Dropbox, Inc.

Dropbox, Inc.

DBXยทNASDAQ

$27.59

-4.6%
TechnologySoftware - Infrastructure

Dropbox, Inc. provides a content collaboration platform worldwide. Its platform allows individuals, families, teams, and organizations to collaborate and sign up for free through its website or app, as well as upgrade to a paid subscription plan for premium features. As of December 31, 2021, the company had approximately 700 million registered users. It serves customers in professional services, technology, media, education, industrial, consumer and retail, and financial services industries. The company was formerly known as Evenflow, Inc. and changed its name to Dropbox, Inc. in October 2009. Dropbox, Inc. was incorporated in 2007 and is headquartered in San Francisco, California.

At a Glance

Live Snapshot
Market Cap$7.02B
EPS1.8900
P/E Ratio14.60
Earnings Date08/06/2026
dbx

Dropbox, Inc. Street Expectations Map

DBX ยท NASDAQ

Wall Street analysts project that DBX stock may see slight declines over the coming 12 months. The consensus 1-year price target stands at 26.50, with estimates ranging from a low of 23.00 to a high of 30.00.

Lowest Target
23.00
-16.64%
Consensus Target
26.50
-3.95%
Highest Target
30.00
8.74%

The consensus 1-year price target stands at 26.50, with estimates ranging from a low of 23.00 to a high of 30.00.

Analyst Consensus Analysis

Upside Potential

-4.0%

Fair value territory. Stock trading near consensus target suggests limited near-term catalysts. Focus on fundamental developments.

Analyst Agreement

26.4% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Risk-Reward Profile

0.53x

Unfavorable risk-reward. Downside risk exceeds upside potential. Consider defensive positioning or alternative opportunities.

Analyst Conviction

Moderate

Neutral sentiment. Fair value pricing with moderate agreement suggests wait-and-see approach or catalyst-driven opportunity.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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Dropbox, Inc. Forward Estimates of Revenue

DBX ยท NASDAQ
Latest Revenue
2.52B
FY 2025
Avg Estimate
2.50B
FY 2026
Estimate Range
2.48B - 2.52B
Analyst Spread

Forward Growth Analysis

Projected Growth-0.9%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Dropbox, Inc. Forward Estimates of Net Income

DBX ยท NASDAQ
Latest Net Income
508.40M
FY 2025
Avg Estimate
975.41M
FY 2026
Estimate Range
951.39M - 999.44M
Analyst Spread

Forward Growth Analysis

Projected Growth+91.9%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Dropbox, Inc. Forward Estimates of EPS

DBX ยท NASDAQ
Latest EPS
1.89
FY 2025
Avg Estimate
$3.03
FY 2026
Estimate Range
$2.94 - $3.09
Analyst Spread

Forward Growth Analysis

Projected Growth+60.4%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Dropbox, Inc. Forward Estimates of EBIT

DBX ยท NASDAQ
Latest EBIT
732.40M
FY 2025
Avg Estimate
351.08M
FY 2026
Estimate Range
348.27M - 353.88M
Analyst Spread

Forward Growth Analysis

Projected Growth-52.1%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Dropbox, Inc. Forward Estimates of EBITDA

DBX ยท NASDAQ
Latest EBITDA
889.90M
FY 2025
Avg Estimate
522.40M
FY 2026
Estimate Range
518.22M - 526.58M
Analyst Spread

Forward Growth Analysis

Projected Growth-41.3%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Dropbox, Inc. Forward Estimates of SG&A Expense

DBX ยท NASDAQ
Latest SG&A Expense
600.40M
FY 2025
Avg Estimate
734.96M
FY 2026
Estimate Range
729.09M - 740.84M
Analyst Spread

Forward Growth Analysis

Projected Growth+22.4%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Dropbox, Inc. Insider Positioning

DBX ยท NASDAQ

During the last 12 months, insiders have sold $41.51M worth of DBX shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

210.9K

5.18M

Net Activity

-5.2M

-$5.18M

3-6 Months

Bought

0

0.00

Sold

442.4K

11.48M

Net Activity

-11.5M

-$11.48M

6-9 Months

Bought

0

0.00

Sold

322.4K

9.65M

Net Activity

-9.6M

-$9.65M

9-12 Months

Bought

0

0.00

Sold

538.5K

15.20M

Net Activity

-15.2M

-$15.20M

Top Buyers

No buying activity

Top Sellers

1
HA

Houston Andrew

Director, 10 Percent Owner, Officer: Chief Executive Officer

1.3M sharesโ€ข17 transactions

$35.61M

2
AA

Alkarmi Ashraf

Officer: General Manager, Core

46.5K sharesโ€ข5 transactions

$1.30M

3
RT

Regan Timothy

Officer: Chief Financial Officer

40.5K sharesโ€ข15 transactions

$1.16M

4
DA

Dasdan Ali

Officer: Chief Technology Officer

40.3K sharesโ€ข6 transactions

$1.14M

5
YWT

Yoon William T

Officer: Chief Legal Officer

26.0K sharesโ€ข4 transactions

$737K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $41.51M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$5.18M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.