DAVE

Dave Inc./DE

Nasdaq · Finance Services · CIK 0001841408
$235.82 -3.28% $3.1B
High Impact Filing (7/10)3 New Institutional Positions
Vol
Market Cap$3.1B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (94%)
Inst. Holders8 funds
Inst. Value$365.3M
Inst. Activity3 buys / 2 sells
Insider Activity0B / 3S
Insider Net $-$202.3K
SEC Reports2
Press Releases2
Exchange Nasdaq·Sector Finance Services·CIK 0001841408·Prev Close $243.80

Recent Activity

May 5, 2026 earnings_calendar
DAVE Q1 2026 Earnings Scheduled — 2026-05-05
Apr 23, 2026 SEC
Dave Inc. announced it will report Q1 2026 earnings on May 5, 2026, ahead of a conference call. No financial results wer
PRESS-RELEASE — Impact 3/10
Mar 18, 2026 Insider
Beilman Kyle sold 3,261 shares
CFO and COO and Secretary @ $206.09 ($672.1K)
Mar 9, 2026 Insider
Beilman Kyle sold 8,260 shares
CFO and COO and Secretary @ $0.00 ($0.00)
Mar 9, 2026 Insider
Wilk Jason sold 13,767 shares
Chief Executive Officer @ $0.00 ($0.00)
Mar 6, 2026 SEC
Dave Inc. is raising $175 million (up to $200 million if the option is exercised) through a private offering of 0% conve
8-K — Impact 7/10
Inst.
RENAISSANCE TECHNOLOGIES LLC — ADD
499,100 shares ($110.5M)
Inst.
BANK OF AMERICA CORP — DOUBLED
81,284 shares ($18.0M)

Price Targets

$341.38 +44.8% upside Strong Buy
Current $235.82 Low $290.00 Median $343.50 High $365.00 8 analysts
$290.00 $365.00

Analyst Ratings

Strong Buy94% buy · 16 analysts
4Strong Buy
11Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 20, 2026 Barrington Research MAINTAIN Outperform → Outperform
May 6, 2026 Canaccord Genuity MAINTAIN Buy → Buy
May 6, 2026 Keefe, Bruyette & Woods MAINTAIN Outperform → Outperform
May 6, 2026 Citizens MAINTAIN Market Outperform → Market Outperform
May 4, 2026 Barrington Research MAINTAIN Outperform → Outperform

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $3.81 ▲ +12.9% $3.42 — $4.08 21% YoY 9
Next Q $4.26 ▲ +10.0% $4.09 — $4.38 0% YoY 9
Current FY $16.50 ▲ +12.1% $16.14 — $16.70 25% YoY 9
Next FY $19.88 ▲ +13.6% $17.81 — $22.45 20% YoY 8

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$151.9M
RENAISSANCE TECHNOLOGIES LLC$110.5MADD
FMR LLC$37.9MDOUBLED
CHARLES SCHWAB INVESTMENT MANAGEMENT$20.1MDOUBLED
BANK OF AMERICA CORP$18.0MDOUBLED

Recent Insider Trades

DateInsiderTypeValue
Mar 18, 2026Beilman KyleF$672.1K
Mar 9, 2026Beilman KyleA$0.00
Mar 9, 2026Wilk JasonA$0.00
Mar 6, 2026Mitchell AndreaSELL$41.0K
Mar 5, 2026Mitchell AndreaSELL$73.2K
8 institutional holders with $365.3M total value (1,649,951 shares) as of 2025-Q4. Top holders: VANGUARD, RENAISSANCE, FMR. Net buying activity: 3 institutions added/increased vs 2 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC685,839$151.9M41.6%
2RENAISSANCE TECHNOLOGIES LLC499,100$110.5M30.2%ADD +29.2%
3FMR LLC170,997$37.9M10.4%DOUBLED +232.5%
4CHARLES SCHWAB INVESTMENT MANAGEMENT INC90,576$20.1M5.5%DOUBLED +223.0%
5BANK OF AMERICA CORP /DE/81,284$18.0M4.9%DOUBLED +127.8%
6MORGAN STANLEY68,155$15.1M4.1%TRIM -41.9%
7TWO SIGMA INVESTMENTS, LP38,037$8.4M2.3%TRIM -56.6%
8WELLS FARGO & COMPANY/MN15,963$3.5M1.0%DOUBLED +104.5%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
RENAISSANCE TECHNOLOGIES LLCADD386,400499,100+29.2%$110.5M2025-Q4
BANK OF AMERICA CORP /DE/DOUBLED35,68481,284+127.8%$18.0M2025-Q4
MORGAN STANLEYTRIM117,28868,155-41.9%$15.1M2025-Q4
TWO SIGMA INVESTMENTS, LPTRIM87,65538,037-56.6%$8.4M2025-Q4
WELLS FARGO & COMPANY/MNDOUBLED7,80715,963+104.5%$3.5M2025-Q4
FMR LLCDOUBLED61,173203,390+232.5%$40.5M2025-Q3
MORGAN STANLEYADD83,698117,288+40.1%$23.4M2025-Q3
CHARLES SCHWAB INVESTMENT MANAGEMENT INCDOUBLED27,21187,881+223.0%$17.5M2025-Q3
TWO SIGMA INVESTMENTS, LPTRIM205,82187,655-57.4%$17.5M2025-Q3
UBS Group AGTRIM83,06858,644-29.4%$11.7M2025-Q3
WELLS FARGO & COMPANY/MNADD5,0727,807+53.9%$1.6M2025-Q3
RENAISSANCE TECHNOLOGIES LLCADD302,900443,700+46.5%$119.1M2025-Q2
TWO SIGMA INVESTMENTS, LPDOUBLED13,979205,821+1372.4%$55.2M2025-Q2
MORGAN STANLEYADD50,01083,698+67.4%$22.5M2025-Q2
UBS Group AGDOUBLED22,71483,068+265.7%$22.3M2025-Q2
BANK OF AMERICA CORP /DE/ADD37,49547,213+25.9%$12.7M2025-Q2
CITADEL ADVISORS LLCDOUBLED80,996257,780+218.3%$21.3M2025-Q1
FMR LLCADD57,26675,111+31.2%$6.2M2025-Q1
UBS Group AGNEAR_EXIT99,35122,714-77.1%$1.9M2025-Q1
TWO SIGMA INVESTMENTS, LPNEAR_EXIT140,67013,979-90.1%$1.2M2025-Q1
WELLS FARGO & COMPANY/MNTRIM9,8334,965-49.5%$410.4K2025-Q1
RENAISSANCE TECHNOLOGIES LLCADD222,200290,500+30.7%$25.3M2024-Q4
UBS Group AGTRIM335,29899,351-70.4%$8.6M2024-Q4
CITADEL ADVISORS LLCTRIM161,50380,996-49.8%$7.0M2024-Q4
MORGAN STANLEYADD32,06254,597+70.3%$4.7M2024-Q4
4 unique insiders with 3 transactions. Net insider value: -$202.3K ($0.00 bought, $202.3K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Mar 18, 2026Beilman KyleCFO and COO and SecretaryF3,261$206.09$672.1K
Mar 9, 2026Beilman KyleCFO and COO and SecretaryA8,260$0.00$0.00
Mar 9, 2026Wilk JasonChief Executive OfficerA13,767$0.00$0.00
Mar 6, 2026Mitchell AndreaDirectorSELL200$204.86$41.0K
Mar 5, 2026Mitchell AndreaDirectorSELL350$209.20$73.2K
Mar 4, 2026Wilk JasonChief Executive OfficerF6,678$210.67$1.4M
Feb 2, 2026POPE MICHAEL WDirectorSELL544$162.00$88.1K
Current analyst consensus: Strong Buy (94% buy). Based on 16 analysts: 4 strong buy, 11 buy, 1 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$341.38 mean target +44.8% upside Strong Buy (1.33)
$290.00 Low $365.00 High
MetricValue
Current Price$235.82
Target Low$290.00
Target Mean$341.38
Target Median$343.50
Target High$365.00
# Analysts8
RecommendationStrong Buy (1.33)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$3.81 $3.42 $4.08 21.2% +12.9% 5↑ 1↓ $0.2B 29.9% 9
Next Q
2026-09-30
$4.26 $4.09 $4.38 0.4% +10.0% 6↑ 0↓ $0.2B 23.1% 9
Current FY
2026-12-31
$16.50 $16.14 $16.70 25.2% +12.1% 6↑ 1↓ $0.7B 28.8% 9
Next FY
2027-12-31
$19.88 $17.81 $22.45 20.5% +13.6% 6↑ 1↓ $0.8B 18.2% 8

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$3.806
7d ago$3.770+0.036
30d ago$3.371+0.434
60d ago$3.347+0.458
90d ago$3.382+0.423
6 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 20, 2026 Barrington Research MAINTAIN Outperform Outperform
May 6, 2026 Canaccord Genuity MAINTAIN Buy Buy
May 6, 2026 Keefe, Bruyette & Woods MAINTAIN Outperform Outperform
May 6, 2026 Citizens MAINTAIN Market Outperform Market Outperform
May 4, 2026 Barrington Research MAINTAIN Outperform Outperform
May 4, 2026 Keefe, Bruyette & Woods MAINTAIN Outperform Outperform
Apr 10, 2026 Citizens MAINTAIN Market Outperform Market Outperform
Mar 10, 2026 Barrington Research MAINTAIN Outperform Outperform
Mar 4, 2026 Barrington Research MAINTAIN Outperform Outperform
Mar 3, 2026 Lake Street MAINTAIN Buy Buy
Mar 3, 2026 B. Riley Securities MAINTAIN Buy Buy
Mar 3, 2026 Canaccord Genuity MAINTAIN Buy Buy
Mar 3, 2026 Keefe, Bruyette & Woods MAINTAIN Outperform Outperform
Mar 2, 2026 Barrington Research MAINTAIN Outperform Outperform

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
May 1, 202641110094%
Apr 1, 202641110094%
Mar 1, 202641110094%
Feb 1, 202631010093%
Jan 1, 202631010093%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 5, 2026
earnings_calendar
DAVE Q1 2026 Earnings Scheduled — 2026-05-05
Apr 23, 2026
earnings
Dave to Host First Quarter 2026 Conference Call on May 5, 2026 at 5:00 p.m. ET
<p>Los Angeles, April 23, 2026 (GLOBE NEWSWIRE) -- Dave Inc. (Nasdaq: DAVE) (“Dave” or the “Company”), one of the nation’s leading neobanks, will ho
Apr 20, 2026
short_interest
FTD: DAVE — 108,138 shares ($27.1M) failed to deliver
Settlement: 20260420, Price: $250.71, FTD Value: $27,111,277.98, DAVE INC CL A NEW (DE)
Mar 25, 2026
short_volume
Short Volume: DAVE — 59.1% short (0.3M / 0.6M)
Short: 337,197 | Exempt: 18,581 | TRF Vol: 570,165 | Short Ratio: 59.1% | Off-exchange volume (dark pool + OTC)
Mar 25, 2026
short_interest
FTD: DAVE — 10,086 shares ($2.1M) failed to deliver
Settlement: 20260325, Price: $206.40, FTD Value: $2,081,750.4, DAVE INC CL A NEW (DE)
Mar 19, 2026
short_interest
FTD: DAVE — 7,262 shares ($1.5M) failed to deliver
Settlement: 20260319, Price: $206.09, FTD Value: $1,496,625.58, DAVE INC CL A NEW (DE)
Mar 18, 2026
short_interest
FTD: DAVE — 3,671 shares ($0.8M) failed to deliver
Settlement: 20260318, Price: $210.19, FTD Value: $771,607.49, DAVE INC CL A NEW (DE)
Mar 11, 2026
short_interest
FTD: DAVE — 13,950 shares ($3.1M) failed to deliver
Settlement: 20260311, Price: $225.34, FTD Value: $3,143,493, DAVE INC CL A NEW (DE)
Mar 5, 2026
announcement
Dave Announces Pricing of $175 Million 0% Convertible Notes
<p align="center"><em><strong>Company entered into capped call transactions to increase effective conversion premium to 100%  </strong></em></p>
Mar 3, 2026
announcement
Dave Announces Proposed Offering of Convertible Notes
Company plans to enter into capped call transactions and repurchase shares of its common stock to opportunistically create value for shareholders <pre
Mar 2, 2026
earnings_calendar
DAVE Q4 2025 Earnings After Market Close — 2026-03-02
Mar 2, 2026
short_interest
FTD: DAVE — 13,497 shares ($2.6M) failed to deliver
Settlement: 20260302, Price: $193.27, FTD Value: $2,608,565.19, DAVE INC CL A NEW (DE)
Feb 27, 2026
short_interest
FTD: DAVE — 11,581 shares ($2.2M) failed to deliver
Settlement: 20260227, Price: $192.33, FTD Value: $2,227,373.73, DAVE INC CL A NEW (DE)
Feb 23, 2026
short_interest
FTD: DAVE — 8,165 shares ($1.4M) failed to deliver
Settlement: 20260223, Price: $176.51, FTD Value: $1,441,204.15, DAVE INC CL A NEW (DE)
Feb 19, 2026
short_interest
FTD: DAVE — 4,705 shares ($0.8M) failed to deliver
Settlement: 20260219, Price: $180.57, FTD Value: $849,581.85, DAVE INC CL A NEW (DE)