Key Points
- CAO Sarah Elizabeth Schubach sold 1,416 shares of Dropbox at an average price of $24.49 on Feb. 18 for $34,677.84, reducing her stake by about 1.61% to 86,319 shares.
- Quarterly beat and guidance: Dropbox reported Q4 EPS of $0.68 vs. $0.66 expected and revenue of $636.2M vs. $627.8M expected, and guided Q1 revenue to $618M–$621M while keeping FY‑26 revenue near $2.5B.
- Analyst views are mixed: RBC cut its price target from $35 to $30 (still "Outperform"), UBS reiterated a "Sell" at $23, and the consensus rating is "Hold" with a $28.33 price target (1 Buy, 2 Hold, 1 Sell).
Dropbox, Inc. (NASDAQ:DBX - Get Free Report) CAO Sarah Elizabeth Schubach sold 1,416 shares of the company's stock in a transaction dated Wednesday, February 18th. The shares were sold at an average price of $24.49, for a total transaction of $34,677.84. Following the transaction, the chief accounting officer owned 86,319 shares in the company, valued at approximately $2,113,952.31. This trade represents a 1.61% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website.
Sarah Elizabeth Schubach also recently made the following trade(s):
- On Thursday, January 15th, Sarah Elizabeth Schubach sold 1,168 shares of Dropbox stock. The stock was sold at an average price of $26.84, for a total transaction of $31,349.12.
- On Monday, December 29th, Sarah Elizabeth Schubach sold 1,168 shares of Dropbox stock. The shares were sold at an average price of $27.88, for a total transaction of $32,563.84.
- On Monday, December 1st, Sarah Elizabeth Schubach sold 1,168 shares of Dropbox stock. The stock was sold at an average price of $29.60, for a total transaction of $34,572.80.
Dropbox Stock Up 0.9%
Shares of DBX traded up $0.22 during trading hours on Friday, reaching $24.95. 2,584,629 shares of the company traded hands, compared to its average volume of 4,011,001. The business has a fifty day moving average price of $26.53 and a 200-day moving average price of $28.35. Dropbox, Inc. has a 12-month low of $23.63 and a 12-month high of $32.40. The stock has a market capitalization of $6.46 billion, a P/E ratio of 14.11, a P/E/G ratio of 2.02 and a beta of 0.63.
Dropbox (NASDAQ:DBX - Get Free Report) last announced its quarterly earnings data on Thursday, February 19th. The company reported $0.68 earnings per share for the quarter, beating analysts' consensus estimates of $0.66 by $0.02. Dropbox had a negative return on equity of 49.51% and a net margin of 19.87%.The business had revenue of $636.20 million for the quarter, compared to analyst estimates of $627.83 million. During the same period in the prior year, the company earned $0.73 earnings per share. The company's revenue was down 1.1% on a year-over-year basis. As a group, research analysts predict that Dropbox, Inc. will post 1.64 EPS for the current fiscal year.
Analyst Ratings Changes
DBX has been the topic of a number of research reports. Royal Bank Of Canada cut their price objective on shares of Dropbox from $35.00 to $30.00 and set an "outperform" rating on the stock in a research note on Friday. Weiss Ratings reaffirmed a "hold (c+)" rating on shares of Dropbox in a research report on Wednesday, January 21st. UBS Group reissued a "sell" rating and issued a $23.00 price objective on shares of Dropbox in a report on Friday. Finally, Wall Street Zen downgraded Dropbox from a "buy" rating to a "hold" rating in a research note on Friday, January 23rd. One equities research analyst has rated the stock with a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of "Hold" and a consensus price target of $28.33.
Get Our Latest Analysis on DBX
More Dropbox News
Here are the key news stories impacting Dropbox this week:
- Positive Sentiment: Q4 results: Dropbox reported $0.68 EPS vs. $0.66 expected and revenue of $636.2M vs. $627.8M expected; management highlighted accelerating customer growth despite slight year‑over‑year revenue decline. Dropbox’s Q4 CY2025: Beats On Revenue, Customer Growth Accelerates
- Positive Sentiment: Revenue guidance: Dropbox gave Q1 revenue guidance of $618.0M–$621.0M (vs. consensus ~$615.5M) and maintained FY‑26 revenue near $2.5B, suggesting modest upside to Street revenue assumptions. Dropbox Announces Fourth Quarter and Fiscal 2025 Results
- Neutral Sentiment: Earnings tone and transcript: Management emphasized operating discipline and reshaping investments — constructive long‑term messaging but short‑term execution risks remain; full call transcript available for details. Q4 2025 Earnings Call Transcript
- Neutral Sentiment: Insider activity: CAO Sarah Schubach sold 1,416 shares (~$34.7K) — a small reduction in a large holding; not large enough to signal material insider de‑risking. SEC Filing
- Negative Sentiment: Analyst PT cut: RBC lowered its price target from $35 to $30 (still an "Outperform" rating), trimming a previously higher upside expectation and likely capping near‑term buying interest. RBC price target cut coverage
- Negative Sentiment: Premarket weakness: DBX was called out among names falling in premarket trading alongside other tech stocks, contributing to early pressure despite the quarter beat. Premarket movers
Institutional Investors Weigh In On Dropbox
Several hedge funds have recently modified their holdings of DBX. WealthCollab LLC increased its stake in shares of Dropbox by 20.6% in the 4th quarter. WealthCollab LLC now owns 2,356 shares of the company's stock valued at $65,000 after purchasing an additional 403 shares in the last quarter. Parallel Advisors LLC increased its position in shares of Dropbox by 8.3% in the fourth quarter. Parallel Advisors LLC now owns 5,765 shares of the company's stock valued at $160,000 after buying an additional 440 shares in the last quarter. Lakewood Asset Management LLC raised its stake in shares of Dropbox by 1.0% during the 4th quarter. Lakewood Asset Management LLC now owns 44,905 shares of the company's stock worth $1,248,000 after buying an additional 458 shares during the period. Kera Capital Partners Inc. grew its stake in Dropbox by 3.7% in the 3rd quarter. Kera Capital Partners Inc. now owns 12,945 shares of the company's stock valued at $391,000 after acquiring an additional 460 shares during the period. Finally, PNC Financial Services Group Inc. grew its stake in Dropbox by 5.7% in the 2nd quarter. PNC Financial Services Group Inc. now owns 8,607 shares of the company's stock valued at $246,000 after acquiring an additional 461 shares during the period. 94.84% of the stock is owned by hedge funds and other institutional investors.
Dropbox Company Profile
(
Get Free Report)
Dropbox, Inc (NASDAQ: DBX) is a leading provider of cloud-based file storage, collaboration, and productivity tools. Founded in 2007 and headquartered in San Francisco, California, the company offers a suite of services designed to help individuals and organizations securely store, share, and manage digital content. Dropbox has grown from a simple file-syncing application into an integrated collaboration platform used by millions of customers around the globe.
At its core, Dropbox provides cloud storage plans tailored for consumers and businesses.
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