Brokers Offer Predictions for BOX’s Q2 Earnings (NYSE:BOX)

Box, Inc. (NYSE:BOX) – Research analysts at William Blair upped their Q2 2026 earnings per share (EPS) estimates for shares of BOX in a note issued to investors on Wednesday, May 28th. William Blair analyst J. Ader now forecasts that the software maker will post earnings per share of ($0.09) for the quarter, up from their prior forecast of ($0.10). The consensus estimate for BOX’s current full-year earnings is $0.27 per share. William Blair also issued estimates for BOX’s Q3 2026 earnings at ($0.08) EPS, Q4 2026 earnings at ($0.06) EPS, FY2026 earnings at ($0.29) EPS and FY2027 earnings at ($0.33) EPS.

A number of other research firms also recently commented on BOX. DA Davidson set a $45.00 target price on BOX and gave the stock a “buy” rating in a report on Wednesday, May 28th. UBS Group raised BOX from a “buy” rating to a “strong-buy” rating and raised their price target for the stock from $37.00 to $40.00 in a report on Wednesday, May 28th. JPMorgan Chase & Co. raised their price target on BOX from $37.00 to $39.00 and gave the stock an “overweight” rating in a report on Wednesday, May 28th. Royal Bank of Canada raised their price target on BOX from $21.00 to $24.00 and gave the stock an “underperform” rating in a report on Wednesday, May 28th. Finally, Raymond James reissued an “outperform” rating and issued a $42.00 price target (up previously from $38.00) on shares of BOX in a report on Wednesday, May 28th. One analyst has rated the stock with a sell rating, one has given a hold rating, seven have given a buy rating and two have assigned a strong buy rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $38.50.

BOX Stock Up 0.6%

NYSE:BOX opened at $38.33 on Monday. The business’s 50 day moving average is $31.46 and its two-hundred day moving average is $32.23. BOX has a 52 week low of $24.63 and a 52 week high of $38.40. The company has a market cap of $5.51 billion, a PE ratio of 47.92, a P/E/G ratio of 4.42 and a beta of 0.94.

BOX (NYSE:BOX) last released its earnings results on Tuesday, May 27th. The software maker reported $0.30 EPS for the quarter, topping analysts’ consensus estimates of $0.25 by $0.05. BOX had a negative return on equity of 17.20% and a net margin of 13.96%. The company had revenue of $276.27 million for the quarter, compared to the consensus estimate of $274.77 million. During the same quarter last year, the business posted $0.39 EPS. BOX’s quarterly revenue was up 4.4% compared to the same quarter last year.

BOX declared that its board has authorized a stock repurchase plan on Tuesday, March 4th that allows the company to buyback $150.00 million in outstanding shares. This buyback authorization allows the software maker to purchase up to 3.1% of its shares through open market purchases. Shares buyback plans are typically a sign that the company’s management believes its shares are undervalued.

Insider Transactions at BOX

In related news, Director Daniel J. Levin sold 37,499 shares of BOX stock in a transaction on Thursday, May 29th. The stock was sold at an average price of $36.74, for a total value of $1,377,713.26. Following the transaction, the director now directly owns 51,530 shares in the company, valued at $1,893,212.20. The trade was a 42.12% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, VP Eli Berkovitch sold 5,924 shares of BOX stock in a transaction on Friday, May 30th. The stock was sold at an average price of $37.70, for a total value of $223,334.80. Following the completion of the transaction, the vice president now owns 138,770 shares in the company, valued at $5,231,629. The trade was a 4.09% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last 90 days, insiders have sold 109,800 shares of company stock valued at $3,661,762. Corporate insiders own 3.90% of the company’s stock.

Hedge Funds Weigh In On BOX

Hedge funds have recently modified their holdings of the stock. Quantinno Capital Management LP purchased a new position in shares of BOX during the fourth quarter valued at $289,000. Integrated Quantitative Investments LLC acquired a new position in BOX during the fourth quarter valued at $1,418,000. Bryce Point Capital LLC acquired a new position in BOX during the fourth quarter valued at $1,620,000. Beacon Harbor Wealth Advisors Inc. acquired a new position in BOX during the fourth quarter valued at $5,997,000. Finally, Robeco Institutional Asset Management B.V. acquired a new position in BOX during the fourth quarter valued at $981,000. 86.74% of the stock is currently owned by institutional investors and hedge funds.

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.