$DAVE

Monness initiated coverage on Dave Inc (NASDAQ:DAVE) with a Neutral rating, expecting earnings of $4.70 per share. The stock trades at 9.3x 2028 EBITDA and 11.4x 2028 EPS. Dave reported Q2 2026 revenue of $171M, up 30% YoY, and adjusted EBITDA of $76M. Several firms initiated coverage with Buy ratings and price targets ranging from $390 to $500.

Dave Inc. (Nasdaq: DAVE) will host a conference call on November 4, 2026, at 4:30 p.m. Eastern time to discuss its third-quarter financial results. The call will include a Q&A session and be available for replay on the company's website. Dave is a U.S. neobank offering innovative credit products.

Barrington analyst Gary Prestopino maintained a Buy rating on Dave (DAVE) with a $440 price target. Seaport Global also kept a Buy rating with a $422 target. Dave reported Q2 revenue of $170.79M and net profit of $6.69M, up from $131.76M and $9.04M respectively last year.

UBS reiterated a Buy rating and $470 price target for Dave Inc (NASDAQ:DAVE), citing strong execution outlook and increased confidence in net take rate boosts. Dave's stock has gained 86% over six months but pulled back 3% recently. The company reported 30% YoY revenue growth to $171M in Q2 2026, beating EPS estimates. Multiple analysts raised price targets, with B.Riley, JPMorgan, Loop Capital, and Piper Sandler all bullish on Dave's growth potential.

William Blair updated its October Analyst Conviction List, adding 12 stocks including Casey’s General Stores (CASY) and Remitly Global (RELY), and removing six. Remitly reported Q2 2026 earnings of $0.93 per share, beating estimates, with revenue up 20% YoY. Analysts raised price targets for RELY to $30 and $31, citing strong performance and guidance.

Analysts cover five stocks: Dave (DAVE) initiated at Buy with a $480 target, citing revenue growth and profit margins. Etsy (ETSY) upgraded to Buy with $90 targets, highlighting AI-driven improvements and cost reductions. FuelCell Energy (FCEL) rated Hold with a $19 target, noting risks and opportunities. Union Pacific (UNP) upgraded to Buy with a $339 target, expecting volume gains and potential merger upside. Bandwidth (BAND) initiated at Hold with a $60 target, citing growth concerns.

Analysts made several calls on Tuesday, including upgrades for Nokia (NOK), The New York Times (NYT), Agilon (AGL), and Eli Lilly (LLY). Price targets were raised for NYT ($82), AGL ($125), and Palantir (PLTR, $250). Other notable actions include initiations on Janus Living, Vishay Intertechnology (VSH), and Samsara (IOT).

Analysts made several rating changes: TD Cowen initiated Faeth Therapeutics as buy, Barclays upgraded Sagimet Biosciences to overweight, JPMorgan upgraded Lithium Americas to overweight, and more. Price targets were also adjusted for companies like Affirm, Robinhood, and First Solar.

Dave Inc. (DAVE) reported Q2 2026 revenues of $170.8M, up 30% YoY, driven by a 27% increase in ExtraCash originations to $2.3B and 11% ARPU growth. The company plans to raise ExtraCash limits above $500 for selected users, aiming to boost revenue per user. Credit performance remains strong, with a 28-day past-due rate of 2.12%. Dave raised its 2026 revenue guidance to $725M-$735M. Sezzle (SEZL) and SoFi (SOFI) also reported strong Q2 2026 results, with revenues up 51.7% and 40% YoY, respectively

Dave Inc./DE (DAVE) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. Director Resignation On August 12, 2026, Yadin Rozov notified Dave Inc. (the “Company”) of his decision to resign, for pers