Box (BOX)
Manages, secures, signs, analyzes, and automates enterprise content in the cloud.
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Provides an intelligent content management platform for storing, governing, sharing, signing, analyzing, and automating enterprise files. Subscription and premier services generate practically all revenue, while integrated AI, security, and workflow tools run on a common permissions layer.
Provides a cloud platform for managing unstructured enterprise content throughout its lifecycle, from creation and collaboration through approval, signature, classification, governance, and retention. Box AI and Box Agent search, analyze, and generate content; Box Extract turns documents into metadata; Box Automate orchestrates workflows. Box Sign handles electronic signatures, while Box Hubs and Box Shield add curated portals, security, and compliance controls.
Combines these tools on a single permissions and governance layer, supporting internal work and external collaboration across industries and geographies. Sales run through a worldwide direct organization and resellers, while the service relies on public-cloud infrastructure and selected third-party AI models. Practically all revenue comes from subscription and premier services, with professional services contributing a small remainder.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 26, 2026 | RBC Capital | Reiterate | Rating: —Target: $21 | Target: $26 |
| Aug 26, 2026 | DA Davidson | Reiterate | Rating: —Target: $45 | Target: $50 |
| Aug 26, 2026 | Morgan Stanley | Reiterate | Rating: —Target: $30 | Target: $36 |
| Aug 26, 2026 | UBS | Reiterate | Rating: —Target: $29 | Target: $37 |
| May 27, 2026 | UBS | Reiterate | Rating: —Target: $36 | Target: $29 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jul 31, 2026Cash & short-term investments $444.1M · Total debt $73.1M · Total assets $1.40B · Shareholders' equity $146.3M
- Revenue
- $321.1M
- Operating income
- $32.6M
- Net income
- $19.2M
No dividends on record.
| Institutions | ≈ 103.30% | 141.73M shares | |
|---|---|---|---|
| 418 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 9.94% | 13.64M shares | |
| 11 holders · as of Sep 16, 2026 | |||
| Adds to | 113.24% | ||
137.20M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 113.24%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 18.54% | 25.44M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 8.12% | 11.14M | as of Jun 30, 2026 |
Brian BaresInsider | 7.07% | 9.70M | filed Feb 14, 2019 |
Earnest Partners LLCInstitution | 5.19% | 7.12M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 4.39% | 6.02M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 15, 2026 | Dana L. Evan | director | −6,158 | $35.00 |
| Sep 10, 2026 | Aaron Levie | director, officer: Chief Executive Officer | −15,000 | $34.24 |
| Sep 10, 2026 | Dylan C. Smith | officer: Chief Financial Officer | −17,000 | $34.52 |
| Aug 31, 2026 | Eli Berkovitch | officer: VP Chief Acct Ofr & Controller | −3,850 | $35.99 |
| Aug 7, 2026 | Olivia Nottebohm | officer: Chief Operating Officer | −5,834 | $32.31 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Box | $32.74 | −2.59% | $4.66B | 48.3 | 20.3 | 3.8 | +9.2% |
| Microsoft | $497.83 | −0.75% | $3.72T | 27.9 | 25.4 | 11.2 | +17.8% |
| Alphabet Class A | $361.77 | +1.92% | $4.30T | 17.8 | 26.9 | 9.6 | +24.2% |
| OpenText | $23.02 | −0.26% | $5.60B | 5.1 | 5.9 | 0.6 | +0.6% |
| Dropbox | $33.85 | −6.01% | $9.17B | 20.0 | 10.7 | 3.6 | +0.9% |
| Docusign | $66.62 | −2.84% | $13.09B | 41.8 | 13.7 | 3.9 | +9.4% |
| Atlassian | $189.25 | −3.28% | $51.40B | — | 34.6 | 7.8 | +27.6% |
| Median | 20.0 | 19.5 | 5.9 | +13.6% |