William Blair Comments on BOX’s FY2025 Earnings (NYSE:BOX)

Box, Inc. (NYSE:BOX) – Analysts at William Blair raised their FY2025 earnings estimates for BOX in a report released on Wednesday, December 4th. William Blair analyst J. Ader now anticipates that the software maker will earn $0.23 per share for the year, up from their prior forecast of $0.17. William Blair currently has a “Outperform” rating on the stock. The consensus estimate for BOX’s current full-year earnings is $0.27 per share. William Blair also issued estimates for BOX’s Q4 2025 earnings at $0.04 EPS and FY2026 earnings at $0.24 EPS.

Several other analysts have also commented on the stock. UBS Group raised their price target on shares of BOX from $34.00 to $42.00 and gave the company a “buy” rating in a research report on Wednesday, December 4th. Morgan Stanley raised their price target on shares of BOX from $33.00 to $36.00 and gave the company an “equal weight” rating in a research report on Wednesday, December 4th. Monness Crespi & Hardt upgraded shares of BOX to a “hold” rating in a research report on Friday, August 16th. Citigroup raised their price target on shares of BOX from $34.00 to $40.00 and gave the company a “buy” rating in a research report on Wednesday, December 4th. Finally, StockNews.com lowered shares of BOX from a “strong-buy” rating to a “buy” rating in a research report on Thursday, December 5th. One investment analyst has rated the stock with a sell rating, two have given a hold rating and seven have given a buy rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $34.00.

BOX Stock Performance

BOX stock opened at $32.49 on Monday. The firm has a market cap of $4.65 billion, a PE ratio of 40.61 and a beta of 0.86. The firm’s fifty day moving average is $33.06 and its 200 day moving average is $30.06. BOX has a one year low of $23.81 and a one year high of $35.74.

Hedge Funds Weigh In On BOX

Institutional investors and hedge funds have recently bought and sold shares of the business. Charles Schwab Investment Management Inc. boosted its position in BOX by 10.8% during the third quarter. Charles Schwab Investment Management Inc. now owns 1,371,815 shares of the software maker’s stock worth $44,900,000 after acquiring an additional 134,175 shares during the last quarter. Assenagon Asset Management S.A. boosted its position in BOX by 143.6% during the second quarter. Assenagon Asset Management S.A. now owns 254,975 shares of the software maker’s stock worth $6,742,000 after acquiring an additional 150,309 shares during the last quarter. Bank of Montreal Can boosted its position in BOX by 16.0% during the second quarter. Bank of Montreal Can now owns 351,850 shares of the software maker’s stock worth $9,514,000 after acquiring an additional 48,633 shares during the last quarter. Versor Investments LP acquired a new position in BOX during the third quarter worth about $1,221,000. Finally, Townsquare Capital LLC purchased a new position in BOX during the third quarter worth about $2,021,000. 86.74% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In related news, Director Jack R. Lazar sold 2,500 shares of the business’s stock in a transaction dated Tuesday, November 12th. The shares were sold at an average price of $34.75, for a total transaction of $86,875.00. Following the transaction, the director now directly owns 26,697 shares in the company, valued at approximately $927,720.75. The trade was a 8.56 % decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Also, CFO Dylan C. Smith sold 13,000 shares of the business’s stock in a transaction dated Thursday, October 10th. The stock was sold at an average price of $32.52, for a total transaction of $422,760.00. Following the transaction, the chief financial officer now owns 1,474,509 shares in the company, valued at $47,951,032.68. The trade was a 0.87 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold a total of 28,500 shares of company stock worth $954,365 over the last 90 days. 4.10% of the stock is currently owned by company insiders.

BOX Company Profile

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.