Box Inc Class A

BOX: XNYS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
	$51.00	Wqls	Nypjdbgj

Box Earnings: Solid Results Amid Macro Headwinds as Suites Penetration Continues

Malik Ahmed Khan ,

Aug 28, 2024

We maintain our $25 fair value estimate for no-moat Box after the firm reported strong second-quarter results, with revenues aligned with our expectations and guidance and adjusted earnings per share exceeding our estimates. With a strong quarter, management also raised its full-year guidance. Despite these positive developments, we believe Box still has ground to cover before we consider making any material changes to our forecasts. Macro headwinds still loom large, and we await a clear inflection in demand for Box’s solutions.

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