DBX News and Press, Dropbox Inc From 03/28/21

Box (NYSE: BOX) , a provider of secure cloud storage and collaboration tools designed for large teams, is rumored to be exploring a sale amid pressure from large investors. The stock jumped more than 10% on this news, but the question investors seem to be asking is: Which compan...

Our job as investors is to pay attention to the stocks we own.  Part of that involves looking at the fundamentals, but half of the disclosure comes from looking at price action. The Dropbox Inc. Class A Common Stock (NYSE: DBX) data table below can help you with price action, and w...

Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha, iTunes, Stitcher and Spotify. Stuck in SuezTugs and diggers have so far failed to dislodge the Ever Given, a massive container ship stuck in the Suez Canal after losing the ability to s...

For some working in essential services or consumer facing businesses, the return to work happened long ago, but for many in those industries, hardship remains. Other parts of the economy are meanwhile debating when to return to the office, which could in turn help out other sectors like resta...

We're running an inside-out game for this week's The Razor's Edge. First, we break down the big PagerDuty call and consider what it means that management sounds so confident entering the new fiscal year. Then I pitch Just Eat Takeaway and Grubhub as a COVID winner that never got a...

Dropbox, Inc. , (NASDAQ: DBX) today announced it has completed the acquisition of DocSend, a secure document sharing and analytics company with more than 17,000 customers. The combination of Dropbox, HelloSign, and DocSend will help customers across industries manage end-to-end docu...

Chase Coleman’s 13F portfolio value increased from $35.5B to $39B this quarter. Tiger Global increased Uber Technologies, Snowflake, and DocuSign while decreasing Sunrun, Anaplan, MongoDB, and Twilio during the quarter. The largest three positions are JD.com, Microsoft, and...

Dropbox (NASDAQ: DBX) , the file-sharing and content collaboration platform, announced last week that it would be acquiring DocSend, a secure document-sharing and analytics platform. Despite Dropbox spending $165 million in cash to finance the deal, this acquisition looks good f...

Over the last few months, I’ve written a series of articles on software as a service (SaaS) firms and their stocks, and especially those that pass the Rule of 40. The Rule of 40 (R40) balances sales growth and profitability in hyper-growth SaaS companies, and we have found as a...

Dropbox is not a fast-growing cloud storage play. But what it lacks in growth, it makes up with its cheap valuation. Claiming that this stock trades at less than 6x forward sales doesn't do justice to this investment. Drobox is highly free cash flow generative. For further d...