Amid Greater Skepticism of Software, We Recommend Sitting Out on DropBox
Morningstar recommends investors avoid Dropbox due to increasing skepticism in the software sector and the company's challenging competitive landscape. Dropbox's new AI-powered "Dash for Business" feature is unlikely to significantly improve its position against major tech giants like Microsoft and Google, which dominate the AI search market. The company faces an uphill battle with its content management software solution as growth declines and competition intensifies.
Dropbox Inc. (NASDAQ:DBX) Reports Narrow Q4 Beat Amid Investor Growth Concerns
Dropbox (NASDAQ:DBX) reported a narrow Q4 2025 beat on revenue and non-GAAP EPS, slightly exceeding analyst expectations. Despite positive financial performance including strong cash generation and share repurchases, the stock declined in after-hours trading due to investor concerns about slow revenue growth and the lack of immediate forward-looking guidance. The company is focusing on evolving its core business and accelerating the development of its AI-powered Dash product to drive future growth.
Dropbox Q4 2025 Earnings Preview: Revenue Forecast & Analyst Expectations - News and Statistics
Dropbox is set to announce its Q4 2025 earnings, with analysts predicting a 2.3% revenue decrease to $629.1 million and adjusted earnings of $0.67 per share. Despite previous revenue beats, the company experienced a decline in customer growth last quarter. The broader productivity software sector has seen recent underperformance, with Dropbox shares down 3.9% amid market volatility.
LSV Asset Management Buys 3,205,140 Shares of Dropbox, Inc. $DBX
LSV Asset Management significantly increased its stake in Dropbox, Inc. (NASDAQ:DBX) by 38.1% in the third quarter, purchasing an additional 3,205,140 shares to hold a total of 11,613,642 shares. This makes Dropbox its 25th largest holding, representing 4.30% of the company. Despite substantial institutional buying, insiders have shown significant selling activity, offloading 568,556 shares worth $15.85 million in the past 90 days.
Dropbox CFO Regan sells shares worth $80,487
The Chief Financial Officer of Dropbox, Tim Regan, recently sold DBX shares worth $80,487. This transaction involved 3,450 shares at an average price of $23.33 each. Following this sale, Regan still directly owns 10,757 shares of the company.
Dropbox CFO Regan sells shares worth $80,487
Dropbox CFO Lisa Regan sold 3,250 shares of the company's common stock at an average price of $24.76 per share, totaling $80,470. The transaction, which occurred on February 1st, 2026, was disclosed in a Form 4 filing with the SEC.
Great Lakes Advisors LLC Sells 217,339 Shares of Dropbox, Inc. $DBX
Great Lakes Advisors LLC reduced its stake in Dropbox, Inc. by 48.1% in the third quarter, selling 217,339 shares and now owning 234,395 shares valued at approximately $7.08 million. Despite insider selling, institutional investors collectively own 94.84% of the company's stock. Analysts generally rate Dropbox as a "Hold" with a consensus target price of $31.33, after the company exceeded Q3 EPS and revenue estimates but experienced a slight year-over-year revenue decline.
Dropbox, Inc. (DBX): A Bear Case Theory
This article presents a bearish thesis on Dropbox (DBX), arguing that it is a structurally challenged business facing strong competition from Microsoft and Google in a commoditized market. Inwood Capital's analysis suggests DBX is experiencing declines in user growth and market share, with its competitive position further weakened by the integration of AI tools into competitors' broader ecosystems. The article highlights declining pricing power, insignificant diversification efforts, and fading ability to sustain buybacks as cash is consumed by convertible maturities, leading to a projected revenue contraction and a "compelling secular short" despite its current valuation.
Analysts Conflicted on These Technology Names: Alight (ALIT), Lam Research (LRCX) and Dropbox (DBX)
Analysts have provided conflicting ratings for three technology companies: Alight (ALIT), Lam Research (LRCX), and Dropbox (DBX). Alight received a "Strong Buy" consensus with a significant upside, Lam Research also a "Strong Buy" but with a slight downside on its average price target, and Dropbox a "Hold" consensus. These ratings are based on recent analyst reports and price targets from various financial institutions.
Dropbox (DBX): Assessing Valuation After New CFO Appointment and Increased AI Investment
Dropbox (DBX) has appointed Ross Tennenbaum as its new CFO and is increasing its investment in AI. Despite a recent share price decline, its three-year total shareholder return remains respectable. Analysts view the stock as slightly overvalued, but its P/E ratio is lower than peers and the wider software sector, suggesting potential undervaluation.
Dropbox CFO Swap Shakes Up Shares And Future Plans
Dropbox's shares fell by 5% after the announcement that its CFO is stepping down, despite the company reaffirming its Q4 and full-year guidance and focusing on AI investments. The leadership change highlights investor sensitivity to executive shifts and the broader tech industry's efforts to balance AI adoption with corporate governance reforms, like addressing dual-class share structures.
Dropbox Q3 2025 Earnings Preview: Revenue Decline Expected - News and Statistics
Dropbox (NASDAQ:DBX) is set to release its Q3 2025 earnings on November 6, 2025, with analysts forecasting a 2.3% year-on-year revenue decline to $624.1 million and adjusted earnings of $0.65 per share. Despite consistently beating revenue expectations over the past two years, the company faces a recent underperformance in productivity software stocks. Analysts have an average price target of $27.88, slightly below the current share price of $28.98.
Blackstone Credit & Insurance: $700 million financing for Dropbox
Arthur Cox LLP advised Blackstone Credit & Insurance on an amendment to a Credit and Guaranty Agreement for Dropbox, Inc. This amendment provides Dropbox with up to an additional US$700 million in delayed draw secured term loans. The proceeds from these loans are earmarked solely for repaying the company's outstanding convertible senior notes due in 2026.
Exclusive | Dropbox Faces Pressure From Activist Investor to End Co-Founder’s Control
Dropbox is facing pressure from activist investor Half Moon Capital to end the co-founder's control of the company. The hedge fund is criticizing Dropbox's slowing revenue growth and its strategy regarding payment tiers. Half Moon Capital asserts that the dual-class share structure prevents investors from holding management accountable.
Mutual of America Capital Management LLC Sells 13,822 Shares of Dropbox, Inc. $DBX
Mutual of America Capital Management LLC reduced its stake in Dropbox, Inc. by 12.4% in the second quarter, selling 13,822 shares. Despite this sale, other institutional investors increased their positions, indicating continued interest in DBX. Dropbox also exceeded analysts' EPS estimates in its latest earnings report, despite a year-over-year revenue decline.
Schubach, Dropbox CAO, sells $30k in DBX stock By Investing.com - Investing.com Nigeria
This article reports a client-side application error encountered while attempting to load content related to a Dropbox CAO selling $30k in DBX stock. Therefore, the detailed content about Schubach's stock sale is unavailable.
Dropbox CFO Regan sells $42,930 in shares - Investing.com
This article reports that Dropbox CFO Regan sold $42,930 worth of shares. However, an application error prevented the actual content of the article regarding this transaction from loading.
Schubach, Dropbox CAO, sells $30k in DBX stock - Investing.com
This article reports on an insider transaction where Schubach, Dropbox's Chief Accounting Officer, sold $30,000 worth of DBX stock. The content of the article itself is currently unavailable due to an application error.
Dropbox Executives Sell Shares Under Trading Plans - TradingView
Dropbox's Chief Financial Officer, Timothy Regan, and Chief Accounting Officer, Sarah Elizabeth Schubach, both sold shares of Class A Common Stock on October 15, 2025. These sales were executed under Rule 10b5-1 trading plans. Regan sold 1,500 shares for a total of $42,930, while Schubach sold 1,066 shares for $30,508.
[Form 4] DROPBOX, INC. Insider Trading Activity - Stock Titan
Dropbox's CFO, Timothy Regan, reported a sale of 1,500 shares of Class A Common Stock at $28.62 on October 15, 2025, executed under a Rule 10b5-1 trading plan. Following this transaction, Regan beneficially owns 470,121 shares directly, which include restricted stock awards and units vesting through February 15, 2029. The filing indicates a negative sentiment due to the insider sale.
DBX insider trade: CAO sells 1,066 shares; 104,657 remaining - Stock Titan
Dropbox's Chief Accounting Officer sold 1,066 shares of Class A common stock at $28.62 per share on October 15, 2025, under a Rule 10b5-1 trading plan. Following this sale, the CAO beneficially owns 104,657 shares, which include restricted stock units that are set to vest through February 15, 2029. All details are from an official SEC Form 4 filing.
Firm Advises Dropbox on $700 Million Upsize to its Existing Secured Credit Facility
Wilson Sonsini Goodrich & Rosati advised Dropbox, Inc. on an amendment to its existing Credit and Guaranty Agreement, significantly upsizing its secured term loan facility by $700 million to a total of $2.7 billion. The additional $700 million in delayed draw term loans, primarily provided by Blackstone Credit & Insurance, will be used exclusively to repay Dropbox’s convertible senior notes due in 2026. This transaction strengthens Dropbox's financial position by refinancing existing debt.
Dropbox Secures $700M Loan, Announces Share Buyback
Dropbox (DBX) has announced an amendment to its Credit and Guaranty Agreement, securing an additional $700 million in delayed draw term loans to address convertible senior notes due in 2026. Concurrently, the company authorized a new $1.5 billion share repurchase program for its Class A common stock. TipRanks' AI Analyst, Spark, rates DBX as Neutral, noting strong technical momentum and strategic moves but tempered by financial instability and declining revenue growth.
Latham Represents Blackstone Credit & Insurance in US$700 Million Financing for Dropbox
Latham & Watkins LLP represented Blackstone Credit & Insurance in a US$700 million financing for Dropbox (Nasdaq: DBX). This financing involves delayed draw secured term loans to repay Dropbox's outstanding convertible senior notes due in 2026. Additionally, Dropbox announced a new share repurchase authorization of US$1.5 billion for its Class A common stock.
Will Dropbox's (DBX) Leadership Transition Reveal Strengths in Management Depth and Operational Strategy?
Dropbox's recent appointment of Sarah Schubach as Chief Accounting Officer signals a focus on internal leadership development and operational continuity. While the company's push into AI-based productivity and strategic operations aim to counterbalance revenue challenges from user declines and competition, the leadership change itself is not seen as a material near-term catalyst. Investors should consider Dropbox's innovative efforts with its Dash AI platform alongside persistent declines in user numbers when evaluating its investment narrative.
Dropbox Inc-Class A (NASDAQ:DBX) Reports Mixed Q2 2025 Results with Earnings Beat Amid Revenue Decline
Dropbox Inc-Class A (NASDAQ:DBX) reported mixed Q2 2025 results, with an earnings beat despite a revenue decline. The company posted revenue of $625.7 million, a 1.4% year-over-year decrease but slightly above estimates, and non-GAAP EPS of $0.71, surpassing expectations. While user metrics dipped, strong profitability, expanded operating margins, and improved free cash flow suggest operational resilience, leading to a slight after-hours stock gain.
Dropbox CFO Regan Timothy sells $67k in stock By Investing.com
Dropbox CFO Regan Timothy sold 2,500 shares of Class A Common Stock for a total of $67,070 on July 15, 2025, under a pre-arranged trading plan. This transaction occurred amidst the company's strong financial position, evidenced by an 82% gross profit margin, and followed a recent earnings beat despite a revenue miss. Analysts have maintained positive ratings on Dropbox, with RBC Capital Markets and Citi raising price targets.
Dropbox CFO Regan Timothy sells $67k in stock By Investing.com
Dropbox CFO Regan Timothy sold 2,500 shares of Class A Common Stock for $67,070, as part of a pre-arranged trading plan. Despite a decline in stock price after first-quarter 2025 earnings which exceeded EPS expectations but missed revenue forecasts, analysts maintain positive ratings and price targets. Dropbox (NASDAQ: DBX) continues to show strong financial health and customer retention efforts, supported by initiatives like Dash, even as its CFO executes planned stock sales.
Analysts Conflicted on These Technology Names: Cloudflare (NET), Aurora Innovation (AUR) and Dropbox (DBX)
Analysts have conflicting opinions on several technology companies, including Cloudflare (NET), Aurora Innovation (AUR), and Dropbox (DBX). Cloudflare received a Moderate Buy rating with a $152.55 average price target, while Aurora Innovation also garnered a Moderate Buy rating with a $10.25 average price target. Dropbox, however, was rated a Hold with an average price target of $30.00.
ANALYSIS: Dropbox Lawsuit Forces Chancery Court Reckoning
A lawsuit filed by a Dropbox shareholder pension fund challenges Delaware's recently enacted Senate Bill 21, which amended the state's corporate laws. The suit argues that these amendments improperly usurp the Court of Chancery's sole jurisdiction over equitable claims. This case will force the Delaware judiciary to determine the extent of legislative authority over judicial powers.
Internet Services Stocks to Buy: Baidu, Dropbox, Crexendo
This article highlights three Internet Services stocks to consider buying: Baidu (BIDU), Dropbox (DBX), and Crexendo (CXDO). The selections are based on macroeconomic factors affecting the industry, the increasing importance of AI, and individual company performance and analyst ratings. The report analyzes the sector's valuation and volatility, noting that these companies are well-positioned despite industry-wide challenges.
Exclusive | Dropbox Faces Pressure From Activist Investor to End Co-Founder’s Control - WSJ
Dropbox is facing pressure from activist investor Half Moon Capital to eliminate its co-founder Drew Houston's control over the company. The hedge fund, citing slowing revenue growth and concerns about payment tier strategy, argues that Dropbox's dual-class share structure prevents investors from holding management accountable.
Dropbox Completes Reincorporation from Delaware to Nevada
Dropbox, Inc. (NASDAQ: DBX) has successfully reincorporated from Delaware to Nevada as of March 5, 2025, a strategic move to optimize its corporate structure. This change does not impact business operations, management, or employee count, with the company's stock continuing to trade on Nasdaq. Dropbox maintains a "GREAT" financial health score according to InvestingPro, with analysts predicting continued profitability.
Analysts’ Top Technology Picks: AppFolio (APPF), Dropbox (DBX)
This article reports on analysts' neutral ratings for AppFolio (APPF) and Dropbox (DBX). KBW analyst Ryan Tomasello maintained a Hold rating on AppFolio with a $311.00 price target, while Citi's Steve Enders reiterated a Hold rating on Dropbox with a $30.00 price target. The consensus for AppFolio is a Strong Buy, and for Dropbox, it's a Hold.
Dropbox class action claims data breach affects thousands
A class action lawsuit has been filed against Dropbox, alleging the company failed to adequately protect customer data, leading to a recent data breach affecting potentially hundreds of thousands of users. The lawsuit claims affected individuals had their personally identifiable information compromised and have experienced financial and time losses as a result, adding to a history of data security issues for the company.
Dropbox review: Still the best at syncing and sharing
This PCWorld review reaffirms Dropbox's position as a top choice for fast, reliable file synchronization and sharing, despite its limited free storage and lack of intermediate subscription tiers. While it excels in its core functionality and offers business-oriented features, its pricing model lacks options between the free 2GB and the paid 2TB. The article highlights its strengths for collaborative file access and its backup capabilities.
Dropbox Inc. Class A Common Stock $DBX Proactive Strategies
This article provides proactive trading strategies for Dropbox Inc. Class A Common Stock ($DBX) generated by AI, covering longer-term, swing, and day trading plans. It details buy and short signals, target prices, and stop-loss recommendations based on technical summary data and resistance/support levels for August 9, 2023. The report also highlights Stock Traders Daily's "Evitar Corte" market crash leading indicator and offers real-time signal updates for institutional users.
Unstructured raises $25M for large language model data processing expansion
Unstructured Technologies Inc. has secured $25 million in new funding to expand its operations for processing data for large language models. Founded by a former CIA analyst, the company provides a platform that converts unstructured internal data into LLM-compatible formats, addressing the challenge of scattered data for organizations. The funding round was led by Bain Capital Venture Associates LLC with participation from several other investors.
Dropbox adds a free, limited password manager
Dropbox is introducing a limited version of its Passwords manager for free Dropbox Basic plan users, allowing storage of up to 50 passwords and syncing on three devices. This move comes as LastPass also limits its free offerings. For more comprehensive password management, users will need to upgrade to a paid Dropbox Plus plan.
Facebook Names Dropbox Chief Executive Drew Houston to Board
Drew Houston, CEO of Dropbox Inc. and a friend of Facebook CEO Mark Zuckerberg, has been appointed to Facebook Inc.'s board of directors. Houston co-founded Dropbox in 2007 and has previously sought advice from Zuckerberg on scaling his company. Facebook is reportedly still searching for a lead independent director.
Dropbox IPO succeeds amid market volatility, with more tests to come
Dropbox Inc. successfully debuted on the Nasdaq exchange, with its stock shares rising by 35.6% on Friday, despite broader market volatility. The IPO was oversubscribed, priced above its revised range at $21, and closed at $28.48, signaling a potentially positive environment for upcoming initial public offerings. This success is particularly notable as it occurred amidst a stock market downturn, offering a calming signal for other companies planning market debuts.
Dropbox’s IPO Debuts at $29 a Share
Dropbox's IPO debuted at $29 a share, opening with a strong performance that saw its stock surge by as much as 44% on its first trading day, valuing the company at nearly $12 billion. The cloud-storage company priced its IPO at $21 a share and has a dual-class stock structure, with co-founder and CEO Andrew Houston owning 24% and Sequoia Capital holding a 25% stake. Despite a significant reduction in net loss to $111.7 million and positive free-cash flow, the company warned investors that it may never be profitable and highlighted risks like data and security breaches.
After raising $756M in its IPO, Dropbox sees shares jump 36% in market debut
Dropbox Inc. saw its shares jump 36% in its market debut after raising $756 million in its IPO, pricing shares at $21, higher than initial estimates. The company's valuation swelled to over $11 billion, marking the largest tech IPO since Snap Inc. last year. Despite not yet being profitable, the IPO's success is attributed to a Salesforce investment and a relatively small percentage of shares offered, creating scarcity.
Dropbox IPO valuation set between $7bn and $8bn
Dropbox has set its IPO valuation between $7bn and $8bn, significantly lower than its $10bn private valuation in 2014. The cloud storage company's offering is one of several hotly anticipated unicorn tech IPOs, with Spotify, Uber, and Airbnb also preparing to go public. Founders Drew Houston and Arash Ferdowsi, along with early investors, will retain control of the company through a dual-class share structure.
Dropbox avoids Snap’s IPO mistakes, but only slightly
Dropbox's upcoming IPO appears to sidestep some of the issues that hindered Snap Inc.'s market debut, though governance and financial concerns remain. The 11-year-old cloud-storage company, previously valued at $10 billion, filed its IPO documents, making it a significant "unicorn" entering the public markets.
Ingram Micro Adds Dropbox to Cloud Marketplace in Singapore
Ingram Micro announced the addition of Dropbox Business to its Cloud Marketplace in Singapore, responding to increased demand for secure, cloud-based file sharing services in Asia Pacific. This integration allows channel partners to seamlessly purchase, provision, configure, and manage Dropbox Business through a single automated platform, enhancing collaboration capabilities and opening new business opportunities. The move aims to boost cloud profitability for channel partners by offering an affordable, secure, and easily bundled solution with other offerings like Microsoft Office 365, targeting the largely untapped SMB market.
Report: Dropbox Acquires Cloud Music Start-up Audiogalaxy
Dropbox has reportedly acquired the cloud music start-up Audiogalaxy, signaling a potential move into streaming digital music files from the cloud. Audiogalaxy, which allows users to upload and stream music from any device, announced it would be joining Dropbox, though details of the deal are scarce as Dropbox has not yet confirmed the acquisition. The service will shut down at the end of the year, with Audiogalaxy's founder Michael Merhej expressing excitement about Dropbox's growth, vision, and team.
Class Action Suit Filed Against Cloud Service over Data Breach
A class action lawsuit has been filed against Dropbox, Inc. in the U.S. District Court for the Northern District of California, alleging that the company failed to secure user data and notify users about a data breach on June 19, 2011. The complaint claims Dropbox "introduced a bug" allowing unauthorized access to user accounts and data, impacting up to 25 million users. The suit seeks damages and improved security measures, following an earlier FTC complaint regarding Dropbox's security claims.
