BXP
BXP, Inc.Evidence as of 2026-09-02Moneyta sentiment
Where the published evidence leans after the desk debated it — not a rating or a recommendation.
+0.2 on a −2 to +2 scale.
What builds the score
Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.
Editor's note
Written after the debate settled — the rest of the page is the evidence behind it.
The surviving evidence paints a mixed operating picture for Boston Properties (BXP) through FY 2026 (fiscal quarter ended 2026-07-31). Revenues rose from $ 872,148,000 in fiscal Q1 2026 (2026-01-01 to 2026-03-31) to $ 895,699,000 in fiscal Q2 2026 (2026-04-01 to 2026-06-30), with gross profit increasing from $ 506,007,000 to $ 538,655,000 over the same two quarters. Reported net income (loss) was $ 101,576,000 in fiscal Q1 2026 and $ 68,564,000 in fiscal Q2 2026.
Valuation and liquidity snapshots show cash and cash equivalents of $ 493,949,000 as of 2026-06-30, trailing twelve-month EBITDA of $ 1,786,393,000 and TTM operating income of $ 910,869,000, while TTM operating cash flow is $ 798,107,000. Reported EPS (TTM) is $ 0.86 with diluted weighted-average shares of 159,629,000 as of 2026-06-30 and a reported common share count of 159,661,556 as of 2026-07-31. Market-derived valuation inputs (price, market cap, EV, ratios) are missing from the packet.
How this note was made
every stage ran before the note was writtenAnalyst desk
Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else — no outside knowledge, no browsing — so every finding traces to a source you can open.
Reads the XBRL figures companies file with the SEC — revenue, margins, income, debt and share count, quarter by quarter — and reports which way the trend is running.
Revenues in fiscal Q2 2026 (2026-04-01 to 2026-06-30, 3mo) were $895,699,000.
XBRL companyfacts · 0001037540-26-000034Revenues in fiscal Q1 2026 (2026-01-01 to 2026-03-31, 3mo) were $872,148,000.
XBRL companyfacts · 0001037540-26-000019Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.
Nothing in this slice of the evidence rose to a claim — a quiet read, which itself is information.
Which filings the desk reads
The desk reads the annual 10-K in full — its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet — its risk analysis fills in once that lands.
Reads the signal panel above — momentum, volatility, drawdown, relative strength and beta — and ranks each against the whole research universe rather than judging it in isolation.
No computed signal history for this symbol yet — signals need roughly 70 trading days of price history.
Reads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.
As of 2026-09-02T13:45:47.228469+00:00, BXP appears as a holding in the ETF with symbol IVV at a weight of 0.02% of that fund.
ETF constituents · market dataThe provided record for ETF membership is dated 2026-09-02T13:45:47.228469+00:00, establishing the timestamp for the reported 0.02% weight.
ETF constituents · market dataReads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.
A $700 million senior notes offering was completed to refinance an upcoming debt maturity, per a September 1, 2026 headline.
News · gurufocus.com · 2026-09-01Multiple recent items report new or increased institutional positions disclosed in 13F filings for the second quarter, including a 1,266,577-share stake by Legal & General Group Plc described as an $83.99 million position.
News · thelincolnianonline.com · 2026-08-28Reads parsed Forms 3/4/5 — who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.
No insider transactions on file in the trailing 180 days.
Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.
Cash and cash equivalents are $493,949,000 as of 2026-06-30.
Valuation inputs · SEC XBRL + stored EOD closeLong-term debt is reported as $3,300,000,000 with a debt as-of date of 2021-12-31 (the debt as-of date is older than the cash as-of date).
Valuation inputs · SEC XBRL + stored EOD closeweakened in debateDebate and risk review
A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.
A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score — the argument is shown, not hidden, so you can judge the reasoning yourself.
Several company-specific data points support a favorable read: sequential revenue growth from $872.1M in Q1 2026 to $895.7M in Q2 2026 alongside an increase in gross profit ($506.0M to $538.7M) indicate improving top-line and gross-margin performance over the two most recent quarters. Trailing twelve-month EBITDA ($1.786B) and operating income ($910.9M) are sizable relative to reported cash ($494.0M) and operating cash flow (OCF TTM $798.1M), showing material operating cash generation. Institutional accumulation reported in multiple filings and a completed $700M senior notes refinancing reduce near-term funding uncertainty and show renewed investor interest. The bear points to a lower Q2 net income and gaps in market-derived valuation metrics, but the net income decline coexists with stronger revenue and gross-profit trends and the long-term debt figure cited is dated (12/31/2021), limiting its relevance without updated debt detail.
Chair's verdict, claim by claim
Fragility · computed, not argued
balanced0.39
21 surviving claims rest on 10 distinct sources; the heaviest analyst carries 38% of them, and 95% of what the desk raised survived the debate.
The surviving read is backed by a moderate breadth of sources but shows analyst-source concentration: one analyst accounts for a large share of the claims, which limits independent corroboration. The high survival rate from the desk debate indicates few internal contradictions were found, but the weakened items (share count and an outdated debt date) mean some inputs are less reliable for precision work; treat conclusions as informational and dependent on those flagged data gaps.
Disconfirming evidence · base rates · falsifiers
Context
Outside consensus, and where this name already sits in your own portfolio.
Third-party consensus shown for context. It never enters Moneyta sentiment — when the two diverge, the debate above is where the why lives.
What this was built from
Every figure on this page traces to one of these. The desk reads only what is listed here — no outside knowledge, no browsing — and each card shows who read it and what it contributed to the score.
13 filings· 2 cited
SEC XBRL filings
Quarterly figures as filed with the SEC, read straight from EDGAR's structured data — not retyped or estimated.
Read by Mercer+0.4 to the score
1 holdings record
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+0.0 to the score
8 headlines· 2 cited
News coverage
Recent headlines about this company, rating chatter excluded and nothing published after the report date.
Read by Yatesnothing survived
1 computation
Valuation inputs
TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.
Read by Archercontext only
1 record· 0 cited
Company profile
Sector, industry and company details.
Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal — the gap is shown rather than hidden.
Written by AI, checked against sources
The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.
Get this for the tickers you actually hold
Plus the one thing no sample can show: how each name correlates with your portfolio, and what hides inside your funds.
The full terminal on BXP Gold
Who holds it, who's buying, what the Street thinks: live behind the lock, updated as filings land.
Institutional holders
Net institutional flow, Q/Q
Largest holder position
Insider buys, 90 days
Clustered insider value
Street target range
The real figures are for members. Educational analysis, not advice.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations.