GEN

Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here. Management attributes the 11% revenue growth to the successful integration of Cyber Safety and Trust-Based Solutions into a single platform powered by shared proprietary data and AI models. The company is leveraging 'AI anxiety' as a strategic tailwind, noting that 60% of consumers are more likely to pay for protection due to AI-driven scams, which has compressed threat cycles from months to minutes. Strategic positioning has shifted from point products to all-in-one memberships, with Norton 360's higher-tier offerings now reaching nearly half a billion dollars in annualized bookings. Operational efficiency is being driven by AI-native workflows, resulting in a 25% improvement in creative efficiency and allowing the company to maintain a 50% blended operating margin while investing in growth. The acquisition of MoneyLion has evolved into a core platform capability, with connected financial accounts growing from 75 million to 110 million, serving as a 'front door' for deeper customer monetization. Management highlighted that cross-sell penetration in the Norton base reached an all-time high of 27%, driven by hyper-personalization and an expanded product portfolio. Fiscal 2027 guidance was raised to 9%-11% revenue growth, reflecting increased confidence in financial synergies from embedded wellness and the Engine marketplace. Management expects the $100 million revenue synergy target to be driven by marketplace expansion and cross-selling financial wellness into the existing Cyber Safety install base. While agentic AI revenue is expected to be modest in fiscal 2027, the company is positioning its 'Agent Trust Hub' as a long-term moat to secure AI-to-AI transactions. The company assumes a structurally higher growth trajectory beyond 2027, viewing the current acceleration as a multi-year compounding model rather than a one-time event. Capital allocation will remain balanced between de-leveraging below a 3x net leverage target, funding organic innovation, and returning capital through dividends and buybacks. The Engine Marketplace reached a $500 million annual revenue run rate, though management noted this growth introduces a mix dynamic that slightly lowers gross margins due to revenue-share models. A new insurance vertical was integrated via Trellis infrastructure in under one quarter, demonstrating the company's ability to rapidly scale new financial categories. Retention for the LifeLock brand remains at record levels near 90%, which management cites as evidence of the durability of trust-based customer relationships. The company successfully reduced its weighted average share count by 21 million year-over-year, supporting the goal of growing EPS faster than revenue. One stock. Nvidia-level potential. 30M+ investors trust Moby to find it first. Get the pick. Tap here. Management clarified that while Cyber Safety is global across 150 countries, financial wellness is currently concentrated in the U.S. market. The long-term strategy involves replicating the U.S. success internationally once the platform proof points are fully established. CFO Natalie Derse explained that while the marketplace has different margin profiles based on supply/demand relationships, the company balances this with OpEx discipline to maintain stable operating margins. CEO Vincent Pilette added that targeting existing install-base customers with marketplace offers provides a superior margin profile compared to external acquisition. The company is methodically transitioning Avast from a pure security freemium to an 'all-in-one' freemium model that includes basic identity and privacy features. Management intends to eventually move basic identity functionalities into a freemium tier as those features become commoditized in the market. These partnerships serve as a 'B2B2C' upper funnel, exposing the Engine marketplace to large external audiences to drive high-intent customer demand. These distribution expansions are expected to contribute between one-third and one-half of the projected $100 million in revenue synergies.

Interested in Gen Digital Inc.? Here are five stocks we like better. Gen Digital exceeded first-quarter guidance, with bookings and revenue each rising 11% year over year to $1.28 billion and $1.34 billion, respectively, while non-GAAP EPS increased 19% to $0.71. The company raised its fiscal 2027 outlook, now expecting revenue of $5.375 billion to $5.475 billion and non-GAAP EPS of $2.87 to $2.97, citing continued Cyber Safety momentum and stronger-than-expected financial-wellness and marketplace growth. Trust-Based Solutions was the fastest-growing segment, with bookings up 25% and revenue up 24%, while Engine Marketplace surpassed a $500 million annual revenue run rate. Gen also generated $430 million in free cash flow and returned $181 million to shareholders. A Deep Dive Into NVIDIA’s Latest Portfolio Moves Gen Digital (NASDAQ:GEN) reported first-quarter fiscal 2027 results that exceeded its guidance, with revenue, bookings and earnings rising at double-digit rates as growth in trust-based solutions complemented continued momentum in its core cyber-safety business. Chief Executive Officer Vincent Pilette said the company delivered an 11% increase in both bookings and revenue, while non-GAAP earnings per share rose 19%. Paid customers reached 81 million, extending a run of sequential customer growth to 11 quarters. The company raised its full-year revenue and earnings outlook, citing momentum across its portfolio and increased confidence in financial-wellness and marketplace synergies. → 3 Drone Stocks That Should Soar After the Summer Slump 3 Oversold Large-Caps That Look Ripe for a Rebound For the first quarter, Gen reported bookings of $1.28 billion, up 11% year over year, and revenue of $1.34 billion, also up 11%. CFO Natalie Derse said the results represented the company’s fastest revenue growth rate since Gen was created. The company said its comparisons were adjusted to exclude an extra fiscal week in the prior-year quarter and include MoneyLion’s stub financials in the prior-year period. Non-GAAP operating income rose 9% to $668 million, while the operating margin remained stable sequentially at 50%. Non-GAAP net income was $431 million and diluted non-GAAP EPS was $0.71, above the company’s guided range of $0.68 to $0.70. → Meta’s Earnings Drop Shows Wall Street Wants More Than Ad Growth Top Cybersecurity Stock Picks for 2025 Gen raised its fiscal 2027 revenue outlook to $5.375 billion to $5.475 billion, representing growth of 9% to 11%, from prior guidance for 8% to 10% growth. The company now expects full-year non-GAAP EPS of $2.87 to $2.97, up 14% to 18%. For the second quarter, Gen forecast revenue of $1.325 billion to $1.35 billion, or growth of 9% to 11%, and non-GAAP EPS of $0.71 to $0.73. → Jersey Mike's Serves Fresh Gains After IPO Stumble Pilette said the higher full-year revenue outlook reflects continued momentum as well as confidence in financial-wellness synergies. He said the upside is expected to be driven more by financial wellness and marketplace initiatives, while Cyber Safety continues to show “solid, sustainable momentum.” Gen’s Cyber Safety segment posted 4% growth in both bookings and revenue, supported by performance across brands and memberships. The segment’s operating margin held at 61%. Derse said higher-tier Norton 360 offerings grew at a double-digit rate during the quarter. Those products bundle security, identity protection, virtual private network services and other safety features. Norton cross-sell penetration increased to 27%, while membership adoption across Norton, Avast and Avira exceeded 60%, according to Pilette. The CEO said annualized bookings for Norton 360’s higher-tier memberships, which include scam detection, identity restoration, financial protection and insurance, approached $500 million. He also said average revenue per user is 8% to 10% higher than it was two years ago, while retention is near record levels. Gen cited growing consumer concern about AI-enabled scams and data misuse as a source of demand. Pilette said the company’s scam-protection engine blocked more than 500 million scam attacks during the quarter, including deepfakes and voice clones. He said more than 60% of consumers surveyed by the company indicated that AI-driven scams made them more likely to pay for protection. The company is also expanding products intended to address privacy and identity needs. Norton’s Financial Scan, built on MoneyLion AI, has moved out of beta and is being rolled out to Norton 360 customers in the company’s largest markets. The tool is designed to monitor connected financial accounts and flag potential issues. Trust-Based Solutions was Gen’s faster-growing segment, with bookings rising 25% and revenue increasing 24%. The segment includes identity, personal financial management and the Engine Marketplace. Its operating margin remained at 30% as the company invested in growth initiatives. LifeLock retention was nearly 90%, according to Derse, following a redesigned mobile-first experience and simpler tiered plans. Pilette said the company is seeking to broaden customer relationships from credit monitoring into protection for financial accounts and other assets. MoneyLion’s personal financial management business grew faster than Gen expected, led by record Instacash originations and Credit Builder Plus. More than two-thirds of personal financial management revenue came from repeat customers, Pilette said. Derse added that Instacash receivables are sold to Sound Point, limiting Gen’s balance-sheet exposure as that business expands. The company recently launched MoneyLion One Premium, a membership offering that incorporates Gen’s scam and identity-protection features. Pilette said it is still early to project upside from the product, but described membership adoption across the company’s businesses as a central part of its strategy to build longer-term customer relationships. Engine Marketplace surpassed a $500 million annual revenue run rate, Gen said. The marketplace added more than 30 partners during the quarter and expanded into insurance through Trellis infrastructure. Pilette said the insurance capability was integrated with more than 10 partners within one quarter. Total network inquiries exceeded an annualized 425 million. Gen said connected financial accounts surpassed 110 million, up from 75 million when it acquired MoneyLion, and that 35% of its paid customer base now engages with financial-wellness offerings. The company expects Engine-enabled cross-selling into its installed base to double by the end of fiscal 2027. Gross margin was 82%, down slightly because of product mix. Derse said certain fast-growing marketplace categories carry lower gross margins due to revenue-sharing arrangements but also have lower operating-expense requirements. She said Gen remains focused on maintaining strong segment-level operating margins as the marketplace grows. Total operating expenses were $425 million, or 32% of revenue, down 60 basis points year over year. Research and development spending rose to $105 million, or 8% of sales, as Gen invested in its platform and cyber-safety and identity products. The company said AI-enabled marketing creative workflows produced a 25% efficiency improvement in selected media channels, allowing it to create twice as many assets. Gen generated $434 million in operating cash flow and $430 million in free cash flow during the quarter. It ended the period with $564 million in cash and more than $2 billion in liquidity including its revolving credit facility. Net leverage declined to 2.95 times after the company paid down $45 million of debt. The company returned $181 million to shareholders through $100 million in share repurchases and $81 million in dividends. Its board approved a quarterly cash dividend of $0.125 per share, payable Sept. 9 to shareholders of record as of Aug. 17. Gen Digital (NASDAQ: GEN) is a global cybersecurity company specializing in consumer- and small-business-focused security, privacy, and identity protection solutions. The company offers a suite of products designed to safeguard devices, networks, and personal information against malware, ransomware, phishing attacks and other digital threats. With a focus on user-friendly interfaces and cross-platform compatibility, Gen Digital develops antivirus software, VPN services, parental controls, password management tools, and comprehensive identity-theft monitoring services. Gen Digital traces its origins to the consumer software division of Symantec Corporation, which was spun off in late 2019 under the NortonLifeLock name. This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected]. The article "Gen Digital Q1 Earnings Call Highlights" was originally published by MarketBeat. View MarketBeat's top stocks for August 2026.

This article first appeared on GuruFocus. Revenue: Q1 fiscal 2027 revenue increased 11% year-over-year to $1.34 billion, the fastest growth rate since Gen was created. Bookings: Record bookings grew 11% year-over-year to $1.28 billion, marking the fifth consecutive quarter of double-digit bookings growth. Non-GAAP EPS: Diluted EPS was $0.71, up 19% year-over-year, beating the high end of the guided range of $0.68 to $0.70. Operating Margin: Blended non-GAAP operating margin remained stable sequentially at 50%, with operating profit up 9% to $668 million. Segment Performance (Cyber Safety): Bookings and revenue both increased 4%, with segment margins stable at 61%. Segment Performance (Trust-Based Solutions): Bookings increased 25% and revenue grew 24%, with segment margins stable at 30%. Paid Customers: Reached 81 million, up from 79 million last quarter and 76 million a year ago. Gross Margin: 82% in the quarter, slightly down entirely due to product mix. Free Cash Flow: Generated $430 million in free cash flow and $434 million in operating cash flow. Capital Returns: Returned $181 million to shareholders, including $100 million in share repurchases and $81 million in dividends. Guidance: Raised fiscal 2027 revenue guidance to $5.375 billion to $5.475 billion (9% to 11% growth) and non-GAAP EPS guidance to $2.87 to $2.97 (14% to 18% growth). Warning! GuruFocus has detected 4 Warning Signs with GEN. Is GEN fairly valued? Test your thesis with our free DCF calculator. Release Date: August 06, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Gen Digital Inc (NASDAQ:GEN) delivered another better-than-expected quarter with bookings and revenue growing 11% and non-GAAP EPS growing 19%, both above guidance. Paid customers crossed $80 million, marking an 11th straight quarter of sequential growth, driven by both subscriber base expansion and marketplace performance. The company raised its fiscal 2027 guidance to 9%-11% revenue growth and 14%-18% non-GAAP EPS growth, reflecting strong momentum and confidence in the business. Trust-based solutions segment saw strong growth with bookings up 25% and revenue up 24%, driven by identity, personal financial management, and the Engine marketplace, which passed a $0.5 billion annual revenue run rate. The company is making progress in AI-driven products, with Norton Neo doubling daily active users and the Sage agent security engine now protecting 25 million customers, positioning Gen Digital Inc (NASDAQ:GEN) as a leader in the AI trust layer. Cross-sell and upsell efforts are exceeding expectations, with Norton cross-sell penetration rising to 27% and higher-tier suite offerings seeing double-digit growth, indicating deepening customer relationships. The company maintains strong profitability with cyber safety operating margins above 60% and trust-based solutions at 30%, while delivering stable blended operating margins of 50%. Free cash flow generation remains robust at $430 million in Q1, supporting continued deleveraging (net leverage at 2.95x) and capital returns to shareholders. Cyber safety segment growth remains modest at mid-single-digit (4% bookings and revenue growth), which may lag the overall company growth rate. Gross margin declined slightly to 82% due to product mix, with faster-growing marketplace categories carrying lower gross margins due to revenue share arrangements. The company faces increasing competition and evolving threats in the cybersecurity space, requiring continuous investment in R&D and AI capabilities to stay ahead. International expansion of financial wellness offerings is still in early stages, with most growth concentrated in the U.S., limiting near-term global upside. Agentic AI revenue is expected to be modest in fiscal 2027, indicating that the company's AI trust layer initiatives may take time to contribute meaningfully to financial results. The company's transformation and investment in new products and verticals may pressure margins in the near term, as seen in the slight gross margin decline and increased R&D spending. The Engine marketplace's growth relies on partnerships and vertical expansion, which may face integration risks and execution challenges as seen with the rapid integration of Trellis. Q: How much of the quarter's upside was attributed to Moneyline versus the rest of the business, and what is the benchmark for Moneyline growth for the rest of the year?A: CFO Natalie Derse stated that growth was broad-based, with the Cyber Safety segment delivering consistent mid-single-digit growth and the Trust-based Solutions segment outperforming. The raised full-year guidance reflects consistent acceleration on the trust-based solution side, mostly driven by the marketplace and Engine. She emphasized that both segments are "clicking," citing the best-ever cross-sell quarter in Norton's history, which underpins the confidence in the raised outlook. Q: Can you bridge where the incremental revenue for the rest of the year is coming from, and why is the raised EPS guidance only reflecting Q1 upside rather than the increased revenue?A: CEO Vincent Pilette explained that the $50 million revenue guidance raise is split between Q1 flow-through and increased confidence in financial synergies from embedded financial wellness. He noted that investments are being funneled into transforming the company, building AI capabilities, and launching new products and verticals (like the Trellis insurance integration). This investment strategy funds the commitment to mid-teens EPS growth, which is why the EPS raise is more conservative relative to the top-line increase. Q: Given the success of higher-tier suites in Cyber Safety, how does this inform the targeting strategy for the new MoneyLion One membership?A: CEO Vincent Pilette stated that the playbook of building trust and moving customers to higher tiers, proven with Norton 360, is being applied to MoneyLion. The strategy involves rewarding ongoing usage with better plans and pricing, and integrating protection with financial needs. While it is still early for MoneyLion One, the move toward a membership model across all assets is part of the core strategy. Q: What are the potential adjacent areas for new verticals in the Engine marketplace, and is the rapid success with insurance repeatable?A: CEO Vincent Pilette highlighted that the Engine marketplace uses an AI-driven matching engine to eliminate friction. The insurance vertical, built on Trellis, was integrated quickly and is already active with 10+ partners. He indicated that the company will continue to build verticals organically and inorganically, focusing on areas that protect digital and financial life, though he declined to name specific future verticals. Q: Can you provide an update on the response to Avast One and the strategy for a more comprehensive free tier?A: CEO Vincent Pilette explained that the successful Norton 360 playbook is being applied to Avast. The strategy involves a freemium model where basic functionalities are offered for free, with the option to pay for specific features. Avast One, launched last fall, has shown good traction in France and Germany and is being methodically rolled out to other countries. Q: What are the puts and takes for MoneyLion One from a monetization perspective, and how are you preparing products for a worsening AI threat environment?A: CEO Vincent Pilette stated that MoneyLion One is about building long-term trust and maximizing customer lifetime value rather than one-time transactions. The membership will integrate cash flow needs and identity/anti-scam protection. Regarding the threat environment, he noted that consumer anxiety about AI is at an all-time high, and AI-driven scams have become the number one sales driver for cyber safety, reinforcing the company's strategy of using AI to protect against AI. Q: How should we think about gross margin trends given the growth of the Engine business, and will operating margins remain stable?A: CFO Natalie Derse explained that while gross margins will mix down due to the Engine marketplace's revenue-share model, the company is disciplined in driving profitability within each segment. CEO Vincent Pilette added that different margin profiles exist within the marketplace, and the long-term goal is to build trust relationships that deliver better margins over time. The company expects to maintain a stable 50% operating margin. Q: What is contributing to the improved retention rates and growth in international markets?A: CEO Vincent Pilette stated that growth is balanced at mid-single-digits when neutralizing for currency, with Europe growing higher and Asia slower. The strategy involves expanding from core security into privacy and identity features across all countries. Financial wellness is currently concentrated in the U.S., with plans to extend internationally as proof points accumulate, indicating a multi-year growth opportunity. Q: How much is the channel expansion (e.g., Copilot and Equifax integrations) contributing to the $100 million incremental annual revenue opportunity?A: CEO Vincent Pilette stated that the marketplace is a key wrapper around the strategy, and distribution expansion through partners like Equifax is a long-term, strategic upper-funnel play. He noted that these partnerships contribute to about a third to half of the $100 million revenue synergies, with more visibility expected in the second half of fiscal 2027. Q: What is driving the stability in Cyber Safety growth, and how is the new user acquisition side performing?A: CEO Vincent Pilette highlighted several initiatives driving stability, including the move to all-in-one memberships, higher-tier plan growth, and perfecting "entry doors" like VPN and privacy products. He also noted channel diversification, including AI chat search presence and employee benefit programs, which are contributing to long-term adoption of the full security posture. For the complete transcript of the earnings call, please refer to the full earnings call transcript.

Gen Digital GEN reported first-quarter fiscal 2027 non-GAAP earnings of 71 cents per share, which beat the Zacks Consensus Estimate by 2.9%. The bottom line increased 19% year over year on a comparable basis after adjusting for the extra fiscal week in the prior-year period and the MoneyLion stub period. Quarterly revenues of $1.336 billion also surpassed the consensus estimate by 2.5% and increased 11% year over year on a comparable basis. The quarter reflected continued momentum across Gen Digital’s Cyber Safety and Trust-Based Solutions businesses, supported by strong demand for cybersecurity, identity protection and financial wellness offerings. Paid customers reached 81 million, up by 5 million from the year-ago period. Gen Digital continued its strong execution in the fiscal first quarter, delivering its fifth consecutive quarter of double-digit bookings growth. Bookings increased 11% year over year to $1.284 billion, reflecting broad-based demand across both operating segments. Management noted that revenues exceeded the high end of its guidance range, highlighting continued customer engagement and product momentum. Gen Digital Inc. price-consensus-eps-surprise-chart | Gen Digital Inc. Quote The company also emphasized that both Cyber Safety and Trust-Based Solutions achieved their respective growth and profitability targets during the quarter, underscoring the strength of Gen Digital’s integrated platform strategy. Trust-Based Solutions remained Gen Digital’s fastest-growing business during the quarter. Segment revenues increased 24% year over year, while bookings grew 25%, supported by strong performance across Identity Protection, Personal Financial Management and Engine Marketplace offerings. Management highlighted encouraging traction from its redesigned LifeLock platform, which is generating higher sales conversions while maintaining customer retention near 90%. Personal Financial Management also delivered better-than-expected growth, driven by record Instacash originations and continued optimization of underwriting performance. The recently launched MoneyLion One membership further expands the integration between identity protection and financial wellness services, deepening customer engagement. Gen Digital’s Cyber Safety segment continued to provide stable, profitable growth. Segment bookings and revenues each increased 4% year over year, reflecting sustained demand for premium cybersecurity subscriptions and higher-tier membership offerings. The company noted continued strength in Norton 360 premium memberships and expanding adoption of Avast One memberships. Cross-sell and upsell activity within the Norton installed base remained strong, while Cyber Safety operating margin held at 61%, demonstrating continued operating discipline despite ongoing investments in artificial intelligence and new products. Gen Digital generated non-GAAP operating income of $668 million during the first quarter, up 9% year over year. The company maintained a 50% non-GAAP operating margin, balancing continued investment in innovation with disciplined expense management. Management stated that efficiency improvements, operating leverage and disciplined capital allocation continued to support earnings growth while allowing the company to invest in strategic initiatives across its platform. As of July 3, 2026, Gen Digital had cash, cash equivalents and restricted cash of $564 million, up from $411 million at the end of the previous quarter. Long-term debt declined to $7.98 billion from $8.02 billion sequentially. Operating cash flow totaled $434 million, while free cash flow reached $430 million during the quarter. Capital returns remained robust, with the company paying $81 million in dividends, repurchasing $100 million of common stock and repaying $45 million of debt. Gen Digital also declared a quarterly cash dividend of 12.5 cents per share, payable on Sept. 9, 2026, to shareholders of record as of Aug. 17, 2026. Encouraged by its strong first-quarter performance, Gen Digital raised its full-year fiscal 2027 guidance. For fiscal 2027, the company now expects non-GAAP revenues between $5.375 billion and $5.475 billion compared with its previous outlook of $5.325-$5.425 billion. It now projects non-GAAP earnings of $2.87-$2.97 per share, up from the prior guidance of $2.85-$2.95. For the second quarter of fiscal 2027, Gen expects non-GAAP revenues in the range of $1.325-$1.350 billion and non-GAAP earnings of 71-73 cents per share. Management said the guidance reflects continued momentum across both operating segments and confidence in the durability of the company’s integrated Cyber Safety and Trust-Based Solutions platform. At present, GEN carries Zacks Rank #3 (Hold). Some better-ranked stocks in the broader Zacks Computer and Technology sector are Lumentum LITE, Applied Materials AMAT and Analog Devices ADI, each carrying a Zacks Rank #2 (Buy) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. Shares of Lumentum have surged 123% year to date. The Zacks Consensus Estimate for LITE’s fiscal 2026 earnings is pegged at $8.19 per share, up by 5 cents over the past 30 days, indicating an increase of 297.6% year over year. Shares of Applied Materials have jumped 107.9% year to date. The Zacks Consensus Estimate for AMAT’s fiscal 2026 earnings is pegged at $12.14 per share, up by 3 cents over the past 30 days, indicating a rise of 28.9% year over year. Analog Devices shares have surged 39.2% year to date. The Zacks Consensus Estimate for ADI’s fiscal 2026 earnings is pegged at $12.42 per share, up by 10 cents over the past 30 days, indicating an increase of 33.9% year over year. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Gen Digital Inc. (GEN) : Free Stock Analysis Report Analog Devices, Inc. (ADI) : Free Stock Analysis Report Applied Materials, Inc. (AMAT) : Free Stock Analysis Report Lumentum Holdings Inc. (LITE) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Gen Digital (GEN) came out with quarterly earnings of $0.71 per share, beating the Zacks Consensus Estimate of $0.69 per share. This compares to earnings of $0.64 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +2.90%. A quarter ago, it was expected that this security software maker would post earnings of $0.65 per share when it actually produced earnings of $0.67, delivering a surprise of +3.08%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Gen Digital, which belongs to the Zacks Technology Services industry, posted revenues of $1.34 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 2.54%. This compares to year-ago revenues of $1.26 billion. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Gen Digital shares have added about 2.8% since the beginning of the year versus the S&P 500's gain of 12.8%. While Gen Digital has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Gen Digital was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.71 on $1.32 billion in revenues for the coming quarter and $2.90 on $5.32 billion in revenues for the current fiscal year. Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Technology Services is currently in the bottom 38% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1. Viant Technology (DSP), another stock in the same industry, has yet to report results for the quarter ended June 2026. The results are expected to be released on August 10. This advertising software company is expected to post quarterly earnings of $0.13 per share in its upcoming report, which represents a year-over-year change of +44.4%. The consensus EPS estimate for the quarter has been revised 40% lower over the last 30 days to the current level. Viant Technology's revenues are expected to be $99.9 million, up 28.3% from the year-ago quarter. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Gen Digital Inc. (GEN) : Free Stock Analysis Report Viant Technology Inc. (DSP) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Gen Digital stock is trading at US$28.27, and both its Discounted Cash Flow (DCF) intrinsic value estimate and market multiples currently point in the same direction, suggesting the shares may be priced below what the underlying cash flows imply. Gen Digital has returned 48.1% over the past 3 years, which puts the recent share price in the context of a solid multi year run that investors will want to justify with fundamentals. The valuation hinges on how reliably Gen Digital can keep converting its software business into steady cash flows, while any slowdown in customer renewal rates or pressure on margins could limit how much value the market is willing to recognize. Gen Digital screens as undervalued on most checks, with the broader valuation work indicating it looks cheap on 5 of 6 measures here. The issue now is whether the current discount to the intrinsic value estimate offers enough cushion for investors given the risks around future cash flows. Gen Digital delivered 0.8% returns over the last year. See how this stacks up to the rest of the Software industry. The Discounted Cash Flow (DCF) model here focuses on how much cash Gen Digital can return to shareholders over time. On the latest twelve month numbers, the company generated about US$1.5b in free cash flow, which is a sizeable base for a software business. The model assumes these cash flows keep growing rather than shrinking, then discounts them back to today using a standard 2 Stage Free Cash Flow to Equity approach. On this basis, the intrinsic value for Gen Digital comes out at about $49 per share, compared with the current share price of $28.27. That gap implies the stock trades at a 42.4% discount to the DCF estimate, which suggests the market is currently assigning a lower value to those projected cash flows than the model supports. Overall, the DCF work indicates Gen Digital stock appears undervalued relative to the cash flows it is expected to generate. Our Discounted Cash Flow (DCF) analysis suggests Gen Digital is undervalued by 42.4%. Track this in your watchlist or portfolio, or discover 52 more high quality undervalued stocks. Head to the Valuation section of our Company Report for more details on how we arrive at this Fair Value for Gen Digital. P/E is a useful check for Gen Digital because earnings are a key focus for mature software businesses. On this measure, Gen Digital trades on a P/E of about 17.4x, compared with a Software industry average of roughly 32.1x and a wider peer group average of about 35.7x. That means the stock is priced at a clear discount to what investors are currently paying for many other earnings generating software companies. The fair P/E ratio estimate for Gen Digital sits at about 25.8x. This reflects what investors might expect to pay given its sector, profitability profile and risk factors. The current 17.4x P/E is well below that fair level, so the market is valuing each dollar of Gen Digital earnings more cautiously than this framework suggests. On the P/E multiple, Gen Digital stock appears undervalued compared with both its tailored fair ratio and typical software peers. See what the numbers say about this price — find out in our valuation breakdown. Simply Wall St Narratives for Gen Digital pick up where the valuation puzzle leaves off. They link today’s share price to clear assumptions about Gen Digital's future growth, margins and earnings, and explain what would need to change for the stock to be worth materially more or less than it is now. Each one treats fair value as a thesis about the business that you can watch over time, and they sit on Simply Wall St's Community page. Community views on Gen Digital sit far apart, with one side focused on AI driven upside and the other on pressure from free security tools and bundled device protection. Bull case: 36% undervalued Read the full Bull Case to see why Gen Digital could be undervalued Bear case: 28% overvalued Read the full Bear Case to see why Gen Digital could be overvalued Do you think there's more to the story for Gen Digital? Head over to our Community to see what others are saying! Gen Digital screens as undervalued on both the Discounted Cash Flow (DCF) intrinsic value estimate and the earnings multiple work, which is a relatively rare alignment. The gap between the current price and intrinsic value hinges on whether Gen Digital can keep turning its software base into consistent free cash flow without material pressure on renewals or margins. If that cash generation and earnings profile hold up, the current discount may reflect caution rather than a settled verdict. The key question from here is whether the cash flows and competitive position justify a future re rating in line with peers. 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. Have feedback on this article? Concerned about the content? Get in touch with us directly. 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Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here. Achieved a structural acceleration in revenue growth from mid-single digits to double digits, driven by the convergence of cyber safety and financial wellness. Performance attribution is centered on the 'GenStack' integration, where AI-driven recommendations and personalized messaging nearly doubled Norton 360 NPS and drove record cross-sell. The Cyber Safety segment serves as a foundational trust layer, while the Trust-Based Solutions segment (LifeLock and MoneyLion) acts as a high-growth engine for financial decision-making. Management views AI not as a threat of disintermediation but as an expansion of the threat landscape that necessitates a unified defense of devices, identities, and financial signals. Operational efficiency reached record levels, with profit per employee increasing double digits as AI streamlines engineering, marketing, and support workflows. Strategic positioning has evolved from a pure-play cybersecurity firm to a comprehensive trust layer spanning security, privacy, identity, and financial empowerment. Raised fiscal year 2027 revenue guidance to 8% to 10% pro forma growth, reflecting high confidence in the scaling of the integrated platform. Expects over $100 million in incremental annual revenue from embedded financial wellness and Engine growth starting in the second half of fiscal year 2027. The AI strategy focuses on 'Agentic AI,' providing a trust infrastructure for autonomous agents that can transact and move money on behalf of consumers. Guidance assumes mid-single-digit growth in Cyber Safety and continued 20% plus growth in key Trust-Based Solutions categories. Anticipates mid-teens EPS growth (13% to 17%) supported by revenue synergies, AI-led operational efficiencies, and disciplined capital allocation. Exited fiscal year 2026 at 3x net leverage, achieving the long-term deleveraging target one year ahead of the original schedule. Acquired Trellis to expand the Engine marketplace into the high-value insurance vertical, enabling programmatic matching between consumers and carriers. Formed the 'AI Foundry' team to launch AI-native products like Norton Neo, a secure browser designed for interacting with AI agents. Management acknowledged that while AI agent market revenue will be modest in fiscal year 2027, it represents a critical long-term category for the trust layer. One stock. Nvidia-level potential. 30M+ investors trust Moby to find it first. Get the pick. Tap here. Management expects a very large proportion of the installed base to eventually adopt financial monitoring as the first step toward deeper monetization. Connected financial accounts reached 107 million, serving as a leading indicator for future cross-pollination between protection and empowerment services. Partnerships with OpenAI, xAI, and others do not require CapEx investment as Gen does not develop the underlying models. While per-usage costs for LLMs may result in lower profit margins than core cyber safety, the primary goal is to monetize through higher-value memberships. Mobile remains a significant growth opportunity as the company shifts from legacy PC-based protection to mobile-first engagement. The company is moving toward more direct billing and its own payment rails to improve billing success rates and bypass app store fees. Growth is driven by being the 'best entry point' for cash flow management and credit improvement, with 2/3 of revenue coming from repeat customers. The Engine marketplace is scaling by acting as a matching layer between consumer needs and both first-party and third-party financial offers.

Interested in Gen Digital Inc.? Here are five stocks we like better. Gen Digital delivered its strongest fiscal year in a decade with a record $5.0 billion in revenue and $5.1 billion in bookings (pro forma +9% revenue, +10% bookings), non‑GAAP EPS of $2.56 (+15%), ~51% operating margin, $1.5 billion free cash flow and net leverage reduced to 3x a year ahead of plan. The company is evolving from pure consumer cybersecurity into a two‑pillar model: Cyber Safety (~$3.3B) growing mid‑single digits, while Trust‑Based Solutions (nearing $1.7B) is accelerating with pro forma bookings +24% and revenue +23%, driven by LifeLock, MoneyLion and the fast‑growing Engine marketplace. Management raised fiscal 2027 guidance to 8%–10% revenue growth and mid‑teens EPS growth, outlined an AI‑first strategy (Norton Neo, Agent Trust Hub) with partnerships including xAI and OpenAI, and reaffirmed balanced capital allocation (buybacks, debt paydown, tuck‑in M&A and a quarterly dividend). 3 Oversold Large-Caps That Look Ripe for a Rebound Gen Digital (NASDAQ:GEN) reported what executives described as its strongest fiscal year in a decade, driven by growth in both its core consumer cybersecurity business and an expanding portfolio of trust-based solutions that includes identity protection, financial wellness, and a growing marketplace business. On the company’s fiscal fourth-quarter 2026 earnings call, CEO Vincent Pilette said fiscal 2026 represented a “defining year” for the company, highlighting “plus 10% bookings, plus 9% revenue, plus 15% EPS” on a pro forma basis. CFO Natalie Derse added that total revenue reached a record $5 billion for the year, marking the first time Gen crossed that threshold. → Insider Sales: Top AST SpaceMobile Insider Cuts Postion Over 30% Top Cybersecurity Stock Picks for 2025 Derse said fiscal 2026 bookings were $5.1 billion, up 28% as reported and up 10% pro forma. Revenue reached $5 billion, up 27% as reported and up 9% pro forma, exceeding company guidance. Operating income was $2.5 billion, representing a 51% operating margin, and non-GAAP EPS was $2.56, up 15% year-over-year and “at the high end of our guidance,” she said. Free cash flow totaled $1.5 billion, which Derse said represented “over 30% of revenue” and was up 26% year-over-year. Gen also reduced its share count by 15 million shares over the year and reached 3x net leverage “a year ahead of schedule,” according to both Pilette and Derse. → Years in the Making, AMD’s Upside Movement Has Just Begun 3 Hot Buyback Plans Supporting Price Action in 2024 Pilette framed the company’s evolution as a shift from a pure-play consumer cybersecurity vendor to a broader platform spanning “security, privacy, identity, reputation, financial protection, and empowerment,” supported by a shared data platform and “agentic AI.” He said the company has more than doubled revenue over six years, nearly tripled EPS, and returned $6 billion to shareholders. Gen reported results across two segments: Cyber Safety and Trust-Based Solutions. Pilette characterized Cyber Safety as a $3.3 billion franchise growing at a mid-single-digit rate, while Trust-Based Solutions is “nearing $1.7 billion” and growing 20%+ in key categories. → Light Speed Returns: Corning Cashes In on NVIDIA Growth Derse provided pro forma segment growth rates for fiscal 2026: Cyber Safety: bookings up 5% and revenue up 3% pro forma; segment margin of 61%. Trust-Based Solutions: bookings up 24% and revenue up 23% pro forma; segment margin of 30%. In the fiscal fourth quarter, Derse said bookings were $1.36 billion, up 27% as reported and up 10% pro forma, while revenue was $1.28 billion, up 27% as reported and up 9% pro forma. Q4 operating income was $641 million, up 9% year-over-year, for a 50% operating margin. Q4 diluted non-GAAP EPS was $0.67, up 14% year-over-year and above guidance, she said. Customer metrics also continued to trend upward. Derse said paid customers totaled 79 million, up from 78 million the prior quarter and 68 million a year earlier. Pilette added that cyber safety subscribers grew sequentially for 10 consecutive quarters, while ARPU and retention improved across cohorts. Pilette argued that cybersecurity and financial protection are increasingly linked, saying that “every malicious agent, deepfake, or scam ultimately targets one thing: money.” He said Gen’s platform integrates cyber safety and financial protection “as one defense,” and pointed to “Genie,” its AI scam detection engine, as being embedded across Norton 360, Avast, and “partners like ChatGPT.” He also cited engagement and distribution indicators, including record cross-sell performance in Norton, a near doubling of Norton 360 NPS year-over-year, and LLM-related traffic growth. “Norton appears in 34% of tracked non-browser GPT prompts ahead of our nearest competitors,” Pilette said, adding that “LLM-driven traffic” was up 62% year-over-year. Within Trust-Based Solutions, executives highlighted three core areas: LifeLock, MoneyLion, and Engine by Gen. On LifeLock, Pilette said the company launched a refreshed, mobile-first app experience and a simplified tiered lineup. He said the “reimagined experience is live with approximately 3 million customers,” with NPS at 73 (up four points year-over-year) and retention “touching 90%.” Pilette also said LifeLock mobile revenue grew almost 50% and linked financial monitoring accounts rose nearly 25%. On MoneyLion, Pilette said the business exceeded expectations in its first full fiscal year under Gen, delivering “over 40% revenue growth,” with a record Q4 led by Instacash and Credit Builder. Derse said MoneyLion saw record origination volumes in Q4 and noted that more than two-thirds of first-party MoneyLion revenue came from repeat customers. On financial engagement across Gen’s base, Pilette said a third of the paid base now engages with financial wellness. He added that connected financial accounts hit “107 million in Q4,” up 36% year-over-year, and said those connections help enable personalized offers and credit cross-sell through Gen’s Engine marketplace. Engine by Gen also posted growth, with Pilette saying it delivered record revenue and signed “over 30 new partnerships in Q4 alone,” while processing “nearly 400 million annual inquiries” and tripling revenue over three years. He highlighted several recent developments, including Equifax embedding Engine into myequifax.com, Engine becoming a multi-category financial offer provider within Microsoft Copilot and related surfaces, and expansion into insurance through an “embedded insurance marketplace technology” and the Trellis acquisition. Pilette positioned Gen’s AI strategy around creating a “trust layer” for AI agents that can browse and transact on behalf of consumers. He said the company formed an “AI foundry” team and pointed to Norton Neo, an AI-native secure browser, as an example of a product designed for an agentic world, including an “agentic VPN.” He also disclosed partnerships across model providers. Pilette said Gen announced a partnership with xAI to co-architect AI-native products, including “a digital concierge for Norton subscribers launching this summer.” He added that Gen joined OpenAI’s “trusted access for cyber” and plans to leverage “the advanced defense capabilities of their latest GPT-5.5,” while also working with Anthropic, Microsoft, and Google. In Q&A, Pilette said working with frontier models does not require Gen to develop the models itself and “does not have an impact on CapEx.” He noted there will be a per-usage cost associated with model usage, adding Gen will not have “the same profit margin than cyber safety business,” while it intends to monetize through membership as products deliver more value. Management raised its fiscal 2027 outlook. Pilette said Gen is “raising our outlook to 8%-10% revenue growth and mid-teens EPS growth,” compared with prior midterm targets of mid-single-digit revenue growth and 12%-15% earnings growth. Derse provided specific guidance ranges: Fiscal 2027 revenue: $5.325 billion to $5.425 billion (8%-10% pro forma growth). Fiscal 2027 non-GAAP EPS: $2.85 to $2.95 (13%-17% pro forma growth; 15% at the midpoint). Q1 fiscal 2027 revenue: $1.3 billion to $1.325 billion (8%-10% pro forma growth). Q1 fiscal 2027 non-GAAP EPS: $0.68 to $0.70 (13%-17% pro forma growth). On margins, Derse said Gen is operating at roughly a 50% overall margin, with Cyber Safety at 61% and Trust-Based Solutions at 30%, and she does not expect “significant change in margin architecture” in the near term. She said the company plans to keep investing in innovation, marketing, AI initiatives, and synergy efforts while continuing to drive efficiencies, noting G&A runs at less than 3% of revenue. On capital allocation, Derse said Gen will maintain a balanced approach across share repurchases, debt reduction, tuck-in M&A, and disciplined investment in innovation. She said Gen has $2.1 billion remaining under its share repurchase authorization. The board approved a quarterly cash dividend of $0.125 per share payable June 10, 2026, to shareholders of record as of May 18, 2026. In closing remarks, Pilette referenced Gen’s transformation since the sale of Symantec’s enterprise business to Broadcom, saying the company is “bigger than Symantec at the time,” while “growing 4x faster at 3x more profit,” and thanked investors and employees for their support of the company’s strategy. Gen Digital (NASDAQ: GEN) is a global cybersecurity company specializing in consumer- and small-business-focused security, privacy, and identity protection solutions. The company offers a suite of products designed to safeguard devices, networks, and personal information against malware, ransomware, phishing attacks and other digital threats. With a focus on user-friendly interfaces and cross-platform compatibility, Gen Digital develops antivirus software, VPN services, parental controls, password management tools, and comprehensive identity-theft monitoring services. Gen Digital traces its origins to the consumer software division of Symantec Corporation, which was spun off in late 2019 under the NortonLifeLock name. The article "Gen Digital Q4 Earnings Call Highlights" was originally published by MarketBeat. View MarketBeat's top stocks for May 2026.

(Bloomberg) -- CoreWeave Inc. shares are on a scorching run in 2026 as demand for computing capacity to power artificial intelligence keeps growing. But now investors want to see some proof that the neo-cloud provider is executing on its ambitious plans. Most Read from Bloomberg Billionaire Duke of Westminster to Sell £700 Million of US Real Estate Assets US Has Opened a Passage Through Hormuz, Central Command Says DOJ Plans Intervention in Trump Supreme Court Carroll Appeal China Asks Banks to Pause New Loans to US-Sanctioned Refiner Sony to Pay Almost $4 Billion for Bieber, Neil Young Catalog The chance arrives when CoreWeave reports earnings after the bell on Thursday. Recent results from the biggest AI spenders like Alphabet Inc. and Meta Platforms Inc. made it clear that the need for computing power is insatiable as capital expenditures continue to rise. Considering the company rents access to AI infrastructure featuring the latest chips from Nvidia Corp., that plays right into its hands. “There is an insane amount of demand for AI compute,” said Tejas Dessai, director of thematic research at Global X ETFs. “The backdrop is extremely positive for CoreWeave.” Investors will be closely monitoring CoreWeave’s revenue acceleration, its outlook for the rest of the year and its backlog heading into 2027, he said. The stock is up 78% this year and a stunning 218% since the Livingston, New Jersey-based company went public in March 2025. The latest rally got going roughly a month ago as investors regained faith in the AI trade and CoreWeave announced deals with Meta, Anthropic PBC and Jane Street Group in quick succession. CoreWeave shares were down as much as 9.1% in intraday trading Thursday after rallying 7.9% on Wednesday. Of the 36 analysts tracked by Bloomberg who follow CoreWeave, 23 have buy ratings on the stock and only two have sells. But their average 12-month price target of $131 is below where the shares closed Wednesday, even though it’s been rising over the past six months. Wall Street expects the company to report revenue of nearly $2 billion in the first quarter, twice what it posted a year ago, and a loss of $1.20 per share, which would be an improvement from a loss of $1.49 a share in the first quarter of 2025. CoreWeave’s revenue backlog was nearly $67 billion as of Dec. 31, and the recent deals should raise its remaining performance obligations significantly. “CoreWeave’s 1Q results will likely echo strength at Amazon.com and Alphabet’s Google amid rising AI-compute demand and the need for higher near-term spending to ramp up infrastructure,” Bloomberg Intelligence analyst Anurag Rana wrote in a May 4 note. “We see a high likelihood that management will increase both its 2026 sales and capital expenditure targets, backed by a recent string of new financing deals.” Selloff Risk Of course, there’s a risk that these earnings will give investors reasons to sell the stock, which has happened after every report since CoreWeave’s IPO, although the shares have quickly recovered from the downturns. In February, the company said its capital expenditures would be higher than expected and the stock tumbled 19%, its worst session in six months. “The market has made itself comfortable with a certain level of capex spending from CoreWeave, and if they come out with a figure that far exceeds that, I think that would be something that the market scrutinizes very closely,” Dessai said. “They have to back it up with commensurate revenue scale as well.” Heightened spending also puts the focus on margins. CoreWeave is expected to post a first-quarter gross margin of about 67%, with analysts and investors looking for that number to climb over the coming quarters. “Sustained margin expansion remains necessary to unlock further upside for the stock,” Bank of America analysts led by Tal Liani wrote in a May 5 note, in which they raised their price target to $140 from $120. “As revenue recognition ramps through the year, we expect margins to follow.” Investors will also be listening for details about CoreWeave’s rising debt level, and any update on its relationship with OpenAI. The shares slumped last week after the AI startup reportedly missed its sales and user targets. “If they were to continue to finance every one of these contracts that they brought on at junk bond rates, then that would not be sustainable because I wouldn’t think that the business would inflect quickly enough to generate the cash to be paying double-digit interest rates,” said Paul Meeks, head of technology research at Freedom Capital Markets, who is bullish on CoreWeave and is generally encouraged by the company’s spending plans. But ultimately, what Meeks and other investors are most concerned about is how much computing power CoreWeave brought online in the quarter. “It’s all about, tell me how many megawatts you had on Dec. 31, 2025, and how many active megawatts you have on March 31, 2026,” he said. “That’s all I want.” Tech Chart of the Day Top Tech Stories Arm Holdings Plc warned of sluggishness in the smartphone industry, crimping a vital source of the chip company’s revenue, while promising that AI data center growth would more than offset the slump. GameStop Corp. Chief Executive Officer Ryan Cohen said his eBay Inc. account was suspended following a publicity stunt in which he listed a raft of personal items — including a pair of socks — to fund his $56 billion bid for the online marketplace. Anthropic has signed an agreement with Elon Musk’s SpaceX to bolster computing resources and meet surging demand for its Claude artificial intelligence software. Anthropic, which originally aimed its Claude chatbot at businesses, is looking to capitalize on recent inroads with consumers by making the software more appealing to everyday people. Earnings Due Thursday Earnings Premarket: NetScout Systems Inc. (NTCT US) ScanSource Inc. (SCSC US) Ziff Davis Inc. (ZD US) ACI Worldwide Inc. (ACIW US) Appian Corp. (APPN US) Arrow Electronics Inc. (ARW US) Datadog Inc. (DDOG US) Epam Systems Inc. (EPAM US) Macom Technology Solutions (MTSI US) NCR Voyix Corp. (VYX US) Sabre Corp. (SABR US) Stratasys Ltd. (SSYS US) TripAdvisor Inc. (TRIP US) Nexstar Media Group Inc. (NXST US) Warner Music Group Corp. (WMG US) Earnings Postmarket: Diodes Inc. (DIOD US) Par Technology Corp. (PAR US) Akamai Technologies Inc. (AKAM US) Alarm.com Holdings Inc. (ALRM US) Arlo Technologies Inc. (ARLO US) Axcelis Technologies Inc. (ACLS US) Cargurus Inc. (CARG US) Cloudflare Inc. (NET US) DXC Technology Co. (DXC US) Dropbox Inc. (DBX US) Gen Digital Inc. (GEN US) Groupon Inc. (GRPN US) HubSpot Inc. (HUBS US) Motorola Solutions Inc. (MSI US) News Corp. (NWSA US) PDF Solutions Inc. (PDFS US) Power Integrations Inc. (POWI US) RingCentral Inc. (RNG US) Sprout Social Inc. (SPT US) Synaptics Inc. (SYNA US) Yelp Inc. (YELP US) QuinStreet Inc. (QNST US) Trade Desk Inc. (TTD US) --With assistance from Subrat Patnaik and Margaryta Kirakosian. (Updates stock moves throughout) Most Read from Bloomberg Businessweek Raising Cane’s Grew From an Idea a College Professor Hated The Messy, Humiliating Courtroom Drama Between Elon Musk and OpenAI America’s Go-To Autism Therapy Is Also the Most Controversial How Trump Has Made the Doctor Shortage Worse A Fight Over Dirt in Utah Hints at the Future of America’s Public Lands ©2026 Bloomberg L.P.