AI Dash And Hybrid Work Will Redefine Digital Collaboration

AN

AnalystHighTarget

Not Invested

Community Contributor

Published

27 Apr 25

Updated

25 Feb 26

Views

3

n/a

n/a

AnalystHighTarget's Fair Value

n/a

1Y

-10.5%

7D

10.0%

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1Y

-10.5%

7D

10.0%

You can edit this narrative until Feb 26 3:10 PM. Then, changes will post as Updates.

Author's Valuation

US$3019.1% undervalued

AnalystHighTarget Fair Value

Shared on 25 Feb 26

Fair value Decreased 14%

DBX: Buybacks And AI Investment Will Support Higher Future Pricing

The analyst price target for Dropbox has been reduced from $35 to $30 as analysts factor in mixed recent results, ongoing growth challenges, and questions around the pace of adoption and monetization for new products like Dash. Analyst Commentary Recent Street research on Dropbox reflects a cautious stance overall, but there are still some constructive signals for investors who are focused on execution and valuation.

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Shared on 11 Jan 26

Fair value Increased 9.38%

DBX: Q3 Outperformance And Buybacks Will Support Higher Future Pricing

Analysts raised their fair value estimate for Dropbox to US$35 from US$32, citing the recent price target increase from US$35 to US$38 at RBC Capital and research that highlights stronger than expected Q3 revenue, billings, and operating margins, despite slightly softer annual recurring revenue. Analyst Commentary For Dropbox, bullish analysts are pointing to the recent price target increase to US$38 as a sign of confidence in how the company is executing against expectations.

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Valuator

Company Info

Notes

AnalystHighTarget Fair Value

US$30

19.1% undervalued

Future estimation in

Revenue

Profit Margin

Future PE

Growth p.a.

%

Decrease

Increase

Forecast revenue growth rate

-0.47%

Historical revenue growth rate

5.41%

Software revenue growth rate

1.38%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

10.20%

Calculation

US$488.27m

Earnings '29

x

15.89x

PE Ratio '29

=

US$7.76b

Market Cap '29

US$7.76b

Market Cap '29

/

194.00m

No. shares '29

=

US$39.99

Share Price '29

US$39.99 Share Price '29

Discounted to 2026 @ 10.06% p.a.

=

US$30.00

Fair Value '26