
Box (BOX) Stock Forecast & Price Target
Box (BOX) Analyst Ratings
Bulls say
Box has demonstrated robust financial performance, with revenue from partner-led initiatives experiencing double-digit growth in the third quarter, indicative of strong demand and strategic market positioning. The company's net revenue retention rate (NRR) improved to 104%, driven by unexpected seat growth and favorable pricing trends in their Enterprise Advanced segment, highlighting customer satisfaction and increasing usage. Additionally, the improved revenue guidance for FY26, raised by $5 million to $1,175 million, signals confidence in the company's growth trajectory, supported by a strong remaining performance obligation (RPO) of $1.5 billion, which represents a 19% year-over-year increase.
Bears say
The financial outlook for Box's stock appears negative due to several key concerns, including the potential inability of management to effectively monetize growth investments, which could lead to disappointing revenue growth while operating losses and cash flow fall short of projections. Additionally, the inherent unprofitability of new customers in the early years, due to substantial up-front acquisition costs, may hinder the company’s ability to achieve sustainable financial performance. Lastly, potential risks related to security breaches and increasing competition might further diminish demand for Box's services and necessitate additional financing, increasing the risk of shareholder dilution and additional interest expenses.
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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