How Recent Developments Are Rewriting the Story for Gen Digital

Gen Digital's stock has seen a newly revised price target, signaling a shift in how analysts view its future trajectory. While the fair value remains unchanged, a slight uptick in the discount rate reflects renewed caution amid stable overall growth forecasts. As analyst sentiment evolves, investors should stay alert to ongoing updates that could influence the company's narrative going forward.

Analyst Price Targets don't always capture the full story. Head over to our Company Report to find new ways to value Gen Digital.

What Wall Street Has Been Saying

Analyst commentary on Gen Digital has offered a mix of optimistic and more guarded perspectives, reflecting shifts in valuation benchmarks and ongoing scrutiny of the company’s growth initiatives. Below are the key takeaways from recent street research reports:

🐂 Bullish Takeaways

Morgan Stanley, through analyst Keith Weiss, raised Gen Digital’s price target to $32 from $25. This change signals improved sentiment about future growth potential. The firm cited a reasonable justification for re-rating the shares and pointed to opportunities in cross-sell initiatives across core security and MoneyLion-related offerings. Strong execution and recent efforts to leverage the combined business model have been recognized as positive drivers. Pro-forma growth rates have been noted as impressive in recent quarters.

🐻 Bearish Takeaways

RBC Capital lowered its price target on Gen Digital to $29 from $33. This reflects a more cautious stance and the impact of broader peer group multiple compression. While acknowledging solid quarterly performance, RBC highlights ongoing uncertainty by maintaining a Sector Perform rating. This indicates a belief that much of the upside may already be reflected in the current valuation. Morgan Stanley, although increasing its price target, remains hesitant about a sustained re-rating and cites a need for further evidence that cross-sell strategies are generating consistent results.

Do your thoughts align with the Bull or Bear Analysts? Perhaps you think there's more to the story. Head to the Simply Wall St Community to discover more perspectives or begin writing your own Narrative!NasdaqGS:GEN Community Fair Values as at Nov 2025

What's in the News

Norton, a Gen Digital brand, has expanded its AI-powered Scam Protection globally across all Norton 360 and mobile plans. New features include Deepfake Protection for YouTube and Facebook, Safe Web for enhanced scam defense, and Genie for instant AI-powered scam guidance. The premium Norton Scam Protection Pro now also covers Safe Email and Safe Call. Norton Small Business has introduced new Dark Web Monitoring and Social Media Monitoring tools, offering businesses tailored alerts for data breaches and threats on social networks. This rollout addresses the sharp increase in attacks, with a 20% rise in data breaches against small businesses and a 50% overall surge in breach attacks projected for 2025. Gen Digital completed the repurchase of 16 million shares, investing $411.05 million as part of its ongoing buyback initiative. Notably, 5 million shares were bought back between March and July 2025.

Story Continues

How This Changes the Fair Value For Gen Digital

Fair Value: Remains unchanged at $33.74 per share, indicating no significant adjustment to overall valuation estimates. Discount Rate: Has risen slightly from 9.98% to 10.08%, reflecting a marginal increase in perceived risk or return expectations. Revenue Growth: Remains essentially flat at 7.52%, indicating stable growth projections for the company. Net Profit Margin: Unchanged at 23.47%, suggesting consistent expectations for profitability. Future P/E: Has increased slightly from 22.35x to 22.41x, signifying a modest upward revision in projected valuation multiples.

🔔 Never Miss an Update: Follow The Narrative

Narratives are more than just numbers. They are stories that connect a company’s outlook, financial expectations, and fair value into one clear, evolving view. On Simply Wall St, anyone can access or create these Narratives on the Community page, making it easy to interpret what’s behind changing forecasts and valuation. By following Narratives, investors quickly see when Fair Value diverges from the current Price and get automatic updates when new news or earnings arrive.

Explore the full story behind Gen Digital’s future business moves and valuation in the original Narrative on Simply Wall St. Here’s why it’s worth your attention:

Get key insights into how Gen Digital’s AI-driven platform and clever cross-selling are driving growth and margins in the cybersecurity and financial protection space. Understand the impact of new product launches, business integrations, and recurring subscription revenues on stability and long-term upside. Stay alert to potential risks, such as integration challenges, competition, and fast-moving industry shifts, so you always know what could change the story.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include GEN.

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