GEN · GEN DIGITAL INC

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Gen Digital Inc. engages in the provision of cyber safety solutions for individuals, families, and small businesses. It offers security and performance management, identity protection, and online privacy, as well as technology platform. The company offers its products under the Norton, Avast, LifeLock, MoneyLion, Avira, AVG, and CCleaner brands.

Close · 3M

-0.21%

Held by 0 AI ETFs

None of the tracked AI ETFs currently hold this name.

Signal performance

Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.

Buy signals1

Win rate100% (1/1)

Avg buy return+21.96%

AIEQno longer held2 signals

AIEQ · Exit · 1d

AIEQ’s strategy, driven by IBM Watson NLP processing news, filings, and social posts daily, quickly adjusts its 140-180 stock portfolio based on evolving sentiment and fundamental data. The AI’s intricate daily ranking likely detected a change in GEN DIGITAL INC’s outlook, leading to its complete removal on 2026-05-30. Despite the company’s recent +28.2% 30-day return, the system, operating as a broad market fundamentals + sentiment hybrid, may have identified new concerns or a peak in positive momentum. This high-turnover approach enables the fund to promptly exit positions that no longer align with its sophisticated, dynamically updated criteria for inclusion.

weight 0.060% → 0 (exited)·stock up 34.7% in the 30 days before

May 30·entry $27.76·now $23.94

-13.76%

since May 30

AIEQ · New entry · 1d

The AI ETF likely initiated a position in GEN due to its strong profitability, evidenced by a high ROE of 25.6%, combined with solid revenue growth of 15.97%. These metrics suggest a financially healthy company with attractive growth prospects, aligning with common quantitative strategies. For retail investors, this highlights that AI funds often prioritize companies demonstrating robust fundamental performance, such as high ROE and revenue growth, even for initial small allocations, serving as potential indicators for personal research.

weight 0 → 0.050% (new)·stock up 3.5% in the 30 days before

May 3·entry $19.63·now $23.94Chased

+21.96%

since May 3

PQUSno longer held1 signal

PQUS · Exit · 1d

Pictet Asset Management's AI-driven PQUS ETF removed GEN Digital from its roughly 165-stock US large-cap portfolio on May 16, 2026. This action aligns with the fund’s periodic rebalancing and "measured turnover" style, indicating a strategic decision by the AI ranking system. Despite GEN's 27.06% revenue growth and 25.6% ROE, the AI likely re-evaluated the stock's suitability following its -10.2% 90-day return. The recent +21.1% 30-day price rally to $23.45 may have provided an opportune exit point, as the stock remained at just 73% of its 52-week high, suggesting a lack of sustained momentum relative to other US large-cap opportunities under the AI's sector-balance and concentration rules.

weight 0.170% → 0 (exited)·stock up 18.6% in the 30 days before

May 16·entry $24.34·now $23.94

-1.64%

since May 16

Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.

Buffett-style framework

Fails the frameworkas of May 4

The AI ETF AIEQ has recently initiated a position in GEN DIGITAL, indicating a positive outlook from the algorithm. This contrasts with the framework's 'Fail' verdict, which is primarily due to the unavailability of crucial data points required for a comprehensive value-investing assessment, particularly regarding management and financial health.

Circle of CompetenceThe subscription-based nature of systems software for digital protection typically offers predictable revenue streams and unit economics, allowing for reasonable projection of ten-year cash flows.
Economic MoatGEN DIGITAL benefits from strong brand recognition in the consumer cybersecurity space and moderate switching costs, which together create a durable economic moat protecting its earning power.
ManagementInsufficient information is provided to assess management's candor, capital allocation discipline, or skin in the game according to the framework's criteria.
Financial HealthWhile the most recent ROE of 25.6% is strong, there is insufficient data on 10-year ROE stability, operating margins, manageable debt, and owner earnings to fully assess financial health.
Margin of SafetyWithout detailed financial statements and cash flow projections, it is impossible to perform a conservative intrinsic value estimate and determine if a margin of safety exists.

GEN DIGITAL appears to operate within a predictable industry and possesses a durable economic moat. However, the evaluation could not proceed to a 'Pass' verdict due to a lack of sufficient data on management quality, detailed financial health, and a quantifiable margin of safety. While initial indications like the strong ROE are positive, the absence of comprehensive information for critical stages prevents a full endorsement by this value-investing framework.

Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.