Nama Insights

Box (BOX)

Technology · Software Infrastructure · NYSE

Box (BOX) is a Technology company in the Software Infrastructure industry. It has a market capitalization of $5.76B, a trailing price-to-earnings ratio of 26.7 and a free-cash-flow yield of 5.0%. Over the most recent reported fiscal year, revenue grew 8.0% and free cash flow per share grew 4.0%. Nama's AI scorecard rates it Buy, 6.6 out of 10. On 12-month momentum it ranks in the middle band of its market.
AI scorecard
Buy · 6.6/10
Positive, at the low end of Buy. As of Nov 7, 2026.
Momentum
Middle · +14.8% over 12 months ex. last
Middle fifth of its market on the past year's move.
Shariah screen
Shariah Compliant
Passes our debt, cash and income screen; not a scholar's ruling.
Off its high
-6.5%
How far the last close sits under the highest price of the past five years.
Market cap$5.76B
Trailing P/E26.7
Price / book39.2
Price / sales4.7
FCF yield5.0%
Dividend yield—
Gross margin79.5%
Operating margin9.4%
Net margin10.6%
Revenue growth (YoY)+8.0%
Revenue growth (3-yr annual)+5.9%
EPS growth (YoY)-15.9%
FCF/share growth (YoY)+4.0%
Beta0.7
ExchangeNYSE
SectorTechnology
IndustrySoftware Infrastructure

BOX earnings

Next report: Dec 1, 2026 (Q3 2027, EPS estimate $0.39). Beat the EPS estimate in 2 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q2 2027 Aug 25, 2026 $0.40 $0.40 +0.0% $321.15M
Q1 2027 May 26, 2026 $0.37 $0.36 +2.8% $305.94M
Q4 2026 Mar 3, 2026 $0.49 $0.34 +44.1% $305.88M
Q3 2026 Dec 2, 2025 $0.31 $0.31 +0.0% $301.11M

BOX analyst price target

Median target $40.00 from 7 analysts, ranging $26.00 – $50.00.

Software Infrastructure peers

TickerCompanyMarket capP/E
MSFT Microsoft $3.94T 29.4
PLTR Palantir Technologies $386.44B 112.2
ORCL Oracle $361.97B 14.4
PANW Palo Alto Networks $256.86B 81.9
CRWD CrowdStrike $222.09B 195.4
NET Cloudflare $95.70B 224.0
FTNT Fortinet $87.31B 34.5
SNPS Synopsys $86.32B 32.3
Explore live BOX data on Nama Insights →

Recent Congressional trades

Box trades disclosed by members of the US House and Senate under the STOCK Act. See the full Congress trades board →

Member Chamber Trade Amount Disclosed
Patrick J Toomey Senate Sell $1,001 - $15,000 —
Patrick J Toomey Senate Buy $1,001 - $15,000 —

BOX FAQ

Is BOX a buy?
Nama's AI scorecard currently rates Box Buy (6.6 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is BOX's P/E ratio?
Box trades at a trailing price-to-earnings ratio of 26.7.
When does BOX report earnings?
Box's next scheduled report is on Dec 1, 2026. Analysts expect EPS of $0.39.
What is the BOX price target?
The median analyst price target from 7 analysts is $40.00, with a range of $26.00 – $50.00.
Is BOX Shariah compliant?
Nama's AAOIFI-style screen reads Box as Shariah Compliant. Passes our debt, cash and income screen; not a scholar's ruling.