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%, operating: 29%), but weak...
Tag: BOX
Box: Can Accelerate Growth To Mid-Teens
Summary: I maintain a buy rating for Box, Inc., citing its potential to achieve 15% growth targets and an attractive entry...
Box: Fair Performance, But Fairly Priced (Rating Downgrade)
Summary: Box has seen a 30%+ gain this year, outperforming the S&P 500, despite slowing growth and recent deceleration...
Box: Strong Billings And Still Underappreciated
Summary: Box shares jumped after posting strong Q2 results, with billings growth accelerating to 10% growth after slightly...
Box: Undervalued Long-Term, But No Alpha Likely In The Next Year
Summary: Box faces competitive pressure from big tech giants like Google and Microsoft but stands out for its integration...
Box: Revenue Acceleration And Sharp Margin Gains That The Market Is Barely Noticing
Summary: Box, Inc. shares retreated slightly after posting a strong Q1 earnings print, which also featured a slight boost...
Box Q1 FY25 Earnings: All Boxed Up And Nowhere To Go
Summary: Box reported Q1 FY25 sales of $264.7 million, beating estimates and attributing growth to sustained demand among...
Box, Inc.: Rating Upgrade As Growth Targets Are Achievable
Summary: BOX appears to have seen a turnaround in revenue growth, with calculated billings and remaining performance...
Box: Demonstrating Resiliency
Summary: Box's Q4 earnings results have proven the mainstream thinking wrong, with a re-acceleration in billings growth...
Box: Undervalued SaaS Play With New Growth Drivers
Summary: Box offers a compelling risk/reward at current levels, with improving margins and new product catalysts.The...