Dropbox, Inc.
DBX
NASDAQ·Technology·Software - Infrastructure·Mkt cap $8.9B
$34.83
▼ -2.44%
P/E
19.24
Mkt Cap
$8.9B
52-Wk Range
$21.70–$36.37
52-Week Range
$21.70 - $36.37
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 14.8% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
4 reasons
- Massive user base of 700 million registered users creating network effects
- Deep integration with enterprise workflows and third-party applications
- Strong brand recognition and customer loyalty in cloud storage market
- Freemium business model driving customer acquisition and upsell opportunities
Bear Case
1 risk
- Low volatility (beta 0.6).
Growth
Stable outlook
Increasing enterprise adoption and digital transformation initiatives
Value
Undervalued - trading well below Cybersecurity Software peers
Momentum
Hot
+26.6% over 3m
Quality
Excellent
Strong fundamentals
Dividend
None
No dividend
Smart-money signal
Who's buying DBX right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Oct 29, 2026
AUG 6, 2026
Reported EPS of $0.75 vs $0.74 consensus (+1.5% surprise). Revenue of $631.5M vs $626.7M expected (+0.8%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+1.5%
Revenue trend · last 8Q
—
—
-1%
-1%
-1%
-1%
+1%
+1%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$638.8M
$643.6M
$624.7M
$625.7M
$634.4M
$636.2M
$629.5M
$631.5M
Margins · last 8Q
Gross
80.2%
Operating
26.1%
Profit
30.6%
Wall Street consensus
4 analysts · 25% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
25%
Hold
50%
Sell
25%
Median Price Target
—
Latest: Bank of America · Aug 7, 2026
vs Industry
How DBX stacks vs Software - Infrastructure
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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