Box Inc Q4 revenue slightly beats analyst expectations

Box

03/03/2026 21:21

Overview

Intelligent content management platform's Q4 revenue slightly beat analyst expectations

Company repurchased 4.4 mln shares for $126 mln in Q4

Company highlighted success of Intelligent Content Management platform

Outlook

Box expects Q1 FY27 revenue of $304 mln, up 10% year-over-year

Company anticipates FY27 revenue of $1.275 bln, up 8% year-over-year

Box forecasts FY27 non-GAAP EPS of $1.55, including FX headwind

Result Drivers

ENTERPRISE ADVANCED - Box's Enterprise Advanced offering, featuring AI and workflow automation, contributed to 10% of revenue, per CEO Aaron Levie

INDUSTRY EXPANSION - Box achieved notable wins and expansions across industries such as Financial Services and Healthcare

NET RETENTION RATE - Box's Intelligent Content Management platform  strategy improved net retention rate, according to CFO Dylan Smith

Company press release: ID:nBw92cD7Ta

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Slight Beat*
$306 mln
$304.28 mln (8 Analysts)
Q4 EPS
$0.47
Q4 Adjusted Operating income
$93.70 mln


*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 5 "strong buy" or "buy", 4 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the software peer group is "buy"

Wall Street's median 12-month price target for Box Inc is $38.00, about 61.2% above its March 2 closing price of $23.58

The stock recently traded at 16 times the next 12-month earnings vs. a P/E of 20 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)