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AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

27 Aug 24

Updated

11 Mar 26

Views

126

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-2.8%

7D

-4.5%

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1Y

-2.8%

7D

-4.5%

You can edit this narrative until Mar 12 11:15 PM. Then, changes will post as Updates.

Author's Valuation

US$25.50.2% overvalued

AnalystConsensusTarget Fair Value

Shared on 11 Mar 26

Fair value Decreased 11%

DBX: Future Earnings Profile Will Depend On Core Stability And New Product Execution

Our updated narrative trims the analyst price target for Dropbox from $28.57 to $25.50, reflecting a series of recent target cuts from $30 to $27, $27 to $23, $35 to $30, and $29 to $25 as analysts point to ongoing growth challenges, mixed results, and limited evidence of traction from newer products like Dash. Analyst Commentary Recent research points to a more cautious stance on Dropbox, with several firms trimming their price targets and emphasizing execution on growth initiatives and new products like Dash as key swing factors for valuation.

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Shared on 26 Jan 26

Fair value Increased 1.59%

DBX: Q3 Margin Strength And Guidance Shifts Will Shape Fair Value Outlook

Analysts have inched their fair value estimate for Dropbox higher to $28.57 from $28.13, reflecting updated assumptions around a slightly higher discount rate, a modest decline in expected revenue growth, a marginally stronger profit margin, and a lower future P/E multiple in light of recent research that includes RBC Capital's price target move to $38 after what it called decent Q3 results. Analyst Commentary Recent Street research on Dropbox has focused on how the latest quarterly results line up against expectations and what that might mean for valuation.

5 views

Shared on 07 May 25

Fair value Increased 2.16%

5 views

Shared on 30 Apr 25

Fair value Decreased 4.54%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

2 views

Shared on 23 Apr 25

Fair value Decreased 2.40%

AnalystConsensusTarget has decreased revenue growth from -0.5% to -1.1%.

0 views

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

0 views

Shared on 09 Apr 25

Fair value Decreased 1.37%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

0 views

Shared on 02 Apr 25

Fair value Increased 6.92%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

3 views

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

0 views

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

0 views

Shared on 10 Mar 25

Fair value Increased 2.42%

AnalystConsensusTarget has decreased revenue growth from 2.0% to -0.5%, decreased future PE multiple from 22.3x to 16.6x and increased discount rate from 7.4% to 8.3%.

0 views

Valuator

Company Info

Notes

AnalystConsensusTarget Fair Value

US$25.5

0.2% overvalued

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

1.20%

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

10.11%

Calculation

US$453.85m

Earnings '29

x

14.54x

PE Ratio '29

=

US$6.60b

Market Cap '29

US$6.60b

Market Cap '29

/

194.00m

No. shares '29

=

US$34.02

Share Price '29

US$34.02 Share Price '29

Discounted to 2026 @ 10.08% p.a.

=

US$25.50

Fair Value '26