
Box (BOX) Stock Forecast & Price Target
Box (BOX) Analyst Ratings
Bulls say
Box's recent financial performance indicates a positive outlook, highlighted by double-digit growth in revenue from partner-led wins during the third quarter and an increase in net revenue retention (NRR) to 104%, boosted by unexpected seat growth and favorable pricing trends for its Enterprise Advanced product. The company has also demonstrated strong execution with a 12% year-over-year growth in billings, marking a 600 basis point acceleration, which underscores effective go-to-market investments and execution strategies. Additionally, Box raised its FY26 revenue guidance by $5 million to $1,175 million, reflecting a commitment from customers for longer-term engagements and positioning the company for a sustained path towards double-digit growth.
Bears say
The analysis indicates a negative outlook on Box's stock primarily due to uncertainties regarding the company's ability to effectively monetize its growth investments and the potential for over-optimistic market opportunity projections, which could lead to disappointing revenue growth and widened operating losses. Additionally, the inherent unprofitability of acquiring new customers in the early years, due to significant up-front costs, raises concerns about cash flow sustainability and the company's capacity to attract long-term clients. Compounding these challenges is the risk of security breaches, which could not only diminish demand for Box's platform but also necessitate additional financing to cover greater-than-anticipated losses, potentially diluting shareholder value.
This aggregate rating is based on analysts' research of Box and is not a guaranteed prediction by Public.com or investment advice.
Box (BOX) Analyst Forecast & Price Prediction
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