BOX (NYSE:BOX) Releases FY 2026 Earnings Guidance

BOX (NYSE:BOX) issued an update on its FY 2026 earnings guidance on Tuesday morning. The company provided earnings per share guidance of 1.130-1.170 for the period, compared to the consensus earnings per share estimate of 1.870. The company issued revenue guidance of $1.2 billion-$1.2 billion, compared to the consensus revenue estimate of $1.2 billion. BOX also updated its Q1 2026 guidance to 0.250-0.260 EPS.

BOX Price Performance

Shares of NYSE BOX traded up $0.87 during mid-day trading on Tuesday, reaching $33.63. 4,653,528 shares of the company’s stock traded hands, compared to its average volume of 1,957,147. The business has a 50-day simple moving average of $32.78 and a 200 day simple moving average of $32.58. The stock has a market cap of $4.83 billion, a P/E ratio of 42.03, a PEG 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 posted its quarterly earnings data on Tuesday, March 4th. The software maker reported $0.04 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.41 by ($0.37). BOX had a negative return on equity of 17.20% and a net margin of 13.96%. Equities research analysts anticipate that BOX will post 0.27 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

BOX has been the subject of a number of recent analyst reports. Citigroup upped their price objective 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. Bank of America initiated coverage on BOX in a research report on Thursday, December 12th. They set a “buy” rating and a $40.00 price target for the company. UBS Group boosted their price objective on BOX from $34.00 to $42.00 and gave the stock a “buy” rating in a research report on Wednesday, December 4th. StockNews.com downgraded shares of BOX from a “strong-buy” rating to a “buy” rating in a research report on Wednesday, January 8th. Finally, Morgan Stanley raised their price target on shares of BOX from $33.00 to $36.00 and gave the stock an “equal weight” rating in a research note on Wednesday, December 4th. One analyst has rated the stock with a sell rating, two have given a hold rating and nine have issued a buy rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $35.89.

Insider Activity

In other news, COO Olivia Nottebohm sold 12,414 shares of BOX stock in a transaction on Thursday, December 26th. The stock was sold at an average price of $31.85, for a total value of $395,385.90. Following the completion of the transaction, the chief operating officer now directly owns 453,146 shares in the company, valued at approximately $14,432,700.10. The trade was a 2.67 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Aaron Levie sold 10,000 shares of the stock in a transaction dated Tuesday, December 10th. The stock was sold at an average price of $32.54, for a total value of $325,400.00. Following the sale, the chief executive officer now directly owns 2,999,155 shares in the company, valued at $97,592,503.70. This trade represents a 0.33 % decrease in their position. 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. Company insiders own 4.10% 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.