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8-K ·Filed Sep 24, 2026

BOX

BOX INC
NEUTRAL
Impact 2/10
Horizonweeks Processed1mo ago SEC0001193125-26-401392
8-K context-dependent: Items 5.02
Actionable Insight • Neutral

Monitor the search for a permanent chief accounting officer, a lengthy vacancy or appointment of an external candidate could signal a shift in financial reporting priorities. No immediate trading catalyst.

DirectionNeutral
Confidencehigh
Horizonweeks

How the stock moved after the report

NEUTRAL VIEWSTOCK ABOVE ENTRY AT T+20
Entry
$31.39
T+0 close · Sep 24, 2026 · via day close
Latest settled
+37.56%
T+20 · $43.18 · next T+60 in 6w
vs SPY
+39.04%
α at T+20
Latest observation
+37.96%
T+26 · FF3 residual α
  1. T+0 · Sep 24 $31.39entry
  2. T+1 · 6w ago −0.16%α +0.58% · $31.34
  3. T+5 · 5w ago +9.88%α +10.10% · $34.49
  4. T+20 · 14d ago +37.56%α +39.04% · $43.18
  5. T+29 · todayOpen
  6. T+60 · in 6w Pending
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Executive Summary

Box Inc. disclosed the resignation of Eli Berkovitch, VP, Chief Accounting Officer and Controller, effective October 23, 2026, to pursue other opportunities. CFO and co-founder Dylan Smith will serve as interim principal accounting officer while a permanent replacement is sought. The departure is routine and not related to any disagreement over financial reporting or operations.

Key Facts

  • Eli Berkovitch, principal accounting officer and VP, Chief Accounting Officer and Controller, resigned effective October 23, 2026.
  • Resignation is not due to any disagreement with the company on financial statements, internal controls, operations, or policies.
  • CFO Dylan Smith will serve as interim principal accounting officer; a search for a permanent replacement is underway.

Financial Impact

No financial impact disclosed.

Risk Factors

  • Extended interim period without a permanent CAO could increase key-person risk in financial reporting.

Investment Themes

Software & IT

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001193125-26-401392
Document: 0001193125-26-401392-index-headers.html0001193125-26-401392
Document: 0001193125-26-401392-index.html0001193125-26-401392
Document: 0001193125-26-401392.txt0001193125-26-401392
13 reports for BOX
Performance horizon
100% Hit rate @ T+1 3 of 3 bullish or bearish reports Went positive at some point 3 of 3 best @ T+5▲ +7.53%Apr 6, 2026
Filters
Rows
Reports for BOX, sortable and filterable
TypeNow
Oct 27, 2026
8d ago
3
NEUTRAL ★ 2/10
$42.80 $43.34▲ +1.26%▲ +1.64%$43.01 (+0.49%)
Oct 9, 2026
26d ago
144
NEUTRAL ★ 3/10
$36.39 $36.71▲ +0.88%▲ +0.94%$43.01 (+18.19%)
Oct 5, 2026
4w ago
8-K
NEUTRAL ★ 2/10
$35.27 $35.70▲ +1.22%▲ +1.46%$43.01 (+21.94%)
Sep 24, 2026
5w ago
8-K
NEUTRAL ★ 2/10
$31.39 $31.34▼ −0.16%▲ +0.58%$43.01 (+37.02%)
Sep 16, 2026
7w ago
Insider Cluster
BEARISH ★ 4/10
$34.67 $33.72▲ +2.74%▲ +2.62%$43.01 (−24.06%)
Sep 11, 2026
7w ago
Insider Cluster
NEUTRAL ★ 4/10
$34.86 $34.80▼ −0.17%▲ +0.29%$43.01 (+23.38%)
Jul 21, 2026
15w ago
144
NEUTRAL ★ 2/10
$28.45 $28.28▼ −0.60%▲ +0.64%$43.01 (+51.18%)
Jul 10, 2026
16w ago
Insider Cluster
NEUTRAL ★ 2/10
$29.41 $30.00▲ +2.01%▲ +1.65%$43.01 (+46.24%)
Jun 29, 2026
18w ago
Insider Cluster
NEUTRAL ★ 2/10
$26.54 $27.45▲ +3.43%▲ +3.56%$43.01 (+62.06%)
Jun 10, 2026
21w ago
Insider Cluster
NEUTRAL ★ 3/10
$25.49 $25.39▼ −0.39%▼ −0.93%$43.01 (+68.73%)
Showing 10 of 13

US Market Status

Market Closed · Opens Fri (12h 25m)

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Report published Sep 24, 2026