The filing is a routine proxy solicitation update with no contested items. Monitor the annual meeting for any shareholder proposal outcomes, but no immediate trading catalyst is present.
Price Chart
Executive Summary
Palo Alto Networks filed a DEFA14A (definitive additional proxy soliciting materials) on October 27, 2026, the same day as its definitive proxy statement (DEF 14A). The filing includes a letter from the Chair highlighting fiscal 2026 achievements: total revenue of $11.48 billion (up 24% YoY), NGS ARR of $9.10 billion (up 63% YoY), and RPO surpassing $20 billion. The letter also notes the completed acquisitions of CyberArk and Chronosphere. This is a routine solicitation update with no contested items or activist demands.
Key Facts
- Filed as DEFA14A on October 27, 2026, alongside the definitive proxy statement (DEF 14A).
- Fiscal 2026 total revenue reached $11.48 billion, growing 24% from the prior year.
- Next-generation security ARR (NGS ARR) reached $9.10 billion, a 63% increase year-over-year.
- Remaining performance obligations (RPO) surpassed $20 billion for the first time, ending at $21.2 billion (up 34% YoY).
- The company completed the acquisitions of CyberArk and Chronosphere in fiscal 2026.
- Adjusted free cash flow margin was 38% or better for the fourth consecutive year.
- The filing is soliciting material by the registrant (management), not a dissident.
Financial Impact
Revenue $11.48B, NGS ARR $9.10B, RPO $21.2B
Risk Factors
- No material risks identified beyond standard proxy solicitation.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| DEFA14A Filing (Primary) | 0001308179-26-000433 |
| Document: 0001308179-26-000433-index-headers.html | 0001308179-26-000433 |
| Document: 0001308179-26-000433-index.html | 0001308179-26-000433 |
| Document: 0001308179-26-000433.txt | 0001308179-26-000433 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 30, 2026 2d ago | Press Release | $381.00 | awaiting T+60 | awaiting T+60 | $365.87 (−3.97%) |
Oct 29, 2026 4d ago | Court Ruling | $385.08 | awaiting T+60 | awaiting T+60 | $365.87 (+4.99%) |
Oct 27, 2026 5d ago | DEFA14A | $394.49 | awaiting T+60 | awaiting T+60 | $365.87 (−7.25%) |
Oct 27, 2026 5d ago | DEF 14A | $394.49 | awaiting T+60 | awaiting T+60 | $365.87 (−7.25%) |
Oct 20, 2026 12d ago | Institutional Cluster | $347.25 | awaiting T+60 | awaiting T+60 | $365.87 (−5.36%) |
Oct 9, 2026 23d ago | 144 | $403.83 | awaiting T+60 | awaiting T+60 | $365.87 (−9.40%) |
Oct 8, 2026 24d ago | 144 | $418.78 | awaiting T+60 | awaiting T+60 | $365.87 (−12.63%) |
Oct 5, 2026 27d ago | Insider Cluster | $419.91 | awaiting T+60 | awaiting T+60 | $365.87 (+12.87%) |
Sep 28, 2026 5w ago | Insider Cluster | $388.41 | awaiting T+60 | awaiting T+60 | $365.87 (+5.80%) |
Sep 28, 2026 5w ago | Insider Cluster | $388.41 | awaiting T+60 | awaiting T+60 | $365.87 (−5.80%) |
US Market Status
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