$DAVE

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

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 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.