BOX (NYSE:BOX) Releases Q1 2026 Earnings Guidance

BOX (NYSE:BOX) updated its first quarter 2026 earnings guidance on Tuesday. The company provided earnings per share (EPS) guidance of 0.250-0.260 for the period, compared to the consensus 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.

Analysts Set New Price Targets

BOX has been the topic of several analyst reports. DA Davidson initiated coverage on shares of BOX in a research report on Wednesday, December 18th. They issued a “buy” rating and a $45.00 target price on the stock. William Blair restated an “outperform” rating on shares of BOX in a research note on Thursday, November 14th. UBS Group raised 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. Citigroup boosted their target price 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. Finally, Morgan Stanley raised their price objective on shares of BOX from $33.00 to $36.00 and gave the stock an “equal weight” rating in a research note on Wednesday, December 4th. One equities research analyst has rated the stock with a sell rating, two have issued a hold rating and nine have issued a buy rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $35.89.

BOX Price Performance

Shares of BOX traded up $0.87 during mid-day trading on Tuesday, reaching $33.63. The company had a trading volume of 4,653,528 shares, compared to its average volume of 1,957,147. The company has a market capitalization of $4.83 billion, a P/E ratio of 42.03, a P/E/G ratio of 4.42 and a beta of 0.88. BOX has a twelve month low of $24.63 and a twelve month high of $35.74. The company’s 50-day moving average is $32.78 and its 200-day moving average is $32.58.

BOX (NYSE:BOX) last released its quarterly earnings data on Tuesday, March 4th. The software maker reported $0.04 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.41 by ($0.37). BOX had a negative return on equity of 17.20% and a net margin of 13.96%. As a group, equities analysts expect that BOX will post 0.27 EPS for the current fiscal year.

Insider Activity at BOX

In other news, CEO Aaron Levie sold 10,000 shares of the company’s stock in a transaction that occurred on Tuesday, December 10th. The shares were 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 in the company, valued at approximately $97,592,503.70. This represents a 0.33 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CFO Dylan C. Smith sold 13,000 shares of the firm’s stock in a transaction dated Tuesday, December 10th. The shares were sold at an average price of $32.33, for a total value of $420,290.00. Following the completion of the transaction, the chief financial officer now owns 1,448,509 shares in the company, valued at approximately $46,830,295.97. This represents a 0.89 % decrease in their position. The disclosure for this sale can be found here. Insiders sold 89,041 shares of company stock valued at $2,889,758 in the last ninety 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.