BOX (NYSE:BOX) Releases Q2 2026 Earnings Guidance

BOX (NYSE:BOX - Get Free Report) issued an update on its second quarter 2026 earnings guidance on Tuesday morning. The company provided earnings per share (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.

BOX Price Performance

NYSE BOX traded up $0.40 on Tuesday, hitting $31.49. 3,775,942 shares of the company's stock were exchanged, compared to its average volume of 1,830,479. The firm's 50-day moving average price is $30.76 and its two-hundred day moving average price is $32.11. BOX has a fifty-two week low of $24.63 and a fifty-two week high of $36.33. The firm has a market cap of $4.53 billion, a price-to-earnings ratio of 39.36, a P/E/G ratio of 4.42 and a beta of 0.94.

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

BOX declared that its board has initiated a stock buyback program on Tuesday, March 4th that allows the company to buyback $150.00 million in outstanding shares. This buyback authorization allows the software maker to reacquire up to 3.1% of its stock through open market purchases. Stock buyback programs are generally a sign that the company's management believes its stock is undervalued.

Analysts Set New Price Targets

BOX has been the topic of several recent analyst reports. DA Davidson dropped their target price on BOX from $45.00 to $40.00 and set a "buy" rating on the stock in a research report on Monday, April 14th. Wall Street Zen upgraded BOX from a "buy" rating to a "strong-buy" rating in a report on Wednesday, May 14th. JPMorgan Chase & Co. lowered their price target on BOX from $38.00 to $37.00 and set an "overweight" rating on the stock in a report on Wednesday, March 5th. Raymond James restated an "outperform" rating and issued a $38.00 price target (down previously from $40.00) on shares of BOX in a report on Wednesday, March 5th. Finally, Morgan Stanley lowered their price target on BOX from $36.00 to $35.00 and set an "equal weight" rating on the stock in a report on Wednesday, April 16th. One investment analyst has rated the stock with a sell rating, two have assigned a hold rating, eight have given a buy rating and one has given a strong buy rating to the company. According to data from MarketBeat, BOX has an average rating of "Moderate Buy" and an average target price of $36.44.

Insider Buying and Selling at BOX

In other BOX news, CFO Dylan C. Smith sold 13,000 shares of the stock in a transaction on Monday, March 10th. The stock was sold at an average price of $31.95, for a total transaction of $415,350.00. Following the sale, the chief financial officer now owns 1,440,684 shares in the company, valued at approximately $46,029,853.80. This represents a 0.89% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Aaron Levie sold 10,000 shares of the stock in a transaction on Monday, March 10th. The shares were sold at an average price of $32.08, for a total value of $320,800.00. Following the sale, the chief executive officer now owns 2,979,780 shares in the company, valued at approximately $95,591,342.40. This trade represents a 0.33% decrease in their position. The disclosure for this sale can be found here. In the last 90 days, insiders have sold 66,377 shares of company stock worth $2,060,714. 3.90% of the stock is owned by insiders.

Institutional Investors Weigh In On BOX

A number of large investors have recently bought and sold shares of BOX. Geneos Wealth Management Inc. acquired a new stake in BOX during the 1st quarter valued at $31,000. Woodline Partners LP boosted its holdings 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 purchasing an additional 2,506 shares during the last quarter. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its holdings 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 purchasing an additional 32,726 shares during the last quarter. Institutional investors and hedge funds 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.

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