Box
Manages, secures, signs, analyzes, and automates enterprise content in the cloud.
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Profile
Provides an intelligent content management platform for storing, governing, sharing, signing, analyzing, and automating enterprise files. Subscription and premier services generate practically all revenue, while integrated AI, security, and workflow tools run on a common permissions layer.
Provides a cloud platform for managing unstructured enterprise content throughout its lifecycle, from creation and collaboration through approval, signature, classification, governance, and retention. Box AI and Box Agent search, analyze, and generate content; Box Extract turns documents into metadata; Box Automate orchestrates workflows. Box Sign handles electronic signatures, while Box Hubs and Box Shield add curated portals, security, and compliance controls.
Combines these tools on a single permissions and governance layer, supporting internal work and external collaboration across industries and geographies. Sales run through a worldwide direct organization and resellers, while the service relies on public-cloud infrastructure and selected third-party AI models. Practically all revenue comes from subscription and premier services, with professional services contributing a small remainder.
Company facts
Categories
Key statistics
Year to date +21.4% · Average volume (30d) 3.0M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 26, 2026 | RBC Capital | Reiterate | Underperform | $21 | $26 | |
| Aug 26, 2026 | D.A. Davidson | Target | $45 | $50 | ||
| Aug 26, 2026 | Morgan Stanley | Target | $30 | $36 | ||
| Aug 26, 2026 | UBS | Reiterate | Neutral | $29 | $37 | |
| May 27, 2026 | UBS | Reiterate | Neutral | $36 | $29 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 25, 2026Q2 FY27 | $0.40 | $0.40 | +0.5% | $319.3M | $321.1M | +0.6% | +1.18% |
| May 26, 2026Q1 FY27 | $0.36 | $0.37 | +2.8% | $304.4M | $305.9M | +0.5% | −3.71% |
| Mar 3, 2026Q4 FY26 | $0.33 | $0.49 | +48.5% | $304.3M | $305.9M | +0.5% | +10.16% |
| Dec 2, 2025Q3 FY26 | $0.32 | $0.31 | −2.2% | $299.1M | $301.1M | +0.7% | +6.66% |
Financial highlights
| 12 quarters | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 | Q2 FY27 | |
|---|---|---|---|---|---|---|---|
| Revenue | $276.3M | $294.0M | $301.1M | $305.9M | $305.9M | $321.1M | |
| Gross profit | $215.6M | $232.5M | $239.5M | $245.0M | $243.2M | $254.0M | |
| Operating income | $6.3M | $20.6M | $25.1M | $31.2M | $27.4M | $32.6M | |
| Net income | $8.2M | $13.4M | $11.2M | $68.5M | $17.7M | $19.2M | |
| Diluted EPS | $0.02 | $0.05 | $0.05 | $0.47 | $0.08 | $0.10 | |
| Gross margin | 78.0% | 79.1% | 79.6% | 80.1% | 79.5% | 79.1% | |
| Operating margin | 2.3% | 7.0% | 8.3% | 10.2% | 9.0% | 10.2% |
Fiscal years (4-quarter sums)FY22 $874.3M · FY23 $990.9M · FY24 $1.04B · FY25 $1.09B · FY26 $1.18B
Balance sheet, Jul 31, 2026Cash & short-term investments $444.1M · Total debt $73.1M · Total assets $1.40B · Shareholders' equity $146.3M
Dividends
No dividends on record.
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 138.53M · Float 133.25M · 96.2% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 25.44M | 18.36% | 13F | Aug 7, 2026 |
| Vanguard Portfolio Management LLC | 11.14M | 8.04% | 13F | Aug 13, 2026 |
| Earnest Partners LLC | 7.12M | 5.14% | 13F | Aug 13, 2026 |
| Vanguard Capital Management LLC | 6.02M | 4.35% | 13F | Aug 13, 2026 |
| State Street Corp | 5.93M | 4.28% | 13F | Aug 7, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 7, 2026 | Olivia Nottebohm | officer: Chief Operating Officer | −5,834 | $32.31 |
| Jul 21, 2026 | Olivia Nottebohm | officer: Chief Operating Officer | −5,834 | $30.13 |
| Jul 8, 2026 | Eli Berkovitch | officer: VP Chief Acct Ofr & Controller | −1,800 | $28.95 |
| Jul 10, 2026 | Dylan C. Smith | officer: Chief Financial Officer | −17,000 | $29.05 |
| Jun 25, 2026 | Olivia Nottebohm | officer: Chief Operating Officer | −5,834 | $24.97 |
Peers
- Microsoft
ECM, file sync, and AI built into M365—enterprise-grade at no extra license cost
- Alphabet Class A
Productivity suite with cloud storage, collaboration, and embedded Gemini AI
- OpenText
Largest ECM vendor by revenue; owns Documentum and Content Cloud platform
- Dropbox
Cloud file storage and AI search platform targeting SMBs and creative teams
- Docusign
Market-leading e-signature and intelligent agreement management platform
- Atlassian
Confluence and Jira collaboration suite for developer and project teams
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Box | $35.00 | −0.01% | $4.85B | 50.3 | 21.2 | 3.9 | +9.2% |
| Microsoft | $513.06 | −0.06% | $3.81T | 28.6 | 26.2 | 11.5 | +17.8% |
| Alphabet Class A | $346.00 | −0.14% | $4.19T | 17.4 | 25.8 | 9.4 | +24.2% |
| OpenText | $25.10 | +0.04% | $6.09B | 5.6 | 6.4 | 0.7 | +1.6% |
| Dropbox | $36.03 | +0.90% | $9.09B | 19.8 | 11.3 | 3.6 | +0.9% |
| Docusign | $64.08 | +0.11% | $12.22B | 41.6 | 13.8 | 3.7 | +8.7% |
| Atlassian | $189.61 | −0.47% | $50.02B | — | 34.8 | 7.6 | +27.6% |
| Median | 19.8 | 19.8 | 5.7 | +13.2% |