RBC Capital analyst Rishi Jaluria maintains Sell rating on Box with a price target of $24.00, citing negative corporate insider activity and a lower analyst consensus of Moderate Buy.

RBC Capital analyst Rishi Jaluria has maintained a Sell rating on Box with a price target of $24.00. The company's shares closed at $31.51. Jaluria has an average return of -7.1% and a 48.00% success rate on recommended stocks. Box has a Moderate Buy consensus and a price target of $38.00. The company's market cap is $4.57B and P/E ratio is 24.53. Insider sentiment is negative, with an increase in insiders selling their shares.

Institutional investors have shown renewed interest in RBC Bearings Incorporated (NYSE:RBC) during the first quarter of 2025. Atria Wealth Solutions Inc. acquired approximately 1,288 shares valued at $414,000, while several other institutional investors also modified their holdings. NBC Securities Inc., Thurston Springer Miller Herd & Titak Inc., Golden State Wealth Management LLC, UMB Bank n.a., and Quarry LP all increased their stakes in the company [1].

Analysts have also raised their price targets for RBC Bearings. Truist Financial set the highest target at $455.00, and the average target is $425.17 [1]. Despite these positive signals, insider trading has occurred. Director Michael H. Ambrose sold 595 shares, reducing his ownership stake by 7.85% [1].

RBC Bearings reported strong earnings for the quarter ending August 1, 2025, with earnings per share of $2.84, exceeding the consensus estimate of $2.74 [1]. The company's revenue for the quarter was $436.00 million, up 7.3% year-over-year. Analysts expect RBC Bearings to post $9.16 EPS for the current fiscal year.

CEO Michael J. Hartnett sold 9,000 shares, and Director Michael H. Ambrose sold 595 shares, reducing their respective stakes [1]. Insiders have sold a total of 125,716 shares worth $48,818,116 over the last 90 days, representing a 1.90% decrease in insider ownership [1].

RBC Bearings manufactures and markets engineered precision bearings, components, and systems in the United States and internationally. The company operates through two segments: Aerospace/Defense and Industrial. It produces a range of bearings, including plain bearings, roller bearings, and ball bearings [1].

References:
[1] https://www.marketbeat.com/instant-alerts/filing-atria-wealth-solutions-inc-purchases-new-position-in-rbc-bearings-incorporated-nyserbc-2025-08-15/