Box, Inc.

Report azionario NYSE:BOX

Capitalizzazione di mercato: US$3.6b

Box Dividendi e riacquisti

Criteri Dividendo verificati 0/6

Box non ha registrato alcun pagamento di dividendi.

Informazioni chiave

n/a

Rendimento del dividendo

9.7%

Rendimento del riacquisto

Rendimento totale per gli azionisti9.7%
Rendimento futuro dei dividendi0%
Crescita dei dividendin/a
Prossima data di pagamento dei dividendin/a
Data di stacco del dividendon/a
Dividendo per azionen/a
Rapporto di remunerazionen/a

Aggiornamenti recenti su dividendi e riacquisti

Nessun aggiornamento

Recent updates

Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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).
Seeking Alpha Dec 05

Box Q3: Limited Alpha Ahead

Summary Box is rated Hold with a $36 price target, implying a modest 13.2% upside versus current levels. Q3 results highlight stable cash generation, 9% revenue growth, and durable gross margins near 80%, but EPS softness persists due to tax normalization and R&D investment. Management is executing a strategic shift toward AI-driven content infrastructure, with new partnerships and a subscription-first model supporting long-term value creation. Read the full article on Seeking Alpha
Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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
Articolo di analisi 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
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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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Nuova narrazione 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.
Seeking Alpha Aug 28

Box: Strong Billings And Still Underappreciated

Summary Box shares jumped after posting strong Q2 results, with billings growth accelerating to 10% growth after slightly declining in the previous quarter. The company raised its FY25 guidance, now expecting 8% higher EPS on a 27.5% operating margin (50bps higher than its prior outlook). Box's revenue growth rates are nearly doubling that of its largest rival, Dropbox. BOX stock still trades at a very reasonable ~4x FY26 revenue and ~17x FY26 P/E. Read the full article on Seeking Alpha
Articolo di analisi Aug 24

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

While Box, Inc. ( NYSE:BOX ) might not have the largest market cap around , it saw a decent share price growth of 14...

Stabilità e crescita dei pagamenti

Recupero dei dati sui dividendi

Dividendo stabile: Dati insufficienti per determinare se i dividendi per azione di BOX siano rimasti stabili in passato.

Dividendo in crescita: Dati insufficienti per determinare se i pagamenti dei dividendi di BOX siano aumentati.


Rendimento dei dividendi rispetto al mercato

Box Rendimento dei dividendi rispetto al mercato
Come si colloca il rendimento da dividendo di BOX rispetto al mercato?
SegmentoRendimento dei dividendi
Azienda (BOX)n/a
Fondo del 25% del mercato (US)1.4%
Top 25% del mercato (US)4.3%
Media del settore (Software)0.9%
Analista previsionale (BOX) (fino a 3 anni)0%

Dividendo notevole: Impossibile valutare il rendimento dei dividendi di BOX rispetto al 25% inferiore dei pagatori di dividendi, poiché la società non ha segnalato alcun pagamento recente.

Dividendo elevato: Impossibile valutare il rendimento dei dividendi di BOX rispetto al 25% dei maggiori pagatori di dividendi, poiché la società non ha segnalato alcun pagamento recente.


Distribuzione degli utili agli azionisti

Copertura degli utili: Dati insufficienti per calcolare il payout ratio di BOX per determinare se i suoi pagamenti di dividendi sono coperti dagli utili.


Pagamenti in contanti agli azionisti

Copertura del flusso di cassa: Impossibile calcolare la sostenibilità dei dividendi poiché BOX non ha segnalato alcun pagamento.


Scoprire le società che pagano dividendi forti

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/21 00:05
Prezzo dell'azione a fine giornata2026/05/21 00:00
Utili2026/01/31
Utili annuali2026/01/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Box, Inc. è coperta da 22 analisti. 9 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

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