
Box (BOX) Stock Forecast & Price Target
Box (BOX) Analyst Ratings
Bulls say
Box's third-quarter revenue from partner-led wins experienced double-digit growth, indicating potential for further improvement. Notably, net revenue retention (NRR) improved to 104% due to unexpected seat growth and effective pricing strategies, while billings growth accelerated to 12% year-over-year in constant currency, outpacing previous expectations. Furthermore, Box's robust remaining performance obligations (RPO) of $1.5 billion and an upward revision of fiscal year 2026 revenue guidance to $1,175 million highlight strong customer commitment and a favorable outlook for sustained growth.
Bears say
Box's stock outlook is negatively influenced by the potential inability of management to effectively monetize its growth investments, which could result in disappointing revenue growth, operating losses, and cash flow issues that diverge from projections. The inherent unprofitability of new customers during their initial years, coupled with substantial up-front acquisition and implementation costs, raises concerns about the long-term sustainability of profitability. Additionally, risks related to security breaches could harm the platform's reputation, alongside significant competition that may confine Box's offerings to a more commodity-oriented market, thus impacting demand and financial health.
This aggregate rating is based on analysts' research of Box and is not a guaranteed prediction by Public.com or investment advice.
Box (BOX) Analyst Forecast & Price Prediction
Start investing in Box (BOX)
Order type
Buy in
Order amount
Est. shares
0 shares