Loading...

AI Automation Will Drive Market Expansion Despite Regulatory And Cloud Challenges

Published
02 Sep 24
Updated
27 Aug 25
AnalystConsensusTarget's Fair Value
US$37.50
13.4% undervalued intrinsic discount
10 Sep
US$32.46
Loading
1Y
-2.5%
7D
-0.9%

Author's Valuation

US$37.5

13.4% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on27 Aug 25
Fair value Increased 6.86%

Driven by a higher future P/E ratio and increased discount rate reflecting upward earnings and risk adjustments, Box’s consensus Analyst Price Target has been modestly raised from $35.09 to $36.50. What's in the News Box expects Q3 revenue between $298 million and $299 million, up 8% year-over-year, and FY revenue between $1.170 billion and $1.175 billion, also up 8%; GAAP EPS guidance reflects negative impacts from non-cash deferred tax expenses partially offset by FX benefits.

Shared on08 May 25
Fair value Increased 2.28%

Shared on23 Apr 25
Fair value Decreased 2.25%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 1.85%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Decreased 2.83%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on11 Mar 25
Fair value Increased 4.87%

AnalystConsensusTarget has increased profit margin from 8.1% to 11.3% and decreased future PE multiple from 54.3x to 42.5x.