BOX

In the past six months (April-October 2026), Box, Inc. reported Q1 FY2027 revenue of $305.9 million, up 11%, and net income of $11.9 million, up 239%, though EPS missed analyst expectations by 14%. For Q2 FY2027, Box exceeded revenue expectations with sales up 9.2% to $321.1 million, and adjusted EPS of $0.40 matched forecasts, leading to a raised full-year revenue guidance to approximately $1.29 billion, with billings surging 17% and net retention improving to 106%. The company authorized a $500 million expansion of its share repurchase plan in March 2026. Insider trading saw approximately $2.5 million worth of shares sold by insiders, including COO Olivia Nottebohm, Director Dana Evan, and CEO Aaron Levie, between July and October 2026, particularly after the stock reached a 52-week high. Box's stock was up 30% over the three months leading up to August 2026 and reached a new 52-week high of $36.34 in October 2026. Strategic initiatives include driving customers to its highest-tier Enterprise Plus plan, which bundles AI, security, and compliance, expanding Box Zones to 10 global regions in June 2026, and launching security and governance tools in July 2026 to protect content accessed by third-party AI models.