BOX (NYSE:BOX) Issues Q2 2026 Earnings Guidance

BOX (NYSE:BOX) updated its second quarter 2026 earnings guidance on Tuesday. The company provided EPS guidance of 0.300-0.310 for the period. The company issued revenue guidance of $290.0 million-$291.0 million. BOX also updated its FY 2026 guidance to 1.220-1.260 EPS.

Wall Street Analysts Forecast Growth

Several research firms have recently issued reports on BOX. Morgan Stanley reduced their target price on BOX from $36.00 to $35.00 and set an “equal weight” rating on the stock in a report on Wednesday, April 16th. Royal Bank of Canada reissued an “underperform” rating and set a $21.00 target price on shares of BOX in a report on Wednesday, March 19th. DA Davidson reduced their target price on BOX from $45.00 to $40.00 and set a “buy” rating on the stock in a report on Monday, April 14th. Wall Street Zen raised BOX from a “buy” rating to a “strong-buy” rating in a research note on Wednesday, May 14th. Finally, JPMorgan Chase & Co. reduced 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, March 5th. One investment analyst has rated the stock with a sell rating, two have given a hold rating, eight have issued a buy rating and one has assigned a strong buy rating to the company. According to MarketBeat, BOX presently has an average rating of “Moderate Buy” and a consensus price target of $36.44.

BOX Price Performance

NYSE:BOX traded up $0.40 during trading hours on Tuesday, hitting $31.49. The company’s stock had a trading volume of 3,908,448 shares, compared to its average volume of 1,830,673. The stock has a fifty day simple moving average of $30.76 and a 200-day simple moving average of $32.11. The company has a market capitalization of $4.53 billion, a P/E ratio of 39.36, a PEG ratio of 4.42 and a beta of 0.94. BOX has a twelve month low of $24.63 and a twelve month high of $36.33.

BOX (NYSE:BOX) last posted its earnings results on Tuesday, May 27th. The software maker reported $0.03 EPS for the quarter, missing the consensus estimate of $0.25 by ($0.22). BOX had a net margin of 13.96% and a negative return on equity of 17.20%. On average, equities analysts predict that BOX will post 0.27 EPS for the current fiscal year.

BOX declared that its board has approved a stock repurchase plan on Tuesday, March 4th that permits the company to repurchase $150.00 million in shares. This repurchase authorization permits the software maker to repurchase up to 3.1% of its stock through open market purchases. Stock repurchase plans are usually a sign that the company’s management believes its shares are undervalued.

Insider Buying and Selling at BOX

In other BOX news, CEO Aaron Levie sold 10,000 shares of the stock in a transaction dated Monday, March 10th. The stock was sold at an average price of $32.08, for a total value of $320,800.00. Following the completion of the transaction, the chief executive officer now directly owns 2,979,780 shares in the company, valued at approximately $95,591,342.40. This trade represents a 0.33% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, COO Olivia Nottebohm sold 1,332 shares of the stock in a transaction dated Monday, April 7th. The shares were sold at an average price of $29.01, for a total value of $38,641.32. Following the completion of the transaction, the chief operating officer now owns 492,545 shares of the company’s stock, valued at $14,288,730.45. This represents a 0.27% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last three months, insiders sold 66,377 shares of company stock worth $2,060,714. 3.90% of the stock is currently owned by insiders.

Hedge Funds Weigh In On BOX

A number of hedge funds have recently made changes to their positions in BOX. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its position in shares of BOX by 7.4% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 477,822 shares of the software maker’s stock worth $14,746,000 after acquiring an additional 32,726 shares during the last quarter. Woodline Partners LP raised its position in shares of BOX by 16.4% during the first quarter. Woodline Partners LP now owns 17,800 shares of the software maker’s stock worth $549,000 after acquiring an additional 2,506 shares during the last quarter. Finally, Geneos Wealth Management Inc. bought a new position in shares of BOX during the first quarter worth about $31,000. 86.74% of the stock is currently owned by institutional investors.

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.