Box Inc Class A

BOX: XNYS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Box Earnings: Solid Quarter, but Agentic Advancements and Hyperscalers Threaten Long-Term Trajectory

Mark Giarelli

Mar 4, 2026

Box’s fourth-quarter earnings exceeded management’s revenue expectations by 1%, non-GAAP operating margin by 1 percentage point, and earnings per share by nearly 50%. Remaining performance obligations, or RPOs, continue to rise, up 17% year over year.

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United States

Box Inc Class A

Box Earnings: Solid Quarter, but Agentic Advancements and Hyperscalers Threaten Long-Term Trajectory

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