Dropbox, Inc. (DBX)

Dropbox is downgraded to 'sell' due to flat revenues, underwhelming AI progress, and intensifying competitive risks. Q4 results showed minimal revenue growth, declining ARR, and gross margin pressure from hardware refresh and Dash scaling costs. 2026 guidance implies flat revenues and limited free cash flow upside, with AI-driven monetization and Dash adoption remaining uncertain.

Dropbox tops Q4 earnings estimates despite y/y revenue and ARR declines, shares inch up as cost cuts lift margins, and the 2026 guidance sets a cautious tone.

Dropbox faces structural headwinds, with Q4 results revealing user contraction and declining ARPU, reinforcing my 'Sell' rating. DBX guides for FY26 revenue of $2.485–$2.5 billion, implying -1.6% to -0.8% y/y growth and margin de-leverage to 39.0–39.5%. Despite a low 8.5x EV/FY26 FCF multiple, DBX's profit sustainability is questionable amid ongoing user and revenue declines.

Dropbox, Inc. (DBX) Q4 2025 Earnings Call Transcript

Dropbox (DBX) came out with quarterly earnings of $0.68 per share, beating the Zacks Consensus Estimate of $0.66 per share. This compares to earnings of $0.73 per share a year ago.

SAN FRANCISCO--(BUSINESS WIRE)--Dropbox, Inc. (NASDAQ: DBX), today announced financial results for its fourth quarter and fiscal year ended December 31, 2025. “We closed out 2025 on a strong note, exceeding the high end of our revenue and operating margin guidance and demonstrating our continued operating discipline,” said Drew Houston, Dropbox Co-Founder and Chief Executive Officer. “Last year, we began reshaping how we invest in and evolve the business, and we're starting to see results. We'r.

Rhumbline Advisers lessened its position in shares of Dropbox, Inc. (NASDAQ: DBX) by 5.3% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 537,753 shares of the company's stock after selling 30,340 shares during the period. Rhumbline Advisers owned 0.20% of Dropbox worth

Dropbox (NASDAQ: DBX - Get Free Report) is expected to release its Q4 2025 results after the market closes on Thursday, February 19th. Analysts expect Dropbox to post earnings of $0.66 per share and revenue of $627.8340 million for the quarter. Parties may review the information on the company's upcoming Q4 2025 earning report for the

Dropbox (DBX) closed the most recent trading day at $24.41, moving 2.28% from the previous trading session.

An explanation of why software stocks - especially SaaS - are being structurally disrupted by AI, and how investors can identify survivors.

Federated Hermes Inc. reduced its stake in Dropbox, Inc. (NASDAQ: DBX) by 85.4% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 17,221 shares of the company's stock after selling 100,631 shares during the quarter. Federated Hermes Inc.'s holdings

Dropbox, Inc. (NASDAQ: DBX - Get Free Report) CEO Andrew Houston sold 164,502 shares of Dropbox stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $25.66, for a total transaction of $4,221,121.32. The transaction was disclosed in a filing with the Securities and Exchange Commission, which

In the closing of the recent trading day, Dropbox (DBX) stood at $25.11, denoting a -2.14% move from the preceding trading day.

SAN FRANCISCO--(BUSINESS WIRE)--Dropbox, Inc. (NASDAQ: DBX) announced today that it will report financial results for the fourth quarter and fiscal year ended December 31, 2025 after market close on Thursday, February 19, 2026. The company will also hold a conference call on the same day at 2:00 PM PT / 5:00 PM ET to discuss its financial results with the investment community. A live webcast and replay of the conference call will be accessible on the Dropbox investor relations website at http:/.

Hussman Strategic Advisors Inc. boosted its holdings in shares of Dropbox, Inc. (NASDAQ: DBX) by 25.0% during the undefined quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 105,000 shares of the company's stock after acquiring an additional 21,000 shares during the quarter. Dropbox makes

Dropbox (DBX) closed at $26.58 in the latest trading session, marking a +1.06% move from the prior day.