Should Box’s (BOX) New Global AI Partnership With TCS Prompt a Closer Look From Investors?

Simply Wall St.11-02

On October 21, 2025, Tata Consultancy Services (TCS) announced a global partnership with Box, Inc. to deliver specialized, industry-focused AI content management solutions for joint enterprise ...

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This collaboration leverages Box’s AI-based platform and TCS’s vast consulting network to help companies in sectors like financial services, healthcare, retail, manufacturing, and government turn unstructured content into business insights and efficiencies. We'll explore how Box's expanded industry reach through TCS could influence its long-term market positioning and earnings outlook. AI is about to change healthcare. These 33 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.AdvertisementBox Investment Narrative RecapTo believe in Box as a long-term investment, you need to trust in its ability to carve out a sustainable role amidst growing competition from hyperscalers by delivering differentiated, AI-powered solutions that customers find essential enough to choose over broader suites. The recent TCS partnership could help Box access larger enterprises and industries, presenting a positive catalyst for expanding enterprise adoption, though the most immediate risk remains whether Box can stave off market share losses to integrated cloud providers with larger ecosystems and pricing power, which this news may not materially offset in the short term. Of Box’s recent announcements, the September launch of new AI-powered solutions, including Box Automate for workflow automation and Box Extract for data extraction, stands out as most relevant. These products directly advance Box’s push to deepen integration of AI and automation for enterprise content management, supporting the company’s efforts to drive up net retention and address demand for smarter, more efficient workflow tools, key factors in realizing the potential uptick in industry demand brought by the TCS partnership. Yet in contrast, investors should be aware that as integrated solutions from much larger cloud providers become more attractive and enterprise customers consolidate their tech stacks, the risk of losing market share to these competitors remains a critical concern… Read the full narrative on Box (it's free!)Box's outlook anticipates $1.5 billion in revenue and $191.0 million in earnings by 2028. This is based on a projected annual revenue growth rate of 10.3% and a modest earnings increase of $3.7 million from the current earnings of $187.3 million.Uncover how Box's forecasts yield a $36.75 fair value, a 15% upside to its current price.Exploring Other PerspectivesBOX Community Fair Values as at Nov 2025 Simply Wall St Community members estimate Box’s fair value between US$26.00 and US$47.91, based on five distinct forecasts. Against this backdrop, the risk of Box losing customers to integrated hyperscaler platforms is a recurring conversation, influencing how diverse participants view its outlook.Explore 5 other fair value estimates on Box - why the stock might be worth as much as 49% more than the current price!Build Your Own Box NarrativeDisagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.A great starting point for your Box research is our analysis highlighting 2 key rewards and 1 important warning sign that could impact your investment decision.Our free Box research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Box's overall financial health at a glance.Interested In Other Possibilities?Right now could be the best entry point. These picks are fresh from our daily scans. Don't delay:We've found 22 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free.Explore 28 top quantum computing companies leading the revolution in next-gen technology and shaping the future with breakthroughs in quantum algorithms, superconducting qubits, and cutting-edge research.The end of cancer? These 29 emerging AI stocks are developing tech that will allow early identification of life changing diseases like cancer and Alzheimer's.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if Box might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. 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