Nama Insights

Dropbox (DBX)

Technology · Software Infrastructure · NASDAQ

Dropbox (DBX) is a Technology company in the Software Infrastructure industry. It has a market capitalization of $7.54B, a trailing price-to-earnings ratio of 11.3 and a free-cash-flow yield of 9.8%. Over the most recent reported fiscal year, revenue declined 1.1% and free cash flow per share grew 26.6%. Nama's AI scorecard rates it Buy, 7.2 out of 10. On 12-month momentum it ranks in the middle band of its market.
AI scorecard
Buy · 7.2/10
Clearly positive, short of the top band. As of Nov 7, 2026.
Momentum
Middle · +15.4% over 12 months ex. last
Middle fifth of its market on the past year's move.
Shariah screen
Not Shariah Compliant
At least one of the three ratios or the industry test failed.
Off its high
-9.3%
How far the last close sits under the highest price of the past five years.
Market cap$7.54B
Trailing P/E11.3
Price / book—
Price / sales3.0
FCF yield9.8%
Dividend yield—
Gross margin79.7%
Operating margin26.5%
Net margin17.5%
Revenue growth (YoY)-1.1%
Revenue growth (3-yr annual)+2.7%
EPS growth (YoY)+12.8%
FCF/share growth (YoY)+26.6%
Beta0.6
ExchangeNASDAQ
SectorTechnology
IndustrySoftware Infrastructure

DBX earnings

Next report: Feb 18, 2027 (Q4 2026, EPS estimate $0.77). Beat the EPS estimate in 4 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q3 2026 Nov 5, 2026 $0.88 $0.73 +20.6% —
Q2 2026 Aug 6, 2026 $0.75 $0.74 +1.4% $631.50M
Q1 2026 May 7, 2026 $0.76 $0.70 +8.6% $629.50M
Q4 2025 Feb 19, 2026 $0.68 $0.67 +1.5% $636.20M

DBX analyst price target

Median target $34.00 from 6 analysts, ranging $23.00 – $42.00.

Software Infrastructure peers

TickerCompanyMarket capP/E
MSFT Microsoft $3.94T 29.4
PLTR Palantir Technologies $386.44B 112.2
ORCL Oracle $361.97B 14.4
PANW Palo Alto Networks $256.86B 81.9
CRWD CrowdStrike $222.09B 195.4
NET Cloudflare $95.70B 224.0
FTNT Fortinet $87.31B 34.5
SNPS Synopsys $86.32B 32.3
Explore live DBX data on Nama Insights →

Recent Congressional trades

Dropbox trades disclosed by members of the US House and Senate under the STOCK Act. See the full Congress trades board →

Member Chamber Trade Amount Disclosed
Julia Letlow House Sell $1,001 - $15,000 Jan 13, 2026
Julia Letlow House Buy $1,001 - $15,000 Jan 13, 2026
Lisa McClain House Sell $1,001 - $15,000 Sep 12, 2025
Lisa McClain House Buy $1,001 - $15,000 Aug 13, 2025
Rob Bresnahan House Sell $1,001 - $15,000 Feb 13, 2025

DBX FAQ

Is DBX a buy?
Nama's AI scorecard currently rates Dropbox Buy (7.2 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is DBX's P/E ratio?
Dropbox trades at a trailing price-to-earnings ratio of 11.3.
When does DBX report earnings?
Dropbox's next scheduled report is on Feb 18, 2027. Analysts expect EPS of $0.77.
What is the DBX price target?
The median analyst price target from 6 analysts is $34.00, with a range of $23.00 – $42.00.
Is DBX Shariah compliant?
Nama's AAOIFI-style screen reads Dropbox as Not Shariah Compliant. At least one of the three ratios or the industry test failed.