Added to YB: 2026-07-09
Pitch date: 2026-07-07
DAVE [neutral]
Dave Inc.
-0.26%
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
$4.9B
Pitch Price
$376.47
Price Target
664.00 (+77%)
Dividend
N/A
EV/EBITDA
22.83
P/E
24.61
EV/Sales
8.22
Sector
Consumer Finance
Category
growth
My DAVE Position 2X'd in a Year. Am I Selling?
DAVE (holding update): Up 110% in <1yr, now 17% of portfolio, largest holding. Trades 24x P/E vs guided 28-30% rev growth (views conservative). BNPL 'Dave Flex' launches 2027, could add $25-117M rev by 2028 via CashAI underwriting edge. Holding for LT cap gains (qualifies March). Would trim if multiple hits 35-40x (~$544-664/sh) or on 10-15% market selloff.
Read full article (4 min)