Box, Inc. (NYSE:BOX)

CAPS Rating: 3 out of 5

BOX News and Commentary

Caps

How do you think BOX will perform against the market?

Add Stock to CAPS Watchlist

All Players

113 Outperform
32 Underperform
 

All-Star Players

32 Outperform
8 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 (86.59)
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

Fools bullish on BOX are also bullish on:

Fools bearish on BOX are also bearish on:

Recent Community Commentary

Read the most recent pitches from players about BOX.

Recs

0
Member Avatar LLCoolJosh (88.38) Submitted: 6/20/2018 10:47:23 AM : Outperform Start Price: $29.39 BOX Score: -11.56

Nice asset-light business. Data storage growth is still early and AI potential is nice optionality.

Recs

0
Member Avatar thequast (85.28) Submitted: 5/31/2018 10:04:43 AM : Outperform Start Price: $25.01 BOX Score: +1.94

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 (91.74) Submitted: 4/24/2018 4:26:40 PM : Outperform Start Price: $22.45 BOX Score: +10.28

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

springdc

springdc (20.03) Score: +110.81

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
springdc 20.03 7/19/2016 Outperform 5Y $10.76 +136.06% +25.25% +110.81 0 Comment
mrmrmrj 58.18 2/19/2016 Outperform 5Y $10.45 +143.06% +41.20% +101.86 0 Comment
RussellJenkins 69.34 4/6/2016 Outperform 3Y $12.25 +107.35% +32.38% +74.97 2 Comments
investat 46.37 4/18/2016 Outperform NS $12.40 +104.84% +30.55% +74.28 0 Comment
blakeman1000 65.06 2/26/2016 Outperform 5Y $12.06 +110.61% +37.57% +73.04 2 Comments
kurzzz 78.02 8/24/2015 Outperform 5Y $12.07 +110.53% +40.78% +69.75 2 Comments
doncd1 75.97 11/18/2015 Outperform 5Y $12.98 +95.69% +31.25% +64.43 0 Comment
This player feels very strongly about this pick and has marked it a Top Pick. Top Picks do not affect a player’s score. onehitter 82.79 4/22/2016 Outperform 5Y $13.13 +93.45% +29.89% +63.56 0 Comment
2jaysic 83.94 5/2/2016 Outperform 1Y $13.10 +93.89% +30.69% +63.20 0 Comment
svenof 39.71 12/1/2015 Outperform 5Y $13.63 +86.38% +28.85% +57.53 0 Comment

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 85.36 7/13/2015 Outperform 3W $16.95 +49.85% +28.92% +20.93 0 Comment
TrackJimCramer 85.36 6/5/2015 Underperform 3W $17.53 -3.31% 0% +3.30 7/13/2015 @ $16.95 0 Comment
TrackJimCramer 85.36 2/5/2015 Outperform 3W $16.66 +5.22% +1.77% +3.45 6/5/2015 @ $17.53 0 Comment

Featured Broker Partners


Advertisement