Update shared on27 Aug 2025
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.
- Entered a strategic partnership with Netpoleon Solutions to expand distribution and AI-driven workflow automation offerings in Singapore, aiming to increase adoption in regulated industries.
- The Japan Ministry of Defense’s Air Self-Defense Force selected Box to digitize operations, enhance collaboration, and bolster cybersecurity for its 47,000+ workforce.
- Amendment approved to the company’s Certificate of Incorporation to limit liability of certain officers in line with updated Delaware law.
- Box added to multiple Russell value and small-cap indices, increasing its visibility to index-based investors.
Valuation Changes
Summary of Valuation Changes for Box
- The Consensus Analyst Price Target has risen slightly from $35.09 to $36.50.
- The Discount Rate for Box has risen from 8.32% to 8.89%.
- The Future P/E for Box has risen from 226.01x to 239.33x.
Disclaimer
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