BOX (NYSE:BOX) Releases FY 2026 Earnings Guidance

BOX (NYSE:BOX) issued an update on its FY 2026 earnings guidance on Tuesday morning. The company provided earnings per share guidance of 1.130-1.170 for the period, compared to the consensus earnings per share estimate of 1.870. The company issued revenue guidance of $1.2 billion-$1.2 billion, compared to the consensus revenue estimate of $1.2 billion. BOX also updated its Q1 2026 guidance to 0.250-0.260 EPS.

BOX Trading Down 3.1 %

NYSE BOX opened at $32.44 on Thursday. The firm has a market capitalization of $4.66 billion, a PE ratio of 40.54, a price-to-earnings-growth ratio of 4.42 and a beta of 0.88. The business’s 50-day moving average price is $32.82 and its two-hundred day moving average price is $32.62. BOX has a 12 month low of $24.63 and a 12 month high of $35.74.

BOX announced that its board has authorized a share repurchase plan on Tuesday, March 4th that permits the company to buyback $150.00 million in shares. This buyback authorization permits the software maker to reacquire up to 3.1% of its shares through open market purchases. Shares buyback plans are often a sign that the company’s board believes its stock is undervalued.

Analyst Ratings Changes

BOX has been the topic of a number of recent analyst reports. Citigroup boosted their price target on shares of BOX from $34.00 to $40.00 and gave the stock a “buy” rating in a research report on Wednesday, December 4th. DA Davidson assumed coverage on shares of BOX in a research report on Wednesday, December 18th. They set a “buy” rating and a $45.00 price target on the stock. UBS Group increased their price target on BOX from $34.00 to $42.00 and gave the stock a “buy” rating in a report on Wednesday, December 4th. JPMorgan Chase & Co. dropped their price objective on BOX from $38.00 to $37.00 and set an “overweight” rating on the stock in a research note on Wednesday. Finally, William Blair reaffirmed an “outperform” rating on shares of BOX in a research note on Thursday, November 14th. One investment analyst has rated the stock with a sell rating, two have given a hold rating and ten have assigned a buy rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $36.60.

Insider Activity at BOX

In other BOX news, CEO Aaron Levie sold 10,000 shares of the company’s stock in a transaction dated Tuesday, December 10th. The shares were sold at an average price of $32.54, for a total value of $325,400.00. Following the completion of the sale, the chief executive officer now directly owns 2,999,155 shares of the company’s stock, valued at approximately $97,592,503.70. This represents a 0.33 % decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CFO Dylan C. Smith sold 13,000 shares of BOX stock in a transaction that occurred on Friday, January 10th. The stock was sold at an average price of $31.05, for a total transaction of $403,650.00. Following the transaction, the chief financial officer now directly owns 1,466,684 shares in the company, valued at approximately $45,540,538.20. This represents a 0.88 % decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 89,041 shares of company stock valued at $2,889,758 over the last 90 days. Insiders own 4.10% of the company’s stock.

About BOX

Box, Inc engages in the provision of an enterprise content platform that enables organizations to securely manage enterprise content while allowing easy, secure access and sharing of this content from anywhere, on any device. Its products include cloud content management, IT and admin controls, Box Governance, Box Zones, Box Relay, Box Shuttle, and Box KeySafe.