Archive

May 26, 2025

Browsing

Box stock price has retreated in the past few months as the company has slowed and competition in the core market has risen. It was trading at $31 on Friday, down by 12% from its highest level this year, as focus shifts to the upcoming earnings.

Box growth has stalled

Box is a technology company that provides cloud file storage solutions to customers worldwide.

The company has expanded its business in the past few years. For example, it has invested heavily in artificial intelligence (AI) tools like content management, AI agents, and e-signatures. 

Box’s business has slowed in the past few years, with its annual revenue growing from $770 million in 2021 to $1.09 billion last year. While a 41% growth is a good one, it is much slower than other companies in the software-as-a-service industry.

Box’s main challenge is that it operates in a highly competitive industry. It competes with companies like DropBox, Amazon, Google, and Microsoft, which offer mostly similar solutions.

Many large companies prefer to use one cloud software provider. As such, a company paying for Google Cloud solutions will prefer its Drive solution for storage and sharing solutions. 

Earnings ahead

The next key catalyst for the Box stock price will be the upcoming earnings, which will shed color on its business trajectory. 

The most recent results showed that Box’s revenue rose to $280 million in the fourth quarter of its 2025 fiscal year. It also expanded its gross margin to 81% from 78.4% in the same period last year. 

Analysts expect that Box’s revenue will be $274.4 million, up by 3.8% from the same period last year. The most optimistic analyst see the revenue coming in at $276 million. 

Its earnings per share (EPS) is expected to come in at 26 cents, down from 39 cents a year earlier. 

For the year, analysts anticipate that Box’s revenue will come in at $1.15 billion, up by 5.70% from last year. It will then get to $1.23 billion next year. 

Is Box overvalued or cheap?

A key concern among investors is that Box is relatively overvalued for a company whose business has largely stalled or matured. 

Box has a forward P/E ratio of 26, higher than the S&P 500 Index’s average of 21 even though the index has a faster growth rate. FactSet data shows that the S&P 500 Index had a blended earnings growth rate of 13% in the first quarter. It has a forward EV-to-EBITDA multiple of 13.70, higher than the sector median of 12. 

A good approach for valuing Box is to use the rule-of-40 approach, which compares its growth and margins. The most recent data showed that its revenue growth is about 5%, while its operating margin was 28%, giving it a rule of 40 metric of 33%. 

Box has a free cash flow margin of 28%, meaning that its rule-of-40 metric using this approach is also 33%. A rule of 40 figure of less than 40 is a sign that a company is prioritizing growth over profitability.

Box stock price technical analysis

Box stock chart | Source: TradingView

The daily chart shows that the Box share price peaked at $35.75 in December last year. It formed a double-top pattern at that level with a neckline at $30.56. 

Box shares have moved slightly below the 50-day moving average. They have also formed a head and shoulders pattern, a popular bearish sign.

Therefore, the stock will likely have a bearish breakout after its earnings. If this happens, the next point to watch will be at $31. A move above the resistance level at $32.48 will invalidate the bearish outlook.

The post Box stock price forecast ahead of earnings: buy or sell? appeared first on Invezz

NEWYou can now listen to Fox News articles!

It was hard to concentrate in my congressional office because I could overhear a lively interview with conservative media host Glenn Beck through the thin wall. You might assume I work for a Republican, but I’m chief of staff to progressive California Congressman Ro Khanna.

What if I told you it was one of our best interviews in recent months? 

They disagreed on President Trump’s deportation efforts and USAID funding, but they agreed on revitalizing manufacturing and leading against China. The headline for the interview read, ‘Progressive Democrat sits down with Glenn Beck despite disagreements: ‘We’re all Team America.’’ We agreed he’d return soon.

There’s debate about whether Democrats need a stronger message or more robust left-wing media. But what Democrats really need is to relearn the art of persuasion—not just crafting a compelling message, but figuring out how to make it cut through today’s crowded media landscape.

Democrats don’t need a ‘left-wing Joe Rogan.’ We need to persuade the real one, along with Americans nationwide, that we share common ground and are worth supporting. 

I know it’s possible because I saw Ro begin that process with Glenn Beck. They didn’t agree on everything, but the conversation opened a door. That’s persuasion: not instant conversion, but showing up, listening, and finding places to start.

Our leaders are too often surrounded by chattering consultants obsessed with poll-tested messages and terrified of ruffling feathers. Every morning, I get dozens of emails urging me to tell Americans that MAGA Republicans are trying to take away their healthcare. I believe it! But it takes more than one line to convince people. We need specifics, facts, and a clear vision of what Democrats stand for.

Ro has been building this foundation for years. He’s traveled to dozens of states, partnering with Silicon Valley to expand tech opportunities, and since the election, held town halls in Republican districts—not to preach, but to listen. At a recent Allentown, Pennsylvania, event, Ro spoke with the Trump supporters protesting outside about his bipartisan bill to lower prescription drug costs. By the end, they came inside—and applauded. 

Having a message is just the first step. The next challenge is breaking through today’s media ecosystem—can it go viral on social media, get picked up by the press, or reach broader audiences, and still land? Amplification matters equally.

It’s undeniable that Republicans have invested significantly more time and resources into building a powerful online ecosystem to reach voters. To overcome that right now, Democrats need to be fearless. Flood the zone, reach people where they are, win them over. Download TikTok, hire a talented, chronically online 22-year-old to post on subreddits, and create a Substack. Talk to Mehdi Hasan in the morning and Laura Ingraham in the evening. Write an op-ed for Fox News Digital.

It’s not about giving anyone a platform or legitimacy—their platforms already exist, and their audiences view them as legitimate. It’s about using those platforms to share our message and tailoring how we communicate to different audiences without compromising our values.

We also need to balance between viral moments with nuanced messages about complicated issues. Ro’s prescription drug bill has gained traction on X and Reddit. But his core vision—a new economic patriotism focused on 21st century solutions for the economic success of every community including new factories and AI academies—hasn’t taken off online the same way. Yet, in longer-form interviews and podcasts, it’s met with enthusiasm. Both messages matter, and we need to find the right time and place for each.

After all, Joe Rogan supported Bernie Sanders in the 2020 presidential election. When he drifted toward Donald Trump, we shrugged and said he was gone for good. Why not try again with a tailored message and an eye toward persuasion? 

Joe, if you’re reading this, I have a pitch for you. 

This post appeared first on FOX NEWS