Box, Inc. (NYSE:BOX)

CAPS Rating: 3 out of 5

Caps

How do you think BOX will perform against the market?

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All Players

123 Outperform
30 Underperform
 

All-Star Players

29 Outperform
6 Underperform
 

Wall Street

1 Outperform
0 Underperform
 

Top BOX Bull/Bear Pitches

The best Bull and Bear pitches based on recency and number of recommendations.

stetsonthree (84.00)
Submitted October 28, 2016

I believe in the strength of the management team, and think their market position is better poised than some better-known consumer-focused brands.

TMFHobo (< 20)
Submitted April 10, 2018

Too much competition in cloud storage

BOX VS S&P 500 (SPY)

BOX Summary

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Fools bearish on BOX are also bearish on:

Recent Community Commentary

Read the most recent pitches from players about BOX.

Recs

0
Member Avatar StocksForLimits (< 20) Submitted: 8/29/2018 9:37:43 AM : Outperform Start Price: $24.71 BOX Score: -22.26

Buy at $24 ...

Recs

0
Member Avatar thequast (75.57) Submitted: 5/31/2018 10:04:43 AM : Outperform Start Price: $25.01 BOX Score: -29.71

A lot of my motivation here is following the recommendation from Chamath Palihapitiya. He's a brilliant guy and like Buffett it's hard to bet against him. But when it comes to framing an investment in Box as an AI play, Box already has what I believe to be a competitive advantage: the data. Box serves a crazy high percentage of the companies in the S&P500, opposed to other cloud storage providers like Dropbox, Google, or Microsoft. Box has the data on the big companies. If they come out with any compelling AI service, it will be an easy road to its adaptation since the data is already there with Box.

Recs

0
Member Avatar InvestRight (85.09) Submitted: 4/24/2018 4:26:40 PM : Outperform Start Price: $22.45 BOX Score: -24.81

Chamath Palihapitiya unveils his best idea Chamath Palihapitiya unveils his best idea
1:29 PM ET Mon, 23 April 2018 | 04:50
Chamath Palihapitiya says Box is his favorite idea to play the artificial intelligence trend.

Box "sits on top of an enormous amount of R&D," he said at The Sohn Investment Conference in New York Monday. It "give companies the ability to add intelligence to audio and video ... [Box] is a business that is incredibly cheap and undervalued with incredibly low churn and unbelievable margin of safety."

The investor said over the next 10 to 20 years most enterprise software will need to get remade to incorporate artificial intelligence. He said Box is in a great position to win in this "third wave" of computing.

More: https://www.cnbc.com/2018/04/23/tech-hedge-fund-manager-palihapitiya-reveals-bet-on-box-at-sohn-conference.html

Leaderboard

Find the members with the highest scoring picks in BOX.

Score Leader

Momentum21

Momentum21 (95.39) Score: +59.60

The Score Leader is the player with the highest score across all their picks in BOX.

Top
Pick
Member Name Member
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
Index
Gain
Score Commentary
SpaceRocksMars 55.72 1/26/2015 Underperform 1Y $23.67 -23.87% +34.95% +58.82 0 Comment
thinkandswim 47.60 1/26/2015 Underperform 5Y $23.67 -23.87% +34.95% +58.82 0 Comment
jparrambide < 20 1/26/2015 Underperform 3M $23.67 -23.87% +34.95% +58.82 4 Comments
saab93boi 22.03 1/23/2015 Underperform 5Y $23.23 -22.43% +34.78% +57.20 0 Comment
sjinvestor 48.43 1/28/2015 Underperform 3Y $21.62 -16.65% +35.30% +51.96 0 Comment
springdc < 20 7/19/2016 Outperform 5Y $10.76 +67.47% +27.94% +39.53 0 Comment
i80706 72.57 2/9/2015 Underperform 5Y $18.86 -4.45% +34.91% +39.36 0 Comment
Clock 46.67 4/2/2015 Underperform 3W $18.56 -2.91% +34.35% +37.26 0 Comment
AmazonKindle 41.74 3/30/2015 Underperform NS $18.50 -2.59% +33.47% +36.06 0 Comment
KimPutin 58.36 3/30/2015 Underperform 3W $18.50 -2.59% +33.47% +36.06 2 Comments

Wall Street

See what the Wall Street professionals think, according to their public statements and filings.

Player Name Player
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
S&P
Gain
Score End Date Commentary
TrackJimCramer 85.74 7/13/2015 Outperform 3W $16.95 +6.31% +31.70% -25.39 0 Comment
TrackJimCramer 85.74 6/5/2015 Underperform 3W $17.53 -3.31% 0% +3.30 7/13/2015 @ $16.95 0 Comment
TrackJimCramer 85.74 2/5/2015 Outperform 3W $16.66 +5.22% +1.77% +3.45 6/5/2015 @ $17.53 0 Comment

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