Box, Inc.

NYSE:BOX Rapport sur les actions

Capitalisation boursière : US$3.7b

Box Dividendes et rachats

Dividende contrôle des critères 0/6

Box n'a pas d'antécédents de versement de dividendes.

Informations clés

n/a

Rendement du dividende

11.0%

Rendement des rachats

Rendement total pour l'actionnaire11.0%
Rendement futur des dividendes0%
Croissance des dividendesn/a
Prochaine date de paiement du dividenden/a
Date ex-dividenden/a
Dividende par actionn/a
Ratio de distributionn/a

Mises à jour récentes sur les dividendes et les rachats

Pas de mise à jour

Recent updates

Mise à jour du récit May 28

BOX: AI Content Automation And Buybacks Will Support Future Shareholder Returns

Analysts have nudged the price target on Box slightly higher, from $32.25 to $32.50, citing recent Street research that points to AI related product traction, low teens revenue growth, and an unchanged margin and cash flow profile that supports modestly stronger topline assumptions. Analyst Commentary Recent research on Box presents a mixed but constructive picture, with some analysts adjusting targets higher on AI related traction and others trimming targets as they reset expectations for software valuations and cash flow.
Seeking Alpha May 27

Box: RPO Soars As The Company Adds, Not Loses Seats

Summary Box stands out as a value play amid AI-driven market concentration, following a Q1 beat-and-raise and recent share price weakness. BOX trades at 2.8x EV/FY27 revenue and 16.4x FY27 P/E, which I view as unjustifiably low given its robust sales momentum and improved outlook. The company raised FY revenue growth guidance to 9% y/y (10% constant currency) and expects pro forma EPS of $1.56 with a 28% operating margin. Concerns over AI-driven SaaS disruption are overstated for BOX, whose core file-storage and collaboration services remain essential to enterprise IT. Read the full article on Seeking Alpha
Mise à jour du récit May 03

BOX: AI Content Automation And Buybacks Will Support Future Cash Generation

Analysts have lowered their average price targets on Box to a range of $28 to $36, attributing the change to a modestly reduced implied future P/E ratio along with slight revisions to profit margin and free cash flow expectations. Analyst Commentary Recent research around Box reflects a mix of optimism about execution and free cash flow, alongside a more cautious stance on valuation and sector multiples.
Mise à jour du récit Apr 18

BOX: AI Content Automation And Buybacks Will Support Long-Term Cash Generation

Analysts have reduced the Box fair value estimate from $35.63 to $32.25, reflecting lower revenue growth assumptions, a more conservative future P/E multiple, and recent cuts to price targets across the Street following updated free cash flow estimates and broader software sector multiples. Analyst Commentary Recent research updates on Box point to a mixed backdrop, with several firms trimming price targets, adjusting free cash flow assumptions, and aligning their models with current software sector multiples.
Mise à jour du récit Apr 03

BOX: AI Tools And Buybacks Will Offset Tighter Market Focus On Cash

Analyst price targets for Box have been trimmed by a few dollars per share into a tighter $28 to $36 range, as analysts update free cash flow assumptions and adjust their models to reflect current software sector valuation multiples and what they view as a stronger revenue growth starting point based on recent guidance. Analyst Commentary Recent research updates cluster around a common theme: price targets are being reset, even as some analysts highlight solid recent execution and guidance.
Mise à jour du récit Mar 20

BOX: AI Content Tools And Buybacks Will Support Cash Flow And Measured Outlook

Analysts have trimmed the Box fair value estimate from $26.00 to $25.00, reflecting slightly lower profit margin assumptions and a reduced future P/E multiple, in line with recent cuts to Street price targets that cite modestly lower free cash flow estimates and softer software sector valuations. Analyst Commentary Street research on Box has recently centered on lower price targets tied to updated free cash flow assumptions and softer software valuation multiples.
Mise à jour du récit Mar 05

BOX: AI Content Tools Will Support Cash Flow Focus And Steady Outlook

Narrative Update on Box The blended analyst price target for Box has moved lower by a few dollars into the high $20s to mid $30s range, as analysts factor in updated post earnings models, stronger profit expectations, and a lower future P/E assumption, alongside sector wide focus on near term cash flow. Analyst Commentary Recent Street commentary around Box centers on lower price targets following the latest earnings update, with analysts recalibrating their models to reflect updated profit expectations, revised revenue assumptions, and a market that is putting more weight on near term cash generation.
Mise à jour du récit Feb 19

BOX: AI Content Automation And Buybacks Will Drive Long-Term Workflow Upside

Analysts have maintained their Box price target at $35.63, with only small adjustments to assumptions around the discount rate, revenue growth, profit margin, and future P/E, resulting in a broadly unchanged outlook. What's in the News Box announced the general availability of Box Extract, a generative AI offering that turns unstructured content into structured metadata inside Box.
Mise à jour du récit Feb 05

BOX: AI Partnerships And Content Automation Will Support Long-Term Workflow Upside

Analysts have maintained their fair value estimate for Box at $35.63 per share, incorporating a slightly higher discount rate and a marginally higher future P/E assumption. This reflects a more cautious view on risk while still indicating similar long-term earnings potential.
Mise à jour du récit Jan 21

BOX: AI Content Agents Will Support Steady Outlook With Softer Margins

Analysts have kept their fair value estimate for Box steady at $26.00, with small tweaks to the discount rate, revenue growth, profit margin, and future P/E assumptions. These changes reflect modestly updated views on the company’s risk, earnings power, and longer term valuation profile.
Article d’analyse Jan 07

Is Box, Inc. (NYSE:BOX) Trading At A 38% Discount?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Box fair value estimate is US$47.29 Box's US$29.13 share price...
Mise à jour du récit Jan 07

BOX: AI And Cloud Partnerships Will Drive Long-Term Content Workflow Upside

Analysts have lowered their price target on Box by about $0.63, citing slightly higher discount rates, a small adjustment to long term profit margin, and a modestly lower future P/E assumption in their models. What's in the News Autonomy launched an integration with Box that allows autonomous AI agents to read, write, analyze, and act on content stored in Box and connected SaaS tools.
Mise à jour du récit Dec 18

BOX: AI Partnerships Will Leave Shares Exposed To Softer Profitability

Analysts have modestly raised their price target on Box to $26.00, citing slightly stronger long term revenue growth expectations that more than offset a marginally higher discount rate and a somewhat softer profit margin outlook. What's in the News Box issued guidance for the fourth quarter of fiscal 2026, projecting approximately $304 million in revenue, up about 9% year over year, and full year 2026 revenue of roughly $1.175 billion with a 7% GAAP operating margin (Corporate Guidance).
Mise à jour du récit Dec 04

BOX: AI Partnerships On AWS And TCS Will Drive Long-Term Upside

Analysts have slightly lowered their price target on Box by 0.50 dollars to 36.25 dollars, citing a modestly higher discount rate and slightly lower profit margin expectations, partially offset by marginally stronger projected revenue growth. What's in the News Box issued new guidance for the fourth quarter of fiscal 2026, projecting approximately 304 million dollars in revenue, up 9 percent year over year, with a GAAP operating margin of about 11 percent and GAAP EPS of roughly 0.06 dollars, including a negative impact from non cash deferred tax expenses (Corporate Guidance).
Mise à jour du récit Oct 22

Analysts Revise Outlook on Box Amid Strong AI Growth and Strategic Partnerships

Narrative Update on Box Analysts have slightly lowered their fair value estimate for Box to $36.75 from $37.50. Minor adjustments to growth and margin forecasts reflect a cautious but still optimistic outlook, following recent price target increases based on the company's strong fiscal Q2 results and anticipated benefits from artificial intelligence.
Mise à jour du récit Aug 27

AI And Enterprise Advanced Will Improve Services Amid Margin Challenges

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.
Article d’analyse Jul 31

Is Box (NYSE:BOX) Using Too Much Debt?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Article d’analyse Jul 15

Box, Inc.'s (NYSE:BOX) Share Price Could Signal Some Risk

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...
Article d’analyse Jun 30

An Intrinsic Calculation For Box, Inc. (NYSE:BOX) Suggests It's 30% Undervalued

Key Insights The projected fair value for Box is US$48.61 based on 2 Stage Free Cash Flow to Equity Box's US$34.00...
Article d’analyse Jun 13

We Like These Underlying Return On Capital Trends At Box (NYSE:BOX)

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Article d’analyse May 05

Do Box's (NYSE:BOX) Earnings Warrant Your Attention?

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Article d’analyse Apr 19

Is Box (NYSE:BOX) Using Too Much Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Article d’analyse Apr 04

Is It Too Late To Consider Buying Box, Inc. (NYSE:BOX)?

Box, Inc. ( NYSE:BOX ), is not the largest company out there, but it received a lot of attention from a substantial...
Article d’analyse Mar 19

Earnings Not Telling The Story For Box, Inc. (NYSE:BOX)

Box, Inc.'s ( NYSE:BOX ) price-to-earnings (or "P/E") ratio of 22x might make it look like a sell right now compared to...
Seeking Alpha Mar 06

Box: Getting Closer, But Wait For A Deeper Dip Before Buying

Summary 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. Box's predictable growth and strong cash flow make it a reliable long-term investment, but timing the buy until the valuation drops further is the best move. Read the full article on Seeking Alpha
Article d’analyse Feb 27

An Intrinsic Calculation For Box, Inc. (NYSE:BOX) Suggests It's 33% Undervalued

Key Insights The projected fair value for Box is US$48.92 based on 2 Stage Free Cash Flow to Equity Current share price...
Seeking Alpha Feb 24

Box, Inc.: Small Company, Big Dreams

Summary Box, Inc. is a founder-led company with a growing customer base, but its net retention rate has been declining, raising concerns about future growth. Box's aggressive growth strategy includes cross-selling, upselling, and leveraging AI to enhance content management, but it faces stiff competition from industry giants like Microsoft and Google. Despite consistent revenue growth and profitability, Box's current stock price does not offer a sufficient margin of safety, making it a hold rather than a buy. I will monitor Box's new product launches and net retention rate before considering an investment, as the risks currently outweigh the potential rewards. Read the full article on Seeking Alpha
Article d’analyse Jan 29

We Like These Underlying Return On Capital Trends At Box (NYSE:BOX)

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...
Article d’analyse Jan 01

When Should You Buy Box, Inc. (NYSE:BOX)?

Box, Inc. ( NYSE:BOX ), might not be a large cap stock, but it saw significant share price movement during recent...
Article d’analyse Dec 18

Here's Why We Think Box (NYSE:BOX) Might Deserve Your Attention Today

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Article d’analyse Dec 05

Some Confidence Is Lacking In Box, Inc.'s (NYSE:BOX) P/E

With a price-to-earnings (or "P/E") ratio of 37.9x Box, Inc. ( NYSE:BOX ) may be sending very bearish signals at the...
Seeking Alpha Dec 04

Box: Fair Performance, But Fairly Priced (Rating Downgrade)

Summary Box has seen a 30%+ gain this year, outperforming the S&P 500, despite slowing growth and recent deceleration in billings. The Company's strengths include a large $74 billion TAM, enterprise focus, and improving profit margins, but it faces risks from commoditization and evolving AI requirements. Q3 revenue grew 5.5% y/y, slightly beating expectations, but billings growth was choppy and below revenue growth, posing risks for future estimates. Given BOX's fair valuation at a ~18x forward P/E and ~4x forward revenue, I recommend locking in gains on Box here, and I'm downgrading to a neutral rating. Read the full article on Seeking Alpha
Article d’analyse Nov 20

An Intrinsic Calculation For Box, Inc. (NYSE:BOX) Suggests It's 39% Undervalued

Key Insights Box's estimated fair value is US$53.94 based on 2 Stage Free Cash Flow to Equity Box is estimated to be...
Article d’analyse Oct 21

These 4 Measures Indicate That Box (NYSE:BOX) Is Using Debt Safely

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Article d’analyse Sep 23

We Like These Underlying Return On Capital Trends At Box (NYSE:BOX)

There are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...
Article d’analyse Sep 05

Subdued Growth No Barrier To Box, Inc. (NYSE:BOX) With Shares Advancing 26%

Box, Inc. ( NYSE:BOX ) shareholders have had their patience rewarded with a 26% share price jump in the last month. The...
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Nouveau récit Sep 02

Aggressive AI Push And High Customer Churn Risk Cloud Future Earnings Growth

Heavy investment in AI and technology, like the acquisition of Alphamoon, shifts Box towards R&D-intensive operations, risking operating margins.

Stabilité et croissance des paiements

Récupération des données sur les dividendes

Dividende stable: Données insuffisantes pour déterminer si les dividendes par action de BOX ont été stables dans le passé.

Dividende croissant: Données insuffisantes pour déterminer si les paiements de dividendes de BOX ont augmenté.


Rendement des dividendes par rapport au marché

Box Rendement des dividendes par rapport au marché
Comment le rendement du dividende de BOX se compare-t-il à celui du marché ?
SegmentRendement du dividende
Entreprise (BOX)n/a
25% du marché (US)1.4%
25% du marché (US)4.2%
Moyenne du secteur (Software)0.9%
Analyste prévisionnel (BOX) (jusqu'à 3 ans)0%

Dividende notable: Impossible d'évaluer le rendement des dividendes de BOX par rapport aux 25 % les moins bien payés par les actionnaires, car la société n'a signalé aucun versement récent.

Dividende élevé: Impossible d'évaluer le rendement des dividendes de BOX par rapport aux 25 % des principaux payeurs de dividendes, car la société n'a signalé aucun versement récent.


Bénéfice distribué aux actionnaires

Couverture des revenus: Données insuffisantes pour calculer le ratio de distribution de BOX afin de déterminer si les dividendes versés sont couverts par les bénéfices.


Paiement en espèces aux actionnaires

Couverture des flux de trésorerie: Impossible de calculer la durabilité des dividendes car BOX n'a signalé aucun versement.


Découvrir des entreprises qui versent des dividendes élevés

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/06/01 19:26
Cours de l'action en fin de journée2026/05/29 00:00
Les revenus2026/04/30
Revenus annuels2026/01/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Box, Inc. est couverte par 22 analystes. 9 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Edward MagiBerenberg
Joel FishbeinBMO Capital Markets Equity Research
Matthew BullockBofA Global Research