Box Drops On Earnings, But Not Quite A Buy Yet


  • BOX’s guidance was a little light, causing a sell-off in the stock.
  • The company’s Suite strategy is working, but the macro backdrop is difficult.
  • I’d stay on the sidelines for now and look for a better entry point later.

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Box, Inc. (NYSE:BOX) has done a nice job transforming its business over the years and its Suite strategy is paying off. However, the stock looks appropriately priced against a difficult macro environment from which it is not


Company Presentation


Company Presentation

BOX Original Product

BOX Original Product (BOX S-1)

Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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