BOX Share Price Performance
US$32.11
-2.13 (-6.22%)
12.6% undervalued intrinsic discount
US$36.75
Fair Value
Price US$32.11
AnalystConsensusTarget US$36.75
AnalystHighTarget US$45.00
AnalystLowTarget US$24.00
Fair ValueUS$36.75
Share Pricen/a
- 3 Narratives written by author
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- 17 Fair Values set on narratives written by author
BOX Community Narratives
AN
Fair Value US$36.75 12.6% undervalued intrinsic discount
Analysts Revise Outlook on Box Amid Strong AI Growth and Strategic Partnerships
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Fair Value US$45 28.6% undervalued intrinsic discount
AI And Cloud Trends Will Drive Growth Amid Regulatory Hurdles
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Fair Value US$26 23.5% overvalued intrinsic discount
Enterprise Consolidation Will Crush Pricing Power And Margins
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Analysts Revise Outlook on Box Amid Strong AI Growth and Strategic Partnerships
Key Takeaways Accelerating adoption of Box's secure, AI-powered content management platform supports customer expansion, premium pricing, and stronger revenue growth amid growing digital transformation and compliance demands. Strategic investments in AI innovation, enterprise integrations, and experienced leadership position Box for upmarket success, margin expansion, and international growth.Read more
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AN
US$36.75
12.6% undervalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue growth
10.26% p.a.
Profit Margin
12.78%
Future PE
36.4x
Share price in 2028
US$47.26
AI And Cloud Trends Will Drive Growth Amid Regulatory Hurdles
Key Takeaways Deep AI integration and a modular platform position Box to capture greater enterprise value, accelerate revenue growth, and expand its competitive moat through workflow automation. Growing adoption in regulated industries and strong partnerships with leading AI providers drive resilient recurring revenues and ongoing margin expansion.Read more
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AN
US$45
28.6% undervalued intrinsic discount
AnalystHighTarget Fair Value
Revenue growth
11.37% p.a.
Profit Margin
6.49%
Future PE
85.64x
Share price in 2028
US$57.66
Enterprise Consolidation Will Crush Pricing Power And Margins
Key Takeaways Growing dependence on existing customers and hyperscaler competition threaten Box's pricing power, customer growth, and long-term revenue prospects. Rising global regulatory requirements elevate compliance costs and may limit access to key markets, intensifying risks to margins and international expansion.Read more
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AN
US$26
23.5% overvalued intrinsic discount
AnalystLowTarget Fair Value
Revenue growth
7.82% p.a.
Profit Margin
4.03%
Future PE
87.94x
Share price in 2028
US$33.32
Snowflake Analysis
Box, Inc. Key Details
Last Reported Earnings
Jul 31, 2025
Next Reporting Earnings
Dec 02, 2025
- 1.29
- 78.99%
- 16.64%
- 289.6%
About BOX
- Founded
- 2005
- Employees
- 2810
- CEO
- WebsiteView website
Box, Inc. provides a cloud content management platform that enables organizations of various sizes to manage and share their content from anywhere on any device in the United States and Japan. The company’s Software-as-a-Service platform enables users to work with their content as they need from secure external collaboration, workspaces to e-signature processes, and content workflows improving employee productivity and accelerating business processes. It also offers web, mobile, and desktop applications of its solutions on a platform, as well as the ability to develop custom applications. The company was formerly known as Box.net, Inc. and changed its name to Box, Inc. in November 2011. Box, Inc. was incorporated in 2005 and is headquartered in Redwood City, California.
