Dropbox (DBX) Panoramica del titolo
Dropbox, Inc. fornisce una piattaforma di collaborazione di contenuti negli Stati Uniti e a livello internazionale. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 5/6 |
| Crescita futura | 1/6 |
| Prestazioni passate | 3/6 |
| Salute finanziaria | 2/6 |
| Dividendi | 0/6 |
Premi
Analisi del rischio
DBX Community Fair Values
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Analyst Price Targets
Concorrenti di Dropbox, Inc.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$33.05 |
| Massimo di 52 settimane | US$33.67 |
| Minimo di 52 settimane | US$21.70 |
| Beta | 0.64 |
| Variazione di 1 mese | 15.72% |
| Variazione a 3 mesi | 33.86% |
| Variazione di 1 anno | 26.48% |
| Variazione a 3 anni | 18.88% |
| Variazione a 5 anni | 2.16% |
| Variazione dall'IPO | 16.05% |
Notizie e aggiornamenti recenti
Seeking Alpha • Jul 25
Dropbox: Drop Any Thought Of This Being A Buy
Summary Dropbox is rated a sell due to stagnant revenue growth, intense competition, and ineffective capital allocation. DBX’s buybacks are unable to offset flat top-line performance, with EPS growth driven artificially by share repurchases rather than operating leverage. The AI initiative, Dash, has failed to generate meaningful revenue, despite $479 million in R&D spending and management deferring monetization updates until late 2026. DBX’s business faces commoditization risks and declining gross margins, and lacks a dividend policy that could otherwise provide meaningful investor returns. Read the full article on Seeking Alpha
Aggiornamento narrativa • Jun 27
DBX: Repurchases And Margin Confidence Will Support Higher Future Pricing
The analyst price target for Dropbox has been raised from $30 to $32. Analysts point to updated fair value assumptions and refined views on long term margins, discount rates and future P/E multiples to support the change.Recent updates
Seeking Alpha • Jul 25
Dropbox: Drop Any Thought Of This Being A Buy
Summary Dropbox is rated a sell due to stagnant revenue growth, intense competition, and ineffective capital allocation. DBX’s buybacks are unable to offset flat top-line performance, with EPS growth driven artificially by share repurchases rather than operating leverage. The AI initiative, Dash, has failed to generate meaningful revenue, despite $479 million in R&D spending and management deferring monetization updates until late 2026. DBX’s business faces commoditization risks and declining gross margins, and lacks a dividend policy that could otherwise provide meaningful investor returns. Read the full article on Seeking AlphaAggiornamento narrativa • Jun 27
DBX: Repurchases And Margin Confidence Will Support Higher Future Pricing
The analyst price target for Dropbox has been raised from $30 to $32. Analysts point to updated fair value assumptions and refined views on long term margins, discount rates and future P/E multiples to support the change.
Aggiornamento narrativa • Jun 13
DBX: Future Returns Will Depend On Execution And Buyback Fuelled Capital Allocation
Dropbox’s analyst price targets have edged higher by $1 as analysts factor in updated expectations around profitability, growth, and valuation reflected in slightly adjusted discount rate, revenue growth, profit margin, and forward P/E assumptions. Analyst Commentary Recent research on Dropbox highlights a mix of cautious optimism and renewed concern, with small price target adjustments and at least one downgrade shaping how analysts are thinking about valuation, execution, and growth.Aggiornamento narrativa • May 30
DBX: Future Earnings Will Hinge On Execution And Leadership Transition
Analysts lifted their implied fair value for Dropbox stock by about $0.67 to roughly $26.17, pointing to tweaks in assumptions around discount rate, revenue trends, profit margins and future P/E multiples. Recent $1 price target increases at BofA and Citi helped support that shift despite a downgrade from William Blair.Articolo di analisi • May 15
Dropbox's (NASDAQ:DBX) Solid Earnings Have Been Accounted For Conservatively
Dropbox, Inc. ( NASDAQ:DBX ) announced a healthy earnings result recently, and the market rewarded it with a strong...Aggiornamento narrativa • Apr 23
DBX: Future Earnings Will Depend On Core Resilience And Ongoing Buybacks
Analysts have trimmed Dropbox's implied price target to about $25.50, reflecting a modest adjustment to valuation assumptions as Street research cites mixed recent results, slower growth trends into 2026, and the need for clearer traction from newer products such as Dash. Analyst Commentary Recent Street research on Dropbox reflects a more cautious stance, with several firms lowering price targets and adjusting ratings as they reassess growth, execution on new products like Dash, and how much investors are willing to pay for the story.Aggiornamento narrativa • Apr 09
DBX: Future Earnings Profile Will Rely On Core Stability And Capital Returns
Analysts have trimmed their average price targets on Dropbox to a range centered around $25 to $27. This reflects ongoing concerns about growth challenges, mixed recent results, and the need for clearer traction from products like Dash before considering a more constructive stance.
Aggiornamento narrativa • Mar 26
DBX: Execution And Buybacks Will Shape Future Earnings Multiple Constraints
For Dropbox, the analyst price target in this framework increases from $20.00 to $21.00 as analysts factor in recent target cuts from Citi, UBS, RBC Capital, and JPMorgan, along with updated assumptions for growth, profitability, and future P/E. Analyst Commentary Recent Street research on Dropbox reflects a cautious tone, with several bearish analysts trimming price targets and one downgrade in coverage.Aggiornamento narrativa • Mar 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.Aggiornamento narrativa • Feb 25
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.Aggiornamento narrativa • Feb 11
DBX: Execution And Competitive Pressures Will Constrain Future Earnings Multiple
Analysts kept their $20.00 fair value estimate for Dropbox steady while slightly adjusting assumptions around discount rate, revenue growth, margins and future P/E to reflect updated views on the risk profile and earnings power, without changing the overall valuation anchor. Analyst Commentary While the fair value estimate for Dropbox remains unchanged at $20.00, some elements of Street research highlight risks that readers should keep in mind when thinking about valuation and execution.Aggiornamento narrativa • Jan 26
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.Aggiornamento narrativa • Jan 11
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.Aggiornamento narrativa • Dec 13
DBX: Rising Execution Risks Will Pressure Long Term Earnings Multiple
Analysts have modestly reduced their fair value estimate for Dropbox from $23.00 to $20.00 per share, reflecting a higher assumed discount rate, while also acknowledging slightly better long term margin prospects and a lower future earnings multiple. Analyst Commentary While recent earnings have demonstrated resilient profitability and solid execution, bearish analysts continue to flag a disconnect between Dropbox's share price and its long term fundamental outlook.Seeking Alpha • Mar 21
Dropbox: Losing Customers, Market Share, And Revenue
Summary Dropbox has faced near-zero growth and a stiff decline, struggling to compete with rivals like Box, which shows better growth rates. Despite a 10% gain over the past year, Dropbox's poor Q4 earnings and bleak FY25 outlook signal continued customer loss and revenue decline. Dropbox's subsidiary FormSwift is underperforming, and the company's AI product, Dropbox Dash, lacks compelling differentiation, worsening its competitive stance. Despite a cheap FCF multiple under 10x, given Dropbox's poor outlook and lack of growth prospects, it's advisable to steer clear and invest elsewhere. Read the full article on Seeking AlphaSeeking Alpha • Feb 26
Dropbox: I Expect Further Downside
Summary Dropbox shares are down around 15% since reporting Q4'24, guiding for revenue and user decline in 2025. The core business looks to be deteriorating with a vulnerable 80% gross margin and increased competition from other cloud storage providers. Dropbox Dash, the company's pivot to universal search, is so far not generating revenue and the product will likely face competition from other AI and big tech alternatives. I previously rated shares a sell at around $31, but I expect more downside from here. Read the full article on Seeking AlphaSeeking Alpha • Feb 18
Dropbox: Low Growth, Fair Valuation And Competition Risks
Summary Dropbox operates in a competitive market, showing strong features but limited EPS growth, leading to a "hold" rating. The company enhances governance and collaboration, reduces capex, and uses gen AI for productivity. Financially, Dropbox has better gross margins than Box but lags in revenue growth and efficiency, issuing significant debt for buybacks. Workforce restructuring and improved data governance in Dash AI present opportunities, but low growth and competition pose risks. Read the full article on Seeking AlphaSeeking Alpha • Jan 29
Dropbox: Terminal Value Component Remains An Enduring Question Mark
Summary Dropbox's attractive financials are overshadowed by concerns about terminal value risk, leading to market discounting and heightened stock volatility. Management's continued R&D spending despite stagnant growth raises questions, highlighted by a frustrating earnings call comparison to Netflix's evolution. Dropbox's efforts like Paper, Spaces, and Dash reflect survivorship bias, with many initiatives failing to reignite growth. We anticipated more aggressive acquisitions, but recent moves seem tangential, prompting us to step back and reconsider our investment stance. Read the full article on Seeking AlphaSeeking Alpha • Dec 27
Dropbox: Redundant With No Credible Pivots
Summary Dropbox is priced as a premium service but offers little more than its competitors. Growth in paying users has come to almost a halt, and canceling subscribers are unlikely to return. DBX's model was made for a different age. Today, users increasingly expect cloud storage to be free or as a benefit of signing up to a big tech ecosystem. Shares traded down to around $20 this year after DBX reported a decline in paying users in Q4'23 and guided below street expectations. Since then, shares have, in my opinion, unjustifiably rallied back to around $30. My outlook for Dropbox suggests shares should be valued at around $16 presenting a significant downside. Read the full article on Seeking AlphaSeeking Alpha • Nov 12
Dropbox: This Situation Is A Falling Knife
Summary Dropbox's user growth has nearly halted, with revenue growth sliding to low single digits and customer acquisition faltering, signaling more downside ahead. Dropbox faces stiff competition from Box and Google Drive, leading to an existential crisis and a major slowdown in user acquisition. Despite large free cash flows, Dropbox maintains a net debt position and lowered its cash flow guidance, pushing it further from its $1 billion FCF goal. AI features haven't boosted Dropbox's top-line growth, and increased churn rates question the stickiness and value of its subscription revenue base. Read the full article on Seeking AlphaSeeking Alpha • Oct 03
Dropbox: Business Has A Poor Competitive Position
Summary My recommendation for Dropbox is a hold rating due to its structurally disadvantaged position against larger competitors like OneDrive and Google Drive. Despite its competitive challenges, DBX remains a cash-generative business, with management actively returning capital to shareholders through buybacks and exploring ways to improve its FCF profile. DBX is not able to compete effectively, especially in a challenging macro environment. Read the full article on Seeking AlphaSeeking Alpha • Sep 02
Dropbox: A Buyout Might Save This From The Stall Warning (Technical Analysis)
Summary Lyn Alden is neutral on Dropbox, citing stalled revenue growth but noting it's priced cheaply and could be an acquisition target. Our methodology focuses on human behavioral patterns in price structures, differing from traditional technical analysis. Current Dropbox chart analysis suggests a bearish scenario, with potential downside plays and risk defined by recent highs. Embrace our unique approach to market analysis for reliable guidance and risk management in trading and investing. Read the full article on Seeking Alpha
Nuova narrativa • Aug 27
Expanding Into AI With Dash Could Spur Growth Amidst Team Segment Struggles And Margin Pressures
Enhanced features like AI-enabled Dash and FSS encryption aim to boost revenue by attracting new users and retaining existing ones.Seeking Alpha • Aug 12
After Earnings Beat, Dropbox Growth Is Worth Keeping An Eye On
Summary Dropbox has seen slowing growth, but beat earnings estimates last week and reported 18.22 million paying users. The company offers various premium services related to data storage and sharing, investing in AI technology for a competitive advantage. Dropbox's balance sheet shows negative shareholder equity, but manageable debt with potential for growth if user conversion to paid services continues. Read the full article on Seeking AlphaRendimenti per gli azionisti
| DBX | US Software | US Mercato | |
|---|---|---|---|
| 7D | 3.1% | 15.5% | 2.4% |
| 1Y | 26.5% | -13.4% | 19.6% |
Ritorno vs Industria: DBX ha superato il US Software che ha restituito -13.4 % nell'ultimo anno.
Rendimento vs Mercato: DBX ha superato il mercato US che ha restituito 19.6 % nell'ultimo anno.
Volatilità dei prezzi
| DBX volatility | |
|---|---|
| DBX Average Weekly Movement | 7.3% |
| Software Industry Average Movement | 9.8% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.1% |
Prezzo delle azioni stabile: DBX non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 7% ) di DBX è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 2007 | 2,113 | Drew Houston | www.dropbox.com |
Dropbox, Inc. fornisce una piattaforma di collaborazione di contenuti negli Stati Uniti e a livello internazionale. La piattaforma dell'azienda consente a individui, famiglie, team e organizzazioni di collaborare gratuitamente attraverso il sito web o l'app, o attraverso un piano di abbonamento a pagamento per le funzioni premium. La piattaforma si compone di vari elementi, come la home unificata per i contenuti, la rete di condivisione globale e le esperienze e integrazioni di prodotto.
Dropbox, Inc. Riepilogo dei fondamenti
| DBX statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$7.44b |
| Utili (TTM) | US$472.60m |
| Ricavi(TTM) | US$2.53b |
15.7x
Rapporto P/E2.9x
Rapporto P/SDBX è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| DBX Conto economico (TTM) | |
|---|---|
| Ricavi | US$2.53b |
| Costo del fatturato | US$511.80m |
| Profitto lordo | US$2.01b |
| Altre spese | US$1.54b |
| Utili | US$472.60m |
Ultimi utili riportati
Mar 31, 2026
Prossima data di guadagno
Aug 06, 2026
| Utile per azione (EPS) | 2.10 |
| Margine lordo | 79.74% |
| Margine di profitto netto | 18.71% |
| Rapporto debito/patrimonio netto | -164.1% |
Come si è comportato DBX nel lungo periodo?
Vedi performance storica e confrontoAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/08/04 18:47 |
| Prezzo dell'azione a fine giornata | 2026/08/03 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Dropbox, Inc. è coperta da 21 analisti. 7 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Edward Magi | Berenberg |
| Zane Chrane | Bernstein |
| Matthew Bullock | BofA Global Research |