Box, Inc. Class A Stock News

Box and Dropbox stocks have underperformed the market since they went public. Dropbox stock is stuck where it was when it went public in 2018, while Box has jumped by just 37% from its IPO price.

REDWOOD CITY, Calif.--(BUSINESS WIRE)--Box Named a Leader in 2024 Gartner® Magic Quadrant™ for Document Management.

Box's Q3 2025 results show moderate 5% YoY revenue growth, strong margins (gross: 82%, operating: 29%), but weak cash flows and limited cross-selling, with a slim moat amid intense competition. Conservative valuation estimates a 10-year 5% revenue CAGR, leading to $262.29M EBITDA and a $4.68B enterprise value in 2034, implying a -54.91% margin of safety at a 7.27% discount rate. Bull case assum...

I maintain a buy rating for Box, Inc., citing its potential to achieve 15% growth targets and an attractive entry point at the current share price. Despite a stable quarter with notable profitability improvements, the market reacted negatively due to concerns over growth acceleration, presenting a buying opportunity. Key growth drivers include the adoption of Suites and the upcoming Enterprise ...

Box has seen a 30%+ gain this year, outperforming the S&P 500, despite slowing growth and recent deceleration in billings. The Company's strengths include a large $74 billion TAM, enterprise focus, and improving profit margins, but it faces risks from commoditization and evolving AI requirements. Q3 revenue grew 5.5% y/y, slightly beating expectations, but billings growth was choppy and below r...

Box, Inc. (NYSE:BOX ) Q3 2025 Earnings Conference Call December 3, 2024 5:00 PM ET Company Participants Cynthia Hiponia - VP, IR Aaron Levie - Co-Founder and CEO Dylan Smith - Co-Founder and CFO Conference Call Participants Steve Enders - Citi Brian Peterson - Raymond James Josh Baer - Morgan Stanley Operator Ladies and gentlemen, good afternoon, and thank you for standing by. My name is Abby, ...

REDWOOD CITY, Calif.--(BUSINESS WIRE)--Box, Inc. (NYSE:BOX), the leading Intelligent Content Management (ICM) platform, today announced preliminary financial results for the third quarter of fiscal year 2025, which ended October 31, 2024. “We delivered strong Q3 financial results and unveiled the most transformational product line-up in Box history,” said Aaron Levie, co-founder and CEO of Box....

BRUSSELS & AMSTERDAM--(BUSINESS WIRE)--Belgian federal and regional governments have signed a major framework deal with secure communication platform, Zivver for its email and file exchange solution amid evolving cyber risks and new regulatory demands. The agreement followed an intensive selection procedure, in which more than 150 requirements around security, compliance and user-friendliness w...