Disney Hits $2 Billion Domestic Box Office, Earns Top Honors
The Walt Disney Company DIS takes top honors for domestic box office in 2024 and could be in store for a strong 2025 with a new analyst forecast calling for box office revenue to grow 8% in 2025, which is likely music to the ears of movie theater executives.
Box initiated with a Buy at DA Davidson
DA Davidson initiated coverage of Box with a Buy rating and $45 price target. The company is in the early stages of a positive inflection to growth after recent expansions to its platform, and the firm expects to see an upgrade cycle from current customers to more premium tiers of the Box platform, which should lead to both higher growth and margins, the analyst tells investors in a research note. The significant product enhancements the company has made and subsequent upgrade cycle to come are not yet fully appreciated by investors, the firm added.
Box Is Richly Valued, So Don't Expect Substantial Returns
Box's Q3 2025 results show moderate 5% YoY revenue growth, strong margins (gross: 82%, operating: 29%), but weak cash flows and limited cross-selling, with a slim moat amid intense competition. Conservative valuation estimates a 10-year 5% revenue CAGR, leading to $262.29M EBITDA and a $4.68B enterprise value in 2034, implying a -54.91% margin of safety at a 7.27% discount rate. Bull case assumes 7% revenue CAGR, $422.35M EBITDA, and $10.56B enterprise value, yet with a -1.63% margin of safety, supporting the Hold rating due to limited upside and competitive risks.
What Makes Box (BOX) a New Buy Stock
Box (BOX) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
Why Box (BOX) is a Top Growth Stock for the Long-Term
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Box: Can Accelerate Growth To Mid-Teens
I maintain a buy rating for Box, Inc., citing its potential to achieve 15% growth targets and an attractive entry point at the current share price. Despite a stable quarter with notable profitability improvements, the market reacted negatively due to concerns over growth acceleration, presenting a buying opportunity. Key growth drivers include the adoption of Suites and the upcoming Enterprise Advanced SKU, expected to significantly uplift annual contract value.
Box: Fair Performance, But Fairly Priced (Rating Downgrade)
Box has seen a 30%+ gain this year, outperforming the S&P 500, despite slowing growth and recent deceleration in billings. The Company's strengths include a large $74 billion TAM, enterprise focus, and improving profit margins, but it faces risks from commoditization and evolving AI requirements. Q3 revenue grew 5.5% y/y, slightly beating expectations, but billings growth was choppy and below revenue growth, posing risks for future estimates.
Box, Inc. (BOX) Q3 2025 Earnings Call Transcript
Box, Inc. (NYSE:BOX ) Q3 2025 Earnings Conference Call December 3, 2024 5:00 PM ET Company Participants Cynthia Hiponia - VP, IR Aaron Levie - Co-Founder and CEO Dylan Smith - Co-Founder and CFO Conference Call Participants Steve Enders - Citi Brian Peterson - Raymond James Josh Baer - Morgan Stanley Operator Ladies and gentlemen, good afternoon, and thank you for standing by. My name is Abby, and I will be your conference operator today.
Box (BOX) Beats Q3 Earnings and Revenue Estimates
Box (BOX) came out with quarterly earnings of $0.45 per share, beating the Zacks Consensus Estimate of $0.42 per share. This compares to earnings of $0.36 per share a year ago.
Disney's Moana 2 Smashes Box Office on Debut: ETFs to Tap
Disney's Moana 2 debut shatters box office records on Thanksgiving weekend, raking in $221 million in its first five days.
Box office sees record holiday weekend
CNBC's Julia Boorstin joins 'Fast Money' to talk the weekend's record box office numbers.
Box Earnings Are Imminent; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call
Box, Inc. BOX will release earnings results for its third quarter, after the closing bell on Tuesday, Dec. 3.
