Dave Inc./DE
No SEC Form 4 filings for $DAVE in the last 30 days.
Dave Inc. (NASDAQ:DAVE) reported Q2 metrics and discussed pricing changes, ExtraCash limit increases, and rolling out CashAI v6 to about one-third of users. Non-GAAP gross profit rose 34% to $124M, and 28-day past-due improved to 2.12%. Provision for credit losses was $29M. Dave raised 2026 guidance: revenue $725M-$735M, adj. EBITDA $315M-$325M, adj. diluted EPS $17.00-$17.50.
Dave (DAVE) shares fell more than 15% after its Q2 earnings report. Revenue rose 30% to $170.8M and adjusted net income increased 39% to $56.4M, or $4.12/share. It beat EPS estimates but missed revenue consensus. Dave raised FY2026 guidance to $725M-$735M and adjusted EPS to $17-$17.50.
Stocks fell Thursday as oil and Treasury yields rose and investors weighed uncertainty over U.S. stance on an Oman-Iran Strait of Hormuz reopening. S&P 500 fell 0.2% to 7,710, Dow -0.9%, Nasdaq -0.06%. Sandisk (SNDK) dropped 6.8% after topping forecasts but issuing fiscal 2027 Q1 revenue guidance of $10.3B-$10.8B vs $10.82B expected. Dave (DAVE) fell 15.1% after Q2 EPS $4.12 and revenue $170.8M, with slowing YoY growth.
Over the past 7 days, alphai's AI scored 5 news stories mentioning DAVE (Dave Inc./DE). Coverage has skewed bullish: 3 bullish, 0 neutral, and 2 bearish.
Recent DAVE coverage spans earnings, market movers and financial news.
Guidance raise plus early CashAI v6 rollout and improved 28-day past-due rate are likely to support near-term sentiment, while DOJ uncertainty remains an overhang.
The sell-off suggests investors focused on deceleration versus prior growth rates and potential margin pressure from planned H2 marketing spend.
Decelerating growth metrics after earnings can trigger de-rating for high-expectation neobank stocks.
Guidance raise plus improving credit metrics and margin expansion suggest a positive earnings power reset for 2026.
Guidance raise plus improving credit metrics (28-day past due rate) and MTM/ExtraCash growth are likely to support near-term sentiment and estimates.
alphai scores every news story that mentions DAVE with an AI model for sentiment and relevance, and aggregates insider trades from Dave Inc./DE's SEC EDGAR Form 4 filings. Figures refresh continuously.
Dave Inc. (NASDAQ:DAVE) reported Q2 metrics and discussed pricing changes, ExtraCash limit increases, and rolling out CashAI v6 to about one-third of users. Non-GAAP gross profit rose 34% to $124M, and 28-day past-due improved to 2.12%. Provision for credit losses was $29M. Dave raised 2026 guidance: revenue $725M-$735M, adj. EBITDA $315M-$325M, adj. diluted EPS $17.00-$17.50.
6 min readDave (DAVE) shares fell more than 15% after its Q2 earnings report. Revenue rose 30% to $170.8M and adjusted net income increased 39% to $56.4M, or $4.12/share. It beat EPS estimates but missed revenue consensus. Dave raised FY2026 guidance to $725M-$735M and adjusted EPS to $17-$17.50.
3 min readStocks fell Thursday as oil and Treasury yields rose and investors weighed uncertainty over U.S. stance on an Oman-Iran Strait of Hormuz reopening. S&P 500 fell 0.2% to 7,710, Dow -0.9%, Nasdaq -0.06%. Sandisk (SNDK) dropped 6.8% after topping forecasts but issuing fiscal 2027 Q1 revenue guidance of $10.3B-$10.8B vs $10.82B expected. Dave (DAVE) fell 15.1% after Q2 EPS $4.12 and revenue $170.8M, with slowing YoY growth.
7 min readDave Inc. (Nasdaq: DAVE) reported Q2 2026 revenue of $170.8 million, up 30% year over year, driven by MTM growth and higher ARPU. Net income was $6.7 million including $36.9 million non-cash warrant and earnout remeasurement charges. Adjusted EBITDA rose 48% to $75.5 million. The company raised 2026 guidance for revenue, adjusted EBITDA and adjusted diluted EPS.
6 min readDave Inc./DE (DAVE) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 dave-ex99_1.htm EX-99.1 EX-99.1 Exhibit 99.1 Dave Reports Second Quarter 2026 Financial Results Q2 Revenue Grows 30% Y/Y to $170.8 Million Driven by Continued MTM Growth and ARPU Expansion 28-DPD Rate Improves 14 Basis Points Y/Y to 2.12%, While ExtraCash Originations G
7 min readAnalysts issued multiple rating changes. Humana (HUM) was upgraded by Leerink to Outperform with a $513 target and by Piper Sandler to Overweight with a $463 target. Bloom Energy (BE), Sprouts (SFM), uniQure (QURE), and Core Scientific (CORZ) also saw upgrades. Las Vegas Sands (LVS) was downgraded to Hold by Argus. Other actions included P&G (PG), SiteOne (SITE), Capricor (CAPR), and Fannie Mae (FNMA).
3 min readDave (DAVE) reported fiscal Q1 2026 revenue of $158.4 million, up 47% year over year, and adjusted EBITDA of $69.3 million, up 57%. Per-share earnings were $3.64 versus $2.86 consensus. The company raised annual revenue guidance to as much as $720 million and EPS to $16.75. Shares are up 91% YTD, with MoneyFlows citing institutional inflow data.
5 min readDave Inc. (Nasdaq: DAVE) appointed Gopi Kuchimanchi as Chief Technology Officer, effective immediately. The company says he joined in 2021, became VP of Technology in 2023, and helped develop its CashAI underwriting engine and core payments/banking infrastructure. Kuchimanchi will report to CEO Jason Wilk and focus on technology leadership to support growth and profitability.
2 min readOil prices fell again Tuesday, dropping below $80 a barrel for the first time since early March. Brent crude settled at $78.96, down 5.1%, as markets weighed hopes for a tentative U.S.-Iran deal that could reopen the Strait of Hormuz. U.S. stocks were mixed: the S&P 500 fell 0.6% and the Nasdaq dropped 1.2%, pressured by declines in Nvidia, Broadcom, and Micron.
6 min readNasdaq, Dow and S&P 500 futures edged higher as tech led premarket gains. SpaceX rose 9.7% after saying it will buy Anysphere for $60 billion to expand enterprise AI. Micron, Western Digital and Seagate also jumped. Markets await Fed Chair Kevin Warsh, with CME showing a 42% chance of a Dec 25 bp hike. Wells Fargo lifted its 2026 S&P 500 target to 7,950; Dave & Buster’s fell 16% on weak Q1 results.
6 min read
