BOX (NYSE:BOX) Updates 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.

Analyst Ratings Changes

Several research firms recently weighed in on BOX. DA Davidson began coverage on shares of BOX in a report on Wednesday, December 18th. They set a “buy” rating and a $45.00 target price on the stock. William Blair reaffirmed an “outperform” rating on shares of BOX in a research report on Thursday, November 14th. UBS Group raised their target price on BOX from $34.00 to $42.00 and gave the company a “buy” rating in a report on Wednesday, December 4th. Royal Bank of Canada reissued an “underperform” rating and set a $21.00 price target on shares of BOX in a research report on Wednesday, December 4th. Finally, Bank of America assumed coverage on shares of BOX in a research report on Thursday, December 12th. They issued a “buy” rating and a $40.00 price objective for the company. One investment analyst has rated the stock with a sell rating, two have issued a hold rating and nine have issued a buy rating to the company’s stock. Based on data from MarketBeat, BOX has an average rating of “Moderate Buy” and an average price target of $35.89.

BOX Price Performance

BOX traded up $0.87 during trading on Tuesday, hitting $33.63. The company had a trading volume of 4,653,528 shares, compared to its average volume of 1,957,147. The business has a 50-day moving average of $32.78 and a 200-day moving average of $32.58. The company has a market cap of $4.83 billion, a PE ratio of 42.03, a P/E/G ratio of 4.42 and a beta of 0.88. BOX has a 1-year low of $24.63 and a 1-year high of $35.74.

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

Insider Transactions at BOX

In related news, Director Daniel J. Levin sold 5,886 shares of the stock in a transaction that occurred on Wednesday, December 11th. The stock was sold at an average price of $32.50, for a total value of $191,295.00. Following the completion of the transaction, the director now directly owns 51,530 shares of the company’s stock, valued at $1,674,725. This represents a 10.25 % decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, COO Olivia Nottebohm sold 6,079 shares of the firm’s stock in a transaction that occurred on Monday, February 10th. The shares were sold at an average price of $34.42, for a total value of $209,239.18. Following the completion of the sale, the chief operating officer now owns 440,988 shares in the company, valued at approximately $15,178,806.96. This represents a 1.36 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last quarter, insiders sold 89,041 shares of company stock worth $2,889,758. 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.