Box Inc Stock Price, News & Analysis

Box (NYSE: BOX) announced on December 8, 2025 that the Heart Research Institute (HRI) selected Box's Enterprise Advanced plan to centralise and secure research content. HRI will use Box to gain AI-driven insights across documents, images, videos and workflows while maintaining compliance for healthcare and scientific research.

Key uses include centralised content management, accelerated researcher onboarding via Box Hubs, digitised recruitment with Box Forms and Box Sign, and deployment of secure AI agents to analyse studies, operational documents and financial data.

The partnership is presented as aimed at improving collaboration, data security, and regulatory compliance for HRI's cardiovascular research activities.

Box (NYSE:BOX) reported fiscal Q3 2026 results: revenue $301.1M (+9% YoY; +8% constant currency), billings $296.0M (+12%), and RPO $1.5B (+18%; +19% CC).

Margins: GAAP operating margin 8.3%, non-GAAP operating margin 28.6%. GAAP diluted EPS was $0.05; non-GAAP diluted EPS was $0.31. Net cash from operations was $73.0M; non-GAAP free cash flow was $61.4M.

Corporate actions and outlook: repurchased 2.4M shares for ~$77M in Q3 and Board authorized a $150M expansion to the repurchase program. Q4 revenue guidance ~$304M (+9% YoY); full-year FY26 revenue guide ~$1.175B (+8%). Company disclosed $205M convertible notes maturing Jan 15, 2026 and updated GAAP/non-GAAP EPS guidance reflecting non-cash deferred tax expense.

Box (NYSE:BOX) announced a multi-year strategic collaboration agreement with AWS on November 17, 2025 to build agentic AI integrations that surface insights from enterprise content. New technical work includes Box AI agents using Amazon Bedrock models, multimodal analysis via Amazon Nova embeddings, and integrations with Amazon Quick Suite, Amazon Q Developer, Amazon Strands, Kiro, and Amazon Bedrock AgentCore. Several integrations are stated as available today, and Box will be purchasable in AWS Marketplace for qualified customers in early 2026.

Box (NYSE:BOX) will report third quarter fiscal 2026 results for the period ended October 31, 2025 after market close on Tuesday, December 2, 2025. Management will host a conference call and webcast at 2:00 p.m. PT the same day to review financial results and business developments.

Investors may register for the call to receive dial-in details at the provided registration link and access a live webcast on the Box investor relations site. A replay of the webcast will be available through 11:59 p.m. ET on December 9, 2025.

Box (NYSE:BOX) and Tata Consultancy Services (TCS) announced a strategic partnership on October 21, 2025 to deliver industry-focused Intelligent Content Management (ICM) solutions that combine Box’s AI-first content platform with TCS’s global scale and systems-integration expertise. Key facts: Box’s ICM is used by 64% of the Fortune 500; TCS reports a global workforce of > 613,000 consultants and consolidated revenues of more than $30 billion for fiscal year ended March 31, 2025. The collaboration targets financial services, healthcare, manufacturing, retail, and government with capabilities such as AI metadata extraction, workflow automation, 1500+ secure integrations, and regulatory compliance support (GDPR, HIPAA).

The partnership aims to accelerate content-led digital transformation, improve productivity, and unlock insights from legacy content systems for joint customers worldwide.

Box (NYSE:BOX) announced that Franco-Canadian aeronautics start-up FLYING WHALES selected Box as its unified Intelligent Content Management platform on October 7, 2025. FLYING WHALES adopted Box to manage unstructured data—PDFs, videos, images—and expanded use since first selecting Box in 2024.

The rollout includes Box AI for Hubs, automated classification policies, Box KeySafe for customer-controlled encryption keys, and cybersecurity and compliance controls to support aerospace partnerships and testing workflows.

Box (NYSE:BOX) has announced Box Shield Pro, a new AI-powered security suite enhancing its content protection platform. The solution introduces three key capabilities: the AI Classification Agent for automatic sensitive content classification, the AI Threat Analysis Agent for simplified threat alerts, and Ransomware Activity Detection for protecting against mass encryption attacks.

The new features are designed to help organizations across various sectors including financial services, healthcare, legal, government, and education protect sensitive data while maintaining productivity. Box Shield Pro will be available as an add-on for current Box Shield, Enterprise Plus, and Enterprise Advanced customers later in 2025.

Box (NYSE:BOX) has unveiled a new suite of AI-powered solutions to transform enterprise workflows. The company announced three major innovations: Box Extract, an AI-powered data extraction solution; Box Automate, an agentic workflow automation platform; and enhanced Box Apps with new AI capabilities.

Box Extract will enable organizations to accurately extract data from various document formats, while Box Automate will orchestrate work across AI agents and teams. The enhanced Box Apps platform will provide intelligent no-code dashboards with agent-assisted analysis capabilities. These solutions will be available in the coming months for Enterprise Advanced plan customers.

The company is partnering with major AI providers including Anthropic, Amazon, Google, IBM, Meta, OpenAI, and xAI, offering customers flexibility in choosing AI models through Box AI Studio and APIs.

Box (NYSE:BOX), the leading Intelligent Content Management platform, has announced its upcoming participation at Citi's 2025 Global TMT Conference. The presentation is scheduled for September 3, 2025 at 2:10 PM ET at the New York Hilton Midtown.

Investors can access the live webcast through boxinvestorrelations.com, with the replay becoming available approximately twelve hours after the event and remaining accessible for 365 days.