BOX (NYSE:BOX) Issues Q3 2026 Earnings Guidance

BOX (NYSE:BOX) updated its third quarter 2026 earnings guidance on Tuesday. The company provided EPS guidance of 0.310-0.32 for the period, compared to the consensus EPS estimate of 0.318. The company issued revenue guidance of $298.0 million-$299.0 million, compared to the consensus revenue estimate of $297.5 million. BOX also updated its FY 2026 guidance to 1.260-1.28 EPS.

Analysts Set New Price Targets

BOX has been the subject of a number of research analyst reports. JPMorgan Chase & Co. lifted their price objective on shares of BOX from $37.00 to $39.00 and gave the stock an “overweight” rating in a report on Wednesday, May 28th. Wall Street Zen downgraded shares of BOX from a “buy” rating to a “hold” rating in a research note on Sunday, June 29th. UBS Group raised shares of BOX from a “buy” rating to a “strong-buy” rating and boosted their price target for the stock from $37.00 to $40.00 in a research note on Wednesday, May 28th. Royal Bank Of Canada boosted their price target on shares of BOX from $21.00 to $24.00 and gave the stock an “underperform” rating in a research note on Wednesday, May 28th. Finally, Raymond James Financial reissued an “outperform” rating and issued a $42.00 price target (up from $38.00) on shares of BOX in a research note on Wednesday, May 28th. One research analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $38.50.

BOX Price Performance

NYSE:BOX traded down $0.14 during trading hours on Tuesday, hitting $31.28. 4,367,467 shares of the company were exchanged, compared to its average volume of 1,909,475. The stock has a market capitalization of $4.50 billion, a price-to-earnings ratio of 24.25 and a beta of 0.96. BOX has a 52-week low of $28.00 and a 52-week high of $38.80. The company’s 50 day moving average price is $32.76 and its 200-day moving average price is $32.53.

BOX (NYSE:BOX) last released its quarterly earnings data on Tuesday, August 26th. The software maker reported $0.05 EPS for the quarter, missing the consensus estimate of $0.31 by ($0.26). BOX had a net margin of 21.38% and a negative return on equity of 20.17%. BOX has set its FY 2026 guidance at 1.260-1.28 EPS. Q3 2026 guidance at 0.310-0.32 EPS. On average, equities analysts predict that BOX will post 0.27 earnings per share for the current year.

Insiders Place Their Bets

In other news, CEO Aaron Levie sold 15,000 shares of the stock in a transaction dated Thursday, July 10th. The shares were sold at an average price of $33.35, for a total value of $500,250.00. Following the completion of the sale, the chief executive officer directly owned 2,952,030 shares in the company, valued at $98,450,200.50. This represents a 0.51% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, Director Dana L. Evan sold 7,590 shares of the company’s stock in a transaction dated Tuesday, July 8th. The shares were sold at an average price of $33.51, for a total transaction of $254,340.90. Following the completion of the sale, the director directly owned 115,725 shares of the company’s stock, valued at $3,877,944.75. This represents a 6.15% decrease in their position. The disclosure for this sale can be found here. Over the last three months, insiders sold 94,504 shares of company stock valued at $3,363,371. Corporate insiders own 3.90% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds have recently bought and sold shares of the stock. Smartleaf Asset Management LLC raised its holdings in BOX by 22.9% in the second quarter. Smartleaf Asset Management LLC now owns 2,633 shares of the software maker’s stock valued at $90,000 after acquiring an additional 490 shares in the last quarter. Raymond James Financial Inc. raised its holdings in BOX by 1.5% in the second quarter. Raymond James Financial Inc. now owns 37,237 shares of the software maker’s stock valued at $1,272,000 after acquiring an additional 541 shares in the last quarter. Geneos Wealth Management Inc. raised its holdings in BOX by 79.2% in the second quarter. Geneos Wealth Management Inc. now owns 1,810 shares of the software maker’s stock valued at $62,000 after acquiring an additional 800 shares in the last quarter. EverSource Wealth Advisors LLC raised its holdings in BOX by 1,995.4% in the second quarter. EverSource Wealth Advisors LLC now owns 2,263 shares of the software maker’s stock valued at $77,000 after acquiring an additional 2,155 shares in the last quarter. Finally, Woodline Partners LP raised its holdings in BOX by 16.4% in the first quarter. Woodline Partners LP now owns 17,800 shares of the software maker’s stock valued at $549,000 after acquiring an additional 2,506 shares in the last quarter. Hedge funds and other institutional investors own 86.74% of the company’s stock.

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.