Added to YB: 2026-05-11
Pitch date: 2026-05-07
DAVE [neutral]
Dave Inc.
+1.53%
current return
Author Info
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Company Info
Dave Inc. provides various financial products and services through its financial services platform in the United States.
Market Cap
$3.4B
Pitch Price
$252.47
Price Target
N/A
Dividend
N/A
EV/EBITDA
16.02
P/E
16.91
EV/Sales
5.74
Sector
Consumer Finance
Category
growth
Dave Inc. Reports Strong Quarter: Stock Down, Stock Bad
DAVE (earnings): Q1 rev $158.4M (+47% YoY) beat est $151.8M; adj EPS $3.64 crushed $2.67-$2.95 est; net income +101% to $57.9M. MTMs 2.99M (+18% YoY) despite seasonal tax refund headwind. ARPU +24% to $212. Bought back 7% of shares at ~$207. Raised FY26 guide 8th straight quarter. Dave Flex BNPL launching 2027. Stock down 12% on QoQ rev decline (seasonal) & profit-taking post 60% month rally.
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