Dropbox's ROCE trend suggests profitable reinvestment opportunities. Despite strong fundamentals, the stock's 5-year return is only 6.0%, indicating potential under-recognition by investors.
$DocuSign(DOCU.US)$is expected to release earnings on 07 Mar 2024 after the market closes (AMC). Wall Street expects San Francisco, California-based DocuSign to post EPS of $0.65 during the quarter, while revenue estimate is expected to rise 6% to $699.38 million. Docusign has topped estimates for both third-quarter revenue and profit in its last reported earnings. Over the last 2 years, Docusign has beaten EPS estimates 88% of the ti...
Dropbox faces downgrade due to falling annual recurring revenue and declining paying users. Analysts predict no near-term growth catalysts, with Goldman Sachs and BofA Securities lowering their price targets.
Despite Dropbox's Q4 results exceeding revenue and EPS estimates, the market perceived them as mediocre due to the company's challenges. The market now favors operating leverage and free cash flow over 'growth at all costs' for software firms.
Analysts at BofA believe that the bull thesis for Dropbox has played out, citing operational headwinds such as increased churn, slower share repurchase than projected, and lower FCF guidance as negative factors for the company's shares in 2024.
Morning Movers Gapping up $Coinbase(COIN.US)$gained 13% in extended trading after the company posted fourth-quarter earnings of $1.04 per share on revenue of $954 million. Analysts had expected a 1 cent per share loss on revenue of $822 million. $應用材料(AMAT.US)$popped 11% in after-hours trading as earnings topped estimates and the company gave a rosy outlook for the fiscal second quarter. First-quarter earnings per s...
Investors have become more cautious about the company over time, despite its impressive EPS growth. The recent positive sentiment around the company and strong share price momentum suggest it might be worth taking a closer look at the stock.
Despite Dropbox's declining earnings forecast, its P/E ratio remains consistent with most companies, indicating investors' reluctance to sell their stock. However, if conditions don't improve, these prices may not be sustainable, risking a share price decline.
FearGreed : 基於股票的賠償在 2023 年為 338 萬美元,2022 年為 331 萬美元,2021 年為 287 萬美元。它有 1.356 億美元的現金,但債務超過 2 億美元。它產生約 750 億美元的自由現金流,並花費超過 500 億美元購回股票。罪在於成為一家緩慢而穩定增長的科技公司。也許它應該償還債務,而不是購買股票並減少基於股票的補償。