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DBX

DropboxB
Nasdaq / Software & Services
Last Price
At close
2026-07-20
View Chart
Current thesis
The quarter showed that Dropbox can still produce solid cash flow and margin leverage, and the company paired that with reaffirmed-to-upward FY26 expectations plus a leadership handoff that keeps product strategy close to the core business.
Posture
Constructive
Lead driver
Value
What changed
Value remains the lead driver in the composite, 7D delta -0.7.
What can break
Core growth is still slow: Q1 revenue was up only 0.8% overall and 2.0% excluding FormSwift, while ex-FormSwift ARR growth was only 1.3% [#IR-2026-05-07].
Momentum
70
Value
67
Sentiment
31
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $26.40 · Bull $30.50 · Bear $21.50
Data freshness
Prices
As of 2026-07-20
Fundamentals
As of 2026-07-20 • Vendor: Data Vendor v1
Scores
As of 2026-07-20 • Model: HYBRID_IC_RP
AI Memo
As of 2026-05-29 • Model: RankAlpha Sentiment Codex
Investment thesis
As of 2026-07-20
Supporting evidence
What
Grade B · Constructive
Confidence Medium · Net Neutral
Target $27.20
Why
Momentum70 · Δ7d +2.5
Value67 · Δ7d -0.7
Sentiment31 · Δ7d -7.1
So what
Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.
Lead driver: Value · See fundamentals
Momentum
70
26% active weight
Current posture
7d trendImproving
Δ7d
+2.5
Δ21d
+30.6
Value
67
39% active weight
Current posture
7d trendFlat
Δ7d
-0.7
Δ21d
-0.4
Sentiment
31
34% active weight
Current posture
7d trendSoftening
Δ7d
-7.1
Δ21d
-14.1
Why this grade

Composite grade B. Momentum 70.2 / Value 67.3 / Sentiment 31.0

Fundamentals (TTM)
As of 2026-07-20
Market Cap
$6.87B
Beta
0.63
Shares Out
225.03M
P/E (TTM)
12.7
P/S (TTM)
2.76
P/FCF (TTM)
7.62
Rev YoY
+0.8%
EPS YoY
-4.8%
Gross Margin
+79.6%
Op Margin
+24.3%
Net Debt
$2.55B
Current Ratio
1.22
As of 2026-07-20 • Updated nightlySource: Internal modelMethodology