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BOX

Box, Inc.

BOX

NYSE·Technology·Software - Application·Mkt cap $3.8B

$27.99

+1.97%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$21.34 - $33.88

P/E

47.46

Fwd P/E

17.76

Beta

1.41

Div Yield

0.00%

Avg Vol

2.3M

Shares Out

138.4M

Mkt Cap

$3.8B

Price action

Price chart

Down 16.4% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Established market position with 100,000+ paying organizations and multi-language support
  • Enterprise-grade security, compliance, and data protection capabilities meeting regulatory standards
  • Comprehensive platform enabling collaboration, automation, and custom development reducing vendor fragmentation
  • Strong customer retention and switching costs inherent in content management infrastructure

Bear Case

1 risk

  • Average volatility.

Growth

Stable outlook

Increasing digital transformation and remote work adoption driving cloud content management demand

Value

Attractively priced below Enterprise SaaS peer average

Momentum

Strong

+14.3% over 3m

Quality

Excellent

Excellent business quality

Dividend

None

No dividend

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Aug 25, 2026

Q2 26 RECAP

MAY 26, 2026

Reported EPS of $0.37 vs $0.36 consensus (+2.8% surprise). Revenue of $305.9M vs $304.4M expected (+0.5%). Beat on both top and bottom lines.

EPS beat +2.8%
Rev beat +0.5%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Q2 26

+2.8%

Next: Aug 25, 2026

Revenue trend · last 8Q

+6%

+4%

+9%

+9%

+9%

Q1 24

Q2 24

Q3 24

Q4 25

Q1 25

Q2 25

Q3 25

Q4 26

$264.7M

$270.0M

$275.9M

$279.5M

$276.3M

$294.0M

$301.1M

$305.9M

Margins · last 8Q

Gross

80.1%

Operating

10.2%

Profit

22.4%

Wall Street consensus

5 analysts · 40% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

2

40%

Hold

3

60%

Sell

0%

Median Price Target

$29.00

+3.6% vs $27.99

Low $29.00
Median $29.00
High $29.00

Latest: DA Davidson · Jun 1, 2026

1 analyst covering

vs Industry

How BOX stacks vs Software - Application

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.