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Box reports in-line Q2 earnings; sales beat while FY2027 guidance shifts

Box reported Q2 earnings of 40 cents per share and sales of $321.100 million, meeting EPS consensus and beating sales consensus, while cutting FY2027 adjusted EPS guidance to $1.54 and raising sales guidance to $1.290 billion.

BOX

Box, Inc. (NYSE: BOX ) reported in-line earnings for the second quarter on Tuesday.

The company posted quarterly earnings of 40 cents per share which met the analyst consensus estimate.

The company reported quarterly sales of $321.100 million which beat the analyst consensus estimate of $319.331 million.

Box cut its FY2027 adjusted EPS guidance from $1.56 to $1.54, but raised its sales forecast from $1.280 billion to $1.290 billion. “Box delivered exceptional second quarter results, continuing our strong momentum accelerated by the rapid adoption of Enterprise Advanced,” said Aaron Levie, co-founder and CEO of Box. “As enterprises deploy AI agents that require secure, well-governed unstructured data for critical context, Box is uniquely positioned as the model-neutral platform of choice.

Instead of fragmenting workflows across multiple systems, our customers get a singular platform with enterprise-grade security and control where they can seamlessly connect their content to the world’s leading AI models with Box and third-party agents.

We are incredibly excited about our product momentum and the massive opportunity ahead.” Box shares rose 1.3% to trade at $33.42 on Wednesday.

These analysts made changes to their price targets on Box following earnings announcement.

UBS analyst Seth Gilbert maintained the stock with a Neutral and raised the price target from $29 to $37.

DA Davidson analyst Lucky Schreiner maintained the stock with a Buy and raised the price target from $45 to $50.

RBC Capital analyst Rishi Jaluria reiterated the stock with an Underperform rating and maintained a $26 price target.

Considering buying BOX stock? Here’s what analysts think: Photo via Shutterstock