Box Is Richly Valued, So Don’t Expect Substantial Returns
Summary: Box’s Q3 2025 results show moderate 5% YoY revenue growth, strong margins (gross: 82%,
Summary: Box’s Q3 2025 results show moderate 5% YoY revenue growth, strong margins (gross: 82%,
Summary: I maintain a buy rating for Box, Inc., citing its potential to achieve 15%
Summary: Box has seen a 30%+ gain this year, outperforming the S&P 500, despite slowing
Summary: Box shares jumped after posting strong Q2 results, with billings growth accelerating to 10%
Summary: Box faces competitive pressure from big tech giants like Google and Microsoft but stands
Summary: Box, Inc. shares retreated slightly after posting a strong Q1 earnings print, which also
Summary: Box reported Q1 FY25 sales of $264.7 million, beating estimates and attributing growth to
Summary: BOX appears to have seen a turnaround in revenue growth, with calculated billings and
Summary: Box’s Q4 earnings results have proven the mainstream thinking wrong, with a re-acceleration in
Summary: Box offers a compelling risk/reward at current levels, with improving margins and new product