BOX (NYSE:BOX) Updates Q1 2026 Earnings Guidance

BOX (NYSE:BOX) issued an update on its first quarter 2026 earnings guidance on Tuesday morning. The company provided earnings per share guidance of 0.250-0.260 for the period, compared to the consensus earnings per share 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

A number of equities analysts have weighed in on BOX shares. William Blair restated an “outperform” rating on shares of BOX in a research report on Thursday, November 14th. Bank of America started coverage on shares of BOX in a research report on Thursday, December 12th. They set a “buy” rating and a $40.00 price target for the company. StockNews.com cut BOX from a “strong-buy” rating to a “buy” rating in a report on Wednesday, January 8th. Royal Bank of Canada reissued an “underperform” rating and set a $21.00 target price on shares of BOX in a report on Wednesday, December 4th. Finally, Citigroup lifted their price target on BOX from $34.00 to $40.00 and gave the stock a “buy” rating in a research note on Wednesday, December 4th. One equities research analyst has rated the stock with a sell rating, two have given a hold rating and nine have issued a buy rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $35.89.

BOX Stock Performance

Shares of BOX stock traded up $0.87 on Tuesday, hitting $33.63. 4,653,528 shares of the stock traded hands, compared to its average volume of 1,957,141. BOX has a twelve month low of $24.63 and a twelve month high of $35.74. The stock has a market capitalization of $4.83 billion, a PE ratio of 42.03, a PEG ratio of 4.42 and a beta of 0.88. The firm’s 50-day moving average price is $32.78 and its two-hundred day moving average price is $32.58.

BOX (NYSE:BOX) last posted its earnings results on Tuesday, March 4th. The software maker reported $0.04 EPS for the quarter, missing analysts’ consensus estimates of $0.41 by ($0.37). BOX had a net margin of 13.96% and a negative return on equity of 17.20%. On average, equities research analysts anticipate that BOX will post 0.27 EPS for the current fiscal year.

Insider Buying and Selling at BOX

In other BOX news, COO Olivia Nottebohm sold 6,079 shares of the business’s stock in a transaction 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 transaction, the chief operating officer now owns 440,988 shares in the company, valued at $15,178,806.96. The trade was a 1.36 % decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at the SEC website. Also, Director Daniel J. Levin sold 5,886 shares of the business’s stock in a transaction 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 transaction, the director now directly owns 51,530 shares of the company’s stock, valued at $1,674,725. The trade was a 10.25 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold a total of 89,041 shares of company stock valued at $2,889,758 over the last quarter. 4.10% of the stock is owned by company insiders.

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.