Company Dossier · Information Technology
Palo Alto Networks
- S&P 500
- S&P 100
- Nasdaq-100
- Russell 1000
What Palo Alto Networks is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to July 31, 2026: $11.5 billion, up 25% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to July 31, 2026: $4.11 billion, up 18% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to July 31, 2026: $0.44 billion, up 76% from a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to July 31, 2026: $1.00 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (September 1, 2026): sentiment 0.80 on a −1 to +1 scale (confident, opportunity-framed), confidence 0.90 of 1.Palanor Discourse
- Latest annual report (filed September 10, 2026): 12 risk factors added, 8 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q3 2026: $21.2 million on the open market.SEC Form 4
- 2,930 institutional managers reported a position at June 30, 2026 (+447 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 191 (188 a year earlier).U.S. Department of Labor (OFLC)
- Headlines in the last 30 days: 5, of which 1 read positive and 0 negative.Palanor headline tone
Company Posture
How Company Posture is measured →What Palo Alto Networks is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Expanding · Mixed
Expanding ↔ Retrenching
Expanding
- Capital spending80th pct
- Debt raised—
- Buybacks vs capex—
- Hiring filings30th pct
- Deals and private raises48th pct
- Patent publications88th pct
Confident ↔ Hedging
Mixed
- Call sentiment64th pct
- Call confidence65th pct
- Guidance changes80th pct
- Risk factors added2nd pct
- Insider open-market trades36th pct
- + Guidance changes
- − Risk factors added
- + Call sentiment
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver57th pct
- Stress filings49th pct
Credit
How these are built →Palo Alto Networks's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Debt on the balance sheet
$2.0B
- Due within a year $0.0B
- Longer term $2.0B
- Default point $1.0B (short + ½ long)
Finance leases included · Jul 31, 2023 filing
Bonds priced, last 12 months
None
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
News
Palo Alto Networks: headline tone
Net share of positive headlines, trailing 28 days, −1 to +1
In the news
Headlines that name Palo Alto Networks, with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.
- NeutralThe emerging threat landscape for agentic AI in cybersecurity (PANW:NASDAQ)
seekingalpha.com · via Marketaux · Oct 9, 2026
- PositivePalo Alto Networks at $419.91, Up 3.23%, on Tuesday's Record Tape
financefeeds.com · via Marketaux · Oct 7, 2026
- NeutralPalo Alto Networks Stock Jumps 3.5% as AI-Agent Fear Becomes Budget Fuel
gurufocus.com · via Marketaux · Oct 6, 2026
- NeutralPalo Alto Networks (PANW) Is a Good Business. But Can Its Growth Justify the Valuation?
insidermonkey.com · via Marketaux · Oct 3, 2026
- NeutralPalo Alto Networks Stocks Surges 2.4% as AI Defense Becomes Continuous Service
gurufocus.com · via Marketaux · Sep 30, 2026
- NeutralPalo Alto Networks paid $500M for Thrive-backed Console, sources say
The acquisition also leaves Sequoia-backed Serval as the de facto startup leader in AI IT service automation, industry watchers believe.
TechCrunch · Sep 2, 2026
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 20, 2026LobbyingLobbying report (MAYER BROWN LLP)third_quarter 2026
- Oct 20, 2026LobbyingLobbying report (MILLER STRATEGIES, LLC)third_quarter 2026 · $0.1 million
- Oct 20, 2026LobbyingLobbying report (AMERICAN DEFENSE INTERNATIONAL)third_quarter 2026 · $0.0 million
- Oct 20, 2026LobbyingLobbying report (MEHLMAN CONSULTING, INC.)third_quarter 2026 · $0.1 million
- Oct 20, 2026Patent
- Oct 20, 2026Patent
- Oct 20, 2026Patent
- Oct 19, 2026LobbyingLobbying report (ROBERTI GLOBAL (F/K/A ROBERTI WHITE, LLC))third_quarter 2026 · $0.1 million
- Oct 16, 2026LobbyingLobbying report (PALO ALTO NETWORKS, INC.)third_quarter 2026 · $0.8 million
- Oct 13, 2026Patent
- Oct 13, 2026Patent
- Sep 10, 202610-KAnnual report (10-K)12 risk factors added, 8 removed
- Aug 21, 20268-KDirector or officer changeItem 5.02
- Jul 20, 2026LobbyingLobbying report (AMERICAN DEFENSE INTERNATIONAL)second_quarter 2026 · $0.0 million
- Jul 20, 2026LobbyingLobbying report (MILLER STRATEGIES, LLC)second_quarter 2026 · $0.1 million
- Apr 13, 20268-KMaterial agreement signedItem 1.01
- Feb 11, 20268-KMaterial agreement signedItem 1.01
- Dec 11, 20258-KDirector or officer changeItem 5.02
- Dec 11, 20258-KShareholder vote resultsItem 5.07
- Nov 19, 20258-KDirector or officer changeItem 5.02
- Aug 29, 202510-KAnnual report (10-K)2 risk factors added, 2 removed
- Aug 18, 20258-KDirector or officer changeItem 5.02
- Jul 31, 20258-KMaterial agreement signedItem 1.01
- Feb 13, 20258-KDirector or officer changeItem 5.02
- Dec 17, 20248-KDirector or officer changeItem 5.02
- Dec 12, 20248-KDirector or officer changeItem 5.02
- Dec 12, 20248-KShareholder vote resultsItem 5.07
- Sep 6, 202410-KAnnual report (10-K)1 risk factors added, 0 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Workday Inc. WDAY | $10.2B | $2.8B | Jul 31, 2026 |
| ServiceNow Inc. NOW | $14.7B | $4.6B | Jun 30, 2026 |
| Intuit Inc. INTU | $21.4B | $8.7B | Jul 31, 2026 |
| Snowflake Inc. SNOW | $5.4B | $1.2B | Jul 31, 2026 |
| CrowdStrike CRWD | $5.4B | $1.6B | Jul 31, 2026 |
| Adobe Inc. ADBE | $26.0B | $10.6B | Aug 28, 2026 |
| Zoom Communications ZM | $5.0B | $1.9B | Jul 31, 2026 |
| Datadog Inc. DDOG | $4.0B | $1.2B | Jun 30, 2026 |