your_photo Summary Following my coverage of Box, Inc. (NYSE:BOX) in October 2023, for which I recommended a hold rating as the upside potential was not attractive, this post is to provide an update on my thoughts on the business and stock. Performance wise, the stock was pretty much flattish since my update, but has surged since the 4Q24 results. Post the 4Q24 performance, I have turned bullish on the stock as leading growth operating metrics point to a turn around in growth pace, and two key developments i ...