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Sentiment · FY2026 Q4
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Saket Kalia | Barclays | 11 | 0% |
| Dan Bergstrom | RBC Capital Markets | 10 | 0% |
| Roger Boyd | UBS | 9 | 0% |
| Andy Nowinski | Wells Fargo | 8 | 0% |
| Tomer Zilberman | Bank of America | 7 | 14% |
| Joe Gallo | Jefferies | 6 | 0% |
| Rob Coolbrith | Evercore ISI | 6 | 0% |
| Meta Marshall | Morgan Stanley | 6 | 0% |
| Hamza Fodderwala | Morgan Stanley | 3 | 0% |
| Peter Levine | Evercore ISI | 3 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Barclays | 2 | 13 | 0% |
| RBC Capital Markets | 2 | 12 | 0% |
| Wells Fargo | 2 | 10 | 0% |
| Morgan Stanley | 2 |
| 9 |
| 0% |
| Evercore ISI | 2 | 9 | 0% |
| UBS | 1 | 9 | 0% |
| Bank of America | 1 | 7 | 14% |
| Jefferies | 1 | 6 | 0% |
Gen Digital crossed $5 billion in annual revenue for the first time with FY2026 EPS of $2.56 up 15%, marking the tenth consecutive EPS beat. MoneyLion approached $1 billion in annual revenue with 40%+ growth, and total paid customers reached 79 million. New FY2027 guidance of $5.325-$5.425 billion revenue and $2.85-$2.95 EPS was introduced, targeting 8-10% pro forma revenue growth, with net leverage reaching 3x a full year ahead of schedule.
M&A | Subscriber Growth | Revenue Growth | Demand | Product Launch | Pricing | Cloud & AI | Margin | |
|---|---|---|---|---|---|---|---|---|
| 2025Q2 | 5 | 1 | 3 | 1 | 2 | 1 | 1 | |
| 2025Q3 | 2 | 4 | 1 | 1 | 2 | 3 | 1 | |
| 2025Q4 | 3 | 1 | 4 | 1 | 1 | |||
| 2026Q1 | 6 | 2 | 3 | 2 | 1 | 1 | 1 | |
| 2026Q2 | 5 | 3 | 3 | 3 | 3 | 1 | 1 | |
| 2026Q3 | 3 | 3 | 2 | 2 | 1 | 2 | 2 | 1 |
| 2026Q4 | 5 | 2 | 3 | 1 | 1 | 3 |
| '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | '26Q3 | '26Q4 | |
|---|---|---|---|---|---|---|---|
| M&A | 2 | 3 | 6 | 5 | 3 | 5 | |
| Subscriber Growth | 5 | 4 | 1 | 2 | 3 | 3 | 2 |
| Revenue Growth | 1 | 1 | 4 | 3 | 3 | 2 | 3 |
| Demand | 3 | 1 | 1 | 2 | 3 | 2 | |
| Product Launch | 1 | 2 | 1 | 3 | 1 | 1 | |
| Pricing | 2 | 3 | 1 | 2 | |||
| Cloud & AI | 1 | 1 | 1 | 1 | 2 | 1 | |
| Margin | 1 | 1 | 1 | 1 | 3 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
GEN Gen Digital | 6 | +27.0% | |
| ADBE Adobe Inc. | 7 | +12.0% | |
| AKAM Akamai Technologies | 6 | +5.8% | |
| CPAY Corpay | 8 | +25.4% | |
| CRWD CrowdStrike | 9 | +23.3% | |
| FFIV F5, Inc. | 8 | +11.0% | |
| FTNT Fortinet | 10 | +20.1% | |
| GDDY GoDaddy | 7 | +6.1% | |
| MSFT Microsoft Corporation | 8 | +18.3% | |
| NET Cloudflare, Inc. | 10 | +33.5% | |
| ORCL Oracle Corporation | 9 | +21.7% | |
| PANW Palo Alto Networks | 6 | +14.9% | |
| PLTR Palantir Technologies | 10 | +84.7% | |
| SNPS Synopsys | 7 | +41.9% | |
| VRSN Verisign | 7 | +6.6% | |
| XYZ Block, Inc. | 8 | +4.9% | |
| ZS Zscaler | 9 | +25.4% |