Box, Inc.
BOX
NYSE·Technology·Software - Infrastructure·Mkt cap $4.9B
$35.19
▼ -2.13%
P/E
50.55
Mkt Cap
$4.9B
52-Wk Range
$21.34–$36.34
52-Week Range
$21.34 - $36.34
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 6.3% over the trailing year
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
Fairly valued vs Enterprise SaaS peers
Momentum
Hot
+32.5% over 3m
Quality
Excellent
Strong fundamentals
Dividend
None
No dividend
Smart-money signal
Who's buying BOX right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Dec 1, 2026
AUG 25, 2026
Reported EPS of $0.40 vs $0.40 consensus (+0.5% surprise). Revenue of $321.1M vs $319.3M expected (+0.6%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+0.5%
Revenue trend · last 8Q
—
+6%
+4%
+9%
+9%
+9%
+11%
+9%
Q3 24
Q4 25
Q1 25
Q2 25
Q3 25
Q4 26
Q1 27
Q2 27
$275.9M
$279.5M
$276.3M
$294.0M
$301.1M
$305.9M
$305.9M
$321.1M
Margins · last 8Q
Gross
79.1%
Operating
10.2%
Profit
6.0%
Wall Street consensus
5 analysts · 40% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
40%
Hold
40%
Sell
20%
Median Price Target
—
Latest: Citi · Aug 26, 2026
vs Industry
How BOX stacks vs Software - Infrastructure
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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