Brokers Set Expectations for BOX’s Q1 Earnings (NYSE:BOX)

Box, Inc. (NYSE:BOX) – William Blair issued their Q1 2026 earnings estimates for shares of BOX in a note issued to investors on Wednesday, March 5th. William Blair analyst J. Ader forecasts that the software maker will earn ($0.12) per share for the quarter. William Blair currently has a “Outperform” rating on the stock. The consensus estimate for BOX’s current full-year earnings is $0.27 per share. William Blair also issued estimates for BOX’s Q2 2026 earnings at ($0.10) EPS, Q3 2026 earnings at ($0.09) EPS, Q4 2026 earnings at ($0.09) EPS, FY2026 earnings at ($0.40) EPS and FY2027 earnings at ($0.38) EPS.

Other equities analysts have also issued reports about the company. DA Davidson initiated coverage on BOX in a research report on Wednesday, December 18th. They set a “buy” rating and a $45.00 target price on the stock. Raymond James restated an “outperform” rating and set a $38.00 price objective (down previously from $40.00) on shares of BOX in a report on Wednesday, March 5th. Morgan Stanley lifted their price objective on shares of BOX from $33.00 to $36.00 and gave the company an “equal weight” rating in a report 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, JPMorgan Chase & Co. dropped their price target on shares of BOX from $38.00 to $37.00 and set an “overweight” rating on the stock in a research report on Wednesday, March 5th. One research analyst has rated the stock with a sell rating, two have issued a hold rating and ten have assigned a buy rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $36.60.

BOX Stock Performance

Shares of NYSE:BOX opened at $31.45 on Monday. BOX has a 52-week low of $24.63 and a 52-week high of $35.74. The business’s 50 day simple moving average is $32.83 and its two-hundred day simple moving average is $32.75. The firm has a market cap of $4.52 billion, a P/E ratio of 39.31, a PEG ratio of 4.42 and a beta of 1.00.

BOX declared that its board has approved a stock buyback program on Tuesday, March 4th that allows the company to buyback $150.00 million in shares. This buyback authorization allows the software maker to purchase up to 3.1% of its stock through open market purchases. Stock buyback programs are typically an indication that the company’s leadership believes its shares are undervalued.

Insider Buying and Selling at BOX

In related news, VP Eli Berkovitch sold 4,791 shares of the stock in a transaction dated Friday, January 10th. The stock was sold at an average price of $31.06, for a total transaction of $148,808.46. Following the sale, the vice president now owns 132,741 shares of the company’s stock, valued at approximately $4,122,935.46. This represents a 3.48 % decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CFO Dylan C. Smith sold 13,000 shares of the firm’s stock in a transaction dated Friday, January 10th. The stock was sold at an average price of $31.05, for a total value of $403,650.00. Following the completion of the transaction, the chief financial officer now owns 1,466,684 shares of the company’s stock, valued at approximately $45,540,538.20. This represents a 0.88 % decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 60,155 shares of company stock valued at $1,952,773 over the last three months. 4.10% of the stock is currently owned by insiders.

Institutional Investors Weigh In On BOX

A number of institutional investors and hedge funds have recently modified their holdings of the company. Wealth Enhancement Advisory Services LLC bought a new stake in BOX during the 3rd quarter worth approximately $211,000. Farther Finance Advisors LLC grew its position in shares of BOX by 245.4% during the 3rd quarter. Farther Finance Advisors LLC now owns 2,162 shares of the software maker’s stock valued at $71,000 after purchasing an additional 1,536 shares in the last quarter. CWA Asset Management Group LLC bought a new position in shares of BOX in the third quarter worth $486,000. Atria Investments Inc increased its holdings in shares of BOX by 37.0% in the third quarter. Atria Investments Inc now owns 24,969 shares of the software maker’s stock worth $817,000 after purchasing an additional 6,738 shares during the period. Finally, State of New Jersey Common Pension Fund D raised its position in shares of BOX by 1.2% in the third quarter. State of New Jersey Common Pension Fund D now owns 69,211 shares of the software maker’s stock worth $2,265,000 after buying an additional 834 shares in the last quarter. 86.74% of the stock is owned by hedge funds and other institutional investors.

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.