Held by
0
portfolios on TandT
Bookmarked by
0
users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$4.4B
139M shares
52-week range
$21.34 – $33.88
95% from low
Sector
SERVICES-PREPACKAGED SOFTWARE
Exchange
NYSE
CS
Box is a cloud-based content management platform that provides storage and workflow collaboration services for enterprise customers. The firm was founded in 2005 as a file, sync, and share provider. Over time, it built out and acquired workflow and security tools to evolve the pure-play FSS business into a content management business. Most recently, Box has been pursuing an AI-powered, intelligent content management strategy that can allow for metadata extraction and workflow automation.
www.box.comNo one on the platform currently holds BOX.
| Institution | Shares | Reported |
|---|---|---|
| Bridgewater Associatesas of 2025-12-31 | 241,446 | $7.2M |
| Renaissance Technologiesas of 2026-03-31 | 61,308 | $1.4M |
No one on the platform has traded BOX yet.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2027 | $1.3B | +9.0% | $1.58 | $1.57–$1.61 | 21.1× | 6 |
| 2028 | $1.4B | +8.1% | $1.80 | $1.73–$1.96 | 18.5× | 6 |
| 2029 | $1.5B | +8.2% | $2.19 | $-4.38–$8.76 | 15.2× | 2 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 7 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-05-26 | $0.36 | $0.37 | +2.1% |
| 2026-03-03 | $0.33 | $0.49 | +48.5% |
| 2025-12-02 | $0.32 | $0.31 | -2.2% |
| 2025-08-26 | $0.31 | $0.33 | +6.5% |
| 2025-05-27 | $0.26 | $0.30 | +16.0% |
| 2025-03-04 | $0.41 | $0.42 | +2.4% |
| 2024-12-03 | $0.42 | $0.45 | +7.1% |
| 2024-08-27 | $0.40 | $0.44 | +10.0% |
| — |
| DOCNDigitalOcean Holdings, Inc. | $124.15 | +1.57% | $14.5B | — |
| OSOneStream, Inc. Class A Common Stock | $24.00 | +0.00% | $2.4B | — |
Source: Financial Modeling Prep · peers by sector/industry
$BOX recently been getting slow upload speed. But once the heat is set then I am on weed atm.
View on StockTwits ↗$BOX cup & handle setup. Trigger: $30.81. My scanner flagged it pre-open. Watching the level.
View on StockTwits ↗@BannedGecko what do you see as main catalyst for $BOX
View on StockTwits ↗$BOX $MSFT $MU $NVDA $TEAM 4/4 Let’s go msft. Let’s go $BOX Great $NVDA cover And $TEAM no good!
View on StockTwits ↗$BOX $NVDA $MU just spoke with several customers yesterday at an investment event. Seems there’s some annual event there for engineers going on. Incredible innovation some of the visiting customers were impressed by. Can’t share. But yes! I’m a buy!
View on StockTwits ↗$nvda Jensen and $INTC CEO Lip-Bu with $BOX CEO Aaron at Boxworks in November. I’ll be there with several other investor analyst for a private event. Say hi if you see my around.
View on StockTwits ↗Long $msft $BOX Continued short on $MU Covering $NVDA still a solid company to hold. Short watch on $TEAM
View on StockTwits ↗I was a naysayer on $ORCL at $300. At $115, I’m changing my tune. Just came out of an AI investor consortium and one thing stuck to all of us Street professors. When the chip frenzy eventually cools, what’s the next trade? DATA. Reminds me of the old $CSCO days. Everyone chased the hardware building the internet until the infrastructure became plumbing. AI compute isn’t going away, neither is $NVDA but eventually chips become part of the stack instead of the whole story. The next battle is proprietary data, enterprise context, retrieval, security and governance. That’s where $ORCL gets interesting. And on the unstructured side, $BOX sits on the documents and institutional knowledge AI agents need. Models change. Chips get faster. But AI without trusted data is just an expensive brain with nothing useful to remember. The next leg of AI won’t just be compute. It’ll be data. Y’all keep asking for long term picks. Buy low and just hold.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.