Latest news with #BOX
Yahoo
5 days ago
- Business
- Yahoo
3 Reasons to Sell BOX and 1 Stock to Buy Instead
In a sliding market, Box has defied the odds, trading up to $38.98 per share. Its 21.6% gain since December 2024 has outpaced the S&P 500's 1.8% drop. This was partly thanks to its solid quarterly results, and the run-up might have investors contemplating their next move. Is there a buying opportunity in Box, or does it present a risk to your portfolio? Get the full breakdown from our expert analysts, it's free. We're happy investors have made money, but we're cautious about Box. Here are three reasons why we avoid BOX and a stock we'd rather own. A company's long-term sales performance is one signal of its overall quality. Even a bad business can shine for one or two quarters, but a top-tier one grows for years. Over the last three years, Box grew its sales at a weak 6.6% compounded annual growth rate. This was below our standard for the software sector. Forecasted revenues by Wall Street analysts signal a company's potential. Predictions may not always be accurate, but accelerating growth typically boosts valuation multiples and stock prices while slowing growth does the opposite. Over the next 12 months, sell-side analysts expect Box's revenue to rise by 7.7%, close to This projection doesn't excite us and indicates its newer products and services will not lead to better top-line performance yet. Free cash flow isn't a prominently featured metric in company financials and earnings releases, but we think it's telling because it accounts for all operating and capital expenses, making it tough to manipulate. Cash is king. Over the next year, analysts predict Box's cash conversion will slightly fall. Their consensus estimates imply its free cash flow margin of 27.2% for the last 12 months will decrease to 27.4%. Box's business quality ultimately falls short of our standards. With its shares beating the market recently, the stock trades at 4.9× forward price-to-sales (or $38.98 per share). This valuation is reasonable, but the company's shakier fundamentals present too much downside risk. We're pretty confident there are superior stocks to buy right now. We'd recommend looking at one of our top software and edge computing picks. Donald Trump's victory in the 2024 U.S. Presidential Election sent major indices to all-time highs, but stocks have retraced as investors debate the health of the economy and the potential impact of tariffs. While this leaves much uncertainty around 2025, a few companies are poised for long-term gains regardless of the political or macroeconomic climate, like our Top 5 Growth Stocks for this month. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-micro-cap company Tecnoglass (+1,754% five-year return). Find your next big winner with StockStory today.
National Post
7 days ago
- Business
- National Post
AppDirect Expands Innovative Technology Marketplace to Own Energy Procurement With Acquisition of Broker Online Exchange
Article content As AI-driven energy demands surge, AppDirect's forward-thinking acquisition reinforces its role as the everything store for businesses to buy, sell, and manage all critical services with the support of an experienced advisor Article content Article content SAN FRANCISCO — AppDirect, the world's leading B2B commerce platform, today announced a first-of-its-kind move to power the next era of AI-driven business services: the acquisition of Broker Online Exchange (BOX), North America's leading retail energy network. Through this acquisition, AppDirect is continuing to expand and redefine how their partner network can sell, manage and optimize the critical services their customers rely on. Article content According to Gartner®, 'The long-term view is unshakable: electricity demand is projected to grow 42% by 2035. Affordable, accessible energy is a core enabler of economic competitiveness and an essential hedge against climate driven instability.' 1 This acquisition will enable AppDirect to broaden its portfolio of solutions—which currently includes cloud, telco, mobility, hardware, AI and now, energy—that its advisor community can offer their end business clients. Article content With energy demand projected to grow dramatically over the next 10 years, BOX provides over 2000 independent energy brokers access to the widest range of top electricity and gas suppliers, instant pricing, back office support and expansive industry expertise. Its My Service Cloud (MSC) platform supplies brokers with an energy broker CRM that assists in creating contracts and providing pricing, commissions and automated contract renewal management. Through this acquisition, AppDirect will add these capabilities to its expansive solution portfolio, which technology advisors can offer to their clients. Similarly, BOX brokers will gain access to AppDirect's technology solutions to sell and provide to their end clients to enable them to expand their share of wallet. Article content 'AppDirect's deep commitment to its technology advisors mirrors BOX's commitment to our energy broker community, so partnering with the team is a natural fit, providing incredible opportunities,' said Arthur Gruen, CEO of BOX. 'AppDirect has a diverse catalog of services and procurement platforms to manage those services ongoing. This, in turn, gives our energy broker community an entirely new set of solutions to add even more value to their customers, expand their share of wallet and quickly grow revenue.' Article content AppDirect's acquisition of BOX, following its recent acquisitions of Builtfirst, Firstbase and its impending acquisition of vCom, is another strategic enhancement that supports its vision of becoming the everything store for businesses through its advisors. By adding BOX's energy expertise to its catalog, AppDirect further solidifies its position as a marketplace and unified IT lifecycle management platform that supports a wide range of services—expanding its dedication to ease the lives of business leaders and offering additional value to technology advisors and brokers. Article content 'Business is entering a new era where technology alone isn't enough; it also needs the infrastructure that powers it,' said Nicolas Desmarais, AppDirect's Chairman and CEO. 'By bringing energy into our marketplace, AppDirect is setting a new standard for how businesses buy and manage the critical services they need to succeed, powered by our advisor and broker community. We believe the future belongs to companies that control the foundation, and we are proud to be the first to take this step.' Article content This acquisition is expected to provide an upside opportunity for both BOX and AppDirect customers and partners. A&D Global Advisors LLC/M&A Securities Group Inc. served as exclusive financial advisors to Broker Online Exchange LLC in this transaction. The BOX brand will continue to operate in the market and provide the same level of quality support its partners have come to expect. Article content To learn more about AppDirect, connect with our team or head to To learn more about BOX, go to Article content Gartner, Inc. 7 Trends Shaping the Future of Electricity, Lauren Wheatley, Sarah Watt, Lloyd Jones, Shanna Grafeld, Tsuneo Fujiwara, Chet Geschickter, Sabu Mathai, 1 May 2025 GARTNER is a registered trademark and service mark of Gartner, Inc. and/or its affiliates in the U.S. and internationally and is used herein with permission. All rights reserved. Article content About AppDirect Article content AppDirect is a B2B subscription commerce platform company that brings together technology providers, advisors, and businesses to simplify how they buy, sell, and manage technology. More than 1,000 providers, 10,000 advisors, and 5 million subscribers rely on the AppDirect ecosystem of subscription marketplaces to power their innovation, growth, and success. For more information, visit and follow us on LinkedIn. Article content Article content Article content Article content Article content
Business Wire
7 days ago
- Business
- Business Wire
AppDirect Expands Innovative Technology Marketplace to Own Energy Procurement With Acquisition of Broker Online Exchange
SAN FRANCISCO--(BUSINESS WIRE)-- AppDirect, the world's leading B2B commerce platform, today announced a first-of-its-kind move to power the next era of AI-driven business services: the acquisition of Broker Online Exchange (BOX), North America's leading retail energy network. Through this acquisition, AppDirect is continuing to expand and redefine how their partner network can sell, manage and optimize the critical services their customers rely on. 'Business is entering a new era where technology alone isn't enough; it also needs the infrastructure that powers it,' said Nicolas Desmarais, AppDirect's Chairman and CEO. According to Gartner®, 'The long-term view is unshakable: electricity demand is projected to grow 42% by 2035. Affordable, accessible energy is a core enabler of economic competitiveness and an essential hedge against climate driven instability.' 1 This acquisition will enable AppDirect to broaden its portfolio of solutions—which currently includes cloud, telco, mobility, hardware, AI and now, energy—that its advisor community can offer their end business clients. With energy demand projected to grow dramatically over the next 10 years, BOX provides over 2000 independent energy brokers access to the widest range of top electricity and gas suppliers, instant pricing, back office support and expansive industry expertise. Its My Service Cloud (MSC) platform supplies brokers with an energy broker CRM that assists in creating contracts and providing pricing, commissions and automated contract renewal management. Through this acquisition, AppDirect will add these capabilities to its expansive solution portfolio, which technology advisors can offer to their clients. Similarly, BOX brokers will gain access to AppDirect's technology solutions to sell and provide to their end clients to enable them to expand their share of wallet. 'AppDirect's deep commitment to its technology advisors mirrors BOX's commitment to our energy broker community, so partnering with the team is a natural fit, providing incredible opportunities,' said Arthur Gruen, CEO of BOX. 'AppDirect has a diverse catalog of services and procurement platforms to manage those services ongoing. This, in turn, gives our energy broker community an entirely new set of solutions to add even more value to their customers, expand their share of wallet and quickly grow revenue.' AppDirect's acquisition of BOX, following its recent acquisitions of Builtfirst, Firstbase and its impending acquisition of vCom, is another strategic enhancement that supports its vision of becoming the everything store for businesses through its advisors. By adding BOX's energy expertise to its catalog, AppDirect further solidifies its position as a marketplace and unified IT lifecycle management platform that supports a wide range of services—expanding its dedication to ease the lives of business leaders and offering additional value to technology advisors and brokers. 'Business is entering a new era where technology alone isn't enough; it also needs the infrastructure that powers it,' said Nicolas Desmarais, AppDirect's Chairman and CEO. 'By bringing energy into our marketplace, AppDirect is setting a new standard for how businesses buy and manage the critical services they need to succeed, powered by our advisor and broker community. We believe the future belongs to companies that control the foundation, and we are proud to be the first to take this step.' This acquisition is expected to provide an upside opportunity for both BOX and AppDirect customers and partners. A&D Global Advisors LLC/M&A Securities Group Inc. served as exclusive financial advisors to Broker Online Exchange LLC in this transaction. The BOX brand will continue to operate in the market and provide the same level of quality support its partners have come to expect. To learn more about AppDirect, connect with our team or head to To learn more about BOX, go to Gartner, Inc. 7 Trends Shaping the Future of Electricity, Lauren Wheatley, Sarah Watt, Lloyd Jones, Shanna Grafeld, Tsuneo Fujiwara, Chet Geschickter, Sabu Mathai GARTNER is a registered trademark and service mark of Gartner, Inc. and/or its affiliates in the U.S. and internationally and is used herein with permission. All rights reserved. About AppDirect AppDirect is a B2B subscription commerce platform company that brings together technology providers, advisors, and businesses to simplify how they buy, sell, and manage technology. More than 1,000 providers, 10,000 advisors, and 5 million subscribers rely on the AppDirect ecosystem of subscription marketplaces to power their innovation, growth, and success. For more information, visit and follow us on LinkedIn. About Broker Online Exchange Broker Online Exchange (BOX) is the largest, most flexible retail energy network in North America. It meets the needs of commercial customer advisors, energy brokers and referral partners by providing direct access to North America's top energy suppliers and markets. Broker Online Exchange also provides personalized support and flexible payment plans to its network of energy brokers and partners.
Yahoo
30-05-2025
- Business
- Yahoo
Why Box, Inc. (BOX) Soared On Wednesday
We recently published a list of . In this article, we are going to take a look at where Box, Inc. (NYSE:BOX) stands against other best-performing stocks. Box Inc. jumped by 17.23 percent on Wednesday to finish at $36.86 apiece following bullish outlooks from both the company and market experts. In a statement, Box, Inc. (NYSE:BOX) said it expects to grow its revenues by 8 percent in the second quarter of fiscal year 2026, as well as by 7 percent in the full fiscal year period. Revenues for the second quarter are expected to be in the range of $290 million to $291 million, while revenues for the full year are expected to settle at $1.165 billion to $1.170 billion. In the past quarter of the year, Box, Inc. (NYSE:BOX) dropped its net income by 52 percent to $8.194 million from $17.2 million registered in the same period last year, but revenues increased by 4.5 percent to $276 million from $264 million year-on-year. A close-up of a laptop with a screen revealing the 25 languages supported by the company's cloud content management platform. Following the earnings results, investment firm Raymond James raised its price target to $42 and maintained its Outperform rating for the company, saying that it was optimistic about the company's growth prospects and capability of sustaining double-digit growth rates. It also earned a higher price target of $24 from RBC Capital, albeit the figure was 35 percent lower than Box, Inc.'s (NYSE:BOX) closing price on Wednesday. Overall, BOX ranks 2nd on our list of best-performing stocks. While we acknowledge the potential of BOX, 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 10,000x 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. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
29-05-2025
- Business
- Yahoo
Box (BOX) Stock Gets a Boost After Q1 Beat – But Will Second-Half Headwinds Hold It Back?
We recently published a list of . In this article, we are going to take a look at where Box, Inc. (NYSE:BOX) stands against other AI stocks on latest news and ratings. 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. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
