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Dropbox, Inc. Stock Price

NasdaqGS:DBX Community·US$7.7b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 34 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

DBX Share Price Performance

US$35.56
3.69 (11.58%)
​
US$30.67
Fair Value
US$35.56
3.69 (11.58%)
16.0% overvalued intrinsic discount
US$30.67
Fair Value
Price US$35.56
AnalystConsensusTarget US$30.67
AnalystHighTarget US$42.00
AnalystLowTarget US$23.00
Sat, 22 Aug 26
Fair ValueUS$30.67
Share Pricen/a

DBX Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$30.67 16.0% overvalued intrinsic discount

AI-Driven Cloud Platforms Will Transform Digital Collaboration

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10users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$42 15.3% undervalued intrinsic discount

AI Dash And Hybrid Work Will Redefine Digital Collaboration

0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$23 54.6% overvalued intrinsic discount

Teams Churn And AI Delays Will Depress Revenue

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0users have commented on this narrative
0users have followed this narrative
DBX logo
Dropbox
16.0% overvalued intrinsic discount

AI-Driven Cloud Platforms Will Transform Digital Collaboration

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AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 22 Aug
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DBX logo
Dropbox
54.6% overvalued intrinsic discount

Teams Churn And AI Delays Will Depress Revenue

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 5 Sep
Read Narrative
DBX logo
Dropbox
15.3% undervalued intrinsic discount

AI Dash And Hybrid Work Will Redefine Digital Collaboration

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 8 Aug
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Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystLowTarget
DBX logo

DBX: Dash Monetization Risks Will Constrain Future Earnings Multiple Upside

Fair Value: US$23 54.6% overvalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
DBX logo

DBX: Future Returns Will Hinge On Uncertain New Product Monetization

Fair Value: US$30.67 16.0% overvalued intrinsic discount
10 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
DBX logo

DBX: Buybacks And Margin Discipline Will Support Higher Future Pricing

Fair Value: US$42 15.3% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Undervalued with low risk.

3 Risks
2 Rewards
View Full Analysis

Dropbox, Inc. Key Details

US$2.5b

Revenue

US$513.1m

Cost of Revenue

US$2.0b

Gross Profit

US$1.6b

Other Expenses

US$442.8m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
2.04
79.73%
17.49%
-150.8%
View Full Analysis

About DBX

Founded
2007
Employees
2113
CEO
Andrew Houston
WebsiteView website
www.dropbox.com

Dropbox, Inc. provides a content collaboration platform in the United States and internationally. The company’s platform enables individuals, families, teams, and organizations to collaborate for free through its website or app, or through a paid subscription plan for premium features. Its platform consists of various elements, such as unified home for content, global sharing network, and product experiences and integrations. The company serves customers in the professional services, technology, media, education, industrial, consumer and retail, and financial services industries. The company was formerly known as Evenflow, Inc. and changed its name to Dropbox, Inc. in October 2009. Dropbox, Inc. was incorporated in 2007 and is headquartered in San Francisco, California.

Recent DBX News & Updates

Seeking Alpha • Sep 09

Dropbox: A Shrinking Business Funding A Shrinking Share Count

Summary Dropbox is rated Sell due to limited upside, flat revenue, and buyback-driven EPS growth losing effectiveness. DBX trades at 10.9x EV/FCF, matching growth peers despite declining revenue and a leveraged balance sheet. AI monetization remains unproven, competition intensifies, and recent security and leadership changes add risk. My $27 price target is 22% below current levels; I’d reconsider in the low $20s or after sustained FCF growth. Read the full article on Seeking Alpha
User avatar
Narrative Update • Sep 05

DBX: Dash Monetization Risks Will Constrain Future Earnings Multiple Upside

The analyst fair value estimate for Dropbox has moved from $21.00 to $23.00, reflecting recent Street research that cites better than expected Q2 fundamentals in the core business, alongside ongoing questions about Dash monetization and its impact on margins. Analyst Commentary Street research on Dropbox points to a mixed setup.

Recent updates

No updates

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