Box: Revenue Growth Is Accelerating As Expected
Box, Inc. remains a buy as revenue growth accelerates, underpinned by strong billings, RPO, and AI-driven product adoption. Q3 revenue grew 9% y/y to $301.1M, with suites at 64% of revenue, robust margins, and $61M in free cash flow. Net retention rate improved to 104%, driven by organic seat growth and higher-value Enterprise Advanced tier adoption.
Box: Cheap FCF Multiples Amid AI-Driven Backlog Growth
Box remains a value-oriented, underappreciated enterprise software stock despite AI-driven market narratives. BOX trades at attractive valuation multiples—3.5x EV/FY27 revenue and 12.5x EV/FY27 FCF—while generating robust free cash flow. Management raised FY26 guidance, projecting $1.175 billion in revenue and $1.28 pro forma EPS, with double-digit billings and RPO growth.
Box Q3: Limited Alpha Ahead
Box is rated Hold with a $36 price target, implying a modest 13.2% upside versus current levels. Q3 results highlight stable cash generation, 9% revenue growth, and durable gross margins near 80%, but EPS softness persists due to tax normalization and R&D investment. Management is executing a strategic shift toward AI-driven content infrastructure, with new partnerships and a subscription-first model supporting long-term value creation.
BOX's Q3 Earnings Meet Estimates, Revenues Rise Y/Y, Shares Fall
Box posts solid revenues and billings growth despite a sharp earnings drop and offers upbeat Q4 and FY26 guidance.
Box, Inc. (BOX) Q3 2026 Earnings Call Transcript
Box, Inc. ( BOX ) Q3 2026 Earnings Call December 2, 2025 5:00 PM EST Company Participants Cynthia Hiponia - Vice President of Investor Relations Aaron Levie - Co-Founder, CEO & Director Dylan Smith - Co-Founder & CFO Conference Call Participants Matthew Bullock - BofA Securities, Research Division John Messina - Raymond James & Associates, Inc., Research Division Josh Baer - Morgan Stanley, Research Division George Michael Kurosawa - Citigroup Inc., Research Division Frederick Gooding - William Blair & Company L.L.C., Research Division Presentation Operator Ladies and gentlemen, thank you for standing by.
Unlocking Hidden Value In Schrodinger's Box
Schrodinger's shares have declined sharply in recent weeks, due largely to soft guidance for the fourth quarter. There is little reason to believe that this is anything more than a temporary headwind caused by market conditions though. In addition, recent cost reductions and the end of internal drug development should significantly reduce cash burn in 2026.
‘Wicked: For Good' Scores Huge Box Office Opening
The musical sequel made its debut with an estimated $150 million in the U.S. and Canada in a boost to movie theaters.
Jack In The Box: Everything Has Been Priced In, But No Drivers (Downgrade)
Jack In The Box, Inc. remains vulnerable to inflationary headwinds with its squeezed sales and margins. Fierce competition with other fast-food chains and even fast-casual diners may continue to hurt its demand and overall performance. The Del Taco sale can open new opportunities for JACK to improve liquidity and profitability.
S&P 500 Earnings And Style-Box Update
The foot is still firmly on the gas when looking at the next few years of “AI” within large-cap tech, communication services and consumer discretionary. The one red flag that is waving is that after +25% returns for the S&P 500 in 2023 and 2024 and now a YTD return for the benchmark as of 11/15/25 of +15.65%, usually the 4th year is low-single-digits or negative. 2026 could be a tougher year, even with the expected 14% EPS growth rate next year, although this blog said the same thing at roughly the same time last year.
AMC Entertainment Q3 Revenue Slips Amid Down Box Office But CEO Adam Aron Upbeat On Q4, 2026
The nation's largest exhibitor AMC Entertainment saw revenue dip to $1.3 billion for the third quarter from $1.35 billion the year before on an 11% decline in the domestic box office. Net losses ballooned to $298 million from $21 million due mainly to non-cash charges associated with a key refinancing in July.
Is the Options Market Predicting a Spike in Box Stock?
Investors need to pay close attention to BOX stock based on the movements in the options market lately.
Box, Inc. (BOX) Presents At Citi's 2025 Global Technology, Media And Telecommunications Conference Transcript
Box, Inc. (NYSE:BOX ) Citi's 2025 Global Technology, Media and Telecommunications Conference September 3, 2025 2:10 PM EDT Company Participants Ben Kus Dylan Smith - Co-Founder & CFO Conference Call Participants Steven Enders - Citigroup Inc., Research Division Presentation Steven Enders Research Analyst All right. Awesome. Thanks, everybody, for being here for day 1 of the Citi TMT Conference.
