Box, Inc. Class A Stock News

Box is witnessing early contract renewals, which is particularly impressive in the current macro environment. The company's revenue growth is expected to accelerate as the management's focus on AI is showing early positive traction. The early contract renewals suggest strong customer interest in the company's AI offerings.

REDWOOD CITY, Calif.--(BUSINESS WIRE)--Box (NYSE: BOX), the leading Intelligent Content Management (ICM) platform, today announced that members of its management team will present at the following conference: William Blair 45th Annual Growth Stock Conference Date and Time: June 3, 2025 at 1:20pm CT Location: Loews Chicago Hotel, Chicago This event will be webcast live at boxinvestorrelations.co...

BOX's 1Q26 results reinforce my buy rating, with strong billings, robust RPO growth, and early traction in AI-driven offerings. Customer stickiness is evident through low churn, rising suite adoption, and successful upselling, supporting sustainable ARPU growth. BOX's AI roadmap and integrations with major tech partners position it for productivity gains and long-term value creation.

Shares of Box (BOX 0.40%) rallied 20.1% through Thursday trading this week, according to data from S&P Global Market Intelligence.

Shares of Box (BOX 16.47%) surged as much as 19.7% higher on Wednesday, peaking around 1:30 p.m. ET. The cloud-based data storage and content management veteran reported robust first-quarter fiscal-year 2026 results on Tuesday evening.

Cloud stocks Box Inc (NYSE:BOX) and Okta Inc (NASDAQ:OKTA) are staging opposite post-earnings reactions.

The cloud storage company beats earnings expectations and raises its fiscal 2026 revenue forecast.

I'm upgrading Box to a buy after a strong Q1 "beat and raise" and accelerating billings growth, signaling renewed momentum. Box benefits from high-margin, sticky recurring revenue and is finally gaining market share from Dropbox, which is now shrinking. The company's Q1 results showcased a sharp acceleration in billings growth to 27% y/y from just 5% y/y in Q4. The company is benefiting from AI...