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Box Inc Stock: price and insider trades · United States
Box Inc: what insiders have been doing
Box Inc, classified in the Technology sector, is a listed company based in Redwood City, United States, founded in 2009. Its insiders report their share dealings to SEC (Form 4). Over the twelve months to 18 October 2026, the company's managers filed 88 filings, from 17 insiders.
Only sales appear on the open market, 37 sales in all totalling €8.2M, filed by 7 insiders. The totals exclude 7 filings filed without an amount. The largest single trade was a sale of €554k by Smith Dylan C, published on 13 October 2026, equal to 0.012% of the market capitalisation.
Typically, a trade is published a median of 2 days after it takes place. US insiders must file a Form 4 within two business days of a trade. Selling is not necessarily a view on the stock: liquidity needs and diversification are common motives.
For context, the typical company on the same exchange (median of 5,811 companies) published 19 filings over the same period, against 88 filings here. Over the whole record (from 2021), the tally stands at no purchases and 143 sales. In its latest annual report filed with the SEC (10-K, fiscal year ended 31 January 2026), the company reported revenue of 1.18 bn USD and net income of 115.4 m USD.
Other companies in the same sector with recent insider buying flagged by our signals: Core Scientific, Inc./tx and Gitlab Inc. Every figure here comes from the filings published by SEC (Form 4) and describes the past, not future prices; it is not investment advice.
Insider Decl.
331
Thresholds
n/a
Buy Volume
n/a
n/a
Sell Volume
€41M
143 ops. · all time
Who traded when
BuySaleOlivia Nottebohm24 sales
Dylan C. Smith20 sales
Eli Berkovitch13 sales
Aaron Levie8 sales
Dana L. Evan4 sales
Jack R. Lazar3 sales
+1 other insider
Analyst consensus: bullish or bearish?
Analysts rate Box Inc Buy (bullish), based on 7 analysts. Average price target: US$39.86.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Fundamental score
Ranked 10,035 of 24,148 companies
55.8
score / 100
Value40
Quality72
FCF yld5.8%
Earn yld2.1%
EV/EBITDA41.8x
ROE70%
Gross mgn79%
Net mgn9.8%
Debt/EBITDA3.7x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2026FY ended January 2026 · cache
US$39.48
Analyst consensus
7 analystsBuy
US$26.00Target US$39.86(+1%)US$50.00
Income statement
RevenueUS$1.2B
Gross profitUS$932.6M79% margin
EBITDAUS$142.3M12% margin
Net incomeUS$115.4M10.6% margin
Valuation
PER (trailing)57.2x
PER (forward)22.7x
P/Book251.7x
Beta0.72
Balance sheet & cash
Market capUS$5.4B
Total debtUS$528M
Free Cash FlowUS$315.2M
Debt / Equity380%
Profitability & ownership
ROE70.2%
ROA5.2%
% insiders3.2%
% institutions105.3%
Last declaration on 13 October 2026
Declarations331 total
17,000 shares@ US$36.5630.012% mcap1.6% of flowClass A Common StockSEC:0001193125-26-420735:0
17,000 shares@ US$36.56240.014% mcap1.6% of flowCommonSEC144:0001959173-26-007321
5,293 shares@ US$34.500.0041% mcap1.8% of flowClass A Common StockSEC:0001193125-26-415841:0
5,293 shares@ US$34.49990.0041% mcap1.8% of flowCommonSEC144:0001921094-26-001068
21,330 shares@ US$33.720.016% mcap7.2% of flowClass A Common StockSEC:0001193125-26-398243:0
1,925 shares@ US$33.720.0015% mcap1.2% of flowClass A Common StockSEC:0001193125-26-398247:0
9,975 shares@ US$33.720.0075% mcap0.9% of flowClass A Common StockSEC:0001193125-26-398252:0
6,158 shares@ US$35.000.0048% mcap8.2% of flowClass A Common StockSEC:0001193125-26-393283:0
6,158 shares@ US$35.000.0049% mcap100.0% of flowClass A CommonSEC144:0001950047-26-009473
17,000 shares@ US$34.5220.013% mcap1.5% of flowClass A Common StockSEC:0001193125-26-389445:0
15,000 shares@ US$34.2440.011% mcap8.8% of flowClass A Common StockSEC:0001193125-26-389451:0
17,000 shares@ US$34.52170.013% mcap1.5% of flowCommonSEC144:0001959173-26-006848
3,850 shares@ US$35.990.0031% mcap2.6% of flowClass A Common StockSEC:0001193125-26-378751:0
3,850 shares@ US$35.99010.0031% mcap2.6% of flowCommonSEC144:0001921094-26-000972
5,834 shares@ US$32.31180.0042% mcap1.9% of flowCommonSEC144:0001921094-26-000812
5,834 shares@ US$32.3120.0042% mcap1.9% of flowClass A Common StockSEC:0001193125-26-340587:0
5,834 shares@ US$30.130.0040% mcap1.8% of flowClass A Common StockSEC:0001801732-26-000006:0
5,834 shares@ US$30.12990.0040% mcap1.8% of flowCommonSEC144:0001921094-26-000748
17,000 shares@ US$29.05340.011% mcap1.3% of flowCommonSEC144:0001959173-26-005191
17,000 shares@ US$29.0530.011% mcap1.3% of flowClass A Common StockSEC:0001193125-26-301089:0
1,800 shares@ US$28.950.0012% mcap1.0% of flowCommonSEC144:0001921094-26-000723
5,834 sharesClass A Common StockSEC:0001193125-26-288865:0
8,372 sharesClass A Common StockSEC:0001193125-26-288876:0
8,372 sharesClass A Common StockSEC:0001193125-26-288878:0
8,372 sharesClass A Common StockSEC:0001193125-26-288912:0
25 of 331 declarations
About Box Inc
Box, Inc. is a U.S.-based technology company listed on the NYSE under the ticker BOX. Headquartered in Redwood City, California, in the United States, Box was founded in 2005 with an initial focus on making information accessible from anywhere and enabling collaboration across organizations. Over time, the company has repositioned itself from a cloud file-sharing and collaboration vendor into what it now calls an Intelligent Content Management (ICM) platform, combining content management, workflow automation, security, compliance, and enterprise AI. ([box.com](https://www.box.com/en-ca/about-us?utm_source=openai))
Box’s core business serves enterprises that need to manage large volumes of unstructured content: contracts, invoices, HR records, financial documents, product specifications, marketing assets, and regulated files. The platform is designed to centralize the content lifecycle, secure sensitive information, support collaboration, and connect document-driven workflows with major enterprise applications such as Microsoft Teams, Slack, Salesforce, and ServiceNow. This positions Box at the intersection of SaaS, cloud content management, and AI-enabled workflow software. ([sec.gov](https://www.sec.gov/Archives/edgar/data/1372612/000114036124026859/ny20021225x4_ars.pdf))
Read moreShow less
From a competitive standpoint, Box differentiates itself less as a generic storage provider and more as an enterprise content layer focused on governance, security, and business process orchestration. The company emphasizes its ability to serve highly regulated industries, including the public sector, banking, insurance, life sciences, and legal services. Box also states that it serves 97,000 companies and 68% of the Fortune 500, indicating meaningful scale and a well-established enterprise customer base. ([box.com](https://www.box.com/about-us?utm_source=openai))
Its product portfolio now spans Box AI, Box Hubs, Box Apps, Box Sign, Box Forms, Box Doc Gen, Box Extract, and the newer Box Automate offering. Recent launches show a clear strategic shift toward AI agents and end-to-end process automation. In April 2026, Box announced Box Agent, and then introduced Box Extract and Box Automate to extract data from unstructured content and orchestrate cross-team workflows. The company was also named a Leader in the 2026 Gartner Magic Quadrant for Document Management, which supports its positioning as a credible enterprise platform in a competitive market. ([japan.box.com](https://japan.box.com/news/20260403-press-release?utm_source=openai))
Geographically, Box has an international footprint with offices across the United States, Europe, and Asia. Public references highlight locations in Redwood City, San Francisco, Austin, New York, London, Paris, Tokyo, Sydney, and Warsaw. For investors, this reflects a business that is still anchored in the U.S. but increasingly global in customer reach and operating presence. ([careers.box.com](https://careers.box.com/en/jobs/7611574/senior-software-engineer-agents-platform/?utm_source=openai))
Recent highlights reinforce the investment case: a more aggressive AI product roadmap, new agentic workflow products, and Gartner recognition in 2026. Overall, Box looks like a specialized SaaS company using AI to deepen its role in enterprise content infrastructure, with a mix of collaboration, compliance, and workflow automation capabilities that should resonate with large corporate customers. ([blog.box.com](https://blog.box.com/box-announces-next-generation-ai-agents-drive-intelligent-workflows))
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