{ "ticker": "PANW", "reference_close": "2026-09-23", "analysis_path": "data/analyses-data/PANW.json", "analysis_sha256": "5e953a241bf21dbce37f46a3082737f9640eeb8f95522e7964658ab7227a0fa1", "claims": [ { "path": "meta.date", "value": "2026-09-24", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/meta.date" }, { "path": "meta.dateDisplay", "value": "24 septembre 2026", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/meta.dateDisplay" }, { "path": "meta.version", "value": 3, "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/values/meta/version" }, { "path": "meta.levelsCloseDate", "value": "2026-09-23", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/meta.levelsCloseDate" }, { "path": "meta.description", "value": "Palo Alto Networks : deux rachats digérés, une prévision à 14,1 Md$ et un titre collé à son sommet. Dossier au close du 23 septembre 2026, statut surveiller.", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/meta.description" }, { "path": "meta.ogDescription", "value": "Palo Alto Networks : revenus +34 % au quatrième trimestre, 112 millions d’actions émises pour CyberArk, titre à 1 % de son sommet annuel ; niveaux à surveiller.", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/meta.ogDescription" }, { "path": "meta.lastMcpRefresh", "value": "2026-09-24T17:34:17.032511446Z", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/meta.lastMcpRefresh" }, { "path": "meta.levelsVerifiedAt", "value": "2026-09-24T17:34:17.032511446Z", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/meta.levelsVerifiedAt" }, { "path": "meta.statusHistory.0.at", "value": "2026-09-24T17:34:17.032511446Z", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/meta.statusHistory.0.at" }, { "path": "meta.statusHistory.0.note", "value": "refonte v3 du 24 septembre : nouveau scénario, clôture de référence du 2026-09-23", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/meta.statusHistory.0.note" }, { "path": "meta.statusHistory.0.close", "value": 393.3, "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/values/meta/statusHistory/0/close" }, { "path": "header.price", "value": 393.3, "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/values/header/price" }, { "path": "header.changePct", "value": 5.0004004591932105, "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/values/header/changePct" }, { "path": "header.metrics.marketCap", "value": "322 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/header.metrics.marketCap" }, { "path": "header.metrics.volume", "value": "6,3 M", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/header.metrics.volume" }, { "path": "header.metrics.evRevenue", "value": "27,5×", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/header.metrics.evRevenue" }, { "path": "verdict.score", "value": 60, "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/values/verdict/score" }, { "path": "verdict.confidence", "value": "Score éditorial non prédictif. Les chiffres d’entreprise viennent des dépôts SEC et des données XBRL officielles ; les niveaux, du close certifié du 23 septembre.", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/verdict.confidence" }, { "path": "verdict.summary", "value": "Palo Alto Networks a bouclé en six mois deux rachats, CyberArk dans l’identité et Chronosphere dans l’observabilité, et sort de l’exercice avec 11,48 Md$ de revenus et une prévision de 14,10 à 14,20 Md$ pour le suivant. Le prix de cette croissance se lit dans le nombre d’actions : 815 millions fin juillet contre 668 millions un an plus tôt, dont 112 millions remises aux actionnaires de CyberArk. Le titre clôture à 393,30 $, à 1,4 % du plus haut de l’année, touché le 13 août. Sa hausse de +12,1 % en vingt et une séances colle à celle du panier CIBR (+11,6 %) : c’est le secteur qui monte, pas un réveil propre au titre. À 27,5 fois les revenus de l’exercice, contre 17,0 fois pour Fortinet, le multiple ne laisse pas de marge d’erreur. Signal utile : une clôture au-dessus de 398,88 $. Mais l’entrée à l’ouverture est quasi inexécutable, le plafond d’achat n’étant qu’à 2,34 $ au-dessus ; le plan prévoit un ordre limité de repli.", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/verdict.summary" }, { "path": "verdict.whyBuy.0", "value": "Revenus du quatrième trimestre de 3,41 Md$, en hausse de 34 %, et revenus récurrents annualisés de nouvelle génération de 9,10 Md$ (+63 %).", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/verdict.whyBuy.0" }, { "path": "verdict.whyBuy.1", "value": "La prévision de l’exercice 2027 vise 14,10 à 14,20 Md$ de revenus, soit 23 à 24 % de croissance, après intégration des deux rachats.", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/verdict.whyBuy.1" }, { "path": "verdict.whyBuy.2", "value": "Les obligations de performance restant à exécuter atteignent 21,2 Md$, dont environ 9,3 Md$ à reconnaître sur douze mois : les deux tiers de la prévision sont déjà contractés.", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/verdict.whyBuy.2" }, { "path": "verdict.whyBuy.3", "value": "Flux de trésorerie opérationnel de 4,55 Md$ sur l’exercice, six à sept fois le résultat opérationnel GAAP.", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/verdict.whyBuy.3" }, { "path": "verdict.whyAvoid.0", "value": "Au close du 23 septembre, la valeur d’entreprise représente 27,5 fois les revenus GAAP de l’exercice clos le 31 juillet, et 22,3 fois le milieu de la prévision 2027.", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/verdict.whyAvoid.0" }, { "path": "verdict.whyAvoid.1", "value": "Le nombre d’actions a progressé de 22 % en un an, surtout pour payer CyberArk : la croissance par action est plus faible que la croissance affichée.", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/verdict.whyAvoid.1" }, { "path": "verdict.whyAvoid.2", "value": "La marge opérationnelle GAAP tombe à 6,1 %, contre 13,5 % un an plus tôt, sous le poids de l’amortissement des actifs acquis et des coûts d’intégration.", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/verdict.whyAvoid.2" }, { "path": "verdict.whyAvoid.3", "value": "Hausse de +12,1 % en vingt et une séances contre +11,6 % pour CIBR : un repli du secteur emporterait le titre sans raison propre.", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/verdict.whyAvoid.3" }, { "path": "verdict.controlChecklist.0.evidence", "value": "Série quotidienne certifiée au close du 23 septembre, source de repli documentée.", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/verdict.controlChecklist.0.evidence" }, { "path": "verdict.controlChecklist.1.statusLabel", "value": "Actions +22 % en un an", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/verdict.controlChecklist.1.statusLabel" }, { "path": "verdict.controlChecklist.1.evidence", "value": "Le 10-K publie 815 millions d’actions au 31 juillet 2026 contre 668 millions un an plus tôt ; 112 millions ont payé CyberArk. Le S-8 du 10 septembre ajoute 8,2 millions d’actions au plan salarié, sans levée de fonds.", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/verdict.controlChecklist.1.evidence" }, { "path": "business.overview", "value": "

Palo Alto Networks vend des pare-feu physiques et virtuels, et surtout des abonnements : sécurité du réseau, protection du cloud, automatisation du centre d’opérations de sécurité avec Cortex, et désormais identité avec CyberArk et observabilité avec Chronosphere. Sur l’exercice clos le 31 juillet 2026, les revenus ont atteint 11,48 Md$, en hausse de 24 %, et les revenus récurrents annualisés de nouvelle génération, l’indicateur que suit la direction, 9,10 Md$ contre 5,6 Md$ un an plus tôt.

Cette accélération est largement achetée. CyberArk, repris le 11 février pour 21,1 Md$, a été payé 45,00 $ en numéraire et 2,2005 actions Palo Alto Networks par action, soit 112 millions d’actions nouvelles. Chronosphere, repris le 29 janvier, a coûté 2,84 Md$ en numéraire. Le chiffre d’affaires de l’exercice mélange donc une croissance interne et des revenus apportés.

La vente passe surtout par des distributeurs : deux d’entre eux ont pesé 15 % des revenus chacun. Un distributeur revend à des revendeurs, qui revendent aux entreprises : ce n’est pas un client final. Le 10-K précise qu’aucun client final n’a dépassé 10 % des revenus sur trois exercices.

", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/business.overview" }, { "path": "business.sourceRefs.0.name", "value": "Palo Alto Networks 10-K", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/business.sourceRefs.0.name" }, { "path": "business.sourceRefs.0.url", "value": "https://www.sec.gov/Archives/edgar/data/1327567/000132756726000023/panw-20260731.htm", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/business.sourceRefs.0.url" }, { "path": "business.sourceRefs.0.date", "value": "2026-09-10", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/business.sourceRefs.0.date" }, { "path": "business.sourceRefs.1.name", "value": "Palo Alto Networks 8-K / Exhibit 99.1", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/business.sourceRefs.1.name" }, { "path": "business.sourceRefs.1.url", "value": "https://www.sec.gov/Archives/edgar/data/1327567/000132756726000019/ex991q426earningsrelease.htm", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/business.sourceRefs.1.url" }, { "path": "business.sourceRefs.1.date", "value": "2026-09-01", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/business.sourceRefs.1.date" }, { "path": "business.coverageMatrix.1.decision", "value": "Communiqué du 1er septembre et 10-K ; prochaine date non annoncée.", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/business.coverageMatrix.1.decision" }, { "path": "business.coverageMatrix.2.decision", "value": "Actions émises pour CyberArk, obligations 2030, rachats et plan salarié séparés.", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/business.coverageMatrix.2.decision" }, { "path": "business.coverageMatrix.3.decision", "value": "Exercice clos le 31 juillet 2026 lu dans les données XBRL officielles.", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/business.coverageMatrix.3.decision" }, { "path": "business.coverageMatrix.6.decision", "value": "Chaîne relevée en séance le 24 septembre, non rattachée à la clôture de référence.", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/business.coverageMatrix.6.decision" }, { "path": "news.0.date", "value": "2026-09-02", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/news.0.date" }, { "path": "news.0.title", "value": "Le lendemain du communiqué, le titre perd 9,3 %", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/news.0.title" }, { "path": "news.0.detail", "value": "Au lendemain du communiqué, ouverture à 346,00 $, 4,44 % sous la clôture de la veille, puis clôture à 328,48 $ (−9,28 %). CIBR a cédé 2,77 % le même jour : environ 6,5 points du repli sont propres au titre.", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/news.0.detail" }, { "path": "news.1.date", "value": "2026-09-14", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/news.1.date" }, { "path": "news.1.title", "value": "Rebond de 13,1 % avec tout le secteur", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/news.1.title" }, { "path": "news.1.detail", "value": "Ouverture à 346,49 $ (+4,79 %), clôture à 373,94 $. CrowdStrike a pris 13,85 %, Zscaler 16,52 % et CIBR 5,99 % la même séance : un mouvement sectoriel, dont aucun dépôt ouvert ici ne donne la cause.", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/news.1.detail" }, { "path": "news.2.date", "value": "2026-09-10", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/news.2.date" }, { "path": "news.2.title", "value": "Le 10-K chiffre le coût de CyberArk", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/news.2.title" }, { "path": "news.2.detail", "value": "21,1 Md$ au total, dont 18,49 Md$ en actions ; la juste valeur des obligations 2030 reprises a coûté 620 M$ au résultat de l’exercice.", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/news.2.detail" }, { "path": "news.2.sourceUrl", "value": "https://www.sec.gov/Archives/edgar/data/1327567/000132756726000023/panw-20260731.htm", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/news.2.sourceUrl" }, { "path": "fundamentals.rows.0.value", "value": "3,41 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/fundamentals.rows.0.value" }, { "path": "fundamentals.rows.0.signal", "value": "+34 % sur un an, communiqué du 1er septembre", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/fundamentals.rows.0.signal" }, { "path": "fundamentals.rows.1.value", "value": "9,10 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/fundamentals.rows.1.value" }, { "path": "fundamentals.rows.1.signal", "value": "+63 % sur un an, rachats compris", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/fundamentals.rows.1.signal" }, { "path": "fundamentals.rows.2.metric", "value": "Prévision de revenus de l’exercice 2027", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/fundamentals.rows.2.metric" }, { "path": "fundamentals.rows.2.value", "value": "14,10 à 14,20 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/fundamentals.rows.2.value" }, { "path": "fundamentals.rows.2.signal", "value": "+23 à 24 % ; premier trimestre attendu entre 3,30 et 3,31 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/fundamentals.rows.2.signal" }, { "path": "fundamentals.rows.3.value", "value": "21,2 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/fundamentals.rows.3.value" }, { "path": "fundamentals.rows.3.signal", "value": "Dont environ 9,3 Md$ à reconnaître sur douze mois", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/fundamentals.rows.3.signal" }, { "path": "fundamentals.rows.4.value", "value": "11,48 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/fundamentals.rows.4.value" }, { "path": "fundamentals.rows.4.signal", "value": "Exercice clos le 31 juillet 2026 (XBRL SEC), +24 %", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/fundamentals.rows.4.signal" }, { "path": "fundamentals.rows.5.value", "value": "695 M$", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/fundamentals.rows.5.value" }, { "path": "fundamentals.rows.5.signal", "value": "Marge de 6,1 %, contre 13,5 % un an plus tôt", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/fundamentals.rows.5.signal" }, { "path": "fundamentals.rows.6.value", "value": "307 M$", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/fundamentals.rows.6.value" }, { "path": "fundamentals.rows.6.signal", "value": "Après une perte de 620 M$ sur la juste valeur des obligations 2030, élément hors exploitation", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/fundamentals.rows.6.signal" }, { "path": "fundamentals.rows.7.value", "value": "4,55 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/fundamentals.rows.7.value" }, { "path": "fundamentals.rows.7.signal", "value": "Flux libre publié par la société : 4,11 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/fundamentals.rows.7.signal" }, { "path": "fundamentals.rows.8.metric", "value": "Obligations 2030 au 31 juillet 2026", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/fundamentals.rows.8.metric" }, { "path": "fundamentals.rows.8.value", "value": "1,77 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/fundamentals.rows.8.value" }, { "path": "fundamentals.rows.8.signal", "value": "Juste valeur de bilan pour 1,1 Md$ de nominal ; seule dette financière, incluse dans la valeur d’entreprise", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/fundamentals.rows.8.signal" }, { "path": "fundamentals.rows.9.metric", "value": "Liquidités et placements au 31 juillet 2026", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/fundamentals.rows.9.metric" }, { "path": "fundamentals.rows.9.value", "value": "7,91 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/fundamentals.rows.9.value" }, { "path": "fundamentals.rows.10.value", "value": "27,5×", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/fundamentals.rows.10.value" }, { "path": "fundamentals.rows.10.signal", "value": "Valeur d’entreprise au close du 2026-09-23 sur revenus GAAP de l’exercice clos le 2026-07-31", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/fundamentals.rows.10.signal" }, { "path": "fundamentals.rows.10.comparison", "value": "Versus Fortinet à 17,0×, Check Point à 5,1× et CrowdStrike à 49,0× (statistiques courantes du 24 septembre, non point-in-time) : Palo Alto Networks se paie entre les pare-feu rentables et CrowdStrike.", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/fundamentals.rows.10.comparison" }, { "path": "fundamentals.rows.11.metric", "value": "EV sur revenus prévus pour 2027", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/fundamentals.rows.11.metric" }, { "path": "fundamentals.rows.11.value", "value": "22,3×", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/fundamentals.rows.11.value" }, { "path": "fundamentals.rows.11.signal", "value": "Valeur d’entreprise au close du 2026-09-23 sur le milieu de la prévision de la société (14,15 Md$)", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/fundamentals.rows.11.signal" }, { "path": "fundamentals.rows.11.source", "value": "Clôture certifiée, XBRL SEC et communiqué du 1er septembre", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/fundamentals.rows.11.source" }, { "path": "fundamentals.rows.12.value", "value": "204×", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/fundamentals.rows.12.value" }, { "path": "fundamentals.rows.12.signal", "value": "Valeur d’entreprise au close du 2026-09-23 sur EBITDA GAAP de l’exercice clos le 2026-07-31 (résultat opérationnel + amortissements) ; multiple non significatif", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/fundamentals.rows.12.signal" }, { "path": "fundamentals.rows.12.comparison", "value": "Versus Fortinet à 49,2× : l’amortissement des actifs acquis écrase l’EBITDA GAAP, d’où le choix des revenus comme base.", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/fundamentals.rows.12.comparison" }, { "path": "fundamentals.rows.13.value", "value": "246,08 $ par action", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/fundamentals.rows.13.value" }, { "path": "fundamentals.rows.13.signal", "value": "Scénario : multiple ramené à dix-sept fois les revenus GAAP de l’exercice par hypothèse, obligations et liquidités du 2026-07-31 inchangées, 818 millions d’actions, soit −37 % sous le close du 2026-09-23", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/fundamentals.rows.13.signal" }, { "path": "fundamentals.rows.13.comparison", "value": "Versus le close : dix-sept fois correspond au niveau de Fortinet (17,0× le 24 septembre) ; ce que coûterait ce rapprochement, pas un objectif.", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/fundamentals.rows.13.comparison" }, { "path": "fundamentals.sourceRefs.0.name", "value": "Palo Alto Networks 10-K", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.0.name" }, { "path": "fundamentals.sourceRefs.0.url", "value": "https://www.sec.gov/Archives/edgar/data/1327567/000132756726000023/panw-20260731.htm", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.0.url" }, { "path": "fundamentals.sourceRefs.0.date", "value": "2026-09-10", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.0.date" }, { "path": "fundamentals.sourceRefs.1.name", "value": "Palo Alto Networks 8-K / Exhibit 99.1", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.1.name" }, { "path": "fundamentals.sourceRefs.1.url", "value": "https://www.sec.gov/Archives/edgar/data/1327567/000132756726000019/ex991q426earningsrelease.htm", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.1.url" }, { "path": "fundamentals.sourceRefs.1.date", "value": "2026-09-01", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.1.date" }, { "path": "fundamentals.sourceRefs.2.date", "value": "2026-09-24", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.2.date" }, { "path": "earnings.beatNote", "value": "Quatrième trimestre de l’exercice 2026 : revenus de 3,41 Md$ (+34 %), résultat opérationnel GAAP de 172 M$ contre 497 M$ un an plus tôt, perte nette GAAP de 282 M$ et bénéfice ajusté de 1,02 $ par action. La guidance de l’exercice 2027 vise 14,10 à 14,20 Md$ de revenus, une marge opérationnelle ajustée de 29,5 % et un bénéfice ajusté de 4,16 à 4,19 $ par action. L’écart entre GAAP et ajusté vient de la rémunération en actions, de l’amortissement des actifs acquis et de la juste valeur des obligations 2030. La date du premier trimestre de l’exercice 2027 reste non annoncée par la société à ce jour.", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/earnings.beatNote" }, { "path": "earnings.sourceRefs.0.name", "value": "Palo Alto Networks 8-K / Exhibit 99.1", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/earnings.sourceRefs.0.name" }, { "path": "earnings.sourceRefs.0.url", "value": "https://www.sec.gov/Archives/edgar/data/1327567/000132756726000019/ex991q426earningsrelease.htm", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/earnings.sourceRefs.0.url" }, { "path": "earnings.sourceRefs.0.date", "value": "2026-09-01", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/earnings.sourceRefs.0.date" }, { "path": "capitalStructure.sharesOutstanding", "value": "818 millions d’actions au 31 août 2026 (page de garde du 10-K)", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/capitalStructure.sharesOutstanding" }, { "path": "capitalStructure.shareHistory", "value": "Base retenue : actions émises et en circulation au bilan. Elles passent de 668 millions au 31 juillet 2025 à 815 millions au 31 juillet 2026, soit 22 % de plus. Le tableau des capitaux propres détaille le passage : 112 millions remises aux actionnaires de CyberArk, 27 millions remises au règlement de bons de souscription, 13 millions pour les plans salariés et 2 millions d’attributions de remplacement, moins 7 millions rachetées ; 818 millions au 31 août. Les rachats de février, 1,0 Md$ pour environ 6,8 millions d’actions à 147,69 $, n’en compensent qu’une petite partie ; une nouvelle autorisation de 1,0 Md$ court jusqu’au 31 décembre 2026. Le S-8 du 10 septembre enregistre 8,2 millions d’actions pour le plan salarié : c’est une réserve, pas une émission sur le marché. Les obligations 2030, 1,097 Md$ de nominal restant (1,25 Md$ moins 153 M$ convertis), donnent droit par tranche de 1 000 $ à 4,3161 actions et 88,26 $ en numéraire ; depuis le 23 mars, la société règle en numéraire jusqu’à 1 000 $ et ne peut remettre en actions que l’excédent. Au close de 393,30 $, cet excédent vaut environ 1,95 millions d’actions si le volet de 88,26 $ est versé en plus des 1 000 $, et 2,19 millions s’il en fait partie ; les options d’achat plafonnées reprises en compensent une partie. Passage au nombre dilué : aux 818 millions d’actions de base, ces 2 millions environ s’ajoutent avant couverture ; les attributions salariales ne sont pas chiffrées ici. La guidance de l’exercice 2027 retient 844 à 847 millions d’actions diluées.", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/capitalStructure.shareHistory" }, { "path": "capitalStructure.sourceRefs.0.name", "value": "Palo Alto Networks 10-K", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.0.name" }, { "path": "capitalStructure.sourceRefs.0.url", "value": "https://www.sec.gov/Archives/edgar/data/1327567/000132756726000023/panw-20260731.htm", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.0.url" }, { "path": "capitalStructure.sourceRefs.0.date", "value": "2026-09-10", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.0.date" }, { "path": "capitalStructure.sourceRefs.1.name", "value": "Palo Alto Networks 8-K", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.1.name" }, { "path": "capitalStructure.sourceRefs.1.url", "value": "https://www.sec.gov/Archives/edgar/data/1327567/000119312526045600/d40626d8k.htm", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.1.url" }, { "path": "capitalStructure.sourceRefs.1.date", "value": "2026-02-11", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.1.date" }, { "path": "capitalStructure.sourceRefs.2.name", "value": "Palo Alto Networks 8-K", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.2.name" }, { "path": "capitalStructure.sourceRefs.2.url", "value": "https://www.sec.gov/Archives/edgar/data/1327567/000132756726000009/panw-20260310.htm", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.2.url" }, { "path": "capitalStructure.sourceRefs.2.date", "value": "2026-03-11", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.2.date" }, { "path": "capitalStructure.sourceRefs.3.name", "value": "Palo Alto Networks S-8", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.3.name" }, { "path": "capitalStructure.sourceRefs.3.url", "value": "https://www.sec.gov/Archives/edgar/data/1327567/000119312526387982/d175159ds8.htm", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.3.url" }, { "path": "capitalStructure.sourceRefs.3.date", "value": "2026-09-10", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.3.date" }, { "path": "capitalStructure.sourceRefs.4.name", "value": "Palo Alto Networks 8-K", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.4.name" }, { "path": "capitalStructure.sourceRefs.4.url", "value": "https://www.sec.gov/Archives/edgar/data/1327567/000119312526119729/d84927d8k.htm", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.4.url" }, { "path": "capitalStructure.sourceRefs.4.date", "value": "2026-03-23", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.4.date" }, { "path": "filingsReview.filings.0.date", "value": "2026-09-10", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.date" }, { "path": "filingsReview.filings.0.form", "value": "10-K", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.form" }, { "path": "filingsReview.filings.0.accession", "value": "0001327567-26-000023", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.accession" }, { "path": "filingsReview.filings.0.finding", "value": "Rapport annuel de l’exercice clos le 31 juillet 2026 : revenus de 11,48 Md$ (+24 %), résultat opérationnel de 695 M$, résultat net de 307 M$ après une perte de 620 M$ sur la juste valeur des obligations 2030 reprises de CyberArk. Deux distributeurs à 15 % chacun ; aucun client final à plus de 10 %. 815 millions d’actions au 31 juillet contre 668 millions un an plus tôt, dont 112 millions émises pour CyberArk.", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.finding" }, { "path": "filingsReview.filings.0.url", "value": "https://www.sec.gov/Archives/edgar/data/1327567/000132756726000023/panw-20260731.htm", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.url" }, { "path": "filingsReview.filings.1.date", "value": "2026-09-01", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/filingsReview.filings.1.date" }, { "path": "filingsReview.filings.1.form", "value": "8-K / Exhibit 99.1", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/filingsReview.filings.1.form" }, { "path": "filingsReview.filings.1.accession", "value": "0001327567-26-000019", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/filingsReview.filings.1.accession" }, { "path": "filingsReview.filings.1.finding", "value": "Communiqué du quatrième trimestre : revenus de 3,41 Md$ (+34 %), revenus récurrents annualisés de nouvelle génération de 9,10 Md$ (+63 %), perte nette GAAP de 282 M$. Prévision de 3,30 à 3,31 Md$ au premier trimestre et de 14,10 à 14,20 Md$ sur l’exercice 2027.", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/filingsReview.filings.1.finding" }, { "path": "filingsReview.filings.1.url", "value": "https://www.sec.gov/Archives/edgar/data/1327567/000132756726000019/ex991q426earningsrelease.htm", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/filingsReview.filings.1.url" }, { "path": "filingsReview.filings.2.date", "value": "2026-02-11", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/filingsReview.filings.2.date" }, { "path": "filingsReview.filings.2.form", "value": "8-K", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/filingsReview.filings.2.form" }, { "path": "filingsReview.filings.2.accession", "value": "0001193125-26-045600", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/filingsReview.filings.2.accession" }, { "path": "filingsReview.filings.2.finding", "value": "Clôture du rachat de CyberArk : les obligations à 0 % échéance 2030 de CyberArk deviennent échangeables en actions Palo Alto Networks et en numéraire, avec la garantie de Palo Alto Networks ; les options d’achat plafonnées associées livrent désormais des actions Palo Alto Networks.", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/filingsReview.filings.2.finding" }, { "path": "filingsReview.filings.2.url", "value": "https://www.sec.gov/Archives/edgar/data/1327567/000119312526045600/d40626d8k.htm", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/filingsReview.filings.2.url" }, { "path": "filingsReview.filings.3.date", "value": "2026-03-11", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/filingsReview.filings.3.date" }, { "path": "filingsReview.filings.3.form", "value": "8-K", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/filingsReview.filings.3.form" }, { "path": "filingsReview.filings.3.accession", "value": "0001327567-26-000009", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/filingsReview.filings.3.accession" }, { "path": "filingsReview.filings.3.finding", "value": "Nouvelle autorisation de rachat d’actions de 1,0 Md$, après 1,0 Md$ racheté les 20 et 24 février, soit environ 6,8 millions d’actions à 147,69 $ ; environ 811 millions d’actions en circulation au 6 mars 2026.", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/filingsReview.filings.3.finding" }, { "path": "filingsReview.filings.3.url", "value": "https://www.sec.gov/Archives/edgar/data/1327567/000132756726000009/panw-20260310.htm", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/filingsReview.filings.3.url" }, { "path": "filingsReview.filings.4.date", "value": "2026-09-10", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/filingsReview.filings.4.date" }, { "path": "filingsReview.filings.4.form", "value": "S-8", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/filingsReview.filings.4.form" }, { "path": "filingsReview.filings.4.accession", "value": "0001193125-26-387982", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/filingsReview.filings.4.accession" }, { "path": "filingsReview.filings.4.finding", "value": "Enregistrement de 8 166 653 actions supplémentaires pour le plan d’achat d’actions des salariés, augmentation annuelle prévue par le plan : pas une levée de fonds.", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/filingsReview.filings.4.finding" }, { "path": "filingsReview.filings.4.url", "value": "https://www.sec.gov/Archives/edgar/data/1327567/000119312526387982/d175159ds8.htm", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/filingsReview.filings.4.url" }, { "path": "filingsReview.filings.5.date", "value": "2026-03-23", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/filingsReview.filings.5.date" }, { "path": "filingsReview.filings.5.form", "value": "8-K", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/filingsReview.filings.5.form" }, { "path": "filingsReview.filings.5.accession", "value": "0001193125-26-119729", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/filingsReview.filings.5.accession" }, { "path": "filingsReview.filings.5.finding", "value": "Méthode de règlement des obligations 2030 : à partir du 23 mars 2026, chaque conversion est réglée en numéraire à hauteur du nominal, seul l’excédent pouvant être remis en actions.", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/filingsReview.filings.5.finding" }, { "path": "filingsReview.filings.5.url", "value": "https://www.sec.gov/Archives/edgar/data/1327567/000119312526119729/d84927d8k.htm", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/filingsReview.filings.5.url" }, { "path": "filingsReview.contrarianRisks.1", "value": "À plus de vingt fois les revenus prévus, un trimestre simplement conforme peut suffire à faire baisser le titre, comme le 2 septembre.", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/filingsReview.contrarianRisks.1" }, { "path": "technicals.rsi14", "value": 62.69, "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/values/technicals/rsi14" }, { "path": "technicals.macd", "value": 7.12, "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/values/technicals/macd" }, { "path": "technicals.macdSignal", "value": 3.48, "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/values/technicals/macdSignal" }, { "path": "technicals.ema20", "value": 363.38, "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/values/technicals/ema20" }, { "path": "technicals.ema50", "value": 348.47, "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/values/technicals/ema50" }, { "path": "technicals.ema200", "value": 275.13, "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/values/technicals/ema200" }, { "path": "technicals.atr14", "value": 18.63, "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/values/technicals/atr14" }, { "path": "technicals.badges.1", "value": "À 1,4 % du sommet du 13 août", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/technicals.badges.1" }, { "path": "technicals.supports.0", "value": 374.2, "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/values/technicals/supports/0" }, { "path": "technicals.supports.1", "value": 363.58, "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/values/technicals/supports/1" }, { "path": "technicals.supports.2", "value": 356, "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/values/technicals/supports/2" }, { "path": "technicals.resistances.0", "value": 393.52, "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/values/technicals/resistances/0" }, { "path": "technicals.resistances.1", "value": 397.31, "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/values/technicals/resistances/1" }, { "path": "technicals.resistances.2", "value": 398.88, "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/values/technicals/resistances/2" }, { "path": "technicals.setupNote", "value": "Le titre clôture à 393,30 $, au-dessus de ses moyennes à vingt, cinquante et deux cents séances, juste sous le plus haut de l’année, 398,88 $ le 13 août. Avant activation, aucune entrée ; une clôture sous 356,00 $, le bas du 18 septembre, abandonne le scénario. Activation sur une clôture au-dessus de $398.88. Après activation, stop sous $374.20, le plus bas du 23 septembre, soit 1,33 ATR sous le déclencheur. Supports : 374,20 $, 363,58 $ et 356,00 $. Résistances : 393,52 $, 397,31 $ et 398,88 $. Au-dessus du sommet, aucun prix passé ne sert de repère : les objectifs sont des projections de la hauteur du couloir.", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/technicals.setupNote" }, { "path": "technicals.sourceRefs.0.date", "value": "2026-09-24", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/technicals.sourceRefs.0.date" }, { "path": "options.skew", "value": "Chaîne relevée en séance le 24 septembre, non rattachée à la clôture de référence", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/options.skew" }, { "path": "options.sourceRefs.0.date", "value": "2026-09-24", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/options.sourceRefs.0.date" }, { "path": "shortInterest.siPct", "value": "2,65 % du flottant", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/shortInterest.siPct" }, { "path": "shortInterest.daysToCover", "value": "3,77 jours, date de règlement non précisée par le snapshot", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/shortInterest.daysToCover" }, { "path": "shortInterest.sourceRefs.0.date", "value": "2026-09-24", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/shortInterest.sourceRefs.0.date" }, { "path": "insiders.signal", "value": "Ventes uniquement dans la fenêtre relevée, du 1er au 17 septembre, aucun achat. L’administrateur James Goetz a vendu environ 20 000 actions le 17 septembre, entre 372 et 383 $, et ne détient plus d’actions en direct selon ses déclarations ; deux autres administrateurs et le directeur comptable ont vendu de plus petites quantités. Couverture officielle partielle : aucun solde net publié, et aucun plan de cession programmé n’est affirmé faute de mention relevée.", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/insiders.signal" }, { "path": "insiders.sourceRefs.0.name", "value": "Données de marché datées (provenance hashée) : formulaires 4", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/insiders.sourceRefs.0.name" }, { "path": "insiders.sourceRefs.0.date", "value": "2026-09-24", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/insiders.sourceRefs.0.date" }, { "path": "macro.indicators.0.value", "value": "2026-09-23", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/macro.indicators.0.value" }, { "path": "macro.indicators.0.signal", "value": "393,30 $, séance complète", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/macro.indicators.0.signal" }, { "path": "macro.indicators.1.value", "value": "+4,70 %", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/macro.indicators.1.value" }, { "path": "macro.indicators.2.value", "value": "+12,08 %", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/macro.indicators.2.value" }, { "path": "risks.riskScore", "value": 6, "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/values/risks/riskScore" }, { "path": "risks.riskSummary", "value": "Le risque de Palo Alto Networks n’est pas la demande, qui accélère, mais le prix déjà payé : 27,5 fois les revenus de l’exercice, et une croissance dont une part vient de deux rachats financés en actions. Le 2 septembre a montré la sanction d’une prévision jugée seulement correcte. Tant que le secteur monte, le titre suit ; un faux départ au-dessus du sommet serait coûteux, le stop étant à 1,33 ATR.", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/risks.riskSummary" }, { "path": "risks.riskCards.0.points.0", "value": "27,5 fois les revenus de l’exercice, 22,3 fois la prévision 2027.", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/risks.riskCards.0.points.0" }, { "path": "risks.riskCards.0.points.1", "value": "Fortinet se paie 17,0 fois ses revenus.", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/risks.riskCards.0.points.1" }, { "path": "risks.riskCards.0.verdict", "value": "Une prévision seulement conforme ne suffit pas à ce prix : le 2 septembre, elle a coûté près de dix pour cent en une séance.", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/risks.riskCards.0.verdict" }, { "path": "risks.riskCards.1.points.0", "value": "112 millions d’actions émises pour CyberArk.", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/risks.riskCards.1.points.0" }, { "path": "risks.riskCards.2.points.0", "value": "Corrélation de 0,89 avec CrowdStrike et de 0,87 avec CIBR depuis fin mars.", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/risks.riskCards.2.points.0" }, { "path": "risks.riskCards.3.points.0", "value": "Plafond d’achat à 2,34 $ au-dessus du déclencheur.", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/risks.riskCards.3.points.0" }, { "path": "risks.riskCards.3.points.1", "value": "Environ 14 % des ouvertures récentes auraient dépassé cet écart, et une clôture de déclenchement au-delà du plafond interdit l’achat.", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/risks.riskCards.3.points.1" }, { "path": "tradeIdea.statusNote", "value": "Surveiller. Avant activation : aucune entrée ; une clôture sous 356,00 $ abandonne le scénario. Activation : clôture au-dessus de 398,88 $, puis achat à l’ouverture suivante seulement sous 401,22 $, ou par ordre limité à ce plafond pendant trois séances, annulé après une clôture sous 398,88 $ et jamais laissé actif sur une ouverture sous 374,20 $. Après activation : stop sous 374,20 $. L’ancien plan d’attente du 28 août, neutralisé par la publication du 1er septembre, n’a jamais été activé.", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/tradeIdea.statusNote" }, { "path": "tradeIdea.entry", "value": 398.88, "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/values/tradeIdea/entry" }, { "path": "tradeIdea.stop", "value": 374.2, "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/values/tradeIdea/stop" }, { "path": "tradeIdea.tp1", "value": 441.76, "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/values/tradeIdea/tp1" }, { "path": "tradeIdea.tp2", "value": 463.2, "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/values/tradeIdea/tp2" }, { "path": "tradeIdea.stopPct", "value": "-6.2%", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/tradeIdea.stopPct" }, { "path": "tradeIdea.tp1Pct", "value": "+10.8%", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/tradeIdea.tp1Pct" }, { "path": "tradeIdea.tp2Pct", "value": "+16.1%", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/tradeIdea.tp2Pct" }, { "path": "tradeIdea.rr", "value": "1:1.74 TP1 / 1:2.61 TP2", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/tradeIdea.rr" }, { "path": "tradeIdea.entryNote", "value": "Déclencheur sur clôture au-dessus du plus haut du 13 août, pas sur un franchissement en séance. Entrée à l’ouverture suivante uniquement sous 401,22 $ : au-delà, le R/R vers TP1 tomberait sous 1,5 avec le même stop. Ce plafond n’est qu’à 2,34 $ au-dessus du déclencheur, soit 0,13 ATR. Mesure : sur les 250 dernières séances, 36 ouvertures ont dépassé la clôture de la veille de plus de 2,34 $, soit environ 14 % ; l’écart d’ouverture médian, dans un sens ou dans l’autre, vaut 1,27 $. Même une clôture de déclenchement pile à 398,88 $ laisserait donc environ une chance sur sept d’ouvrir au-dessus du plafond ; après une clôture au-delà de 401,22 $, l’achat n’a lieu que si l’ouverture suivante revient sous ce plafond. Sur la série, 30 clôtures ont cassé un plus haut de vingt séances : 7 seulement ont fini à moins de 0,59 % au-dessus du niveau cassé, l’écart relatif du plafond, et 3 ont ensuite ouvert sous ce seuil, soit environ 10 % des cassures : l’entrée à l’ouverture est quasi inexécutable. Plan de repli : si l’ouverture dépasse le plafond, un ordre à cours limité à 401,22 $, valable trois séances, garde le même R/R et le même stop tant que ses bornes tiennent. Sur les 27 cassures non achetables à l’ouverture, le cours est revenu sous ce seuil dans les trois séances 17 fois, et le stop n’a été touché dans la même séance que 0 fois. Sans retour sous le plafond, pas d’achat. Bornes de cet ordre : il est annulé après toute clôture sous le déclencheur, 398,88 $ ; il n’est pas laissé actif à l’ouverture d’une séance qui ouvre sous le stop, 374,20 $, ni si le stop est touché avant exécution. Sans ces bornes, un gap sous le stop le ferait exécuter bien plus bas, et le R/R annoncé serait faux. Objectifs : TP1 à une hauteur de couloir au-dessus du déclencheur, TP2 à une fois et demie. Liquidité : environ 2,3 Md$ échangés par séance, médiane des vingt dernières. Exemple de taille, non personnalisé : avec un budget de perte de 100 $, le risque au plafond, 27,02 $ par action, donne 3 actions.", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/tradeIdea.entryNote" }, { "path": "tradeIdea.thesis", "value": "Le marché paie déjà Palo Alto Networks très cher pour une croissance en partie achetée, et le titre n’a fait que suivre son secteur depuis août. Une clôture au-dessus de $398.88, le sommet du 13 août, montrerait que les acheteurs acceptent ce prix. Avant activation, une clôture sous 356,00 $ abandonne le dossier. Après activation, le stop sous $374.20 limite le coût d’une fausse sortie. TP1 à 441,76 $ et TP2 à 463,20 $. Ne pas anticiper le déclencheur, ne pas acheter un gap au-dessus du plafond.", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/tradeIdea.thesis" }, { "path": "tradeIdea.catalysts.0", "value": "Une clôture au-dessus du plus haut du 13 août, sur un volume au moins égal à la médiane récente.", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/tradeIdea.catalysts.0" }, { "path": "tradeIdea.catalysts.1", "value": "Aucune publication de la société ni d’un comparable dans les quatorze jours du calendrier collecté : le risque de gap vient du secteur, comme le 14 septembre.", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/tradeIdea.catalysts.1" }, { "path": "tradeIdea.invalidation.0", "value": "Avant activation : une clôture sous 356,00 $, bas du couloir, abandonne le scénario.", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/tradeIdea.invalidation.0" }, { "path": "tradeIdea.invalidation.1", "value": "Après activation : une clôture sous 374,20 $ invalide le trade.", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/tradeIdea.invalidation.1" }, { "path": "tradeIdea.invalidation.2", "value": "Ouverture au-dessus de 401,22 $ après la clôture de déclenchement : pas d’achat à l’ouverture ; seul l’ordre limité à 401,22 $ reste valable trois séances.", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/tradeIdea.invalidation.2" }, { "path": "tradeIdea.invalidation.3", "value": "Ordre limité de repli annulé après une clôture sous 398,88 $, retiré avant toute ouverture sous le stop à 374,20 $ et si le stop est touché avant exécution.", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/tradeIdea.invalidation.3" }, { "path": "globalScore.keyTakeawaysPositive.0", "value": "Revenus du trimestre +34 %, prévision 2027 à 14,1–14,2 Md$.", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/globalScore.keyTakeawaysPositive.0" }, { "path": "globalScore.keyTakeawaysPositive.1", "value": "21,2 Md$ de contrats restant à exécuter.", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/globalScore.keyTakeawaysPositive.1" }, { "path": "globalScore.keyTakeawaysPositive.2", "value": "Aucun client final à plus de 10 % des revenus.", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/globalScore.keyTakeawaysPositive.2" }, { "path": "globalScore.keyTakeawaysNegative.0", "value": "Actions +22 % en un an pour payer CyberArk.", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/globalScore.keyTakeawaysNegative.0" }, { "path": "globalScore.mindsetTip", "value": "Une croissance achetée en actions se juge par action : si les revenus montent de 24 % et les actions de 22 %, l’actionnaire n’a gagné que la différence.", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/globalScore.mindsetTip" }, { "path": "social.sourceRefs.0.date", "value": "2026-09-24", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/social.sourceRefs.0.date" }, { "path": "blastRadius.asOf", "value": "2026-09-23", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/blastRadius.asOf" }, { "path": "blastRadius.observationTime", "value": "2026-09-24T17:34:17.032511446Z", "as_of": "2026-09-23", "source_artifact": "analyses/PANW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "8a792c819cfaa2b05235ba7bdf6b0d2791276914eccda9d14aceae73e8b201fd", "source_pointer": "/string_numeric_claims/blastRadius.observationTime" }, { "path": "blastRadius.window", "value": "Rendements quotidiens communs du 2026-03-26 au 2026-09-23", 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