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Box, Inc.

BOX · NYSE

Market closed$30.48$-0.930000 (-2.96%)After hours $30.64 · +0.52%

Key statistics

Previous close$31.41
Open$31.37
Day high$31.70
Day low$30.46
52-week high$33.88
52-week low$21.34
Market cap4.22B
Volume2.66M
Average volume2.42M
P/E ratio20.32
Forward P/E16.90
EPS1.50
Dividend yield0.00%

Market context

Why it moved

BOX shares fell alongside a broad tech and semiconductor selloff, as a third consecutive day of chip stock declines driven by renewed AI spending concerns — amplified by China's Moonshot unveiling a competitive large AI system — weighed heavily on cloud and technology stocks.

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What is happening

Recent company-specific developments and publisher coverage.

July 15, 2026Box shares rose during the regular session but are pulling back in after-hours trading, navigating a challenging backdrop for software stocks after IBM's historic 25% single-day collapse triggered a sector-wide selloff on concerns that enterprises are reprioritizing capex toward AI hardware and away from software. Despite the industry turbulence, Box is finding some relative support from its own positive momentum: the company recently beat Q1 estimates with 10.7% revenue growth, announced a $500 million share buyback, and is now launching new workflow automation tools while expanding internationally — moves that draw comparisons to DocuSign. Analysts maintain a consensus Hold with a $35.33 average price target, though insider selling by both CEO Aaron Levie and CFO Dylan Smith over the past 90 days remains a watchpoint for investors.

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July 15, 2026Box, Inc. shares rose roughly 2%, outperforming a broadly pressured software sector that was rattled by IBM's preliminary Q2 earnings warning. IBM plunged ~25% after revealing a software and infrastructure shortfall driven by clients shifting capex toward AI hardware, pulling peers like Salesforce and Microsoft lower and sparking broad software sector concerns. Box's relative resilience came as the S&P 500 managed modest gains on a cooler-than-expected June CPI reading, though investor focus remains on whether enterprise software budgets are being crowded out by AI infrastructure spending—a key risk for Box heading into its own earnings season.

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July 14, 2026Box, Inc. shares rose on Monday, outperforming a broadly cautious technology sector weighed down by renewed U.S.-Iran tensions and oil price surges. The gain comes on the heels of strong fundamental momentum: Box recently beat Q1 FY2027 expectations with $0.37 EPS and $306M in revenue (up ~11% YoY), bolstered by AI-driven demand for its Enterprise Advanced platform and 13% constant-currency billings growth. D.A. Davidson maintains a Buy with a $45 target, highlighting Box's inclusion in its Best-of-Breed Bison initiative, while a $500M share buyback authorization provides additional support. Insider sales by the CFO and a VP last week, executed under pre-scheduled 10b5-1 plans, drew modest attention but left the broader bullish narrative intact.

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July 10, 2026Box, Inc. closed essentially unchanged amid a challenging backdrop for enterprise software stocks, as the broader 'SaaSpocalypse' narrative—fears that AI agents will displace seat-based SaaS revenues—continues to weigh on the sector (IGV down ~10.5% YTD). Against this headwind, CEO Aaron Levie publicly championed AI's expanding role in enterprise content management, posting on X that the latest AI models are 'getting insanely good' at handling complex knowledge work in legal, healthcare, and professional services—positioning Box's document and data platform as a beneficiary. Investor sentiment also reflects Box's solid recent fundamentals: a Q1 beat ($0.37 EPS, $305.94M revenue, +10.7% YoY), raised FY2027 guidance, and a $500M buyback authorization, though mixed analyst ratings (avg. Hold, $35.33 PT) and recent insider selling by CEO Levie temper enthusiasm.

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July 9, 2026Box closed essentially flat amid a broader market risk-off session driven by U.S.-Iran ceasefire breakdown and a semiconductor-led tech selloff, with software names outperforming hardware peers. Investor attention is focused on Box's recent strategic momentum: the company expanded its Box Zones data residency footprint into Switzerland, Israel, and Singapore, launched Box Shuttle for large-scale content migrations, and published an enterprise AI survey showing rapid AI adoption among its customer base. These product moves, combined with a beat-and-raise Q1 FY2027 earnings report and a $500 million buyback authorization, have helped BOX shares recover roughly 18% over the past 90 days even as the broader software sector faces AI disruption headwinds.

0.104

July 8, 2026Box closed modestly higher, outperforming the broader software sector as the XLK ETF slipped amid a chip-driven tech selloff sparked by Samsung's sell-the-news reaction. The session's gains were supported by company-specific catalysts: Box recently expanded its Box Zones data residency footprint to 10 global locations, adding Switzerland, Israel, and Singapore, a move targeting compliance-sensitive enterprise clients in regulated industries. CEO Aaron Levie also weighed in publicly on enterprise AI strategy, arguing that businesses will increasingly blend frontier and lower-cost AI models as adoption matures — reinforcing Box's positioning at the intersection of governance, security, and AI-powered collaboration. Analyst estimates peg a fair value around $32.50, implying roughly 17% upside, though the stock trades at a premium to the broader software sector on earnings multiples. After-hours, shares pulled back ~1.8%, in line with broader tech weakness.

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July 7, 2026Box, Inc. closed up 1.65% amid a broader software sector narrative as veteran analysts push back against the 'SaaSpocalypse' thesis — the fear that AI will hollow out demand for traditional enterprise software. Box's recent fundamentals support that contrarian view: the company beat Q1 FY2027 estimates with EPS of $0.37 vs. $0.36 expected and revenue of $305.94M (+10.7% YoY), and authorized a $500M share buyback. Shares are slipping modestly in after-hours trading, with the technology ETF XLK also slightly lower, as investors await Fed minutes and Q2 earnings season kickoff.

1.6493

July 3, 2026Box Inc. shares closed higher, lifted by a Guggenheim upgrade of enterprise software peers Salesforce and ServiceNow to Buy — with the analyst dismissing the 'fatal AI bear case on software' as a 'hallucination' — sparking a broad rally in beaten-down SaaS names. The tailwind was reinforced by Box's own recent newsflow: stockholders at the July 1 annual meeting approved a 7.2 million-share equity plan increase and re-elected directors, while the company expanded its Box Zones data-residency platform to Switzerland, Israel, and Singapore, addressing growing global compliance demand. Institutional interest remains solid, with Fort Washington Investment Advisors raising its BOX stake by 4.4%, and a $500 million board-authorized buyback still in place, even as the analyst consensus sits at Hold with a median price target of $35.

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Benzinga · July 14, 2026After Satya Nadella's 'Pay Twice' Warning, Mark Cuban Says AI Is Making Patents Less Valuable, Trade Secrets More Important
Benzinga · July 9, 2026Box CEO Aaron Levie Says AI Automation Is Getting 'Insanely Good' Across Legal, Healthcare and Professional Work
Benzinga · July 7, 2026Box CEO Aaron Levie Says Enterprise AI Will Combine Frontier and Lower-Cost Models
Benzinga · July 5, 2026Aaron Levie Says AI Is Entering a 'Battle for Context,' Argues 'Applied AI Layer Has a Lot More Value Than Just Being an LLM Wrapper'
Benzinga · July 1, 2026Coinbase CEO Brian Armstrong Says AI Will Favor Defenders Over Attackers in Cybersecurity
Benzinga · June 30, 2026Box CEO Aaron Levie Says AI Race Hinges On Whether 'Open Weights AI' Stays 'A Close Second'
Mt Newswire · June 30, 2026Box Launches Box Zones in 3 New Countries
Benzinga · June 29, 2026Aaron Levie Says 'It Should Be 100% Obvious' AI Cybersecurity Models Will Be Widely Available, Questions US Restrictions

Peers

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