Box (BOX) Stock Gets a Boost After Q1 Beat – But Will Second-Half Headwinds Hold It Back?
On May 28, JPMorgan has increased its price target for Box, Inc. (NYSE:BOX) from $37 to $39 while maintaining an 'Overweight' rating on the company's shares. Box, Inc. (NYSE:BOX) develops intelligent content cloud software.
Analyst Pinjalim Bora noted how Box has had a robust start to the year, but also indicated that its guidance integrates a degree of conservatism, positioning the company well in the current market environment.
A close-up of a laptop with a screen revealing the 25 languages supported by the company's cloud content management platform.
Box's reported performance demonstrated calculated billings growth of 27% year-over-year (y/y) in USD, topping the consensus estimate of 13% y/y growth. While some of this growth benefited from early renewals despite normalizing, the figures exceeded guidance. The company attributed the growth to strong demand for Box's Enterprise Advanced SKU and AI offerings.
The firm also noted how Box has had many positive indicators. For instance, revenue for the quarter was said to be in line with expectations, while pro forma earnings per share (PF EPS) beat forecasts.
Nevertheless, the company management has cautioned about its second-half guidance owing to macroeconomic uncertainties. For this reason, it has adjusted its billings growth outlook in CC but maintained its revenue growth forecast.
The analyst further highlighted the successful adoption of Box's bundled offerings and the potential for AI to generate significant consumption-based revenue when discussing its first quarter. The lowered billings growth guidance for the fiscal year was seen as the only concern, which may have investors questioning demand in the second half.
Overall, JPMorgan maintains a positive medium-term outlook on Box, noting its position in the industry, particularly with the introduction of Agentic AI.
Overall, BOX ranks 11th on our list of AI stocks on latest news and ratings. While we acknowledge the potential of BOX as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than BOX and that has 100x upside potential, check out our report about this cheapest AI stock.
READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires.
Disclosure: None. This article is originally published at Insider Monkey.
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