Box, Inc. (BOX) AI Stock Analysis

Box, Inc. operates a Software-as-a-Service cloud content management platform designed to help organizations manage and collaborate on content across locations and devices. Its platform facilitates internal and external collaboration, automates content-driven business processes, and supports custom application development. In addition, Box provides data protection, security, and compliance features tailored for strict legal and regulatory requirements. The platform serves customers across financial services, healthcare, government, and legal sectors. Headquartered in California, Box offered solutions in 25 languages and served approximately 100,000 paying organizations globally as of January 31, 2022.

Box increased annual revenue from $874.3M in FY2022 to $1.18B in FY2026, delivering an 8.0% revenue increase in FY2026 and an 8.8% 5-year revenue CAGR from FY2021 to FY2026. Gross margin expanded from 71.5% in FY2022 to 79.2% in FY2026. Operating margin turned positive from -3.2% in FY2022 to 7.1% in FY2026. Net income reached $101.3M in FY2026, down from $244.6M in FY2025, with EPS at $1.43. For the trailing twelve months ended July 31, 2026, revenue stood at $1.23B with a net profit margin of 10.6%. In the latest quarter, revenue grew 9.2% year-over-year while earnings grew 80.0%.

As of July 31, 2026, Box held $444.1M in cash and short-term investments against $73.1M in total debt, resulting in net cash of $371.0M. The current ratio was 1.06, and the debt-to-equity ratio stood at 0.50 with shareholders' equity of $146.3M. In FY2026, the company generated $356.4M in operating cash flow and $350.4M in free cash flow while spending $6.1M on capital expenditures. Capital allocation in FY2026 included $289.8M directed toward share buybacks and $15.0M in dividends paid, contributing to a 7.6% reduction in share count over 5 years.

BOX trades at a trailing P/E of 57.3x, above the 28.1x median of its US-listed Technology peers. Its forward P/E is 17.6x, compared to the peer median of 18.8x. The company has an EV/EBITDA multiple of 31.6x, exceeding the peer median of 16.6x, while its price-to-sales ratio is 4.4x versus the peer median of 2.8x. Box carries a PEG ratio of 0.64. Over the past year, BOX delivered a return of 21.8%, outperforming the 16.8% return for the S&P 500 (SPY). Over five years, the stock gained 49.8%, trailing the S&P 500 return of 83.0%.

Wall Street sentiment reflects 3 Strong Buy, 1 Buy, 4 Hold, 1 Sell, and 0 Strong Sell ratings across 9 analysts. The mean price target is $39.86, representing a 0.8% premium over the last close of $39.56 on October 16, 2026. Consensus estimates forecast FY2027 revenue of $1.29B with EPS of $1.54, implying 6.9% EPS growth. For FY2028, analysts expect revenue of $1.40B and EPS of $1.74. Over the last four quarters, Box posted 2 earnings beats. The company is scheduled to report its next earnings on December 1, 2026.

This page is an AI-written research summary of Box, Inc. (BOX). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: BOX income statement, BOX balance sheet, BOX key metrics, BOX analyst forecast, BOX chart. See the BOX stock overview for the latest quote and news.