InsidersTradesSigma
Follow the DROPBOX, INC. share price and the full directors' dealings record of the company, a listed issuer based in United States. Shares trade on the US market, under the authority of SEC (Form 4). Operating in the Technology sector, DROPBOX, INC. has published 308 public disclosures. Market capitalisation: €7.7bn. The latest transaction was disclosed on 31 August 2026 (Notice of proposed sale (Form 144)). Among the most active insiders: Regan Timothy. The full history is openly available.
308
Insider Decl.
n/a
Thresholds
n/a
n/a
Buy Volume
€67m
161 ops.
Sell Volume
Analyst consensus: bullish or bearish?
Analysts rate DROPBOX, INC. Hold (neutral), based on 6 analysts. Average price target: US$30.67.
44Σ signal
This score ranks the purchase within its own market. No market currently meets the historical allocation criteria, so signals remain watch-only. Not investment advice.
Fundamental score
Ranked 5,531 of 29,056 companies
67.4
score / 100
Value68
Quality67
FCF yld12%
Earn yld6.6%
EV/EBITDA13.2x
ROE·
Gross mgn80%
Net mgn20%
Debt/EBITDA4.2x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Sigma AI Analysis
Fundamental view, insider signal, bull and bear case, synthesis.
AI analysis generation is paused.
Last declaration on 31 August 2026
Declarations308 total
1,631 shares@ US$35.70CommonSEC144:0001950047-26-008861
1,632 shares@ US$31.610.0007% mcap34.4% of flowClass A Common StockSEC:0002075704-26-000026:0
2,000 shares@ US$33.000.0009% mcap15.2% of flowClass A Common StockSEC:0001786299-26-000009:0
12,972 shares@ US$30.000.0056% mcap33.4% of flowClass A Common StockSEC:0001963980-26-000009:0
1,306 shares@ US$29.970.0006% mcap100.0% of flowCommonSEC144:0001950047-26-007118
12,972 shares@ US$29.580.0055% mcap100.0% of flowCommonSEC144:0001950047-26-007064
1,306 sharesClass A Common StockSEC:0002075704-26-000021:0
22,700 shares@ US$27.86330.0081% mcap24.9% of flowClass A Common StockSEC:0002060166-26-000012:1
478,551 shares0Class A Common StockSEC:0002060166-26-000012:0
9,071 shares0Class A Common StockSEC:0001775679-26-000007:0
21,446 shares@ US$26.200.0072% mcap22.1% of flowClass A Common StockSEC:0002060166-26-000008:0
1,415 shares@ US$22.990.0005% mcap100.0% of flowClass A Common StockSEC:0002075704-26-000013:0
1,415 shares@ US$25.7653.6% of flowClass A Common StockSEC:0002075704-26-000009:0
1,067 shares@ US$28.493430.5% of flowClass A Common StockSEC:0002075704-25-000004:0
92,000 shares0Class A Common StockSEC:0001734563-25-000005:0
2,500 shares@ US$29.010.3% of flowClass A Common StockSEC:0001734440-25-000010:0
14,105 shares@ US$28.7835100.0% of flowClass A Common StockSEC:0002002635-25-000003:0
3,564 shares@ US$28.26100.0% of flowClass A Common StockSEC:0001647550-25-000004:0
5,666 shares@ US$27.303419.4% of flowClass A Common StockSEC:0001963980-25-000006:0
10,745 shares@ US$27.7341.5% of flowClass A Common StockSEC:0002059795-25-000003:0
10,098 shares@ US$27.301710.8% of flowClass A Common StockSEC:0002060166-25-000004:1
26,473 shares@ US$27.733.5% of flowClass A Common StockSEC:0001734440-25-000008:0
13,425 shares@ US$27.7314.6% of flowClass A Common StockSEC:0002060166-25-000004:0
92,000 shares0Class A Common StockSEC:0001734563-25-000003:0
7,146 shares@ US$27.82131.1% of flowClass A Common StockSEC:0001963980-25-000004:0
25 of 308 declarations
关于 DROPBOX, INC.
Dropbox, Inc.（股票代码DBX）是一家在美国纳斯达克上市的美国科技公司。它以云存储、文件同步、共享和协作工具而闻名。Dropbox由Drew Houston和Arash Ferdowsi于2007年创立，其核心理念是：让重要信息随时随地通过任何设备访问。公司总部位于加利福尼亚州旧金山，这里仍然是植根于美国技术生态系统的软件公司的天然基地。 从商业模式的角度来看，Dropbox已从纯粹的云同步工具发展成为一个更广泛的生产力与内容工作流平台。其核心产品围绕安全文件存储、共享和跨设备访问，而其产品堆栈已扩展到通过Dash提供工作流支持和AI驱动的发现。Dash被定位为一个智能搜索和组织层，帮助用户更高效地查找、构建和处理信息。Dropbox还强调与第三方应用程序的集成，使其能够融入现有的企业和团队工作流，而非完全取代它们。 对于投资者而言，Dropbox应被视为一个成熟的软件特许经营企业，拥有基于订阅的盈利模式和庞大的用户基础。在其最新披露中，截至2025年12月31日，该公司拥有18.08 million付费用户，这突显了其经常性收入引擎的规模。管理层还强调，核心文件存储业务仍然是平台的基础，同时公司正日益关注Dash并将其更深入地嵌入到Dropbox的主要体验中。 在竞争方面，Dropbox与Microsoft、Google、Box以及其他生产力与协作供应商在拥挤的市场中运营。其历史优势包括品牌认知度、易用性以及在寻求简单内容访问和共享的个人和企业中的广泛采用。从地理上看，该公司服务于全球客户群，但其公司根基、总部、上市和报告结构都具有鲜明的美国特色。 近期亮点包括2025财年季度和全年业绩，Dropbox指出业务的持久性、运营纪律以及核心文件共享领域初步的稳定迹象。管理层还提到了AI相关产品计划的进展，特别是Dash，其势头正在增强。另一个值得注意的战略点是公司决定减少对FormSwift的投资，并计划在2026年底前终止该业务。作为一家积极进行SEC报告的上市公司，Dropbox还定期提交Form 4内部人交易报告，这对于追踪所有权和交易活动的市场参与者而言具有相关性。
