BOX
BOX INC
$26.55
-0.49%
$3.7B
No data for this timeframe.
Vol
Market Cap$3.7B
Cap SizeMid Cap
Analyst ConsensusBuy (50%)
Inst. Holders9 funds
Inst. Value$891.9M
Inst. Activity1 buys / 2 sells
Insider Activity0B / 13S
Insider Net $-$4.0M
SEC Reports3
Recent Activity
Jun 5, 2026
short_volume
Short Volume: BOX — 61.0% short (0.4M / 0.7M)
Short: 421,756 | Exempt: 0 | TRF Vol: 691,557 | Short Ratio: 61.0% | Off-exchange volume (dark pool
May 28, 2026
Insider
Berkovitch Eli sold 6,300 shares
VP Chief Acct Ofr & Controller @ $25.36 ($159.7K)
May 12, 2026
SEC
Two top executives at Box — CFO Dylan Smith and COO Olivia Nottebohm — sold a combined $861K in open-market sales over a
CLUSTER — Impact 4/10
May 11, 2026
Insider
Smith Dylan C sold 21,972 shares
Chief Financial Officer @ $24.91 ($547.3K)
May 8, 2026
Insider
Nottebohm Olivia sold 12,470 shares
Chief Operating Officer @ $25.17 ($313.9K)
Apr 17, 2026
SEC
Two BOX insiders sold shares within a 7-day window, including CFO Dylan Smith selling $227K and Controller Eli Berkovitc
CLUSTER — Impact 5/10
Apr 9, 2026
SEC
Two corporate insiders at BOX sold shares in the past week, including Chief Operating Officer Olivia Nottebohm selling $
CLUSTER — Impact 5/10
Inst.
NORGES BANK — NEW
1,966,352 shares ($58.8M)
Price Targets
$32.50
+22.5% upside
Strong Buy
Current $26.54
Low $25.00
Median $32.50
High $45.00
8 analysts
$25.00
$45.00
Analyst Ratings
3Strong Buy
4Buy
6Hold
1Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jun 1, 2026 | DA Davidson | MAINTAIN | Buy → Buy |
| May 27, 2026 | UBS | MAINTAIN | Neutral → Neutral |
| May 27, 2026 | Citigroup | MAINTAIN | Buy → Buy |
| May 27, 2026 | DA Davidson | MAINTAIN | Buy → Buy |
| Mar 23, 2026 | William Blair | DOWNGRADE | Outperform → Market Perform |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.40 ▲ +2.4% | $0.39 — $0.42 | 21% YoY | 9 |
| Next Q | $0.39 ▼ -1.9% | $0.35 — $0.41 | 26% YoY | 8 |
| Current FY | $1.58 | $1.56 — $1.62 | 9% YoY | 9 |
| Next FY | $1.80 ▼ -3.3% | $1.73 — $1.96 | 14% YoY | 9 |
Latest Reports
NEUTRAL
CLUSTER
4/10
Two top executives at Box — CFO Dylan Smith and COO Olivia Nottebohm — sold a combined $861K in open-market sales over a
May 12, 2026
BEARISH
CLUSTER
5/10
Two BOX insiders sold shares within a 7-day window, including CFO Dylan Smith selling $227K and Controller Eli Berkovitc
Apr 17, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $552.1M | — |
| BANK OF AMERICA CORP | $103.7M | — |
| NORGES BANK | $58.8M | NEW |
| MORGAN STANLEY | $54.0M | — |
| WELLS FARGO & COMPANY/MN | $42.3M | TRIM |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 28, 2026 | Berkovitch Eli | SELL | $159.7K |
| May 11, 2026 | Smith Dylan | SELL | $547.3K |
| May 8, 2026 | Nottebohm Olivia | SELL | $313.9K |
| May 5, 2026 | Davis Morris | A | $0.00 |
| May 1, 2026 | Nottebohm Olivia | SELL | $148.6K |
9 institutional holders with $891.9M total value (29,818,743 shares) as of 2025-Q4. Top holders: VANGUARD, BANK, NORGES. Net selling activity: 2 institutions trimmed/exited vs 1 added.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 18,458,285 | $552.1M | 61.9% | — |
| 2 | BANK OF AMERICA CORP /DE/ | 3,467,913 | $103.7M | 11.6% | — |
| 3 | NORGES BANK | 1,966,352 | $58.8M | 6.6% | NEW |
| 4 | MORGAN STANLEY | 1,806,394 | $54.0M | 6.1% | — |
| 5 | WELLS FARGO & COMPANY/MN | 1,413,561 | $42.3M | 4.7% | TRIM -45.4% |
| 6 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,348,609 | $40.3M | 4.5% | NEW |
| 7 | TWO SIGMA INVESTMENTS, LP | 944,843 | $28.3M | 3.2% | TRIM -50.2% |
| 8 | RENAISSANCE TECHNOLOGIES LLC | 391,313 | $11.7M | 1.3% | TRIM -69.7% |
| 9 | FMR LLC | 21,473 | $642.3K | 0.1% | ADD +49.5% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 1,966,352 | — | $58.8M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | TRIM | 2,586,983 | 1,413,561 | -45.4% | $42.3M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 1,293,531 | 391,313 | -69.7% | $11.7M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 1,647,392 | 2,586,983 | +57.0% | $83.5M | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 1,927,626 | 1,293,531 | -32.9% | $41.7M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 2,026,650 | 1,009,251 | -50.2% | $32.6M | 2025-Q3 |
| NORGES BANK | EXIT | 967,001 | 0 | -100.0% | $0.00 | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | ADD | 1,525,811 | 2,026,650 | +32.8% | $69.3M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 1,494,026 | 1,927,626 | +29.0% | $65.9M | 2025-Q2 |
| NORGES BANK | NEW | — | 967,001 | — | $33.0M | 2025-Q2 |
| FMR LLC | ADD | 11,654 | 17,421 | +49.5% | $595.3K | 2025-Q2 |
| CITADEL ADVISORS LLC | ADD | 1,087,422 | 2,008,668 | +84.7% | $62.0M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 589,741 | 1,525,811 | +158.7% | $47.1M | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 2,205,926 | 1,494,026 | -32.3% | $46.1M | 2025-Q1 |
| FMR LLC | ADD | 9,248 | 11,654 | +26.0% | $359.6K | 2025-Q1 |
| NORGES BANK | EXIT | 948,526 | 0 | -100.0% | $0.00 | 2025-Q1 |
| CITADEL ADVISORS LLC | ADD | 608,071 | 1,087,422 | +78.8% | $34.4M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 1,371,815 | — | $44.9M | 2024-Q3 |
6 unique insiders with 13 transactions. Net insider value: -$4.0M ($0.00 bought, $4.0M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 28, 2026 | Berkovitch Eli | VP Chief Acct Ofr & Controller | SELL | 6,300 | $25.36 | $159.7K |
| May 11, 2026 | Smith Dylan C | Chief Financial Officer | SELL | 21,972 | $24.91 | $547.3K |
| May 8, 2026 | Nottebohm Olivia | Chief Operating Officer | SELL | 12,470 | $25.17 | $313.9K |
| May 5, 2026 | Davis Morris A. | Director | A | 312,500 | $0.00 | $0.00 |
| May 1, 2026 | Nottebohm Olivia | Chief Operating Officer | SELL | 5,942 | $25.00 | $148.6K |
| Apr 22, 2026 | Smith Dylan C | Chief Financial Officer | F | 2,316 | $24.33 | $56.3K |
| Apr 22, 2026 | Levie Aaron | Chief Executive Officer | A | 1,954 | $0.00 | $0.00 |
| Apr 22, 2026 | Levie Aaron | Chief Executive Officer | F | 791 | $24.33 | $19.2K |
| Apr 22, 2026 | Berkovitch Eli | VP Chief Acct Ofr & Controller | A | 6,115 | $0.00 | $0.00 |
| Apr 22, 2026 | Berkovitch Eli | VP Chief Acct Ofr & Controller | F | 2,152 | $24.33 | $52.4K |
| Apr 22, 2026 | Nottebohm Olivia | Chief Operating Officer | A | 4,343 | $0.00 | $0.00 |
| Apr 22, 2026 | Nottebohm Olivia | Chief Operating Officer | F | 2,180 | $24.33 | $53.0K |
| Apr 22, 2026 | Smith Dylan C | Chief Financial Officer | A | 4,614 | $0.00 | $0.00 |
| Apr 15, 2026 | Berkovitch Eli | VP Chief Acct Ofr & Controller | A | 22,500 | $0.00 | $0.00 |
| Apr 15, 2026 | Nottebohm Olivia | Chief Operating Officer | A | 87,500 | $0.00 | $0.00 |
| Apr 15, 2026 | Smith Dylan C | Chief Financial Officer | A | 87,500 | $0.00 | $0.00 |
| Apr 10, 2026 | Smith Dylan C | Chief Financial Officer | SELL | 10,280 | $22.09 | $227.1K |
| Apr 8, 2026 | Berkovitch Eli | VP Chief Acct Ofr & Controller | SELL | 24,500 | $23.85 | $584.3K |
| Apr 7, 2026 | Nottebohm Olivia | Chief Operating Officer | SELL | 6,528 | $24.07 | $157.1K |
| Apr 6, 2026 | EVAN DANA L | Director | M | 17,034 | $11.19 | $190.6K |
| Apr 6, 2026 | EVAN DANA L | Director | SELL | 17,034 | $24.24 | $412.9K |
| Apr 6, 2026 | EVAN DANA L | Director | M | 17,034 | $0.00 | $0.00 |
| Apr 2, 2026 | Nottebohm Olivia | Chief Operating Officer | F | 24,826 | $23.67 | $587.6K |
| Apr 2, 2026 | Smith Dylan C | Chief Financial Officer | F | 26,543 | $23.67 | $628.3K |
| Mar 25, 2026 | Nottebohm Olivia | Chief Operating Officer | SELL | 5,942 | $24.10 | $143.2K |
| Mar 20, 2026 | Smith Dylan C | Chief Financial Officer | F | 16,542 | $23.86 | $394.7K |
| Mar 20, 2026 | Berkovitch Eli | VP Chief Acct Ofr & Controller | F | 2,155 | $23.86 | $51.4K |
| Mar 20, 2026 | Nottebohm Olivia | Chief Operating Officer | F | 13,267 | $23.86 | $316.6K |
| Mar 11, 2026 | Nottebohm Olivia | Chief Operating Officer | A | 72,832 | $0.00 | $0.00 |
| Mar 11, 2026 | Smith Dylan C | Chief Financial Officer | A | 73,372 | $0.00 | $0.00 |
| Mar 10, 2026 | Levie Aaron | Chief Executive Officer | SELL | 15,000 | $24.72 | $370.8K |
| Mar 10, 2026 | Smith Dylan C | Chief Financial Officer | SELL | 17,000 | $24.72 | $420.2K |
| Mar 6, 2026 | Nottebohm Olivia | Chief Operating Officer | SELL | 4,612 | $25.78 | $118.9K |
| Feb 10, 2026 | Smith Dylan C | Chief Financial Officer | SELL | 17,000 | $24.75 | $420.7K |
3 SEC filing reports analyzed. Sentiment: 0 bullish, 2 bearish, 0 mixed, 1 neutral. Avg impact: 4.7/10.
NEUTRAL
CLUSTER
4/10
Two top executives at Box — CFO Dylan Smith and COO Olivia Nottebohm — sold a combined $861K in open
May 12, 2026
BEARISH
CLUSTER
5/10
Two BOX insiders sold shares within a 7-day window, including CFO Dylan Smith selling $227K and Cont
Apr 17, 2026
BEARISH
CLUSTER
5/10
Two corporate insiders at BOX sold shares in the past week, including Chief Operating Officer Olivia
Apr 9, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Hold (50% buy). Based on 14 analysts: 3 strong buy, 4 buy, 6 hold, 1 sell, 0 strong sell.
Analyst Price Targets
$32.50 mean target
+22.5% upside
Strong Buy (2.40)
$25.00 Low
$45.00 High
| Metric | Value |
|---|---|
| Current Price | $26.54 |
| Target Low | $25.00 |
| Target Mean | $32.50 |
| Target Median | $32.50 |
| Target High | $45.00 |
| # Analysts | 8 |
| Recommendation | Strong Buy (2.40) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-07-31 |
$0.40 | $0.39 | $0.42 | 20.6% | +2.4% | 5↑ 2↓ | $0.3B | 8.5% | 9 |
| Next Q 2026-10-31 |
$0.39 | $0.35 | $0.41 | 26.3% | -1.9% | 2↑ 4↓ | $0.3B | 7.8% | 8 |
| Current FY 2027-01-31 |
$1.58 | $1.56 | $1.62 | 9.4% | +0.1% | 7↑ 1↓ | $1.3B | 8.6% | 9 |
| Next FY 2028-01-31 |
$1.80 | $1.73 | $1.96 | 14.3% | -3.3% | 6↑ 1↓ | $1.4B | 8.4% | 9 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.398 | |
| 7d ago | $0.389 | +0.009 |
| 30d ago | $0.389 | +0.009 |
| 60d ago | $0.389 | +0.009 |
| 90d ago | $0.356 | +0.042 |
5 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jun 1, 2026 | DA Davidson | MAINTAIN | Buy | Buy |
| May 27, 2026 | UBS | MAINTAIN | Neutral | Neutral |
| May 27, 2026 | Citigroup | MAINTAIN | Buy | Buy |
| May 27, 2026 | DA Davidson | MAINTAIN | Buy | Buy |
| Mar 23, 2026 | William Blair | DOWNGRADE | Outperform | Market Perform |
| Mar 20, 2026 | DA Davidson | MAINTAIN | Buy | Buy |
| Mar 12, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | Equal-Weight |
| Mar 4, 2026 | Citigroup | MAINTAIN | Buy | Buy |
| Mar 4, 2026 | UBS | MAINTAIN | Neutral | Neutral |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 3 | 4 | 6 | 1 | 0 | 50% | |
| May 1, 2026 | 4 | 4 | 5 | 1 | 0 | 57% | |
| Apr 1, 2026 | 4 | 4 | 5 | 1 | 0 | 57% | |
| Mar 1, 2026 | 4 | 4 | 5 | 1 | 0 | 57% | |
| Feb 1, 2026 | 4 | 4 | 5 | 1 | 0 | 57% | |
| Jan 1, 2026 | 4 | 4 | 5 | 1 | 0 | 57% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
Jun 5, 2026
short_volume
Short Volume: BOX — 61.0% short (0.4M / 0.7M)
Short: 421,756 | Exempt: 0 | TRF Vol: 691,557 | Short Ratio: 61.0% | Off-exchange volume (dark pool + OTC)
Jun 4, 2026
short_volume
Short Volume: BOX — 66.7% short (0.4M / 0.6M)
Short: 420,045 | Exempt: 1,090 | TRF Vol: 629,895 | Short Ratio: 66.7% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
short_volume
Short Volume: BOX — 64.2% short (0.4M / 0.7M)
Short: 419,363 | Exempt: 355 | TRF Vol: 653,662 | Short Ratio: 64.2% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
short_volume
Short Volume: BOX — 56.4% short (0.4M / 0.7M)
Short: 422,080 | Exempt: 2,195 | TRF Vol: 747,756 | Short Ratio: 56.4% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
short_volume
Short Volume: BOX — 62.3% short (1.1M / 1.7M)
Short: 1,083,377 | Exempt: 101 | TRF Vol: 1,740,289 | Short Ratio: 62.3% | Off-exchange volume (dark pool + OTC)
May 29, 2026
short_volume
Short Volume: BOX — 62.0% short (1.0M / 1.6M)
Short: 1,004,062 | Exempt: 1,850 | TRF Vol: 1,620,268 | Short Ratio: 62.0% | Off-exchange volume (dark pool + OTC)
May 27, 2026
short_volume
Short Volume: BOX — 64.2% short (1.4M / 2.1M)
Short: 1,358,585 | Exempt: 3,398 | TRF Vol: 2,114,650 | Short Ratio: 64.2% | Off-exchange volume (dark pool + OTC)
May 26, 2026
earnings_calendar
BOX Q1 2027 Earnings Scheduled — 2026-05-26
May 26, 2026
short_volume
Short Volume: BOX — 80.3% short (1.7M / 2.1M)
Short: 1,685,638 | Exempt: 1,160 | TRF Vol: 2,100,187 | Short Ratio: 80.3% | Off-exchange volume (dark pool + OTC)
May 20, 2026
short_volume
Short Volume: BOX — 75.2% short (0.5M / 0.6M)
Short: 453,659 | Exempt: 13 | TRF Vol: 603,125 | Short Ratio: 75.2% | Off-exchange volume (dark pool + OTC)
May 19, 2026
short_volume
Short Volume: BOX — 79.4% short (0.7M / 0.9M)
Short: 719,401 | Exempt: 3,621 | TRF Vol: 906,574 | Short Ratio: 79.4% | Off-exchange volume (dark pool + OTC)
May 18, 2026
short_volume
Short Volume: BOX — 68.7% short (0.8M / 1.2M)
Short: 810,172 | Exempt: 0 | TRF Vol: 1,179,125 | Short Ratio: 68.7% | Off-exchange volume (dark pool + OTC)
May 15, 2026
short_volume
Short Volume: BOX — 57.4% short (0.4M / 0.7M)
Short: 398,531 | Exempt: 0 | TRF Vol: 694,762 | Short Ratio: 57.4% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_volume
Short Volume: BOX — 70.3% short (0.4M / 0.6M)
Short: 412,940 | Exempt: 0 | TRF Vol: 587,056 | Short Ratio: 70.3% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_volume
Short Volume: BOX — 58.0% short (0.4M / 0.7M)
Short: 431,873 | Exempt: 1,938 | TRF Vol: 744,144 | Short Ratio: 58.0% | Off-exchange volume (dark pool + OTC)