Box, Inc.

Box, Inc.

BOXยทNYSE

$26.69

-7.3%
TechnologySoftware - Application

Box, Inc. provides a cloud content management platform that enables organizations of various sizes to manage and share their content from anywhere on any device. The company's Software-as-a-Service platform enables users to collaborate on content internally and with external parties, automate content-driven business processes, develop custom applications, and implement data protection, security, and compliance features to comply with legal and regulatory requirements, internal policies, and industry standards and regulations. It offers web, mobile, and desktop applications for cloud content management on a platform for developing custom applications, as well as industry-specific capabilities. As of January 31, 2022, the company had approximately 100,000 paying organizations, and its solution was offered in 25 languages. It serves financial services, health care, government, and legal services industries in the United States and internationally. The company was formerly known as Box.net, Inc. and changed its name to Box, Inc. in November 2011. Box, Inc. was incorporated in 2005 and is headquartered in San Francisco Bay Area, California.

At a Glance

Live Snapshot
Market Cap$3.70B
EPS0.6000
P/E Ratio44.48
Earnings Date08/25/2026
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Box, Inc. Street Expectations Map

BOX ยท NYSE

Wall Street analysts project that BOX stock may experience modest gains over the coming 12 months. The consensus 1-year price target stands at 29.00, with estimates ranging from a low of 29.00 to a high of 29.00.

Lowest Target
29.00
8.65%
Consensus Target
29.00
8.65%
Highest Target
29.00
8.65%

The consensus 1-year price target stands at 29.00, with estimates ranging from a low of 29.00 to a high of 29.00.

Analyst Consensus Analysis

Upside Potential

+8.7%

Moderate upside. Analysts expect positive returns but with limited margin of safety. Consider entry timing.

Analyst Agreement

0.0% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Analyst Conviction

High

Positive outlook with reasonable agreement. Analysts generally optimistic about prospects with manageable uncertainty.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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Box, Inc. Forward Estimates of Revenue

BOX ยท NYSE
Latest Revenue
1.18B
FY 2026
Avg Estimate
1.26B
FY 2027
Estimate Range
1.25B - 1.28B
Analyst Spread

Forward Growth Analysis

Projected Growth+7.3%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Box, Inc. Forward Estimates of Net Income

BOX ยท NYSE
Latest Net Income
101.31M
FY 2026
Avg Estimate
219.54M
FY 2027
Estimate Range
199.45M - 239.64M
Analyst Spread

Forward Growth Analysis

Projected Growth+116.7%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread18%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Box, Inc. Forward Estimates of EPS

BOX ยท NYSE
Latest EPS
0.60
FY 2026
Avg Estimate
$1.45
FY 2027
Estimate Range
$1.34 - $1.61
Analyst Spread

Forward Growth Analysis

Projected Growth+142.0%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread19%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Box, Inc. Forward Estimates of EBIT

BOX ยท NYSE
Latest EBIT
103.56M
FY 2026
Avg Estimate
21.87M
FY 2027
Estimate Range
21.70M - 22.10M
Analyst Spread

Forward Growth Analysis

Projected Growth-78.9%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Box, Inc. Forward Estimates of EBITDA

BOX ยท NYSE
Latest EBITDA
140.67M
FY 2026
Avg Estimate
105.20M
FY 2027
Estimate Range
104.37M - 106.30M
Analyst Spread

Forward Growth Analysis

Projected Growth-25.2%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Box, Inc. Forward Estimates of SG&A Expense

BOX ยท NYSE
Latest SG&A Expense
554.88M
FY 2026
Avg Estimate
603.67M
FY 2027
Estimate Range
598.92M - 609.94M
Analyst Spread

Forward Growth Analysis

Projected Growth+8.8%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Box, Inc. Insider Positioning

BOX ยท NYSE

During the last 12 months, insiders have sold $11.44M worth of BOX shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

135.1K

3.29M

Net Activity

-3.3M

-$3.29M

3-6 Months

Bought

0

0.00

Sold

80.4K

2.32M

Net Activity

-2.3M

-$2.32M

6-9 Months

Bought

0

0.00

Sold

124.8K

4.07M

Net Activity

-4.1M

-$4.07M

9-12 Months

Bought

0

0.00

Sold

51.1K

1.76M

Net Activity

-1.8M

-$1.76M

Top Buyers

No buying activity

Top Sellers

1
SDC

Smith Dylan C

Officer: Chief Financial Officer

198.3K sharesโ€ข10 transactions

$5.90M

2
LA

Levie Aaron

Director, Officer: Chief Executive Officer

60.0K sharesโ€ข4 transactions

$1.82M

3
NO

Nottebohm Olivia

Officer: Chief Operating Officer

53.5K sharesโ€ข13 transactions

$1.52M

4
BE

Berkovitch Eli

Officer: Vp Chief Acct Ofr & Controller

42.5K sharesโ€ข5 transactions

$1.11M

5
EDL

Evan Dana L

Director

24.6K sharesโ€ข2 transactions

$667K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $11.44M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$3.29M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.