DAVE
Dave Inc./DE
$235.82
-3.28%
$3.1B
No data for this timeframe.
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
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
4Strong Buy
11Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | 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 |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| 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 |
Latest Reports
NEUTRAL
PRESS-RELEASE
3/10
Dave Inc. announced it will report Q1 2026 earnings on May 5, 2026, ahead of a conference call. No financial results wer
Apr 23, 2026
BEARISH
8-K
7/10
Dave Inc. is raising $175 million (up to $200 million if the option is exercised) through a private offering of 0% conve
Mar 6, 2026
NEUTRAL
Press
5/10
Dave Inc. announced a $175 million offering of 0% convertible senior notes due 2031, with an option to increase by $25 m
Mar 5, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $151.9M | — |
| RENAISSANCE TECHNOLOGIES LLC | $110.5M | ADD |
| FMR LLC | $37.9M | DOUBLED |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $20.1M | DOUBLED |
| BANK OF AMERICA CORP | $18.0M | DOUBLED |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Mar 18, 2026 | Beilman Kyle | F | $672.1K |
| Mar 9, 2026 | Beilman Kyle | A | $0.00 |
| Mar 9, 2026 | Wilk Jason | A | $0.00 |
| Mar 6, 2026 | Mitchell Andrea | SELL | $41.0K |
| Mar 5, 2026 | Mitchell Andrea | SELL | $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
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 685,839 | $151.9M | 41.6% | — |
| 2 | RENAISSANCE TECHNOLOGIES LLC | 499,100 | $110.5M | 30.2% | ADD +29.2% |
| 3 | FMR LLC | 170,997 | $37.9M | 10.4% | DOUBLED +232.5% |
| 4 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 90,576 | $20.1M | 5.5% | DOUBLED +223.0% |
| 5 | BANK OF AMERICA CORP /DE/ | 81,284 | $18.0M | 4.9% | DOUBLED +127.8% |
| 6 | MORGAN STANLEY | 68,155 | $15.1M | 4.1% | TRIM -41.9% |
| 7 | TWO SIGMA INVESTMENTS, LP | 38,037 | $8.4M | 2.3% | TRIM -56.6% |
| 8 | WELLS FARGO & COMPANY/MN | 15,963 | $3.5M | 1.0% | DOUBLED +104.5% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| RENAISSANCE TECHNOLOGIES LLC | ADD | 386,400 | 499,100 | +29.2% | $110.5M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 35,684 | 81,284 | +127.8% | $18.0M | 2025-Q4 |
| MORGAN STANLEY | TRIM | 117,288 | 68,155 | -41.9% | $15.1M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 87,655 | 38,037 | -56.6% | $8.4M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | DOUBLED | 7,807 | 15,963 | +104.5% | $3.5M | 2025-Q4 |
| FMR LLC | DOUBLED | 61,173 | 203,390 | +232.5% | $40.5M | 2025-Q3 |
| MORGAN STANLEY | ADD | 83,698 | 117,288 | +40.1% | $23.4M | 2025-Q3 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | DOUBLED | 27,211 | 87,881 | +223.0% | $17.5M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 205,821 | 87,655 | -57.4% | $17.5M | 2025-Q3 |
| UBS Group AG | TRIM | 83,068 | 58,644 | -29.4% | $11.7M | 2025-Q3 |
| WELLS FARGO & COMPANY/MN | ADD | 5,072 | 7,807 | +53.9% | $1.6M | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 302,900 | 443,700 | +46.5% | $119.1M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 13,979 | 205,821 | +1372.4% | $55.2M | 2025-Q2 |
| MORGAN STANLEY | ADD | 50,010 | 83,698 | +67.4% | $22.5M | 2025-Q2 |
| UBS Group AG | DOUBLED | 22,714 | 83,068 | +265.7% | $22.3M | 2025-Q2 |
| BANK OF AMERICA CORP /DE/ | ADD | 37,495 | 47,213 | +25.9% | $12.7M | 2025-Q2 |
| CITADEL ADVISORS LLC | DOUBLED | 80,996 | 257,780 | +218.3% | $21.3M | 2025-Q1 |
| FMR LLC | ADD | 57,266 | 75,111 | +31.2% | $6.2M | 2025-Q1 |
| UBS Group AG | NEAR_EXIT | 99,351 | 22,714 | -77.1% | $1.9M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | NEAR_EXIT | 140,670 | 13,979 | -90.1% | $1.2M | 2025-Q1 |
| WELLS FARGO & COMPANY/MN | TRIM | 9,833 | 4,965 | -49.5% | $410.4K | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 222,200 | 290,500 | +30.7% | $25.3M | 2024-Q4 |
| UBS Group AG | TRIM | 335,298 | 99,351 | -70.4% | $8.6M | 2024-Q4 |
| CITADEL ADVISORS LLC | TRIM | 161,503 | 80,996 | -49.8% | $7.0M | 2024-Q4 |
| MORGAN STANLEY | ADD | 32,062 | 54,597 | +70.3% | $4.7M | 2024-Q4 |
4 unique insiders with 3 transactions. Net insider value: -$202.3K ($0.00 bought, $202.3K sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Mar 18, 2026 | Beilman Kyle | CFO and COO and Secretary | F | 3,261 | $206.09 | $672.1K |
| Mar 9, 2026 | Beilman Kyle | CFO and COO and Secretary | A | 8,260 | $0.00 | $0.00 |
| Mar 9, 2026 | Wilk Jason | Chief Executive Officer | A | 13,767 | $0.00 | $0.00 |
| Mar 6, 2026 | Mitchell Andrea | Director | SELL | 200 | $204.86 | $41.0K |
| Mar 5, 2026 | Mitchell Andrea | Director | SELL | 350 | $209.20 | $73.2K |
| Mar 4, 2026 | Wilk Jason | Chief Executive Officer | F | 6,678 | $210.67 | $1.4M |
| Feb 2, 2026 | POPE MICHAEL W | Director | SELL | 544 | $162.00 | $88.1K |
2 SEC filing reports analyzed. Sentiment: 0 bullish, 1 bearish, 0 mixed, 1 neutral. Avg impact: 5.0/10.
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
| Metric | Value |
|---|---|
| Current Price | $235.82 |
| Target Low | $290.00 |
| Target Mean | $341.38 |
| Target Median | $343.50 |
| Target High | $365.00 |
| # Analysts | 8 |
| Recommendation | Strong Buy (1.33) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| 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
| Timepoint | EPS Estimate | Change |
|---|---|---|
| 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
| Date | Analyst Firm | Action | Previous Rating | New 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
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| May 1, 2026 | 4 | 11 | 1 | 0 | 0 | 94% | |
| Apr 1, 2026 | 4 | 11 | 1 | 0 | 0 | 94% | |
| Mar 1, 2026 | 4 | 11 | 1 | 0 | 0 | 94% | |
| Feb 1, 2026 | 3 | 10 | 1 | 0 | 0 | 93% | |
| Jan 1, 2026 | 3 | 10 | 1 | 0 | 0 | 93% |
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)