Dropbox（DBX）株式概要
Dropbox, Inc.は、米国内外でコンテンツ・コラボレーション・プラットフォームを提供している。 詳細
DBX Community Fair Values
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Analyst Price Targets
JO
Jolt_Communications
Community ContributorUS$6.85FV • 64.1% 割安 内在価値ディスカウント
73.0%Revenue growth p.a.
3.1k
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Dropbox, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$24.93 |
| 52週高値 | US$32.40 |
| 52週安値 | US$21.70 |
| ベータ | 0.62 |
| 1ヶ月の変化 | 6.54% |
| 3ヶ月変化 | -2.84% |
| 1年変化 | -12.86% |
| 3年間の変化 | 16.99% |
| 5年間の変化 | 0.93% |
| IPOからの変化 | -12.46% |
最新ニュース
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.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.
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.Recent updates
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.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.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.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.
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.Dropbox: Rich FCF That Can't Be Sustained As Users Leave
Feb 20DBX: 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.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.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.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.Why We Think Shareholders May Be Considering Bumping Up Dropbox, Inc.'s (NASDAQ:DBX) CEO Compensation
May 08
Investors Continue Waiting On Sidelines For Dropbox, Inc. (NASDAQ:DBX)
May 06Dropbox: Losing Customers, Market Share, And Revenue
Mar 21Dropbox: I Expect Further Downside
Feb 26Dropbox: Low Growth, Fair Valuation And Competition Risks
Feb 18Dropbox: Terminal Value Component Remains An Enduring Question Mark
Jan 29Dropbox: Redundant With No Credible Pivots
Dec 27Dropbox: This Situation Is A Falling Knife
Nov 12Dropbox: Business Has A Poor Competitive Position
Oct 03Dropbox: A Buyout Might Save This From The Stall Warning (Technical Analysis)
Sep 02
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.After Earnings Beat, Dropbox Growth Is Worth Keeping An Eye On
Aug 12Dropbox: The Growth Engine Has Sputtered (Rating Downgrade)
Jun 06Dropbox: Attractive Forward Returns With Upside
May 07Dropbox: Revenue Growth May Come Under Pressure (Rating Downgrade)
Apr 02株主還元
| DBX | US Software | US 市場 | |
|---|---|---|---|
| 7D | 3.8% | -0.5% | 0.8% |
| 1Y | -12.9% | -8.4% | 27.8% |
業界別リターン: DBX過去 1 年間で-8.4 % の収益を上げたUS Software業界を下回りました。
リターン対市場: DBXは、過去 1 年間で27.8 % のリターンを上げたUS市場を下回りました。
価格変動
| DBX volatility | |
|---|---|
| DBX Average Weekly Movement | 4.2% |
| Software Industry Average Movement | 10.1% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: DBX 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: DBXの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2007 | 2,113 | Drew Houston | www.dropbox.com |
Dropbox, Inc.は、米国および海外でコンテンツ・コラボレーション・プラットフォームを提供している。同社のプラットフォームでは、個人、家族、チーム、組織がウェブサイトやアプリを通じて無料でコラボレーションを行うことができるほか、有料のサブスクリプションプランを利用してプレミアム機能を利用することもできる。同社のプラットフォームは、コンテンツの統合ホーム、グローバルな共有ネットワーク、製品体験や統合などの様々な要素で構成されている。同社は、プロフェッショナルサービス、テクノロジー、メディア、教育、産業、消費者、小売、金融サービス業界の顧客にサービスを提供している。以前はEvenflow, Inc.として知られていたが、2009年10月にDropbox, Inc.に社名を変更した。Dropbox, Inc.は2007年に法人化され、カリフォルニア州サンフランシスコに本社を置いている。
Dropbox, Inc. 基礎のまとめ
| DBX 基礎統計学 | |
|---|---|
| 時価総額 | US$5.95b |
| 収益（TTM） | US$508.40m |
| 売上高(TTM) | US$2.52b |
11.7x
PER（株価収益率2.4x
P/SレシオDBX は割高か？
公正価値と評価分析を参照収益と収入
| DBX 損益計算書（TTM） | |
|---|---|
| 収益 | US$2.52b |
| 売上原価 | US$500.40m |
| 売上総利益 | US$2.02b |
| その他の費用 | US$1.51b |
| 収益 | US$508.40m |
直近の収益報告
Dec 31, 2025
次回決算日
May 07, 2026
| 一株当たり利益（EPS） | 2.13 |
| グロス・マージン | 80.15% |
| 純利益率 | 20.17% |
| 有利子負債／自己資本比率 | -157.7% |
DBX の長期的なパフォーマンスは？
過去の実績と比較を見る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 | 2026/05/03 14:37 |
| 終値 | 2026/05/01 00:00 |
| 収益 | 2025/12/31 |
| 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
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| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
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* 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
本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
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 Magi | Berenberg |
| Zane Chrane | Bernstein |
| Matthew Bullock | BofA Global Research |