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BOX

+30 pts



$BOX - RayJay says KKR's $500m stake is disappointing for those hoping for outright sale, but pending buyback is a near-term catalyst

By realjoe on April 8, 2021, 4:24 p.m.
Tagged topics: positive catalyst , takeout candidate , speculation , share buyback , Raymond James , KKR stake

Views: 104, Votes: 1, Responses: 0, Attachments: 1
TWLO , ESTC , SMAR , MDB , AYX , ASAN , TEAM , BOX , DDOG , FROG , NEWR , NTNX , SNOW , VMW , ZM

+32 pts



$TWLO, $ESTC, $SMAR - Oppenheimer says street expectations for software's Mar/Apr quarter look conservative, see potential for beat and raise, 3 stocks best positioned

By mooreideas on April 8, 2021, 2 p.m.
Tagged topics: low expectations , positive catalyst , software , earnings preview , beat and raise , Oppenheimer , buy the dip

Views: 164, Votes: 2, Responses: 0, Attachments: 30
BOX

+30 pts



$BOX - Oppenheimer says Box is well positioned to capture users shifting to cloud-focused content management and collaboration

By realjoe on March 23, 2021, 10:45 a.m.
Tagged topics: management commentary , takeout candidate , expanding TAM , non deal roadshow , Oppenheimer , cloud adoption

Views: 102, Votes: 1, Responses: 0, Attachments: 4
BOX , CRM , IBM , CTXS , GOOGL

+40 pts



$BOX - DA Davidson believes private equity most likely buyer of Box, and estimates shares could be worth over $34 in a takeout

By realjoe on March 22, 2021, 10:56 p.m.
Tagged topics: takeout potential , takeout candidate , market chatters , mergers and acquisitions , potential announcement , D.A. Davidson , private equity

Views: 135, Votes: 3, Responses: 2, Attachments: 6
BOX , MSFT

+43 pts



$BOX - D.A. Davidson downgrades rating from Buy to Neutral on indicators of lower demand and growing competition from MSFT

By puckerman17 on Jan. 25, 2021, 3:22 p.m.
Tagged topics: analyst checks , growing competition , analyst downgrade , D.A. Davidson

Views: 112, Votes: 2, Responses: 1, Attachments: 7
BOX

+32 pts



$BOX - Q3 results beat expectations but Q4 guidance just shy due to COVID related headwinds

By realjoe on Dec. 2, 2020, 1:15 a.m.
Tagged topics: guidance , earnings results , COVID-19

Views: 56, Votes: 2, Responses: 0, Attachments: 6
BOX , CRM , MSFT

+61 pts



Takeout may be Box's best thesis

By realjoe on Nov. 27, 2019, 9:07 a.m.
Tagged topics: low expectations , Q3 beat , billings , bookings , net retention , expand margins , takeout candidate

Views: 487, Votes: 2, Responses: 2, Attachments: 0