BOX (NYSE:BOX) Updates Q1 2026 Earnings Guidance

BOX (NYSE:BOX - Get Free Report) updated its first quarter 2026 earnings guidance on Tuesday. The company provided earnings per share guidance of 0.250-0.260 for the period, compared to the consensus earnings per share estimate of 0.430. The company issued revenue guidance of $274.0 million-$275.0 million, compared to the consensus revenue estimate of $278.9 million. BOX also updated its FY 2026 guidance to 1.130-1.170 EPS.

Analyst Ratings Changes

Several research analysts recently weighed in on the stock. UBS Group upped their price target on shares of BOX from $34.00 to $42.00 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 for the company. Morgan Stanley upped their price target on shares of BOX from $33.00 to $36.00 and gave the stock an "equal weight" rating in a research report on Wednesday, December 4th. William Blair reiterated an "outperform" rating on shares of BOX in a report on Thursday, November 14th. Finally, Citigroup increased their price objective on shares of BOX from $34.00 to $40.00 and gave the company a "buy" rating in a report on Wednesday, December 4th. One equities research analyst has rated the stock with a sell rating, two have assigned a hold rating and ten have issued a buy rating to the company's stock. According to data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus target price of $36.60.

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BOX Stock Performance

Shares of NYSE BOX traded up $0.12 during midday trading on Friday, reaching $32.28. 2,116,996 shares of the stock were exchanged, compared to its average volume of 1,894,342. The company has a 50 day simple moving average of $32.82 and a 200 day simple moving average of $32.62. The stock has a market capitalization of $4.64 billion, a P/E ratio of 40.35, a PEG ratio of 4.42 and a beta of 1.00. BOX has a twelve month low of $24.63 and a twelve month high of $35.74.

BOX announced that its Board of Directors has initiated a share buyback program 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 stock through open market purchases. Stock buyback programs are often a sign that the company's board of directors believes its shares are undervalued.

Insider Transactions at BOX

In related news, COO Olivia Nottebohm sold 12,414 shares of the stock in a transaction that occurred on Thursday, December 26th. The shares were sold at an average price of $31.85, for a total transaction of $395,385.90. Following the completion of the transaction, the chief operating officer now owns 453,146 shares of the company's stock, valued at approximately $14,432,700.10. This trade represents a 2.67 % decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Aaron Levie sold 10,000 shares of the stock in a transaction that occurred on Tuesday, December 10th. The stock was sold at an average price of $32.54, for a total transaction of $325,400.00. Following the transaction, the chief executive officer now directly owns 2,999,155 shares of the company's stock, valued at $97,592,503.70. The trade was a 0.33 % decrease in their position. The disclosure for this sale can be found here. Insiders sold 89,041 shares of company stock worth $2,889,758 in the last 90 days. 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.