Box Down 19% in a Year: Can a Strong Portfolio Help the Stock Recover?
BOX shares slump nearly 19% as rising costs pressure margins, but AI tools and top-tier partnerships offer support.
Amazon Plans to Build Big-Box Store Near Chicago
Amazon reportedly plans to open a big-box store comparable to a Walmart or Target location in a Chicago suburb. The 229,000-square-foot facility would sell groceries, general merchandise and prepared foods, Bloomberg reported Friday (Jan. 9).
Power Integrations: Growth Stock In The Penalty Box
Power Integrations faces near-term headwinds but retains a strong moat in high-voltage power solutions and valuable IP, with stabilization signs emerging. POWI is redirecting R&D toward high-growth segments—data centers, automotive, and high-power—expecting meaningful revenue from data centers by 2027. Gross margins benefit from a weaker yen and a shift to higher-margin industrial markets, but operating leverage remains limited due to underutilized capacity.
Jack in the Box shut down more than 70 stores, expecting more to close amid financial struggle
Jack in the Box plans to close dozens of restaurants by the end of the year in an effort to cut costs and boost revenue.
Jack in the Box shut down more than 70 stores with more expected by year's end over financial struggles
Jack in the Box is closing dozens of restaurants as part of a major cost-cutting plan, with 72 locations shuttered so far and more expected in the near future.
BOX Declines 14% in 6 Months: What's Ahead for the Stock?
Box shares lag amid rising costs, but AI-driven products and strong client growth aim to fuel a fiscal 2026 rebound.
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.
