Box Delivers In-Line Q3 but Lacks Growth Catalysts, RBC Says

MT Newswires Live12-04

Box (BOX) posted an in-line Q3 with steady execution across billings, margins and free cash flow, but the company still lacks meaningful growth catalysts to shift investor sentiment, RBC Capital Markets said in a Tuesday note.

The company reported Q3 non-GAAP EPS of $0.31 and revenue of $301.1 million.

RBC said Box's growth profile remains stable rather than accelerating and noted the absence of a "near-term growth catalyst" to drive a re-rating. RBC said it is maintaining its Underperform rating on the stock.

The firm also expects macro headwinds to persist and said it has limited confidence in Box achieving its long-term target of 10% to 15% revenue growth and 34% to 37% operating margins.

RBC also maintained its $26 price target for the stock.

Price: 32.09, Change: +1.92, Percent Change: +6.36

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2588111028?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-12-04 00:36","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2588111028","market":"sg","top_or_hot":-1,"title":"Box Delivers In-Line Q3 but Lacks Growth Catalysts, RBC Says","media":"MT Newswires Live","content":"<html><body><p> Box (BOX) posted an in-line Q3 with steady execution across billings, margins and free cash flow, but the company still lacks meaningful growth catalysts to shift investor sentiment, RBC Capital Markets said in a Tuesday note.</p><p>The company reported Q3 non-GAAP EPS of $0.31 and revenue of $301.1 million.</p><p>RBC said Box's growth profile remains stable rather than accelerating and noted the absence of a \"near-term growth catalyst\" to drive a re-rating. RBC said it is maintaining its Underperform rating on the stock.</p><p>The firm also expects macro headwinds to persist and said it has limited confidence in Box achieving its long-term target of 10% to 15% revenue growth and 34% to 37% operating margins.</p><p>RBC also maintained its $26 price target for the stock.</p><p>Price: 32.09, Change: +1.92, Percent Change: +6.36</p></body></html>","source":"mtnewswires_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Box Delivers In-Line Q3 but Lacks Growth Catalysts, RBC Says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBox Delivers In-Line Q3 but Lacks Growth Catalysts, RBC Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2025-12-04 00:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p> Box (BOX) posted an in-line Q3 with steady execution across billings, margins and free cash flow, but the company still lacks meaningful growth catalysts to shift investor sentiment, RBC Capital Markets said in a Tuesday note.</p><p>The company reported Q3 non-GAAP EPS of $0.31 and revenue of $301.1 million.</p><p>RBC said Box's growth profile remains stable rather than accelerating and noted the absence of a \"near-term growth catalyst\" to drive a re-rating. RBC said it is maintaining its Underperform rating on the stock.</p><p>The firm also expects macro headwinds to persist and said it has limited confidence in Box achieving its long-term target of 10% to 15% revenue growth and 34% to 37% operating margins.</p><p>RBC also maintained its $26 price target for the stock.</p><p>Price: 32.09, Change: +1.92, Percent Change: +6.36</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0106261612.USD","symbol_name":"SCHRODER ISF US SMALLER COMPANIES IMPACT \"A\" ACC","start_time":0,"source_url":"https://www.mtnewswires.com/","article_id":"2588111028","we_media_id":"1092851196","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2588111028","pubTimestamp":1764779763,"columns":[],"sourceInfo":{"source_id":"mtnewswires_news","name":"MT Newswires"},"weMediaInfo":{"media_name":"MT Newswires Live","introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"summary":"Box  posted an in-line Q3 with steady execution across billings, margins and free cash flow, but the company still lacks meaningful growth catalysts to shift investor sentiment, RBC Capital Markets said in a Tuesday note.The company reported Q3 non-GAAP EPS of $0.31 and revenue of $301.1 million.RBC said Box's growth profile remains stable rather than accelerating and noted the absence of a \"near-term growth catalyst\" to drive a re-rating. RBC said it is maintaining its Underperform rating on the stock.The firm also expects macro headwinds to persist and said it has limited confidence in Box achieving its long-term target of 10% to 15% revenue growth and 34% to 37% operating margins.RBC also maintained its $26 price target for the stock.Price: 32.09, Change: +1.92, Percent Change: +6.36","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0106261612.USD":"SCHRODER ISF US SMALLER COMPANIES IMPACT \"A\" ACC","LU0012050646.USD":"SCHRODER ISF US SMALLER COMPANIES IMPACT \"A\" (USD) INC AV","LU0240877869.USD":"SCHRODER ISF GLOBAL SMALL COMPANIES \"A\" ACC","BOX":"Box Inc","LU0240878834.USD":"SCHRODER ISF GLOBAL SMALL COMPANIES \"A\" (USD) INC AV","BK4023":"应用软件"},"translate_title":"加拿大皇家银行表示，Box第三季度业绩符合预期，但缺乏增长催化剂","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BOX":1.5},"content_text":"Box (BOX) posted an in-line Q3 with steady execution across billings, margins and free cash flow, but the company still lacks meaningful growth catalysts to shift investor sentiment, RBC Capital Markets said in a Tuesday note.The company reported Q3 non-GAAP EPS of $0.31 and revenue of $301.1 million.RBC said Box's growth profile remains stable rather than accelerating and noted the absence of a \"near-term growth catalyst\" to drive a re-rating. RBC said it is maintaining its Underperform rating on the stock.The firm also expects macro headwinds to persist and said it has limited confidence in Box achieving its long-term target of 10% to 15% revenue growth and 34% to 37% operating margins.RBC also maintained its $26 price target for the stock.Price: 32.09, Change: +1.92, Percent Change: +6.36","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.9","shortVersion":"4.35.9","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2588111028","isCrawlerRequest":true}