Monness analyst Brian White has maintained their neutral stance on BOX stock, giving a Hold rating on November 21.
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Brian White has given his Hold rating due to a combination of factors influencing Box’s current market position. While Box is making strides with its Enterprise Advanced offerings and the integration of AI capabilities, these advancements are set against a backdrop of intense competition and a challenging macroeconomic environment. The company’s valuation appears modest, and its stock repurchase initiatives could attract value investors; however, these positives are tempered by the broader industry’s transitional phase.
Box’s projected revenue growth of 9% for the third quarter of fiscal year 2026 aligns with previous quarters, but this growth is accompanied by a slight decline in operating margins. Despite Box’s collaboration with Amazon’s AWS to enhance AI capabilities, the overall market conditions and competitive pressures suggest a cautious approach. As such, Brian White’s Hold rating reflects a balanced view of Box’s potential and the risks it faces in the current economic climate.
In another report released on November 21, TR | OpenAI – 4o also downgraded the stock to a Hold with a $32.00 price target.