Palo Alto Networks (PANW) — What Changed

Material changes in the AI committee's view · 18 events tracked · Detected nightly

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2026-08-01 MINOR
▲ Score Change

PANW's Committee score moved from 52.22 to 53.39 (+1.17, 1 day(s) apart).

52.22 → 53.39 (+1.2)

2026-07-31 MATERIAL
▲ Agreement Shift

PANW's Committee agreement moved from 42.90% to 57.10% (+14.20pp, 1 day(s) apart).

42.90 → 57.10 (+14.2)

2026-07-31 MINOR
▼ Score Change

PANW's Committee score moved from 53.61 to 52.22 (-1.39, 1 day(s) apart).

53.61 → 52.22 (-1.4)

2026-07-30 MATERIAL
▼ Agreement Shift

PANW's Committee agreement moved from 57.10% to 42.90% (-14.20pp, 1 day(s) apart).

57.10 → 42.90 (-14.2)

2026-07-30 MINOR
▼ Score Change

PANW's Committee score moved from 53.71 to 53.61 (-0.10, 1 day(s) apart).

53.71 → 53.61 (-0.1)

2026-07-28 MINOR
▼ Score Change

PANW's Committee score moved from 55.14 to 53.71 (-1.43, 1 day(s) apart).

55.14 → 53.71 (-1.4)

2026-07-24 MINOR
▼ Score Change

PANW's Committee score moved from 54.03 to 53.71 (-0.32, 1 day(s) apart).

54.03 → 53.71 (-0.3)

2026-07-18 MINOR
▲ Agreement Shift

PANW's Committee agreement moved from 66.70% to 71.40% (+4.70pp, 1 day(s) apart).

66.70 → 71.40 (+4.7)

2026-07-18 MINOR
▼ Score Change

PANW's Committee score moved from 55.70 to 52.79 (-2.91, 1 day(s) apart).

55.70 → 52.79 (-2.9)

2026-07-17 MINOR
▼ Agreement Shift

PANW's Committee agreement moved from 71.40% to 66.70% (-4.70pp, 1 day(s) apart).

71.40 → 66.70 (-4.7)

2026-07-17 MINOR
▲ Score Change

PANW's Committee score moved from 54.21 to 55.70 (+1.49, 1 day(s) apart).

54.21 → 55.70 (+1.5)

2026-07-16 MINOR
▲ Score Change

PANW's Committee score moved from 53.60 to 54.21 (+0.61, 1 day(s) apart).

53.60 → 54.21 (+0.6)

2026-07-15 MINOR
▼ Score Change

PANW's Committee score moved from 54.53 to 53.60 (-0.93, 1 day(s) apart).

54.53 → 53.60 (-0.9)

2026-07-14 MATERIAL
▲ Agreement Shift

PANW's Committee agreement moved from 57.10% to 71.40% (+14.30pp, 1 day(s) apart).

57.10 → 71.40 (+14.3)

2026-07-14 MINOR
▼ Score Change

PANW's Committee score moved from 57.07 to 54.53 (-2.54, 1 day(s) apart).

57.07 → 54.53 (-2.5)

2026-07-14 MATERIAL
— Conviction Change

PANW's Committee conviction moved from contested to moderate (1 day(s) apart).

contested → moderate

2026-07-13 MINOR
▼ Agreement Shift

PANW's Committee agreement moved from 50.00% to 42.90% (-7.10pp, 1 day(s) apart).

50.00 → 42.90 (-7.1)

2026-07-13 MINOR
▼ Score Change

PANW's Committee score moved from 59.75 to 58.00 (-1.75, 1 day(s) apart).

59.75 → 58.00 (-1.8)

How Change Detection Works

Every night, Innellis compares the committee's latest scores against the previous session. Changes are recorded only when they cross documented materiality thresholds — score moves, rating transitions, conviction shifts, and analyst agreement changes. Small day-to-day noise is deliberately filtered out. View full score history →