Dec 10, 2025 • Finimize
NEUTRAL
Dropbox CFO Swap Shakes Up Shares And Future Plans
Dropbox's shares fell by 5% after the announcement that its CFO is stepping down, despite the company reaffirming its Q4 and full-year guidance and focusing on AI investments. The leadership change highlights investor sensitivity to executive shifts and the broader tech industry's efforts to balance AI adoption with corporate governance reforms, like addressing dual-class share structures.
Nov 08, 2025 • IndexBox
NEUTRAL
Dropbox Q3 2025 Earnings Preview: Revenue Decline Expected - News and Statistics
Dropbox (NASDAQ:DBX) is set to release its Q3 2025 earnings on November 6, 2025, with analysts forecasting a 2.3% year-on-year revenue decline to $624.1 million and adjusted earnings of $0.65 per share. Despite consistently beating revenue expectations over the past two years, the company faces a recent underperformance in productivity software stocks. Analysts have an average price target of $27.88, slightly below the current share price of $28.98.
Nov 08, 2025 • Arthur Cox LLP
SOMEWHAT-BULLISH
Blackstone Credit & Insurance: $700 million financing for Dropbox
Arthur Cox LLP advised Blackstone Credit & Insurance on an amendment to a Credit and Guaranty Agreement for Dropbox, Inc. This amendment provides Dropbox with up to an additional US$700 million in delayed draw secured term loans. The proceeds from these loans are earmarked solely for repaying the company's outstanding convertible senior notes due in 2026.
Nov 02, 2025 • The Wall Street Journal
NEUTRAL
Exclusive | Dropbox Faces Pressure From Activist Investor to End Co-Founder’s Control
Dropbox is facing pressure from activist investor Half Moon Capital to end the co-founder's control of the company. The hedge fund is criticizing Dropbox's slowing revenue growth and its strategy regarding payment tiers. Half Moon Capital asserts that the dual-class share structure prevents investors from holding management accountable.
Oct 25, 2025 • MarketBeat
NEUTRAL
Mutual of America Capital Management LLC Sells 13,822 Shares of Dropbox, Inc. $DBX
Mutual of America Capital Management LLC reduced its stake in Dropbox, Inc. by 12.4% in the second quarter, selling 13,822 shares. Despite this sale, other institutional investors increased their positions, indicating continued interest in DBX. Dropbox also exceeded analysts' EPS estimates in its latest earnings report, despite a year-over-year revenue decline.
Oct 17, 2025 • Investing.com Nigeria
NEUTRAL
Schubach, Dropbox CAO, sells $30k in DBX stock By Investing.com - Investing.com Nigeria
This article reports a client-side application error encountered while attempting to load content related to a Dropbox CAO selling $30k in DBX stock. Therefore, the detailed content about Schubach's stock sale is unavailable.