Box reaffirms guidance and highlights $100B market opportunity, but stock falls due to bearish sentiment.

From Stocktwits: 2025-03-19 00:20:18

Box, Inc. (BOX) stock fell after hosting its “Financial Analyst Day,” reaffirming fiscal year revenue guidance. Long-term targets for 2029-2031 include revenue growth of 10%-15% and an operating margin of 34%-37%. The company aims to become an AI-first company with a market opportunity over $100 billion. Despite having over 120,000 customers, sentiment on Stocktwits remains ‘bearish.’ The stock has been on a downtrend due to disappointing guidance and market weakness. Shares are down over 2% this year, with a consensus price target of $35.90, indicating potential 16% upside.



Read more at Stocktwits: Box Reaffirms FY26 Guidance, Touts $100B Market Opportunity At Analyst Day Event: Retail Sentiment Lags