BOX (NYSE:BOX) Releases FY 2026 Earnings Guidance

BOX (NYSE:BOX) updated its FY 2026 earnings guidance, projecting an EPS of 1.280, surpassing the consensus estimate of 0.870. The company also maintained its revenue guidance at $1.2 billion, aligning with consensus estimates. BOX's Q4 2026 EPS guidance is set at 0.330. The stock rose 2.7% to $30.16. Analysts have mixed ratings, with a consensus target price of $38.25. Recent insider sales and institutional investments were noted, with 86.74% of the stock owned by institutional investors and hedge funds.

BOX (NYSE:BOX - Get Free Report) updated its FY 2026 earnings guidance on Tuesday. The company provided EPS guidance of 1.280- for the period, compared to the consensus EPS estimate of 0.870. The company issued revenue guidance of $1.2 billion-, compared to the consensus revenue estimate of $1.2 billion. BOX also updated its Q4 2026 guidance to 0.330- EPS.

BOX Stock Up 2.7%

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Shares of BOX traded up $0.80 during mid-day trading on Tuesday, hitting $30.16. The company had a trading volume of 3,934,401 shares, compared to its average volume of 1,916,301. BOX has a 1-year low of $28.00 and a 1-year high of $38.80. The business's 50-day simple moving average is $31.82 and its 200-day simple moving average is $32.76. The stock has a market cap of $4.37 billion, a PE ratio of 24.32 and a beta of 0.79.

Wall Street Analyst Weigh In

A number of equities analysts have weighed in on BOX shares. Citigroup lifted their price target on shares of BOX from $39.00 to $40.00 and gave the company a "buy" rating in a report on Wednesday, August 27th. UBS Group cut BOX from a "buy" rating to a "neutral" rating and reduced their target price for the company from $42.00 to $36.00 in a report on Thursday, September 18th. Weiss Ratings downgraded BOX from a "buy (b-)" rating to a "hold (c+)" rating in a research report on Friday. Zacks Research lowered BOX from a "strong-buy" rating to a "hold" rating in a research note on Friday, September 26th. Finally, Raymond James Financial reaffirmed an "outperform" rating and issued a $42.00 price objective on shares of BOX in a research note on Wednesday, August 27th. Six research analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, BOX currently has an average rating of "Moderate Buy" and a consensus target price of $38.25.

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Insider Activity at BOX

In related news, VP Eli Berkovitch sold 3,500 shares of the business's stock in a transaction that occurred on Tuesday, October 7th. The stock was sold at an average price of $32.77, for a total transaction of $114,695.00. Following the transaction, the vice president directly owned 128,847 shares of the company's stock, valued at approximately $4,222,316.19. The trade was a 2.64% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Also, Director Jack R. Lazar sold 5,000 shares of the company's stock in a transaction that occurred on Friday, September 26th. The stock was sold at an average price of $32.20, for a total value of $161,000.00. Following the completion of the transaction, the director owned 27,855 shares of the company's stock, valued at approximately $896,931. This represents a 15.22% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 122,336 shares of company stock valued at $3,986,999 over the last 90 days. Corporate insiders own 3.90% of the company's stock.

Institutional Inflows and Outflows

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A number of institutional investors have recently made changes to their positions in the company. Sivia Capital Partners LLC acquired a new stake in BOX during the 2nd quarter valued at $484,000. Brevan Howard Capital Management LP boosted its position in BOX by 40.6% in the 3rd quarter. Brevan Howard Capital Management LP now owns 48,855 shares of the software maker's stock valued at $1,577,000 after buying an additional 14,106 shares during the last quarter. Susquehanna Fundamental Investments LLC grew its stake in shares of BOX by 2,134.0% during the third quarter. Susquehanna Fundamental Investments LLC now owns 149,676 shares of the software maker's stock valued at $4,830,000 after acquiring an additional 142,976 shares in the last quarter. Pathstone Holdings LLC grew its stake in shares of BOX by 0.9% during the third quarter. Pathstone Holdings LLC now owns 67,310 shares of the software maker's stock valued at $2,172,000 after acquiring an additional 610 shares in the last quarter. Finally, Holocene Advisors LP purchased a new stake in shares of BOX during the third quarter worth about $1,943,000. 86.74% of the stock is owned by institutional investors and hedge funds.

About BOX

(Get Free Report)

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.

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