$DAVE

Dave Inc./DE

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No SEC Form 4 filings for $DAVE in the last 30 days.

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Dave Raises ExtraCash Limits: Is Monetization Set to Accelerate?

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): Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers

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

Dave (DAVE) Q2 2026 Earnings Call Transcript

Dave (DAVE) reported Q2 2026 results. Total revenue was $171 million, up 30% year over year. MTMs rose 17% to $3.08 million and ARPU grew 11%. The company added 951,000 new members (+32% YoY) with CAC flat at $19. ExtraCash originations were $2.3 billion (+27% YoY). 28-day past due improved to 2.12% (down 14 bps YoY).

DAVE sentiment & insider activity

Over the past 7 days, alphai's AI scored 1 news story mentioning DAVE (Dave Inc./DE). Coverage has skewed bullish: 1 bullish, 0 neutral, and 0 bearish.

Recent DAVE coverage spans earnings, corporate actions and market movers.

What's driving DAVE

  • Guidance raise and fee cap removal suggest accelerating monetization and revenue growth.

    tradingview.com · Aug 27, 2026

  • A single director’s immediate resignation is typically a modest governance signal unless tied to disputes or strategy changes, which the filing denies.

    SEC EDGAR 8-K · Aug 14, 2026

  • Management raised full-year outlook and tied ARPU expansion to fee-cap lifting and Cash AI V6, with credit quality improving year over year.

    yahoo.com · Aug 14, 2026

  • 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.

    yahoo.com · Aug 7, 2026

  • The sell-off suggests investors focused on deceleration versus prior growth rates and potential margin pressure from planned H2 marketing spend.

    fool.com · Aug 7, 2026

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.

News on $DAVE

Score

Dave Raises ExtraCash Limits: Is Monetization Set to Accelerate?

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

$DAVELow

Dave Inc./DE (DAVE): Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers

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

$DAVEMedAI 8/10

Dave (DAVE) Q2 2026 Earnings Call Transcript

Dave (DAVE) reported Q2 2026 results. Total revenue was $171 million, up 30% year over year. MTMs rose 17% to $3.08 million and ARPU grew 11%. The company added 951,000 new members (+32% YoY) with CAC flat at $19. ExtraCash originations were $2.3 billion (+27% YoY). 28-day past due improved to 2.12% (down 14 bps YoY).

$DAVEMedAI 8/10

Dave Q2 Earnings Call Highlights

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.

$DAVEMed

Why Dave Stock Got Thrashed on Thursday

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 Slip on Soft Guidance, High Expectations: Stock Market Today

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.

$DAVEHighAI 9/10

Dave Reports Second Quarter 2026 Financial Results

Dave 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.

$DAVEHigh

Dave Inc./DE (DAVE): Results of Operations and Financial Condition

Dave Inc./DE (DAVE) filed an SEC Form 8-K — Results of Operations and Financial Condition. 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 Grew 27% Y/Y to $2.3 Billion Net Income of

$DAVELow

Financials Sector Catalyst Sees Dave Shares up 91% YTD

Dave (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.

Dave Appoints Gopi Kuchimanchi as Chief Technology Officer

Dave 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.

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DAVE — Dave news & insider trades | alphai