Dropbox, Inc. (DBX): A Bear Case Theory [Yahoo! Finance]
Dropbox, Inc. - Class A (DBX)
Company Research
Source: Yahoo! Finance
Dropbox, Inc.'s share was trading at $26.75 as of January 13th. DBX's trailing and forward P/E were 15.20 and 8.89 respectively according to Yahoo Finance. Photo by Annie Spratt on Unsplash Dropbox, Inc. provides a content collaboration platform in the United States and internationally. DBX represents a structurally challenged business operating in a commoditized file sync and sharing market dominated overwhelmingly by Microsoft and Google. Despite reporting $2.5B in ARR and 18M paying users as of 3Q25, the platform is now experiencing outright declines in user growth and a steady loss of market share. Its standalone cloud storage offering is disadvantaged relative to Microsoft 365 and Google One, which bundle storage into broader ecosystems. The recent integration of high-value AI tools within these bundles has further weakened DBX's competitive position, accelerating subscriber losses, pressuring pricing, and solidifying DBX as an “AI loser” in a market where differentiation i
Show less
Read more
Impact Snapshot
Event Time:
DBX
Last Price
Price Change
Price Change%
Volume Shares
Max Up
Max Down
%
Volume Ratio
Performance Comparison
Updated
|
Event Day
Stock performance from the time of news release until the following 4pm ET market close
|
Last price at news event
|
Since Event
Multi-day stock performance from the time of the news release
|
|---|---|---|
|
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
|
LAST
PRICE AT NEWS EVENT |
SINCE EVENT
Multi-day stock performance from the time of the news release
|
| Last Price | ||
| VWAP | ||
|
High:
|
Max Up |
High:
|
|
Low:
|
Max Down |
Low:
|
|
%
|
Post news range |
%
|
|
|
Price change |
|
|
|
Price Change Percentage |
|
|
|
S&P 500 (SPX) |
|
|
%
|
Volume ratio |
%
|
| Volume | ||
| Ticks | ||
|
|
Avg transaction size |
|
Don't Miss Out On The Next BIG Stock Move
Event day
Event Day Chart will not be displayed beyond 90-day period of the event
Performance since event
Time And Velocity Analysis
Be the first to know
Opt in for alerts from News Quantifed
Sign Up Today
Opt-in for
DBX alerts
Learn More With NQ
Reading the Impact Report
Help Me Understand This Data
Help Me Understand This Data
How NQ Works
What is news-based trading?
And why is it so successful?
And why is it so successful?
Movers & Shakers
The biggest gainers and losers and WHY it moved
DBX alerts
High impacting Dropbox, Inc. - Class A news events
Weekly update
A roundup of the hottest topics
DBX
News
- Dropbox to Announce Fourth Quarter and Fiscal 2025 Earnings ResultsBusiness Wire
- Here's What Wall Street Thinks About Dropbox, Inc. (DBX) [Yahoo! Finance]Yahoo! Finance
- Dropbox (NASDAQ:DBX) was given a new $35.00 price target on by analysts at Royal Bank Of Canada.MarketBeat
- DBX Q3 Earnings Beat Estimates, Revenues Fall Y/Y, Shares Rise [Yahoo! Finance]Yahoo! Finance
- Dropbox (NASDAQ:DBX) had its price target raised by analysts at Royal Bank Of Canada from $35.00 to $38.00. They now have an "outperform" rating on the stock.MarketBeat
DBX
Earnings
- 11/6/25 - Beat
DBX
Sec Filings
- 2/4/26 - Form 4
- 2/3/26 - Form 4
- 2/2/26 - Form 144
- DBX's page on the SEC website