William Blair Analysts Increase Earnings Estimates for Box, Inc. (NYSE:BOX)

Box, Inc. (NYSE:BOX) – Investment analysts at William Blair upped their Q3 2025 earnings per share estimates for shares of BOX in a research note issued on Wednesday, August 28th. William Blair analyst J. Ader now anticipates that the software maker will post earnings per share of $0.04 for the quarter, up from their previous estimate of $0.03. The consensus estimate for BOX’s current full-year earnings is $0.20 per share. William Blair also issued estimates for BOX’s Q4 2025 earnings at $0.02 EPS, FY2025 earnings at $0.17 EPS and FY2026 earnings at $0.29 EPS.

BOX (NYSE:BOX) last released its quarterly earnings results on Tuesday, August 27th. The software maker reported $0.44 earnings per share for the quarter, beating the consensus estimate of $0.40 by $0.04. BOX had a net margin of 13.94% and a negative return on equity of 14.41%. The business had revenue of $270.04 million for the quarter, compared to analysts’ expectations of $269.52 million. During the same quarter in the previous year, the business posted $0.01 earnings per share. The firm’s revenue for the quarter was up 3.3% compared to the same quarter last year.

BOX has been the topic of several other reports. Morgan Stanley cut their price objective on BOX from $32.00 to $30.00 and set an “equal weight” rating on the stock in a research report on Wednesday, May 29th. Citigroup upped their price target on BOX from $32.00 to $34.00 and gave the stock a “buy” rating in a research note on Wednesday, August 28th. Monness Crespi & Hardt raised BOX to a “hold” rating in a research report on Friday, August 16th. Royal Bank of Canada reaffirmed an “underperform” rating and issued a $21.00 target price on shares of BOX in a research report on Wednesday, August 28th. Finally, UBS Group increased their price target on shares of BOX from $31.00 to $34.00 and gave the stock a “buy” rating in a research note on Wednesday, August 28th. One equities research analyst has rated the stock with a sell rating, two have issued a hold rating, seven have given a buy rating and one has issued a strong buy rating to the stock. According to data from MarketBeat, BOX currently has an average rating of “Moderate Buy” and a consensus price target of $30.89.

BOX Trading Down 1.0 %

Shares of BOX opened at $32.60 on Monday. BOX has a 1-year low of $23.29 and a 1-year high of $33.36. The firm’s 50-day moving average price is $27.47 and its 200-day moving average price is $27.17. The firm has a market capitalization of $4.71 billion, a price-to-earnings ratio of 44.66 and a beta of 0.86.

Insider Buying and Selling

In other BOX news, CFO Dylan C. Smith sold 13,000 shares of the firm’s stock in a transaction dated Monday, June 10th. The shares were sold at an average price of $26.38, for a total transaction of $342,940.00. Following the completion of the sale, the chief financial officer now directly owns 1,552,912 shares in the company, valued at approximately $40,965,818.56. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. In other news, Director Jack R. Lazar sold 7,000 shares of the company’s stock in a transaction on Thursday, August 29th. The stock was sold at an average price of $32.68, for a total transaction of $228,760.00. Following the transaction, the director now directly owns 29,197 shares of the company’s stock, valued at $954,157.96. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, CFO Dylan C. Smith sold 13,000 shares of the stock in a transaction on Monday, June 10th. The shares were sold at an average price of $26.38, for a total value of $342,940.00. Following the sale, the chief financial officer now directly owns 1,552,912 shares in the company, valued at $40,965,818.56. The disclosure for this sale can be found here. Insiders have sold a total of 66,560 shares of company stock worth $1,785,200 in the last quarter. Corporate insiders own 4.10% of the company’s stock.

Hedge Funds Weigh In On BOX

Several hedge funds and other institutional investors have recently bought and sold shares of the stock. Quarry LP raised its holdings in shares of BOX by 324.6% during the second quarter. Quarry LP now owns 1,418 shares of the software maker’s stock valued at $37,000 after purchasing an additional 1,084 shares during the last quarter. TFO Wealth Partners LLC grew its position in BOX by 62,000.0% in the 4th quarter. TFO Wealth Partners LLC now owns 1,863 shares of the software maker’s stock worth $48,000 after purchasing an additional 1,860 shares during the period. Toronto Dominion Bank bought a new stake in BOX in the 2nd quarter worth approximately $53,000. Nisa Investment Advisors LLC raised its stake in BOX by 31.7% during the 2nd quarter. Nisa Investment Advisors LLC now owns 2,627 shares of the software maker’s stock valued at $69,000 after buying an additional 632 shares during the last quarter. Finally, Quest Partners LLC bought a new position in shares of BOX during the 2nd quarter valued at $95,000. Institutional investors own 86.74% of the company’s stock.

About BOX

Box, Inc provides a cloud content management platform that enables organizations of various sizes to manage and share their content from anywhere on any device. The company's Software-as-a-Service platform enables users to work with their content as they need from secure external collaboration and sharing, workspaces and portals, e-signature processes, and content workflows improving employee productivity and accelerating business processes.