Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$7.7B
217M shares
52-week range
$21.70 – $37.39
103% from low
Sector
SERVICES-PREPACKAGED SOFTWARE
Exchange
NASDAQ
CS
P/S (TTM)
3.4
EV / FCF (TTM)
12.0
Dropbox provides cloud storage and content collaboration tools, focusing on individuals and small to midsize businesses. Founded in 2007, Dropbox was a pioneer in the file sync and share market. In recent years, the firm has been emphasizing its Dash product, which facilitates AI-powered universal search across unstructured cloud data.
www.dropbox.comNo one on the platform currently holds DBX.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 7,721,067 | $175.4M |
| Bridgewater Associatesas of 2025-12-31 | 600,252 | $16.7M |
No one on the platform has traded DBX yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 45.4% | 35.5% | — | — | — | |
| Rev. Growth % | -1.1% | 5.7% | ||||
| Profit Margin % | 20.2% | 19.1% | 0.9% | |||
| Free Cash Flow Margin % | 36.9% | 33.3% | 28.4% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +0.0% on the P/E track.
At today's price, your expected annual return is +5.0% on the P/E track.
At today's price, your expected annual return is +9.5% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $2.5B | +0.3% | $3.07 | $2.97–$3.21 | 12.3× | 4 |
| 2027 | $2.5B | -0.0% | $3.32 | $3.04–$3.54 | 11.4× | 4 |
| 2028 | $2.5B | -0.3% | $3.93 | $3.85–$4.02 | 9.6× | 2 |
| 2029 | $2.3B | -8.5% | $0.00 | $0.00–$0.00 | — | 0 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 8 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-06 | $0.74 | $0.75 | +1.5% |
| 2026-05-07 | $0.71 | $0.76 | +7.0% |
| 2026-02-19 | $0.66 | $0.68 | +3.0% |
| 2025-11-06 | $0.65 | $0.74 | +14.2% |
| 2025-08-07 | $0.63 | $0.71 | +12.7% |
| 2025-05-08 | $0.62 | $0.70 | +12.5% |
| 2025-02-20 | $0.62 | $0.73 | +17.7% |
| 2024-11-07 | $0.53 |
| $0.60 |
| +12.8% |
| — |
| INFAInformatica Inc. | $24.79 | +0.00% | $7.5B | — |
| KVYOKlaviyo, Inc. | $17.40 | +6.36% | $5.2B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$DBX Dropbox comes as #1 on the scanner, also a short squeeze setup candidate
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TUE 9/8: $DBX – SELLING (ALL) @ $33.60 | P/L: -$1,005.07 -5.0% 10:59 AM – Dumping all of my DBX position here this morning as shares sell off sharply and make new recent lows with an increase in volume. The combination of declining price, new lows, and increased selling volume is clear bearish technical action and enough for me to exit the position completely. James’ Trader’s Tip: New Lows With Volume Demand Attention • New recent lows show that the stock’s technical condition continues to deteriorate. • Increased volume adds significance by showing stronger selling pressure behind the decline. • When price and volume turn decisively bearish together, follow the SELL rules and protect capital. https://buyingbreakouts.com/tue-9-8-dbx-selling-all-33-60-p-l-1005-07-5-0/
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$DBX — Q2 has two distinct facts: revenue grew 0.9% (1.7% excluding FormSwift) and unlevered FCF was $283.5M. The per-share case needs core ARR/user growth and cash conversion to hold while buybacks continue at economic prices. Next proof: core ARR, paying users, operating cash flow, and repurchase dollars relative to price paid. Source: Dropbox Q2 2026 official results. Disclosure: Filing Delta; no DBX position.
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Hackers breached thousands of Dropbox user accounts by exploiting a flaw in a third-party authentication system, with unauthorized access occurring between Aug. 4 and Aug. 21, according to reports. Dropbox disclosed the incident publicly Tuesday as affected users began receiving notification emails. The breach stemmed from a vulnerability in Dropbox’s single sign-on process through Lenovo ID, which allowed an unauthorized party to register a Lenovo ID using another person’s email address and then use those credentials to access the associated Dropbox account. Around 5,000 accounts were compromised, with files viewed or downloaded in fewer than one-third of cases. Dropbox said it has secured the affected accounts, notified regulators and changed how Lenovo IDs can access its platform. The disclosure adds pressure to Dropbox amid existing concerns over slowing revenue growth and leadership changes following CEO Drew Houston’s planned departure. $DBX
View on StockTwits ↗
THU 8/27: $DBX – BUYING/ADDING TO (1/3) @ $35.67 12:29 PM – Adding another 1/3 to my DBX position this afternoon as shares continue to show bullish technical action. The stock is pushing higher, although there is some near-term resistance at the ROUND-$36 level. A decisive move above $36 would provide additional bullish confirmation. This addition brings my total position to 2/3. James’ Trader’s Tip: Add as the Stock Proves Itself • Scaling into a position allows the stock to demonstrate additional strength before committing more capital. • Nearby resistance gives us a clear technical level to monitor. • A strong break above the ROUND-$36 level would confirm that buyers are successfully overcoming that final small area of resistance. https://buyingbreakouts.com/thu-8-27-dbx-buying-adding-to-1-3-35-67/
View on StockTwits ↗
$DBX slow like old man, but 3wt at highs nonetheless. @howardlindzon you didn't hex us afterall.
View on StockTwits ↗WED 8/26: $DBX – BUYING (1/3) @ $35.10 10:04 AM – Picking up a 1/3 position in this Computer Software-Database stock as shares trade higher from the 10 DMA while volume is currently running 38% above average. That combination of support at the 10 DMA, advancing price, and increased volume gives me a technical BUY SIGNAL. James’ Trader’s Tip: Volume Helps Confirm Support • An advance from the 10 DMA shows that buyers are defending an important short-term support level. • Above-average volume adds conviction to the move by showing stronger-than-normal demand. • When price and volume improve together, the technical setup becomes more compelling. https://buyingbreakouts.com/wed-8-26-dbx-buying-1-3-35-10/
View on StockTwits ↗
$DOCU Beautiful, were up 20% on those calls already but were just briefly past the downtrend. If it continues were going to bank VERY MUCHLY on this trade. Like i said before, stay away from chips, atrack the cloud names, theyre all underrated $DBX $ASAN
View on StockTwits ↗Really liking cloud related names as of lately. $DOCU & $DBX weekly charts AND thrir multi year set ups look fantastic. $QQQ
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$DBX HAVE A GREAT WEEKEND .. Smart Money in DBX
View on StockTwits ↗$DBX My Best Hold going into next week … New Highs next week
View on StockTwits ↗$DBX Holding Strong into next Week What a Great Buy here
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.