View ValuationDropbox 将来の成長Future 基準チェック /16Dropboxの収益は年間0.6%で減少すると予測されていますが、年間利益は年間0.7%で増加すると予測されています。EPS は年間 増加すると予測されています。自己資本利益率は 3 年後に270.5% 2.5%なると予測されています。主要情報0.7%収益成長率2.45%EPS成長率Software 収益成長48.1%収益成長率-0.6%将来の株主資本利益率270.50%アナリストカバレッジGood最終更新日23 Jun 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesお知らせ • Jul 17Dropbox, Inc. to Report Q2, 2026 Results on Aug 06, 2026Dropbox, Inc. announced that they will report Q2, 2026 results After-Market on Aug 06, 2026お知らせ • Jun 29+ 5 more updatesDropbox, Inc.(NasdaqGS:DBX) dropped from Russell 1000 Growth BenchmarkDropbox, Inc.(NasdaqGS:DBX) dropped from Russell 1000 Growth BenchmarkRecent Insider Transactions • Jun 07Co-CEO & Director recently sold €543k worth of stockOn the 2nd of June, Ashraf Alkarmi sold around 23k shares on-market at roughly €23.93 per share. This transaction amounted to 2.1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Ashraf's only on-market trade for the last 12 months.お知らせ • Jun 02Dropbox, Inc. (NasdaqGS:DBX) announces an Equity Buyback for $900 million worth of its shares.Dropbox, Inc. (NasdaqGS:DBX) announces a share repurchase program. Under the program, the company will repurchase up to $900 million worth of its class A common shares.New Risk • Jun 01New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Negative equity (-US$2.0b). Minor Risks Share price has been volatile over the past 3 months (6.7% average weekly change).お知らせ • May 27Dropbox, Inc. Appoints Andrew W. Houston as DirectorDropbox, Inc. at the 2026 Annual Meeting of Stockholders held on May 21, 2026 appointed Andrew W. Houston as director.お知らせ • May 26+ 1 more updateDropbox, Inc. Announces CEO ChangesOn May 21, 2026, the Board of Directors of Dropbox, Inc. appointed Ashraf Alkarmi, General Manager, Core, as Co-Chief Executive Officer, effective May 26, 2026. Mr. Alkarmi will serve as Co-Chief Executive Officer with Andrew Houston, Chief Executive Officer, co-founder, and Chairman of the Board. Mr. Houston will remain as Co-Chief Executive Officer for a period of time following Mr. Alkarmi’s appointment to ensure a smooth transition, following which Mr. Houston is expected to move into the role of Executive Chairman, with Mr. Alkarmi remaining as sole Chief Executive Officer and continuing as a member of Board. Mr. Alkarmi, 47, joined Dropbox in November 2024 as General Manager, Core. Prior to Dropbox, Mr. Alkarmi served as Chief Product Officer at Vimeo from 2022 to 2024, and prior to that held senior product leadership roles with Amazon from 2018 to 2022, and Meta, as well as founder and CEO roles with PresAsk, an audience engagement platform. Mr. Alkarmi holds a Master of Arts in Management and Operations from Harvard University, a Master of Sciences in Electrical Engineering from Southern Illinois University, Carbondale, and a Bachelor of Science in Electrical Engineering from the University of Jordan.Reported Earnings • May 08First quarter 2026 earnings released: EPS: US$0.49 (vs US$0.52 in 1Q 2025)First quarter 2026 results: EPS: US$0.49 (down from US$0.52 in 1Q 2025). Revenue: US$629.5m (flat on 1Q 2025). Net income: US$114.5m (down 24% from 1Q 2025). Profit margin: 18% (down from 24% in 1Q 2025). Revenue is forecast to stay flat during the next 3 years compared to a 11% growth forecast for the Software industry in Italy.お知らせ • Apr 17Dropbox, Inc. to Report Q1, 2026 Results on May 07, 2026Dropbox, Inc. announced that they will report Q1, 2026 results After-Market on May 07, 2026お知らせ • Mar 26Dropbox, Inc., Annual General Meeting, May 21, 2026Dropbox, Inc., Annual General Meeting, May 21, 2026.Reported Earnings • Feb 20Full year 2025 earnings released: EPS: US$1.90 (vs US$1.42 in FY 2024)Full year 2025 results: EPS: US$1.90 (up from US$1.42 in FY 2024). Revenue: US$2.52b (down 1.1% from FY 2024). Net income: US$508.4m (up 12% from FY 2024). Profit margin: 20% (up from 18% in FY 2024). The increase in margin was driven by lower expenses. Revenue is forecast to stay flat during the next 3 years compared to a 12% growth forecast for the Software industry in Italy.New Risk • Feb 20New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.1% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (7.5% average weekly change). Negative equity (-US$1.8b). Earnings are forecast to decline by an average of 1.1% per year for the foreseeable future. Minor Riskお知らせ • Jan 30Dropbox, Inc. to Report Q4, 2025 Results on Feb 19, 2026Dropbox, Inc. announced that they will report Q4, 2025 results After-Market on Feb 19, 2026お知らせ • Dec 11Dropbox, Inc. Announces Chief Financial Officer ChangesDropbox, Inc. announced that its chief financial officer Timothy Regan will step ?down after five years in the role and will be ?succeeded by Ross Tennenbaum, a senior executive at tax software company Avalara. Tennenbaum will join Dropbox as the company ramps up investment in artificial intelligence, including AI-powered tool Dropbox Dash, which connects apps such as Google Workspace and Slack to ?help manage files. His appointment ?as Dropbox CFO takes effect on December 16, 2025. Tennenbaum is currently president at Avalara and ?previously served as its CFO. Regan, who joined Dropbox in 2016 as chief accounting officer, helped guide the company through its 2018 initial public offering before ?becoming CFO in 2020. He will stay on as a non-executive employee ?of the company through March 15, 2026.New Risk • Dec 08New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 5.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Negative equity (-US$1.5b). Minor Risks Share price has been volatile over the past 3 months (5.8% average weekly change).New Risk • Nov 07New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Negative equity (-US$1.5b). Earnings are forecast to decline by an average of 0.6% per year for the foreseeable future. Minor Riskお知らせ • Oct 17Dropbox, Inc. to Report Q3, 2025 Results on Nov 06, 2025Dropbox, Inc. announced that they will report Q3, 2025 results After-Market on Nov 06, 2025お知らせ • Sep 09Dropbox, Inc. (NasdaqGS:DBX) announces an Equity Buyback for $1,500 million worth of its shares.Dropbox, Inc. (NasdaqGS:DBX) announces a share repurchase program. Under the program, the company will repurchase up to $1,500 million worth of its class A common shares.Reported Earnings • Aug 08Second quarter 2025 earnings released: EPS: US$0.46 (vs US$0.34 in 2Q 2024)Second quarter 2025 results: EPS: US$0.46 (up from US$0.34 in 2Q 2024). Revenue: US$625.7m (down 1.4% from 2Q 2024). Net income: US$125.6m (up 14% from 2Q 2024). Profit margin: 20% (up from 17% in 2Q 2024). The increase in margin was driven by lower expenses. Revenue is expected to decline by 1.1% p.a. on average during the next 3 years, while revenues in the Software industry in Italy are expected to grow by 13%.お知らせ • Jul 18Dropbox, Inc. to Report Q2, 2025 Results on Aug 07, 2025Dropbox, Inc. announced that they will report Q2, 2025 results After-Market on Aug 07, 2025業績と収益の成長予測BIT:1DBX - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20282,491458815980312/31/20272,496431939966712/31/20262,50942190089473/31/20262,5264739801,003N/A12/31/20252,521508930952N/A9/30/20252,528503916930N/A6/30/20252,533485892902N/A3/31/20252,542470858872N/A12/31/20242,548452871894N/A9/30/20242,540577851881N/A6/30/20242,534584828862N/A3/31/20242,522517787819N/A12/31/20232,502454759784N/A9/30/20232,465555750778N/A6/30/20232,423524748774N/A3/31/20232,374543770796N/A12/31/20222,325553762797N/A9/30/20222,292350736765N/A6/30/20222,251342713746N/A3/31/20222,209368723756N/A12/31/20212,158336701730N/A9/30/20212,097-135705738N/A6/30/20212,034-177670707N/A3/31/20211,971-248574633N/A12/31/20201,914-256491571N/A9/30/20201,85683492587N/A6/30/20201,79733407536N/A3/31/20201,731-6383519N/A12/31/20191,661-53N/A529N/A9/30/20191,591-56N/A465N/A6/30/20191,523-44N/A444N/A3/31/20191,461-27N/A427N/A12/31/20181,392-485N/A425N/A9/30/20181,321-513N/A373N/A6/30/20181,248-521N/A356N/A3/31/20181,175-544N/A331N/A12/31/20171,107-112N/A330N/A9/30/20171,039-103N/A325N/A6/30/2017974-132N/A280N/A3/31/2017900-174N/A254N/A12/31/2016845-210N/A253N/A12/31/2015604-326N/A15N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 1DBXの予測収益成長率 (年間0.7% ) は 貯蓄率 ( 3.3% ) を下回っています。収益対市場: 1DBXの収益 ( 0.7% ) Italian市場 ( 11% ) よりも低い成長が予測されています。高成長収益: 1DBXの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: 1DBXの収益は今後 3 年間で減少すると予想されています (年間-0.6% )。高い収益成長: 1DBXの収益は今後 3 年間で減少すると予測されています (年間-0.6% )。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 1DBXの 自己資本利益率 は、3年後には非常に高くなると予測されています ( 270.5 %)。成長企業の発掘7D1Y7D1Y7D1YSoftware 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/23 22:50終値2026/07/23 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Dropbox, Inc. 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。21 アナリスト機関Edward MagiBerenbergZane ChraneBernsteinMatthew BullockBofA Global Research18 その他のアナリストを表示
お知らせ • Jul 17Dropbox, Inc. to Report Q2, 2026 Results on Aug 06, 2026Dropbox, Inc. announced that they will report Q2, 2026 results After-Market on Aug 06, 2026
お知らせ • Jun 29+ 5 more updatesDropbox, Inc.(NasdaqGS:DBX) dropped from Russell 1000 Growth BenchmarkDropbox, Inc.(NasdaqGS:DBX) dropped from Russell 1000 Growth Benchmark
Recent Insider Transactions • Jun 07Co-CEO & Director recently sold €543k worth of stockOn the 2nd of June, Ashraf Alkarmi sold around 23k shares on-market at roughly €23.93 per share. This transaction amounted to 2.1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Ashraf's only on-market trade for the last 12 months.
お知らせ • Jun 02Dropbox, Inc. (NasdaqGS:DBX) announces an Equity Buyback for $900 million worth of its shares.Dropbox, Inc. (NasdaqGS:DBX) announces a share repurchase program. Under the program, the company will repurchase up to $900 million worth of its class A common shares.
New Risk • Jun 01New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Negative equity (-US$2.0b). Minor Risks Share price has been volatile over the past 3 months (6.7% average weekly change).
お知らせ • May 27Dropbox, Inc. Appoints Andrew W. Houston as DirectorDropbox, Inc. at the 2026 Annual Meeting of Stockholders held on May 21, 2026 appointed Andrew W. Houston as director.
お知らせ • May 26+ 1 more updateDropbox, Inc. Announces CEO ChangesOn May 21, 2026, the Board of Directors of Dropbox, Inc. appointed Ashraf Alkarmi, General Manager, Core, as Co-Chief Executive Officer, effective May 26, 2026. Mr. Alkarmi will serve as Co-Chief Executive Officer with Andrew Houston, Chief Executive Officer, co-founder, and Chairman of the Board. Mr. Houston will remain as Co-Chief Executive Officer for a period of time following Mr. Alkarmi’s appointment to ensure a smooth transition, following which Mr. Houston is expected to move into the role of Executive Chairman, with Mr. Alkarmi remaining as sole Chief Executive Officer and continuing as a member of Board. Mr. Alkarmi, 47, joined Dropbox in November 2024 as General Manager, Core. Prior to Dropbox, Mr. Alkarmi served as Chief Product Officer at Vimeo from 2022 to 2024, and prior to that held senior product leadership roles with Amazon from 2018 to 2022, and Meta, as well as founder and CEO roles with PresAsk, an audience engagement platform. Mr. Alkarmi holds a Master of Arts in Management and Operations from Harvard University, a Master of Sciences in Electrical Engineering from Southern Illinois University, Carbondale, and a Bachelor of Science in Electrical Engineering from the University of Jordan.
Reported Earnings • May 08First quarter 2026 earnings released: EPS: US$0.49 (vs US$0.52 in 1Q 2025)First quarter 2026 results: EPS: US$0.49 (down from US$0.52 in 1Q 2025). Revenue: US$629.5m (flat on 1Q 2025). Net income: US$114.5m (down 24% from 1Q 2025). Profit margin: 18% (down from 24% in 1Q 2025). Revenue is forecast to stay flat during the next 3 years compared to a 11% growth forecast for the Software industry in Italy.
お知らせ • Apr 17Dropbox, Inc. to Report Q1, 2026 Results on May 07, 2026Dropbox, Inc. announced that they will report Q1, 2026 results After-Market on May 07, 2026
お知らせ • Mar 26Dropbox, Inc., Annual General Meeting, May 21, 2026Dropbox, Inc., Annual General Meeting, May 21, 2026.
Reported Earnings • Feb 20Full year 2025 earnings released: EPS: US$1.90 (vs US$1.42 in FY 2024)Full year 2025 results: EPS: US$1.90 (up from US$1.42 in FY 2024). Revenue: US$2.52b (down 1.1% from FY 2024). Net income: US$508.4m (up 12% from FY 2024). Profit margin: 20% (up from 18% in FY 2024). The increase in margin was driven by lower expenses. Revenue is forecast to stay flat during the next 3 years compared to a 12% growth forecast for the Software industry in Italy.
New Risk • Feb 20New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.1% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (7.5% average weekly change). Negative equity (-US$1.8b). Earnings are forecast to decline by an average of 1.1% per year for the foreseeable future. Minor Risk
お知らせ • Jan 30Dropbox, Inc. to Report Q4, 2025 Results on Feb 19, 2026Dropbox, Inc. announced that they will report Q4, 2025 results After-Market on Feb 19, 2026
お知らせ • Dec 11Dropbox, Inc. Announces Chief Financial Officer ChangesDropbox, Inc. announced that its chief financial officer Timothy Regan will step ?down after five years in the role and will be ?succeeded by Ross Tennenbaum, a senior executive at tax software company Avalara. Tennenbaum will join Dropbox as the company ramps up investment in artificial intelligence, including AI-powered tool Dropbox Dash, which connects apps such as Google Workspace and Slack to ?help manage files. His appointment ?as Dropbox CFO takes effect on December 16, 2025. Tennenbaum is currently president at Avalara and ?previously served as its CFO. Regan, who joined Dropbox in 2016 as chief accounting officer, helped guide the company through its 2018 initial public offering before ?becoming CFO in 2020. He will stay on as a non-executive employee ?of the company through March 15, 2026.
New Risk • Dec 08New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 5.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Negative equity (-US$1.5b). Minor Risks Share price has been volatile over the past 3 months (5.8% average weekly change).
New Risk • Nov 07New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Negative equity (-US$1.5b). Earnings are forecast to decline by an average of 0.6% per year for the foreseeable future. Minor Risk
お知らせ • Oct 17Dropbox, Inc. to Report Q3, 2025 Results on Nov 06, 2025Dropbox, Inc. announced that they will report Q3, 2025 results After-Market on Nov 06, 2025
お知らせ • Sep 09Dropbox, Inc. (NasdaqGS:DBX) announces an Equity Buyback for $1,500 million worth of its shares.Dropbox, Inc. (NasdaqGS:DBX) announces a share repurchase program. Under the program, the company will repurchase up to $1,500 million worth of its class A common shares.
Reported Earnings • Aug 08Second quarter 2025 earnings released: EPS: US$0.46 (vs US$0.34 in 2Q 2024)Second quarter 2025 results: EPS: US$0.46 (up from US$0.34 in 2Q 2024). Revenue: US$625.7m (down 1.4% from 2Q 2024). Net income: US$125.6m (up 14% from 2Q 2024). Profit margin: 20% (up from 17% in 2Q 2024). The increase in margin was driven by lower expenses. Revenue is expected to decline by 1.1% p.a. on average during the next 3 years, while revenues in the Software industry in Italy are expected to grow by 13%.
お知らせ • Jul 18Dropbox, Inc. to Report Q2, 2025 Results on Aug 07, 2025Dropbox, Inc. announced that they will report Q2, 2025 results After-Market on Aug 07, 2025