BOX (NYSE:BOX) Updates 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 Price Performance

Shares of BOX stock opened at $33.63 on Wednesday. The business has a 50-day moving average of $32.81 and a 200 day moving average of $32.62. BOX has a 12 month low of $24.63 and a 12 month high of $35.74. The stock has a market capitalization of $4.83 billion, a price-to-earnings ratio of 42.03, a price-to-earnings-growth ratio of 4.42 and a beta of 0.88.

BOX declared that its Board of Directors has approved 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 repurchase up to 3.1% of its stock through open market purchases. Stock buyback plans are often a sign that the company’s board of directors believes its stock is undervalued.

Wall Street Analysts Forecast Growth

A number of equities analysts recently commented on BOX shares. Morgan Stanley raised their target price on BOX from $33.00 to $36.00 and gave the company an “equal weight” rating in a report on Wednesday, December 4th. DA Davidson started coverage on BOX in a research note on Wednesday, December 18th. They issued a “buy” rating and a $45.00 price objective for the company. Bank of America started coverage on BOX in a research note on Thursday, December 12th. They issued a “buy” rating and a $40.00 price objective for the company. UBS Group lifted their price objective on BOX from $34.00 to $42.00 and gave the company a “buy” rating in a research note on Wednesday, December 4th. Finally, Citigroup lifted their price objective on BOX from $34.00 to $40.00 and gave the company a “buy” rating in a research note on Wednesday, December 4th. One investment analyst has rated the stock with a sell rating, two have issued a hold rating and nine have assigned a buy rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $35.89.

Insider Transactions at BOX

In other news, VP Eli Berkovitch sold 4,791 shares of the firm’s stock in a transaction dated Friday, January 10th. The stock was sold at an average price of $31.06, for a total transaction of $148,808.46. Following the sale, the vice president now owns 132,741 shares of the company’s stock, valued at approximately $4,122,935.46. This trade represents a 3.48 % decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Daniel J. Levin sold 5,886 shares of BOX stock in a transaction that occurred on Wednesday, December 11th. The stock was sold at an average price of $32.50, for a total value of $191,295.00. Following the transaction, the director now directly owns 51,530 shares in the company, valued at approximately $1,674,725. This trade represents a 10.25 % decrease in their position. The disclosure for this sale can be found here. In the last 90 days, insiders have sold 89,041 shares of company stock valued at $2,889,758. Corporate insiders own 4.10% of the company’s stock.

BOX Company Profile

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.