026-05-07Show history (1)
- 2026-Q3Multiple sources
“The Board approved a restructuring program to streamline operations and better align resources with strategic priorities.”
- #3
Raise the bar for FY27 EPS
GrowthNew since 2026-05-07Increase the EPS guidance for FY27 based on growth momentum and free cash flow generation.
MixedNewly stated in 2026-Q3. FY27 EPS guidance is set between $2.85 and $2.95, reflecting management's confidence in growth momentum and cash flow. However, the current EPS of $0.31 in 2026-Q3 indicates a significant gap to the target, suggesting ambitious expectations.
65%CEO/CFO:“Management expressed confidence to raise the bar for FY27 EPS due to growth momentum and free cash flow generation.”Multiple sourcesSource dated 2026-05-07Stated 1 of last 8 quartersFirst seen 2026-05-07Show history (1)
- 2026-Q3Multiple sources
“This growth momentum, combined with our extraordinary free cash flow generation, gives us the confidence to raise the bar for FY27.”
How this stock is priced
Two ways to read price: against peers in the same business, and against the company's own history.
Looks cheaper than most peers in the same business.
Cheaper than its own typical valuation.
P/E over the last 5 years
71 monthly pointsHow this compares
A side-by-side read on composite, valuation, and risk versus peers.
| Stock | Composite | Valuation | Risk |
|---|---|---|---|
GEN Gen Digital | +39 | inexpensive | elevated |
NVDA NVIDIA Corporation | +20 | full | moderate |
AAPL Apple Inc | +19 | full | moderate |
MSFT Microsoft | +27 | fair | elevated |
AVGO Broadcom | +11 | expensive | elevated |
Risk — how this stock moves
What a normal day looks like, what a bad day looks like, and the worst the last year has thrown at it.
What could change this view
Conditional scenarios — if X happens, the score would shift by about Y points. These are not predictions.
- If information_technology sector trend rises from +0.08 into 'improving' (>= +0.20)+5.0 pts
- If next-quarter guidance is raised (currently NEW as of 2026-05-07)+4.0 pts
- If next-quarter guidance is cut (currently NEW as of 2026-05-07)-8.0 pts
- If rates state reverses from -0.37 (negative) to +0.37 (positive)-7.3 pts
- If information_technology sector trend falls from +0.08 into 'weakening' (<= -0.20)-5.0 pts
Material updates
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
- 2026-05-071d agoItem 2.02
Results of Operations and Financial Conditions On May 7, 2026, Gen Digital Inc. (the Company) issued a press release announcing its financial results for the fiscal year ended April 3, 2026. Th e Company also posted supplemental financial information to its website. A copy of the press release is furnished as Exhibit 99.01 to this Current Report on Form 8-K and is incorporated herein by reference. The information in this Item 2.02, including Exhibit 99.01 hereto, shall not be deemed to be "fi…
earnings preannouncement—score 64 - 2026-05-071d agoItem 8.01
Other Events Fiscal 2027 Restructuring Program On May 5, 2026, the Board of Directors approved a restructuring program as part of the Company’s ongoing internal transformation efforts, including increased adoption of artificial intelligence technologies. The Company expects to incur approximately $50 million in related charges. The initiative is intended to streamline operations and better align resources with strategic priorities. Implementation is expected over the next twelve months, and e…
product or strategy shiftneutralscore 51 - 2026-03-271mo agoItem 1.01
Entry into a Material Definitive Agreement. On March 27, 2026, Gen Digital Inc. (“Gen Digital” or the “Company”) entered into the Third Amendment to Amended and Restated Credit Agreement (the “Amendment”) with the guarantors party thereto, the lenders party thereto and Bank of America, N.A., as administrative agent, pursuant to which Gen Digital amended its existing Amended and Restated Credit Agreement, dated as of September 12, 2022 (as amended by the First Amendment to Amended and Restated…
capital allocationneutralscore 25 - 2026-02-053mo agoItem 2.02
Results of Operations and Financial Conditions On February 5, 2026, Gen Digital Inc. (the Company) issued a press release announcing financial results for the third quarter ended January 2, 2026. Th e Company also posted supplemental financial information to its website. A copy of the press release is furnished as Exhibit 99.01 to this Current Report on Form 8-K and is incorporated herein by reference. The information in this Item 2.02, including Exhibit 99.01 hereto, shall not be deemed to b…
earnings preannouncementneutralscore 8
Score history
The composite score, snapshot by snapshot. The dotted line at zero separates leaning-positive from leaning-negative.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.