International Paper inks deal to sell five corrugated box plants in Europe as agreed with the European Commission following its acquisition of DS Smith.
Artificial intelligence (AI) is expanding its use case throughout the economy at a rapid clip. The AI industry responsible for this expansion is something of a battleground, however, and it isn't exactly clear which companies are going to end up as winners and losers over the long term.That makes it tough to know which stocks might be worth investing in to take advantage of the significant growth going on.
AMC Entertainment's focus on premium formats, ongoing theater upgrades and customer experience enhancements position it well for growth.
I maintain a Buy rating for Box, Inc., driven by strong fundamentals and potential growth acceleration to 15% due to Agentic AI and enterprise wallet share expansion. BOX's Agentic AI offers advanced autonomous task execution, differentiating it from simple AI agents, with a consumption-based monetization strategy expected to drive significant revenue growth. Enterprise Suite penetration is rising, with 87% of deals over $100,000, including Suites, enhancing BOX's revenue growth and stickiness within enterprise workflows.
Aaron Levie, Box co-founder and CEO, joins 'Money Movers' to discuss the chief executive's thoughts on current economic policy, if there has been an impact to Levie's business, and much more.
Box gains credibility with Swissport's adoption, driving growth potential. However, tough competition remains a key challenge.
Jack in the Box remains profitable amid inflation, supported by operational efficiency and a strong balance sheet, positioning it for a potential rebound. JACK's focus on franchised restaurants reduces capital requirements and stabilizes cash flow, making it resilient against inflationary pressures and interest rate fluctuations. Despite high borrowings, JACK's cash reserves and fixed interest rates provide stability, with a DCF model indicating a 20% upside potential, making the stock undervalued.
Liquidity is crucial; it affects the difference between buying and selling prices and price stability during transactions. Tritax Big Box REIT is a solid investment, but avoid its ADR, TTBXF, due to low liquidity and high price volatility. The ADR's price is driven by its own trades, not the underlying stock, leading to misleading price movements.
Aaron Levie, Box CEO, joins 'Closing Bell Overtime' to talk utilizing OpenAI agents.
Box's stock fell post-earnings despite strong Q4 results due to a modest FY25 outlook, but shares have rallied ~20% over the past year. At $32/share, Box's ~13x FCF valuation isn't attractive yet. I recommend waiting for a drop to $28 for a better buying opportunity. Box's revenue and billings growth accelerated slightly in Q4, and the company is expecting ~6% growth in FY26.
Box's fourth-quarter 2025 results reflect strong Suite adoption.
On Tuesday, Box reported quarterly earnings of 42 cents per share, which met the analyst consensus estimate. Quarterly revenue was $280 million (up from $262.87 million a year ago), which beat the analyst consensus estimate of $279.42 million.