William Blair Analysts Reduce Earnings Estimates for BOX

Box, Inc. (NYSE:BOX) – Equities research analysts at William Blair dropped their Q3 2026 earnings estimates for BOX in a research report issued on Wednesday, August 27th. William Blair analyst J. Ader now forecasts that the software maker will post earnings of ($0.09) per share for the quarter, down from their prior estimate of ($0.08). The consensus estimate for BOX’s current full-year earnings is $0.27 per share. William Blair also issued estimates for BOX’s Q4 2026 earnings at ($0.07) EPS and FY2026 earnings at ($0.30) EPS.

BOX (NYSE:BOX) last issued its quarterly earnings results on Tuesday, August 26th. The software maker reported $0.33 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.31 by $0.02. The business had revenue of $294.00 million during the quarter, compared to analyst estimates of $290.19 million. BOX had a net margin of 20.30% and a negative return on equity of 21.77%. The business’s revenue was up 8.9% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $0.44 earnings per share. BOX has set its FY 2026 guidance at 1.260-1.28 EPS. Q3 2026 guidance at 0.310-0.32 EPS.

A number of other analysts have also issued reports on BOX. Raymond James Financial restated an “outperform” rating and issued a $42.00 price target on shares of BOX in a research note on Wednesday, August 27th. Zacks Research upgraded shares of BOX from a “hold” rating to a “strong-buy” rating in a research note on Thursday. UBS Group boosted their target price on shares of BOX from $40.00 to $42.00 and gave the company a “buy” rating in a research note on Wednesday, August 27th. JPMorgan Chase & Co. boosted their target price on shares of BOX from $37.00 to $39.00 and gave the company an “overweight” rating in a research note on Wednesday, May 28th. Finally, Morgan Stanley reissued a “positive” rating on shares of BOX in a report on Wednesday, May 28th. One research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $39.00.

BOX Trading Down 0.7%

Shares of NYSE:BOX opened at $32.59 on Monday. The company has a fifty day simple moving average of $32.54 and a 200 day simple moving average of $32.46. The firm has a market cap of $4.69 billion, a PE ratio of 26.28 and a beta of 0.95. BOX has a 12-month low of $28.00 and a 12-month high of $38.80.

Hedge Funds Weigh In On BOX

Institutional investors have recently modified their holdings of the company. Caitong International Asset Management Co. Ltd grew its position in shares of BOX by 7,130.0% during the second quarter. Caitong International Asset Management Co. Ltd now owns 723 shares of the software maker’s stock worth $25,000 after acquiring an additional 713 shares during the last quarter. TCTC Holdings LLC grew its position in shares of BOX by 115.4% during the first quarter. TCTC Holdings LLC now owns 825 shares of the software maker’s stock worth $25,000 after acquiring an additional 442 shares during the last quarter. Thurston Springer Miller Herd & Titak Inc. lifted its holdings in BOX by 332.5% in the first quarter. Thurston Springer Miller Herd & Titak Inc. now owns 865 shares of the software maker’s stock worth $27,000 after purchasing an additional 665 shares during the period. MorganRosel Wealth Management LLC acquired a new stake in BOX in the first quarter worth about $31,000. Finally, Geneos Wealth Management Inc. acquired a new stake in BOX in the first quarter worth about $31,000. Institutional investors own 86.74% of the company’s stock.

Insider Buying and Selling at BOX

In other news, CFO Dylan C. Smith sold 13,000 shares of the company’s stock in a transaction dated Tuesday, June 10th. The shares were sold at an average price of $37.23, for a total transaction of $483,990.00. Following the completion of the transaction, the chief financial officer owned 1,507,550 shares in the company, valued at approximately $56,126,086.50. This represents a 0.85% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Dana L. Evan sold 7,590 shares of the company’s stock in a transaction dated Tuesday, July 8th. The stock was sold at an average price of $33.51, for a total transaction of $254,340.90. Following the transaction, the director owned 115,725 shares of the company’s stock, valued at $3,877,944.75. This represents a 6.15% decrease in their position. The disclosure for this sale can be found here. In the last ninety days, insiders have sold 51,081 shares of company stock valued at $1,762,323. Corporate insiders own 3.90% 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.