BOXTechnology · Software - InfrastructureThe 9 Wall Street analysts covering Box, Inc. hold a median 12-month price target of $40 — -8.3% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 96 of 100 as at 12 Nov 2026 — among the strongest tenth. The factors read stronger than the Street's target implies. That gap is the story on this page.
Consensus tells you what everyone already believes. The model scores Box, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Issuance (99): The share count has been shrinking and the company is not leaning on new borrowing.
Growth (47): Sales and profits are flat, shrinking, or growing more slowly than they were.
Size (20): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on BOX, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits −8.3% from it.
Of the 20 most recent actions, 7 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 9 Nov 2026 | DA Davidson | Maintains | Buy | $50 → $60 |
| 26 Aug 2026 | Citigroup | Maintains | Buy | — |
| 26 Aug 2026 | Citigroup | Maintains | Buy | $37 → $40 |
| 26 Aug 2026 | DA Davidson | Maintains | Buy | $45 → $50 |
| 26 Aug 2026 | DA Davidson | Maintains | Buy | — |
| 26 Aug 2026 | Morgan Stanley | Maintains | Equal-Weight | $33 → $36 |
| 26 Aug 2026 | Morgan Stanley | Maintains | Equal-Weight | — |
| 26 Aug 2026 | RBC Capital | Reiterates | Underperform | $26 |
| 26 Aug 2026 | RBC Capital | Reiterates | Underperform | — |
| 26 Aug 2026 | UBS | Maintains | Neutral | — |
| 26 Aug 2026 | UBS | Maintains | Neutral | $29 → $37 |
| 1 June 2026 | DA Davidson | Maintains | Buy | — |
| 1 June 2026 | DA Davidson | Maintains | Buy | $45 |
| 27 May 2026 | Citigroup | Maintains | Buy | $36 → $37 |
| 27 May 2026 | Citigroup | Maintains | Buy | — |
| 27 May 2026 | DA Davidson | Maintains | Buy | — |
| 27 May 2026 | DA Davidson | Maintains | Buy | $45 |
| 27 May 2026 | UBS | Maintains | Neutral | — |
| 27 May 2026 | UBS | Maintains | Neutral | $28 → $29 |
| 23 Mar 2026 | William Blair | Downgrade | Market Perform | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
BOX appears in the Radar on the weeks it earns a place.
AI cloud capacity
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AI chips
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AI networking and servers
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Data centre power
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 12 Nov 2026, Box, Inc. returned +36.5% against +12.0% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 11% of US stocks
Cheaper than 24% of US stocks
Cheaper than 3% of US stocks
Cheaper than 4% of US stocks
Higher than 51% of US stocks
Higher than 73% of US stocks
Higher than 90% of US stocks
Higher than 66% of US stocks
Higher than 70% of US stocks
Higher than 95% of US stocks
Higher than 77% of US stocks
Higher than 1% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Box, Inc. has a market value of $6.0B and an enterprise value of $6.6B.
Revenue in the twelve months to 31 July 2026: $1.2B. The latest quarter grew 9.2% year on year.
Net income over the same four quarters: $130.7M, a 10.6% net margin.
Diluted earnings per share, trailing twelve months: $0.69.
Free cash flow in the twelve months to 31 July 2026: $349.7M, after $39.5M of capital spending.
Box, Inc. spent $385.9M on share buybacks and $15.0M on dividends in the twelve months to 31 July 2026.
Trailing P/E: 63.1×; forward P/E: 25.0× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.00%, paying out 0% of earnings.
Box, Inc. employs 2,912 people — $424K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Box, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Seeking Alpha published a shareholder/analyst call transcript for Box, Inc. (BOX). The provided excerpt contains no further details about the call.
Why it matters — BOX watchers can refer to the transcript for the call's discussion, though the excerpt does not summarize its contents.
Box expanded its partnership with Nvidia, introducing a search engine designed to help AI tools find more accurate answers in company files and a tool for teams to build AI-driven workflows.
Why it matters — The announcements highlight new AI-related tools and expanded collaboration relevant to Box’s product offerings.
Box announced an expanded collaboration with NVIDIA to support secure AI-powered workflows at scale. It is introducing Box Context Retrieval, powered by NVIDIA Nemotron models, and bringing the Nemotron family of open-weight models to Box AI.
Why it matters — The collaboration expands Box's AI features and security and governance capabilities, areas relevant to its enterprise content-management offering.
Box announced a new Box for Industries portfolio of industry-specific solutions intended to help organizations manage content securely, automate workflows, and apply AI. Initial offerings include Box for Banking, Box for Public Sector, and Box Media & Entertainment.
Why it matters — The announcement outlines Box’s effort to tailor its content management and AI offerings to specific industries.
Box announced new enterprise AI capabilities, including Box Architect for autonomously building, managing, and optimizing agentic workflows, alongside advanced threat detection. The excerpt says the tools are intended to help organizations deploy AI across critical business processes.
Why it matters — The announcement highlights Box’s expansion of its AI workflow automation and security capabilities for enterprise customers.
The 9 Wall Street analysts covering Box, Inc. have a median 12-month price target of $40, with estimates ranging from $35 to $50. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 9 analysts covering Box, Inc., 4 rate it a Buy, 4 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks Box, Inc. 96 out of 100 across roughly 4,600 US stocks as at 12 Nov 2026. None of this is personal advice — it does not consider your circumstances.
As at 12 Nov 2026, Box, Inc. ranks 96 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Issuance (99 of 100).
No one can know that. What the data says: the median 12-month target from 9 analysts implies -8.3% from the last close, and Ticker Nerd's factor model ranks Box, Inc. 96 out of 100 as at 12 Nov 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Box, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for BOX are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $35 to $50 over the next 12 months.
Box, Inc. returned +36.5% over the 12 months to 12 Nov 2026, with dividends reinvested. Past performance does not indicate future returns.
Box Inc. Class A Common Stock represents Box, Inc., a cloud content management and collaboration software company headquartered in Redwood City, California.
The most recent item we track (Seeking Alpha, 7 Nov 2026): "Box, Inc. (BOX) Shareholder/Analyst Call Transcript". Seeking Alpha published a shareholder/analyst call transcript for Box, Inc. (BOX). The provided excerpt contains no further details about the call.
Box Inc. Class A Common Stock represents Box, Inc., a cloud content management and collaboration software company headquartered in Redwood City, California. Box provides an intelligent content platform that helps organizations securely store, manage, share, and govern digital files across web, mobile, and desktop applications. Its services support secure external collaboration, workflow automation, e-signatures, content lifecycle management, and custom app development, making the platform useful for enterprises that handle large volumes of unstructured data. Box serves customers across industries such as technology, healthcare, financial services, government, retail, media, and education. The company’s current business is centered on subscription-based software delivered as a service, with a focus on content security, compliance, and productivity for modern workplace collaboration.
CEO Mr. Aaron Levie · 2,912 employees · United States · https://www.box.com
