--- title: "DBX Dropbox" canonical: "https://supercyclehq.com/stock/dropbox" type: "stock" dataAsOf: "2026-11-06" ticker: "DBX" license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset." disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI." --- # Dropbox (DBX) Dropbox sells cloud storage and collaboration software. ## AI Exposure Score **15/100, Peripheral.** Dropbox sells cloud storage and collaboration subscriptions, with Dash adding AI universal search across a user's tools. Dash is the main growth bet on a mature core, so AI matters to the story, but current value rests on the legacy storage base. ## Quote | Field | Value | | --- | --- | | Price (EOD close) | $34.66 | | Change 1d | -3.08% | | Change 7d | -4.39% | | Change 30d | +1.52% | | Change 1y | +12.28% | | 52-week high | $37.83 | | 52-week low | $22.06 | | Market cap | $7.5B | | P/E | 19.15 | | EPS | $1.81 | | Next earnings | 2026-11-05 | Quote as of 2026-11-06. ## Company | Field | Value | | --- | --- | | Exchange | NASDAQ | | Sector | Technology | | Headquarters | San Francisco, California | | CEO | Andrew W. Houston | | Employees | 2,113 | | Website | https://www.dropbox.com | | Buildout layers | [AI Applications](https://supercyclehq.com/category/ai-saas), [Cloud & Hyperscalers](https://supercyclehq.com/category/cloud-infrastructure) | ## What the company does Dropbox sells cloud storage and collaboration software. Individuals and businesses pay subscriptions to store and share files, a mature business that generates steady revenue but little growth on its own. The growth bet is AI: Dropbox Dash offers universal search across all the tools a user works in, not just Dropbox itself, while AI-powered search and AI document summaries make stored content easier to find and digest. Founded in 2007 and headquartered in San Francisco, California, Dropbox trades on the NASDAQ, is led by co-founder and CEO Drew Houston, and employs roughly 2,100 people. ## Role in the AI buildout Dropbox sits in the AI Applications and Cloud & Hyperscalers layers as a mature storage business trying to grow through AI. Dash, its universal search product, is the main bet: it reaches beyond Dropbox's own files to search across a user's tools, which could expand the company's role in daily work. AI matters to the story, but current value rests on the legacy storage base. Supercycle scores its exposure as low, with Dash the swing factor. ## Tracked investors holding it (13F) | Investor | Fund | Position value | Portfolio % | Change | Period | | --- | --- | --- | --- | --- | --- | | [George Soros](https://supercyclehq.com/investors/george-soros) | Soros Fund Management | $104.6M | 1.37% | unchanged | 2026-06-30 | | [Ray Dalio](https://supercyclehq.com/investors/ray-dalio) | Bridgewater Associates | $2.5M | 0.01% | new | 2026-06-30 | ## Recent news - [Does Earnings Beat Change The Bull Case For Dropbox Stock (DBX)?](https://finance.yahoo.com/markets/stocks/articles/does-earnings-beat-change-bull-161323938.html?.tsrc=rss) (source, 2026-11-06) - [Dropbox: 3 Key Takeaways for Long-Term Investors](https://www.fool.com/earnings/takeaways/2026/11/06/dropbox-3-key-takeaways-for-long-term-investors/?.tsrc=rss) (source, 2026-11-06) - [Dropbox (DBX) Earnings Put Fair Value Questions Back In Focus](https://finance.yahoo.com/markets/stocks/articles/dropbox-dbx-earnings-put-fair-121434016.html?.tsrc=rss) (source, 2026-11-06) - [Dropbox (DBX) Q3 2026 Earnings Call Transcript](https://www.fool.com/earnings/call-transcripts/2026/11/06/dropbox-dbx-q3-2026-earnings-call-transcript/?.tsrc=rss) (source, 2026-11-06) - [Dropbox to acquire object storage service Tigris Data for $350m](https://www.verdict.co.uk/dropbox-tigris-data-acquisition/?.tsrc=rss) (source, 2026-11-06) ## FAQ ### What does Dropbox do? Dropbox sells cloud storage and collaboration subscriptions to individuals and businesses, and is building Dash, an AI universal search product, as its growth bet. ### How is Dropbox exposed to AI? Through Dash. AI universal search across a user's tools is the main growth bet on a mature storage base. Supercycle gives Dropbox an AI Exposure Score of 15 out of 100. ### What are Dropbox's main AI products? Dropbox Dash for universal search across tools, AI-powered search within stored files, and AI document summaries. ### Who leads Dropbox and where is it based? Co-founder and CEO Drew Houston leads Dropbox from San Francisco, California. The company was founded in 2007, trades on the NASDAQ, and employs roughly 2,100 people. ### Is DBX a pure play AI stock? No. Dropbox is a storage subscription business with an AI search bet in Dash. Its score of 15 out of 100 reflects limited but strategically important AI exposure. --- Source: https://supercyclehq.com/stock/dropbox. Data as of 2026-11-06. Prices are end-of-day closes, never live. Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI. Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.