Box
About: Box is a cloud-based content management platform that provides storage and workflow collaboration services for enterprise customers. The firm was founded in 2005 as a file, sync, and share provider. Over time, it built out and acquired workflow and security tools to evolve the pure-play FSS business into a content management business. Most recently, Box has been pursuing an AI-powered, intelligent content management strategy that can allow for metadata extraction and workflow automation.
Employees: 2,810
0
Funds holding %
of 7,338 funds
0
Analysts bullish %
of 6 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
1,401% more call options, than puts
Call options by funds: $315M | Put options by funds: $21M
50% more funds holding in top 10
Funds holding in top 10: 2 [Q4 2024] → 3 (+1) [Q1 2025]
6% more repeat investments, than reductions
Existing positions increased: 144 | Existing positions reduced: 136
0.73% less ownership
Funds ownership: 102.08% [Q4 2024] → 101.35% (-0.73%) [Q1 2025]
3% less capital invested
Capital invested by funds: $4.64B [Q4 2024] → $4.5B (-$138M) [Q1 2025]
8% less first-time investments, than exits
New positions opened: 46 | Existing positions closed: 50
3% less funds holding
Funds holding: 394 [Q4 2024] → 383 (-11) [Q1 2025]
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$24
24%
downside
Avg. target
$38
20%
upside
High target
$45
42%
upside
6 analyst ratings
4 positive
67%
1 neutral
17%
1 negative
17%
Raymond James Brian Peterson | 33%upside $42 | Outperform Reiterated | 28 May 2025 |
Morgan Stanley Josh Baer | 20%upside $38 | Equal-Weight Maintained | 28 May 2025 |
JP Morgan Pinjalim Bora | 23%upside $39 | Overweight Maintained | 28 May 2025 |
DA Davidson Lucky Schreiner | 42%upside $45 | Buy Maintained | 28 May 2025 |
RBC Capital Rishi Jaluria | 24%downside $24 | Underperform Maintained | 28 May 2025 |
Financial journalist opinion
Based on 5 articles about BOX published over the past 30 days
Neutral
CNBC Television
6 days ago
Box CEO on OpenAI's GPT-5 launch, AI use in the workplace and the future of the tech
Aaron Levie, Box CEO, joins 'The Exchange' to discuss OpenAI's GPT-5 launch, using AI in the workforce and the future of AI.
Neutral
Business Wire
1 week ago
Box and Netpoleon, a Group Company of Macnica, Partner to Transform Intelligent Content Management in Singapore
REDWOOD CITY, Calif. & SINGAPORE & YOKOHAMA, Japan--(BUSINESS WIRE)--Box, Inc. (NYSE: BOX), the leading Intelligent Content Management (ICM) platform, and Netpoleon Solutions Pte Ltd., a group company of Macnica, Inc., today announced a strategic partnership that combines their best-in-class offerings to transform the way organizations in Singapore manage and interact with their content. With this partnership, Netpoleon is now a Box distributor, offering access to Box's platform and expanding t.
Neutral
Business Wire
1 week ago
Box and Netpoleon, a Group Company of Macnica, Partner to Transform Intelligent Content Management in Singapore
REDWOOD CITY, Calif. & SINGAPORE & YOKOHAMA, Japan--(BUSINESS WIRE)--Box, Inc. (NYSE: BOX), the leading Intelligent Content Management (ICM) platform, and Netpoleon Solutions Pte Ltd., a group company of Macnica, Inc., today announced a strategic partnership that combines their best-in-class offerings to transform the way organizations in Singapore manage and interact with their content. With this partnership, Netpoleon is now a Box distributor, offering access to Box's platform and expanding t.
Neutral
Business Wire
1 week ago
Box Sets Date to Announce Second Quarter Fiscal 2026 Financial Results
REDWOOD CITY, Calif.--(BUSINESS WIRE)--Box, Inc. (NYSE:BOX) today announced that it will report financial results for its second quarter fiscal 2026, which ended July 31, 2025, following the close of the market on Tuesday, August 26, 2025. On that day, Box's management will hold a conference call and webcast at 2:00 p.m. PT to discuss Box's financial results and business developments. The conference call can be accessed by registering online at https://events.q4inc.com/attendee/652803143, at wh.
Neutral
Business Wire
1 week ago
Japan Ministry of Defense's Air Self-Defense Force Powers Cloud Content Management with Box
TOKYO--(BUSINESS WIRE)--Box, Inc. (NYSE: BOX), the leading Intelligent Content Management (ICM) platform, today announced that the Japan Ministry of Defense's Air Self-Defense Force (ASDF) has selected and is deploying Box to power secure cloud content management and collaboration across its operations. With Box, ASDF can securely share information both internally and externally with affiliated agencies and partners, enabling close knowledge sharing between units. The ASDF plays a critical role.
Negative
Zacks Investment Research
1 month ago
Why Is Box (BOX) Down 7.4% Since Last Earnings Report?
Box (BOX) reported earnings 30 days ago. What's next for the stock?
Positive
Zacks Investment Research
1 month ago
Box (BOX) Just Flashed Golden Cross Signal: Do You Buy?
After reaching an important support level, Box, Inc. (BOX) could be a good stock pick from a technical perspective. BOX recently experienced a "golden cross" event, which saw its 50-day simple moving average breaking out above its 200-day simple moving average.
Positive
Seeking Alpha
2 months ago
Box Stock: AI Offerings To Drive Revenue Acceleration
Box is witnessing early contract renewals, which is particularly impressive in the current macro environment. The company's revenue growth is expected to accelerate as the management's focus on AI is showing early positive traction. The early contract renewals suggest strong customer interest in the company's AI offerings.
Neutral
CNBC Television
2 months ago
Final Trades: Freeport-McMoran, Cheniere Energy, Box and FTAI Aviation
The Investment Committee give you their top stocks to watch for the second half.
Neutral
Business Wire
2 months ago
Box to Present at Investor Conference
REDWOOD CITY, Calif.--(BUSINESS WIRE)--Box (NYSE: BOX), the leading Intelligent Content Management (ICM) platform, today announced that members of its management team will present at the following conference: William Blair 45th Annual Growth Stock Conference Date and Time: June 3, 2025 at 1:20pm CT Location: Loews Chicago Hotel, Chicago This event will be webcast live at boxinvestorrelations.com, and the replay will be available approximately one hour after the live event. The conference replay.
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