DAVE

Dave Inc./DE

Nasdaq · Finance Services · CIK 0001841408
$278.71 +3.12% $3.5B
Insider Selling Cluster (3 insiders)High Impact Filing (7/10)3 New Institutional Positions
Vol
Market Cap$3.5B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (89%)
Inst. Holders8 funds
Inst. Value$365.3M
Inst. Activity3 buys / 2 sells
Insider Activity0B / 7S
Insider Net $-$377.7K
SEC Reports4
Press Releases3
Exchange Nasdaq·Sector Finance Services·CIK 0001841408·Prev Close $270.29

Recent Activity

Jun 9, 2026 announcement
Dave Begins Funding ExtraCash Originations Through Coastal Community Bank
<p align="center"><em>Represents a foundational step in Dave's capital strategy, reducing direct fun
Jun 9, 2026 SEC
Open market sales by CEO, CFO and a director totaling $107K in a cluster window. Dollar amount is ~0.003% of $3.5B marke
CLUSTER — Impact 2/10
Jun 8, 2026 SEC
Three insiders at Dave Inc., including the CEO and CFO/COO, sold a total of $104K in open-market sales over a 7-day wind
CLUSTER — Impact 2/10
Jun 5, 2026 Insider
Rozov Yadin sold 2,200 shares
Director @ $0.00 ($0.00)
Jun 5, 2026 Insider
Preston Dan sold 275 shares
Director @ $259.83 ($71.5K)
Jun 4, 2026 Insider
Preston Dan sold 275 shares
Director @ $247.65 ($68.1K)
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
Inst.
RENAISSANCE TECHNOLOGIES LLC — ADD
499,100 shares ($110.5M)

Price Targets

$333.91 +19.8% upside Buy
Current $278.71 Low $260.00 Median $342.00 High $370.00 11 analysts
$260.00 $370.00

Analyst Ratings

Strong Buy89% buy · 18 analysts
4Strong Buy
12Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 27, 2026 B. Riley Securities MAINTAIN Buy → Buy
May 27, 2026 Evercore ISI Group INITIATE In-Line
May 26, 2026 UBS INITIATE Buy
May 20, 2026 Barrington Research MAINTAIN Outperform → Outperform
May 6, 2026 Canaccord Genuity MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $3.83 $3.50 — $4.08 22% YoY 11
Next Q $4.31 $4.09 — $4.58 2% YoY 11
Current FY $16.60 $16.14 — $17.19 26% YoY 11
Next FY $20.66 $17.81 — $24.78 24% YoY 10

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
Jun 5, 2026Rozov YadinG$0.00
Jun 5, 2026Preston DanSELL$71.5K
Jun 4, 2026Preston DanSELL$68.1K
Jun 2, 2026Wilk JasonSELL$22.2K
Jun 2, 2026Beilman KyleSELL$13.6K
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
8 unique insiders with 7 transactions. Net insider value: -$377.7K ($0.00 bought, $377.7K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 5, 2026Rozov YadinDirectorG2,200$0.00$0.00
Jun 5, 2026Preston DanDirectorSELL275$259.83$71.5K
Jun 4, 2026Preston DanDirectorSELL275$247.65$68.1K
Jun 2, 2026Wilk JasonChief Executive OfficerSELL80$277.49$22.2K
Jun 2, 2026Beilman KyleCFO and COO and SecretarySELL49$277.23$13.6K
Jun 2, 2026Rozov YadinDirectorA637$0.00$0.00
Jun 2, 2026POPE MICHAEL WDirectorA637$0.00$0.00
Jun 2, 2026Khajehnouri NimaDirectorA637$0.00$0.00
Jun 2, 2026Carroll BrendanDirectorA637$0.00$0.00
Jun 2, 2026Preston DanDirectorA637$0.00$0.00
May 29, 2026Beilman KyleCFO and COO and SecretaryJ25,650$0.00$0.00
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 (89% buy). Based on 18 analysts: 4 strong buy, 12 buy, 2 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$333.91 mean target +19.8% upside Buy (1.42)
$260.00 Low $370.00 High
MetricValue
Current Price$278.71
Target Low$260.00
Target Mean$333.91
Target Median$342.00
Target High$370.00
# Analysts11
RecommendationBuy (1.42)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$3.83 $3.50 $4.08 21.9% 8↑ 0↓ $0.2B 29.8% 11
Next Q
2026-09-30
$4.31 $4.09 $4.58 1.6% 8↑ 0↓ $0.2B 23.5% 11
Current FY
2026-12-31
$16.60 $16.14 $17.19 25.9% 8↑ 0↓ $0.7B 29.0% 11
Next FY
2027-12-31
$20.66 $17.81 $24.78 24.5% 8↑ 0↓ $0.9B 19.5% 10

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$3.826
7d ago$3.826
30d ago$0.000+3.826
60d ago$3.347+0.479
90d ago$3.360+0.466
8 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 2 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 27, 2026 B. Riley Securities MAINTAIN Buy Buy
May 27, 2026 Evercore ISI Group INITIATE In-Line
May 26, 2026 UBS INITIATE Buy
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
Jun 1, 202641220089%
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.

Jun 9, 2026
announcement
Dave Begins Funding ExtraCash Originations Through Coastal Community Bank
<p align="center"><em>Represents a foundational step in Dave's capital strategy, reducing direct funding obligations, lowering cost of capital and unl
May 28, 2026
announcement
Dave To Join S&amp;P SmallCap 600 Index
Dave Inc. announced that it will join the S&P SmallCap 600 Index, effective prior to the opening of trading on Monday, June 1, 2026.
May 6, 2026
short_interest
FTD: DAVE — 4,308 shares ($1.1M) failed to deliver
Settlement: 20260506, Price: $263.81, FTD Value: $1,136,493.48, DAVE INC CL A NEW (DE)
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
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)
Mar 2, 2026
earnings_calendar
DAVE Q4 2025 Earnings After Market Close — 2026-03-02