DBX
DROPBOX, INC.
$27.23
-1.20%
$6.4B
No data for this timeframe.
Vol
Market Cap$6.4B
Cap SizeMid Cap
Analyst ConsensusSell (6%)
Inst. Holders9 funds
Inst. Value$1.4B
Inst. Activity2 buys / 1 sells
Insider Activity0B / 20S
Insider Net $-$10.1M
SEC Reports11
Recent Activity
May 20, 2026
SEC
Six Dropbox insiders, including CEO Andrew Houston, sold $1.31M in open-market shares within a week of the company's Q1
CLUSTER — Impact 4/10
May 20, 2026
SEC
Six insiders at Dropbox (including CEO Andrew Houston) sold a total of ~$1.45M in shares within a 5-day window, mostly a
CLUSTER — Impact 5/10
May 19, 2026
SEC
A cluster of insider selling at Dropbox, including CEO Andrew Houston's $974K open-market sale, follows the Q1 2026 earn
CLUSTER — Impact 4/10
May 19, 2026
Insider
Schubach Sarah Elizabeth sold 1,306 shares
Chief Accounting Officer @ $28.14 ($36.8K)
May 18, 2026
Insider
Dasdan Ali sold 2,700 shares
Chief Technology Officer @ $27.28 ($73.7K)
May 18, 2026
Insider
Yoon William T sold 3,201 shares
Chief Legal Officer @ $27.28 ($87.3K)
Inst.
NORGES BANK — NEW
2,514,706 shares ($69.9M)
Inst.
TWO SIGMA INVESTMENTS, LP — DOUBLED
1,326,993 shares ($36.9M)
Price Targets
$26.17
-3.9% upside
Hold
Current $27.23
Low $21.00
Median $26.50
High $32.00
6 analysts
$21.00
$32.00
Analyst Ratings
0Strong Buy
1Buy
7Hold
7Sell
1Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 11, 2026 | Citigroup | MAINTAIN | Neutral → Neutral |
| May 8, 2026 | RBC Capital | MAINTAIN | Outperform → Outperform |
| Mar 23, 2026 | William Blair | DOWNGRADE | Market Perform → Underperform |
| Feb 20, 2026 | JP Morgan | MAINTAIN | Neutral → Neutral |
| Feb 20, 2026 | UBS | MAINTAIN | Sell → Sell |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.74 | $0.70 — $0.78 | 4% YoY | 7 |
| Next Q | $0.78 ▲ +0.8% | $0.74 — $0.83 | 6% YoY | 6 |
| Current FY | $3.07 ▲ +3.1% | $2.89 — $3.25 | 8% YoY | 8 |
| Next FY | $3.41 ▲ +1.1% | $3.01 — $3.82 | 11% YoY | 8 |
Latest Reports
BEARISH
CLUSTER
4/10
Six Dropbox insiders, including CEO Andrew Houston, sold $1.31M in open-market shares within a week of the company's Q1
May 20, 2026
BEARISH
CLUSTER
5/10
Six insiders at Dropbox (including CEO Andrew Houston) sold a total of ~$1.45M in shares within a 5-day window, mostly a
May 20, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $627.2M | — |
| RENAISSANCE TECHNOLOGIES LLC | $232.9M | — |
| MORGAN STANLEY | $183.8M | ADD |
| FMR LLC | $118.1M | ADD |
| NORGES BANK | $69.9M | NEW |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 19, 2026 | Schubach Sarah | SELL | $36.8K |
| May 18, 2026 | Dasdan Ali | SELL | $73.7K |
| May 18, 2026 | Yoon William | SELL | $87.3K |
| May 18, 2026 | Moore Andrew | SELL | $101.1K |
| May 18, 2026 | Houston Andrew | C | $0.00 |
9 institutional holders with $1.4B total value (48,585,262 shares) as of 2025-Q4. Top holders: VANGUARD, RENAISSANCE, MORGAN. Net buying activity: 2 institutions added/increased vs 1 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 22,562,154 | $627.2M | 46.4% | — |
| 2 | RENAISSANCE TECHNOLOGIES LLC | 8,376,364 | $232.9M | 17.2% | — |
| 3 | MORGAN STANLEY | 6,612,123 | $183.8M | 13.6% | ADD +31.3% |
| 4 | FMR LLC | 4,248,168 | $118.1M | 8.7% | ADD +36.2% |
| 5 | NORGES BANK | 2,514,706 | $69.9M | 5.2% | NEW |
| 6 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2,249,909 | $62.5M | 4.6% | NEW |
| 7 | TWO SIGMA INVESTMENTS, LP | 1,326,993 | $36.9M | 2.7% | DOUBLED +357.6% |
| 8 | BANK OF AMERICA CORP /DE/ | 660,880 | $18.4M | 1.4% | TRIM -32.0% |
| 9 | WELLS FARGO & COMPANY/MN | 33,965 | $944.2K | 0.1% | TRIM -63.9% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 2,514,706 | — | $69.9M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 289,978 | 1,326,993 | +357.6% | $36.9M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | TRIM | 972,400 | 660,880 | -32.0% | $18.4M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 141,816 | 289,978 | +104.5% | $8.8M | 2025-Q3 |
| WELLS FARGO & COMPANY/MN | TRIM | 86,358 | 31,185 | -63.9% | $942.1K | 2025-Q3 |
| NORGES BANK | EXIT | 1,793,950 | 0 | -100.0% | $0.00 | 2025-Q3 |
| MORGAN STANLEY | ADD | 5,706,292 | 7,492,581 | +31.3% | $214.3M | 2025-Q2 |
| FMR LLC | ADD | 4,185,655 | 5,699,795 | +36.2% | $163.0M | 2025-Q2 |
| NORGES BANK | NEW | — | 1,793,950 | — | $51.3M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | NEAR_EXIT | 612,203 | 141,816 | -76.8% | $4.1M | 2025-Q2 |
| WELLS FARGO & COMPANY/MN | TRIM | 237,282 | 86,358 | -63.6% | $2.5M | 2025-Q2 |
| CITADEL ADVISORS LLC | TRIM | 1,086,969 | 657,262 | -39.5% | $17.6M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 1,310,456 | 612,203 | -53.3% | $16.4M | 2025-Q1 |
| WELLS FARGO & COMPANY/MN | DOUBLED | 32,967 | 237,282 | +619.8% | $6.3M | 2025-Q1 |
| NORGES BANK | EXIT | 681,814 | 0 | -100.0% | $0.00 | 2025-Q1 |
| NORGES BANK | ADD | 531,905 | 681,814 | +28.2% | $20.5M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 2,796,238 | — | $71.1M | 2024-Q3 |
9 unique insiders with 20 transactions. Net insider value: -$10.1M ($0.00 bought, $10.1M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 19, 2026 | Schubach Sarah Elizabeth | Chief Accounting Officer | SELL | 1,306 | $28.14 | $36.8K |
| May 18, 2026 | Dasdan Ali | Chief Technology Officer | SELL | 2,700 | $27.28 | $73.7K |
| May 18, 2026 | Yoon William T | Chief Legal Officer | SELL | 3,201 | $27.28 | $87.3K |
| May 18, 2026 | Moore Andrew William | Director | SELL | 3,706 | $27.27 | $101.1K |
| May 18, 2026 | Houston Andrew | Chief Executive Officer | C | 30,332 | $0.00 | $0.00 |
| May 18, 2026 | Houston Andrew | Chief Executive Officer | SELL | 30,332 | $27.50 | $834.1K |
| May 18, 2026 | Houston Andrew | Chief Executive Officer | C | 30,332 | $0.00 | $0.00 |
| May 15, 2026 | Schubach Sarah Elizabeth | Chief Accounting Officer | F | 3,680 | $26.20 | $96.4K |
| May 15, 2026 | Alkarmi Ashraf | General Manager, Core | F | 21,446 | $26.20 | $561.9K |
| May 15, 2026 | Dasdan Ali | Chief Technology Officer | F | 19,254 | $26.20 | $504.5K |
| May 15, 2026 | Yoon William T | Chief Legal Officer | F | 16,124 | $26.20 | $422.4K |
| May 15, 2026 | Webster Eric T | Chief Business Officer | F | 12,871 | $26.20 | $337.2K |
| May 15, 2026 | Peacock Karen | Director | SELL | 4,000 | $26.50 | $106.0K |
| May 15, 2026 | Campbell Lisa M | Director | SELL | 4,222 | $26.51 | $111.9K |
| May 14, 2026 | Houston Andrew | Chief Executive Officer | C | 37,498 | $0.00 | $0.00 |
| May 14, 2026 | Houston Andrew | Chief Executive Officer | SELL | 37,498 | $25.96 | $973.5K |
| May 14, 2026 | Houston Andrew | Chief Executive Officer | C | 37,498 | $0.00 | $0.00 |
| Apr 30, 2026 | Schubach Sarah Elizabeth | Chief Accounting Officer | SELL | 1,769 | $23.95 | $42.4K |
| Apr 15, 2026 | Schubach Sarah Elizabeth | Chief Accounting Officer | SELL | 1,415 | $22.99 | $32.5K |
| Apr 1, 2026 | Schubach Sarah Elizabeth | Chief Accounting Officer | A | 57,217 | $0.00 | $0.00 |
| Apr 1, 2026 | Houston Andrew | Chief Executive Officer | C | 111,166 | $0.00 | $0.00 |
| Apr 1, 2026 | Houston Andrew | Chief Executive Officer | SELL | 111,166 | $22.89 | $2.5M |
| Apr 1, 2026 | Houston Andrew | Chief Executive Officer | C | 111,166 | $0.00 | $0.00 |
| Apr 1, 2026 | Dasdan Ali | Chief Technology Officer | A | 40,152 | $0.00 | $0.00 |
| Apr 1, 2026 | Alkarmi Ashraf | General Manager, Core | A | 231,680 | $0.00 | $0.00 |
| Apr 1, 2026 | Yoon William T | Chief Legal Officer | A | 200,762 | $0.00 | $0.00 |
| Mar 31, 2026 | Schubach Sarah Elizabeth | Chief Accounting Officer | SELL | 1,416 | $22.60 | $32.0K |
| Mar 16, 2026 | Schubach Sarah Elizabeth | Chief Accounting Officer | SELL | 1,415 | $25.76 | $36.5K |
| Mar 11, 2026 | Peacock Karen | Director | SELL | 2,000 | $26.50 | $53.0K |
| Mar 11, 2026 | Yoon William T | Chief Legal Officer | SELL | 8,775 | $25.90 | $227.3K |
| Mar 3, 2026 | Alkarmi Ashraf | General Manager, Core | SELL | 12,472 | $26.00 | $324.3K |
| Mar 2, 2026 | Schubach Sarah Elizabeth | Chief Accounting Officer | SELL | 1,415 | $24.76 | $35.0K |
| Mar 2, 2026 | Houston Andrew | Chief Executive Officer | C | 109,498 | $0.00 | $0.00 |
| Mar 2, 2026 | Houston Andrew | Chief Executive Officer | C | 109,498 | $0.00 | $0.00 |
| Feb 26, 2026 | Dasdan Ali | Chief Technology Officer | SELL | 7,306 | $24.89 | $181.9K |
| Feb 2, 2026 | Houston Andrew | Chief Executive Officer | C | 164,502 | $0.00 | $0.00 |
| Feb 2, 2026 | Houston Andrew | Chief Executive Officer | SELL | 164,502 | $25.66 | $4.2M |
| Feb 2, 2026 | Houston Andrew | Chief Executive Officer | C | 164,502 | $0.00 | $0.00 |
| Jan 30, 2026 | Schubach Sarah Elizabeth | Chief Accounting Officer | SELL | 1,462 | $25.79 | $37.7K |
11 SEC filing reports analyzed. Sentiment: 0 bullish, 3 bearish, 0 mixed, 8 neutral. Avg impact: 3.3/10.
BEARISH
CLUSTER
4/10
Six Dropbox insiders, including CEO Andrew Houston, sold $1.31M in open-market shares within a week
May 20, 2026
BEARISH
CLUSTER
5/10
Six insiders at Dropbox (including CEO Andrew Houston) sold a total of ~$1.45M in shares within a 5-
May 20, 2026
NEUTRAL
CLUSTER
4/10
A cluster of insider selling at Dropbox, including CEO Andrew Houston's $974K open-market sale, foll
May 19, 2026
BEARISH
CLUSTER
5/10
Dropbox insiders, including CEO Andrew Houston, sold $1.08M in stock over a week following Q1 earnin
May 19, 2026
NEUTRAL
CLUSTER
2/10
Three Dropbox insiders sold a total of ~$1.13M in open-market transactions over a 7-day window follo
May 19, 2026
NEUTRAL
CLUSTER
2/10
Dropbox's CEO Andrew Houston sold ~$974K in open-market shares on 2026-05-14 following the conversio
May 19, 2026
NEUTRAL
CLUSTER
2/10
CEO Andrew Houston and CAO Sarah Schubach sold shares totaling approximately $1.01M, with Houston's
May 19, 2026
NEUTRAL
144
2/10
CEO Andrew Houston filed a Form 144 notice of intent to sell 37,498 shares of Dropbox, valued at app
May 14, 2026
NEUTRAL
8-K
4/10
Dropbox reported Q1 2026 revenue of $629.5M (+0.8% YoY), beating GAAP EPS consensus of $0.46 with $0
May 7, 2026
NEUTRAL
CLUSTER
3/10
Two Dropbox insiders — a director and the Chief Legal Officer — sold shares in the open market, tota
Mar 13, 2026
NEUTRAL
CLUSTER
3/10
Three Dropbox insiders sold shares in the past week, including CEO Andrew Houston who converted a de
Mar 6, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Sell (6% buy). Based on 16 analysts: 0 strong buy, 1 buy, 7 hold, 7 sell, 1 strong sell.
Analyst Price Targets
$26.17 mean target
-3.9% upside
Hold (3.50)
$21.00 Low
$32.00 High
| Metric | Value |
|---|---|
| Current Price | $27.23 |
| Target Low | $21.00 |
| Target Mean | $26.17 |
| Target Median | $26.50 |
| Target High | $32.00 |
| # Analysts | 6 |
| Recommendation | Hold (3.50) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.74 | $0.70 | $0.78 | 4.0% | +0.5% | 2↑ 3↓ | $0.6B | 0.1% | 7 |
| Next Q 2026-09-30 |
$0.78 | $0.74 | $0.83 | 5.9% | +0.8% | 4↑ 1↓ | $0.6B | -1.3% | 6 |
| Current FY 2026-12-31 |
$3.07 | $2.89 | $3.25 | 8.0% | +3.1% | 6↑ 1↓ | $2.5B | -0.5% | 8 |
| Next FY 2027-12-31 |
$3.41 | $3.01 | $3.82 | 11.1% | +1.1% | 6↑ 0↓ | $2.5B | -0.5% | 8 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.739 | |
| 7d ago | $0.735 | +0.003 |
| 30d ago | $0.735 | +0.003 |
| 60d ago | $0.735 | +0.003 |
| 90d ago | $0.750 | -0.011 |
5 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 11, 2026 | Citigroup | MAINTAIN | Neutral | Neutral |
| May 8, 2026 | RBC Capital | MAINTAIN | Outperform | Outperform |
| Mar 23, 2026 | William Blair | DOWNGRADE | Market Perform | Underperform |
| Feb 20, 2026 | JP Morgan | MAINTAIN | Neutral | Neutral |
| Feb 20, 2026 | UBS | MAINTAIN | Sell | Sell |
| Feb 20, 2026 | RBC Capital | MAINTAIN | Outperform | Outperform |
| Jan 5, 2026 | RBC Capital | MAINTAIN | Outperform | Outperform |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| May 1, 2026 | 0 | 1 | 7 | 7 | 1 | 6% | |
| Apr 1, 2026 | 0 | 1 | 7 | 7 | 1 | 6% | |
| Mar 1, 2026 | 0 | 1 | 7 | 7 | 1 | 6% | |
| Feb 1, 2026 | 0 | 1 | 8 | 7 | 1 | 6% | |
| Jan 1, 2026 | 0 | 1 | 8 | 8 | 1 | 6% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 18, 2026
short_volume
Short Volume: DBX — 58.4% short (1.7M / 2.8M)
Short: 1,655,161 | Exempt: 51 | TRF Vol: 2,832,556 | Short Ratio: 58.4% | Off-exchange volume (dark pool + OTC)
May 15, 2026
short_volume
Short Volume: DBX — 62.7% short (0.7M / 1.1M)
Short: 663,391 | Exempt: 1,235 | TRF Vol: 1,057,326 | Short Ratio: 62.7% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_volume
Short Volume: DBX — 63.2% short (0.7M / 1.2M)
Short: 740,342 | Exempt: 100 | TRF Vol: 1,170,769 | Short Ratio: 63.2% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_volume
Short Volume: DBX — 65.1% short (1.0M / 1.5M)
Short: 959,126 | Exempt: 3,941 | TRF Vol: 1,473,948 | Short Ratio: 65.1% | Off-exchange volume (dark pool + OTC)
May 12, 2026
short_volume
Short Volume: DBX — 57.1% short (0.6M / 1.1M)
Short: 600,829 | Exempt: 12,444 | TRF Vol: 1,052,676 | Short Ratio: 57.1% | Off-exchange volume (dark pool + OTC)
May 11, 2026
short_volume
Short Volume: DBX — 58.4% short (1.7M / 2.9M)
Short: 1,688,509 | Exempt: 9,248 | TRF Vol: 2,892,478 | Short Ratio: 58.4% | Off-exchange volume (dark pool + OTC)
May 8, 2026
short_volume
Short Volume: DBX — 76.4% short (2.8M / 3.7M)
Short: 2,827,735 | Exempt: 1,859 | TRF Vol: 3,703,030 | Short Ratio: 76.4% | Off-exchange volume (dark pool + OTC)
May 7, 2026
earnings_calendar
DBX Q1 2026 Earnings After Market Close — 2026-05-07
May 7, 2026
short_volume
Short Volume: DBX — 71.1% short (1.2M / 1.7M)
Short: 1,243,633 | Exempt: 0 | TRF Vol: 1,749,204 | Short Ratio: 71.1% | Off-exchange volume (dark pool + OTC)
May 6, 2026
short_volume
Short Volume: DBX — 63.1% short (0.7M / 1.1M)
Short: 678,004 | Exempt: 1,237 | TRF Vol: 1,074,604 | Short Ratio: 63.1% | Off-exchange volume (dark pool + OTC)
May 5, 2026
short_volume
Short Volume: DBX — 78.5% short (1.0M / 1.3M)
Short: 996,015 | Exempt: 0 | TRF Vol: 1,269,460 | Short Ratio: 78.5% | Off-exchange volume (dark pool + OTC)
May 4, 2026
short_volume
Short Volume: DBX — 63.0% short (0.7M / 1.2M)
Short: 734,638 | Exempt: 0 | TRF Vol: 1,165,275 | Short Ratio: 63.0% | Off-exchange volume (dark pool + OTC)
May 1, 2026
short_volume
Short Volume: DBX — 68.1% short (0.8M / 1.1M)
Short: 769,514 | Exempt: 10 | TRF Vol: 1,129,312 | Short Ratio: 68.1% | Off-exchange volume (dark pool + OTC)
Apr 30, 2026
short_volume
Short Volume: DBX — 70.8% short (0.6M / 0.9M)
Short: 645,504 | Exempt: 2,220 | TRF Vol: 912,029 | Short Ratio: 70.8% | Off-exchange volume (dark pool + OTC)
Apr 29, 2026
short_volume
Short Volume: DBX — 57.5% short (0.6M / 1.0M)
Short: 579,980 | Exempt: 0 | TRF Vol: 1,008,443 | Short Ratio: 57.5% | Off-exchange volume (dark pool + OTC)