The company operates through two segments: Cyber Safety Platform and Trust-Based Solutions. Gen Digital's AI-driven platform innovation, integrated solutions, and M&A synergies are strengthening its position, with recurring subscription models and broad AI investment driving revenue stability and operating margin growth.
Cyborg Score Rationale
The company benefits from accelerated AI innovation, new products, global partnerships, expanding subscription revenue and partner integrations that provide business stability and improved free cash flow visibility. However, free cybersecurity alternatives and regulatory constraints threaten core recurring revenue and customer retention.
Top Insights
Gen Digital raised its annual revenue forecast for a second consecutive quarter, helped by robust demand for cybersecurity products and the MoneyLion acquisition.
Introduction of Norton Ultra VPN and unified technological architecture showcases innovative product development strategy.
Free cybersecurity alternatives and enhanced device security features are eroding product differentiation and core recurring revenue.
Stock price as of February 12, 2026 is $23.56 with a market capitalization of $14.3B.
Named Competitors
Norton — Consumer antivirus and cybersecurity solutions
Avast — Antivirus and privacy protection software
Palo Alto Networks — Enterprise cybersecurity and threat prevention
SolarWinds — IT management and security software
Recent Developments
(February 2026) Fiscal Q3 2026 financial results announced on February 5, 2026
(November 2025) Gen Digital raised annual revenue forecast for second consecutive quarter