Dave Inc./DE
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No SEC Form 4 filings for $DAVE in the last 30 days.
See all $DAVE insider activity →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
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, financial news and corporate actions.
Overweight rating could drive buying.
High target suggests strong upside potential.
Guidance raise and fee cap removal suggest accelerating monetization and revenue growth.
A single director’s immediate resignation is typically a modest governance signal unless tied to disputes or strategy changes, which the filing denies.
Management raised full-year outlook and tied ARPU expansion to fee-cap lifting and Cash AI V6, with credit quality improving year over year.
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.
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).
3 min readAnalysts 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.
3 min readDave 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
2 min readDave 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
2 min readDave (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).
7 min readDave 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. 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
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