Box, Inc.

Report azionario NYSE:BOX

Capitalizzazione di mercato: US$4.7b

Box Crescita futura

Criteri Future verificati 2/6

Box prevede che gli utili e i ricavi cresceranno rispettivamente di 7.3% e 8.5% all'anno. Si prevede che l'EPS crescerà di 10% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 106.3% in 3 anni.

Informazioni chiave

7.3%

Tasso di crescita degli utili

9.97%

Tasso di crescita dell'EPS

Software crescita degli utili20.4%
Tasso di crescita dei ricavi8.5%
Rendimento futuro del capitale proprio106.27%
Copertura analitica

Good

Ultimo aggiornamento10 Sep 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento narrativa • Aug 26

BOX: AI Content Automation And Enterprise Upgrades Will Drive Future Upside Potential

Analysts have increased their fair value estimate for Box to $37.50 from $32.50, citing a series of higher price targets across the Street that highlight stronger traction in Enterprise Advanced, growing AI use cases, and recent signs of revenue acceleration and record bookings. Analyst Commentary Recent research on Box points to a more constructive tone around growth, AI adoption, and the Enterprise Advanced offering, while still flagging execution and durability risks that matter for valuation today.
Seeking Alpha • Aug 26

Box: Double-Digit Constant-Currency Growth Is Impressive For Such A Cheap Stock

Summary Box remains a compelling value play, demonstrating resilience and margin expansion amid sector volatility. Q2 results highlight strong backlog growth, durable net retention, and AI-driven tailwinds supporting the bullish thesis. BOX distinguishes itself from Dropbox with enterprise-grade features and advanced security, sustaining customer loyalty and spending. At 3.6x EV/FY27 revenue and improving margins, BOX offers attractive upside as it grows into its multiples. Read the full article on Seeking Alpha
Aggiornamento narrativa • Jun 25

BOX: AI Upsell And Automation Prospects Will Offset Measured Cash Flow Outlook

Analysts have raised Box's implied fair value target to $29, a $1 increase supported by research that highlights expanding content automation and AI-driven upsell opportunities, while still basing the valuation on largely unchanged margin and cash flow expectations. Analyst Commentary Recent research on Box points to growing interest in the company’s content automation and AI offerings, with several firms updating their views and price targets based on a larger potential market across existing and adjacent use cases.
Aggiornamento narrativa • Jun 11

BOX: AI Content Automation And Buybacks Will Drive Future Upside Potential

Narrative Update Overview The analyst price target for Box has been updated to $32.50. This level reflects analysts' views on a sizable $8b tier-upgrade opportunity, an additional $5b share gain potential from legacy migration, and improving AI driven revenue trends alongside largely steady margins and free cash flow expectations.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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).
Aggiornamento narrativa • 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 narrativa • 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 narrativa • 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...

Previsioni di crescita degli utili e dei ricavi

NYSE:BOX - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
1/31/20291,5261004044744
1/31/20281,403833994158
1/31/20271,290533634018
7/31/20261,234100350394N/A
4/30/20261,20795326370N/A
1/31/20261,17787315356N/A
10/31/20251,151187309348N/A
7/31/20251,126187302338N/A
4/30/20251,102194296328N/A
1/31/20251,090202302332N/A
10/31/20241,073118294319N/A
7/31/20241,059116304329N/A
4/30/20241,051107304325N/A
1/31/20241,03899297319N/A
10/31/20231,03130298322N/A
7/31/20231,02030298320N/A
4/30/20231,00421295315N/A
1/31/20239919281298N/A
10/31/2022968-15242255N/A
7/31/2022942-39220231N/A
4/30/2022910-48237248N/A
1/31/2022874-54224235N/A
10/31/2021840-50233243N/A
7/31/2021812-37231242N/A
4/30/2021790-32216230N/A
1/31/2021771-43180197N/A
10/31/2020755-69138154N/A
7/31/2020737-104102118N/A
4/30/2020717-133N/A81N/A
1/31/2020696-144N/A45N/A
10/31/2019676-134N/A61N/A
7/31/2019655-133N/A59N/A
4/30/2019631-135N/A62N/A
1/31/2019608-135N/A55N/A
10/31/2018581-148N/A47N/A
7/31/2018555-150N/A54N/A
4/30/2018529-152N/A45N/A
1/31/2018506-155N/A35N/A
10/31/2017479-159N/A28N/A
7/31/2017453-154N/A7N/A
4/30/2017426-153N/A12N/A
1/31/2017399-152N/A-2N/A
10/31/2016374-165N/A-11N/A
7/31/2016350-182N/A-22N/A
4/30/2016327-194N/A-38N/A
1/31/2016303-203N/A-66N/A
10/31/2015280-205N/A-87N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di BOX ( 7.3% all'anno) è superiore al tasso di risparmio ( 3.7% ).

Guadagni vs Mercato: Si prevede che gli utili di BOX ( 7.3% all'anno) cresceranno più lentamente rispetto al mercato US ( 17.3% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di BOX cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che il fatturato di BOX ( 8.5% all'anno) crescerà più lentamente rispetto al mercato US ( 13.5% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di BOX ( 8.5% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di BOX sarà molto alto tra 3 anni ( 106.3 %).

Scoprire le aziende in crescita

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/09/10 19:58
Prezzo dell'azione a fine giornata2026/09/10 00:00
Utili2026/07/31
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 delle guide su come utilizzare i nostri report e dei tutorial su YouTube.

Scoprite il 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 23 analisti. 8 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