Box: Revenue Growth Is Accelerating As Expected

Box, Inc. remains a buy as revenue growth accelerates, underpinned by strong billings, RPO, and AI-driven product adoption. Q3 revenue grew 9% y/y to $301.1M, with suites at 64% of revenue, robust margins, and $61M in free cash flow. Net retention rate improved to 104%, driven by organic seat growth and higher-value Enterprise Advanced tier adoption.

Seeking Alpha • Dec 9, 2025

The Heart Research Institute Chooses Box for Intelligent Content Management

SYDNEY--(BUSINESS WIRE)--Box, Inc. (NYSE: BOX), the leading Intelligent Content Management (ICM) platform, today announced that the Heart Research Institute (HRI), a renowned medical research institute, selected Box to centralise and secure its research content. HRI will leverage Box to gain AI-power insights across content sources, seamlessly integrate into research applications, and maintain robust compliance features built for healthcare and scientific sectors. "We are thrilled to partner wi.

Business Wire • Dec 8, 2025

Box: Cheap FCF Multiples Amid AI-Driven Backlog Growth

Box remains a value-oriented, underappreciated enterprise software stock despite AI-driven market narratives. BOX trades at attractive valuation multiples—3.5x EV/FY27 revenue and 12.5x EV/FY27 FCF—while generating robust free cash flow. Management raised FY26 guidance, projecting $1.175 billion in revenue and $1.28 pro forma EPS, with double-digit billings and RPO growth.

Seeking Alpha • Dec 8, 2025

Box Q3: Limited Alpha Ahead

Box is rated Hold with a $36 price target, implying a modest 13.2% upside versus current levels. Q3 results highlight stable cash generation, 9% revenue growth, and durable gross margins near 80%, but EPS softness persists due to tax normalization and R&D investment. Management is executing a strategic shift toward AI-driven content infrastructure, with new partnerships and a subscription-first model supporting long-term value creation.

Seeking Alpha • Dec 5, 2025

BOX's Q3 Earnings Meet Estimates, Revenues Rise Y/Y, Shares Fall

Box posts solid revenues and billings growth despite a sharp earnings drop and offers upbeat Q4 and FY26 guidance.

Zacks Investment Research • Dec 3, 2025

Overlooked Stock: BOX Rallies Post-Earnings, Analyzing Digital Avenues

George Tsilis turns his attention to Box Inc. (BOX), a company that initially fell after earnings before igniting a sharp reversal rally. Beyond the earnings and guidance, George notes the company's digital reach as something catching investor and analyst attention.

Box Stock Slumps After Q3 Earnings Report: Here's Why

Box Inc. (NYSE: BOX) stock slumped in Tuesday's extended trading after the company released its third-quarter earnings report and issued fiscal 2026 EPS guidance below the analyst estimate.

Benzinga • Dec 2, 2025

Box, Inc. (BOX) Q3 2026 Earnings Call Transcript

Box, Inc. ( BOX ) Q3 2026 Earnings Call December 2, 2025 5:00 PM EST Company Participants Cynthia Hiponia - Vice President of Investor Relations Aaron Levie - Co-Founder, CEO & Director Dylan Smith - Co-Founder & CFO Conference Call Participants Matthew Bullock - BofA Securities, Research Division John Messina - Raymond James & Associates, Inc., Research Division Josh Baer - Morgan Stanley, Research Division George Michael Kurosawa - Citigroup Inc., Research Division Frederick Gooding - William Blair & Company L.L.C., Research Division Presentation Operator Ladies and gentlemen, thank you for standing by.

Seeking Alpha • Dec 3, 2025

Box Reports Third Quarter Fiscal 2026 Financial Results

REDWOOD CITY, Calif.--(BUSINESS WIRE)--Box, Inc. (NYSE:BOX), the leading Intelligent Content Management (“ICM”) platform, today announced preliminary financial results for the third quarter of fiscal year 2026, which ended October 31, 2025. “Our strong third quarter performance proves how quickly enterprises are embracing Box as their AI-powered Intelligent Content Management platform,” said Aaron Levie, co-founder and CEO of Box. “Enterprises want one platform that brings together security, co.

Business Wire • Dec 2, 2025

Box Likely To Report Lower Q3 Earnings; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call

Box, Inc. (NYSE: BOX) will release earnings results for the third quarter after the closing bell on Tuesday, Dec. 2.

Benzinga • Dec 2, 2025