Box
About: Box is a cloud-based content services platform that provides cloud-based storage and workflow collaboration services for enterprise customers. The firm was founded in 2005 as a file-sync and sharing provider. More recently, however, the company has focused on bolstering its product portfolio by adding tools such as governance and e-signature to enhance workflow management and collaboration.
Employees: 2,810
0
Funds holding %
of 7,407 funds
0
Analysts bullish %
of 5 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
786% more call options, than puts
Call options by funds: $321M | Put options by funds: $36.2M
23% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 47
23% more repeat investments, than reductions
Existing positions increased: 152 | Existing positions reduced: 124
3.75% more ownership
Funds ownership: 98.31% [Q3] → 102.06% (+3.75%) [Q4]
1% more funds holding
Funds holding: 389 [Q3] → 393 (+4) [Q4]
1% more capital invested
Capital invested by funds: $4.61B [Q3] → $4.64B (+$26.7M) [Q4]
33% less funds holding in top 10
Funds holding in top 10: 3 [Q3] → 2 (-1) [Q4]
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$21
29%
downside
Avg. target
$34
15%
upside
High target
$40
35%
upside
5 analyst ratings
3 positive
60%
1 neutral
20%
1 negative
20%
Morgan Stanley Josh Baer 55% 1-year accuracy 11 / 20 met price target | 18%upside $35 | Equal-Weight Maintained | 16 Apr 2025 |
DA Davidson Lucky Schreiner 30% 1-year accuracy 3 / 10 met price target | 35%upside $40 | Buy Maintained | 14 Apr 2025 |
RBC Capital Rishi Jaluria 38% 1-year accuracy 27 / 72 met price target | 29%downside $21 | Underperform Reiterated | 19 Mar 2025 |
Raymond James Brian Peterson 19% 1-year accuracy 5 / 26 met price target | 28%upside $38 | Outperform Reiterated | 5 Mar 2025 |
JP Morgan Pinjalim Bora 50% 1-year accuracy 30 / 60 met price target | 25%upside $37 | Overweight Maintained | 5 Mar 2025 |
Financial journalist opinion
Based on 5 articles about BOX published over the past 30 days
Positive
Seeking Alpha
1 week ago
Box, Inc.: Path To Growth Acceleration On Track
I maintain a Buy rating for Box, Inc., driven by strong fundamentals and potential growth acceleration to 15% due to Agentic AI and enterprise wallet share expansion. BOX's Agentic AI offers advanced autonomous task execution, differentiating it from simple AI agents, with a consumption-based monetization strategy expected to drive significant revenue growth. Enterprise Suite penetration is rising, with 87% of deals over $100,000, including Suites, enhancing BOX's revenue growth and stickiness within enterprise workflows.
Negative
CNBC Television
1 week ago
Box CEO Aaron Levie: Policy chaos is destabilizing to business decisions
Aaron Levie, Box co-founder and CEO, joins 'Money Movers' to discuss the chief executive's thoughts on current economic policy, if there has been an impact to Levie's business, and much more.
Positive
Zacks Investment Research
2 weeks ago
Box Empowers Swissport With Its Secure Content Management Tools
Box gains credibility with Swissport's adoption, driving growth potential. However, tough competition remains a key challenge.
Neutral
Business Wire
3 weeks ago
Box Achieves FedRAMP High Authorization
REDWOOD CITY, Calif.--(BUSINESS WIRE)--Box, Inc. (NYSE:BOX), the leading Intelligent Content Management (ICM) platform, today announced that it has received FedRAMP High Authorization. This authorization, which includes over 421 security controls, gives U.S. government agencies and authorized government contractors the ability to leverage Box's Intelligent Content Management platform for highly sensitive data. Included in this announcement, Box AI and Box Hubs are also FedRAMP High-compliant, s.
Neutral
Business Wire
3 weeks ago
Swissport Chooses Box for Intelligent Content Management
MUNICH--(BUSINESS WIRE)--Swissport Chooses Box for Intelligent Content Management.
Neutral
Business Wire
1 month ago
Box and DataBank Announce Strategic Partnership to Transform Business with Intelligent Content Management
REDWOOD CITY, Calif. & HUNTINGTON VALLEY, Pa.--(BUSINESS WIRE)--Box, Inc. (NYSE: BOX), the leading Intelligent Content Management (ICM) provider, and DataBank, a process automation and data solutions provider, today announced a strategic partnership that combines their best-in-class offerings to transform the way organizations manage their content. This collaboration will leverage their respective products and services to deliver AI-powered solutions that streamline business processes like cont.
Neutral
CNBC Television
1 month ago
Box CEO Aaron Levie talks launching OpenAI's new agent tools
Aaron Levie, Box CEO, joins 'Closing Bell Overtime' to talk utilizing OpenAI agents.
Positive
Seeking Alpha
1 month ago
Box: Getting Closer, But Wait For A Deeper Dip Before Buying
Box's stock fell post-earnings despite strong Q4 results due to a modest FY25 outlook, but shares have rallied ~20% over the past year. At $32/share, Box's ~13x FCF valuation isn't attractive yet. I recommend waiting for a drop to $28 for a better buying opportunity. Box's revenue and billings growth accelerated slightly in Q4, and the company is expecting ~6% growth in FY26.
Neutral
Zacks Investment Research
1 month ago
BOX Q4 Earnings & Revenues Beat Estimates, Stock Falls on Weak View
Box's fourth-quarter 2025 results reflect strong Suite adoption.
Positive
Benzinga
1 month ago
Box Sees Strong Q4 Bookings And AI Expansion, But Margin Outlook Prompts Analyst Adjustments
On Tuesday, Box reported quarterly earnings of 42 cents per share, which met the analyst consensus estimate. Quarterly revenue was $280 million (up from $262.87 million a year ago), which beat the analyst consensus estimate of $279.42 million.
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