Market Cap
$4.1B
DAVE
Dave Inc./DE
$346.57 ▲ +2.06%
Prev close $339.59Market cap$4.1B
ConsensusStrong Buy
12-mo target$444.21 (+28.2%)
▲ Bullish
Analyst conviction 8/10
Insider Selling Cluster (3 insiders)High Impact Filing (7/10)42 New Institutional Positions8 Institutional Exits Traditional Finance
Snapshot
The big-picture read on DAVE right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Strong Buy (84%)
Inst. Holders
50 funds
Inst. Value
$4.0B
Inst. Activity
42 buys / 8 sells
Insider Activity
$0.00 buy / $9.9M sell
Insider Net $
-$9.9M
Social Sentiment
50° Neutral
SEC Reports
6
Press Releases
3
Price chart 30d -11.3%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 14, 2026 Insider
Carroll Brendan sold 33,453 shares
Director @ $1.60 ($53.5K)
Sep 11, 2026 Insider
Carroll Brendan sold 16,179 shares
Director @ $1.59 ($25.7K)
Sep 11, 2026 Insider
Beilman Kyle acquired 40,000 shares
CFO and COO and Secretary
Aug 5, 2026 earnings_calendar
Jul 22, 2026 SEC DAVE Q2 2026 Earnings Scheduled — 2026-08-05
Dave Inc. announced it will host a conference call on August 5, 2026 to discuss Q2 2026 financial results. This press re
PRESS-RELEASE — Impact 2/10
Jun 30, 2026 Inst.
BlackRock, Inc. — DOUBLED
1,667,948 shares ($621.5M)
Jun 30, 2026 Inst.
Jun 11, 2026 SEC FMR LLC — DOUBLED
479,746 shares ($178.7M)
Five mega-passive institutional investors (Fidelity, Schwab, Morgan Stanley, Wells Fargo, T. Rowe Price) collectively in
INST-CLUSTER — Impact 3/10
Analyst ratings buy % -9.7%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
84% rate it Buy or better · 19 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 15, 2026 | JP Morgan | INITIATE | Overweight | 55% |
| Sep 9, 2026 | Loop Capital | INITIATE | Buy | 54% |
| Aug 17, 2026 | Piper Sandler | INITIATE | Overweight | 54% |
| Aug 11, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Aug 6, 2026 | Canaccord Genuity | MAINTAIN | Buy | 47% |
| Aug 6, 2026 | B. Riley Securities | MAINTAIN | Buy | 54% |
| Aug 6, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | 58% |
| Aug 6, 2026 | Citizens | MAINTAIN | Market Outperform | 38% |
| Jul 14, 2026 | UBS | MAINTAIN | Buy | 55% |
| Jul 13, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | 58% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 12 | 3 | 0 | 0 | 84% | |
| Aug 1, 2026 | 4 | 11 | 3 | 0 | 0 | 83% | |
| Jul 1, 2026 | 4 | 12 | 2 | 0 | 0 | 89% | |
| Jun 1, 2026 | 4 | 12 | 2 | 0 | 0 | 89% | |
| 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% |
Price targets
Where 14 covering analysts think DAVE trades over the next 12 months.
$444.21 +28.2% upside Strong Buy
Current$346.57 Low$350.00 Median$450.00 High$500.00 14 analysts
$350.00$500.00
Analyst rating Buy· 1.6/5 as of Oct 2, 2026
Social media sentiment
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
50°
Neutral
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
6 SEC filing reports analyzed · 0 bullish, 1 bearish, 0 mixed, 5 neutral · avg impact 3.2/10.Plus 3 press releases.
NEUTRALPRESS-RELEASE2/10
Dave Inc. announced it will host a conference call on August 5, 2026 to discuss Q2 2026 financial re
Jul 22, 2026
NEUTRALINST-CLUSTER3/10
Five mega-passive institutional investors (Fidelity, Schwab, Morgan Stanley, Wells Fargo, T. Rowe Pr
Jun 11, 2026
NEUTRALCLUSTER2/10
Open market sales by CEO, CFO and a director totaling $107K in a cluster window. Dollar amount is ~0
Jun 9, 2026
NEUTRALCLUSTER2/10
Three insiders at Dave Inc., including the CEO and CFO/COO, sold a total of $104K in open-market sal
Jun 8, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Aug 5, 2026
earnings_calendar
DAVE Q2 2026 Earnings Scheduled — 2026-08-05
Aug 4, 2026
ftd
FTD: DAVE — 7,531 shares ($3.0M) failed to deliver
Settlement: 20260804, Price: $399.15, FTD Value: $3,005,998.65, DAVE INC CL A NEW (DE)
Jul 30, 2026
ftd
FTD: DAVE — 5,264 shares ($2.0M) failed to deliver
Settlement: 20260730, Price: $378.99, FTD Value: $1,995,003.36, DAVE INC CL A NEW (DE)
Jul 28, 2026
ftd
FTD: DAVE — 2,812 shares ($1.1M) failed to deliver
Settlement: 20260728, Price: $405.65, FTD Value: $1,140,687.8, DAVE INC CL A NEW (DE)
Jul 22, 2026
earnings
Dave to Host Second Quarter 2026 Conference Call on August 5, 2026 at 5:00 p.m. ET
LOS ANGELES, CA, July 22, 2026 (GLOBE NEWSWIRE) -- Dave Inc. (Nasdaq: DAVE) (“Dave” or the “Company”), one of the nation’s leading neobanks, will host
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $4.45 | $4.23–$4.72 | 5.0% | +0.2% | 9↑ 1↓ | $0.2B | 14 |
| Next Q | $5.20 | $4.87–$5.52 | 40.9% | +0.6% | 8↑ 2↓ | $0.2B | 14 |
| Current FY | $17.37 | $17.01–$17.96 | 31.8% | +0.2% | 10↑ 0↓ | $0.7B | 14 |
| Next FY | $22.20 | $19.76–$24.93 | 27.8% | +1.0% | 9↑ 2↓ | $0.9B | 14 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $4.453 | — |
| 7d ago | $4.432 | +0.021 |
| 30d ago | $4.445 | +0.008 |
| 60d ago | $4.351 | +0.103 |
| 90d ago | $4.314 | +0.139 |
Institutional ownership
Which big funds own DAVE (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $4.0B total value (10,769,038 shares) as of 2026-Q2. Top holders: BlackRock,, Hood, FMR. Net buying activity: 42 institutions added/increased vs 8 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 1,667,948 | $621.5M | 15.6% | DOUBLED +101.3% |
| Hood River Capital Management LLC | 1,104,277 | $411.4M | 10.4% | — |
| FMR LLC | 479,746 | $178.7M | 4.5% | DOUBLED +107.7% |
| VANGUARD CAPITAL MANAGEMENT LLC | 474,139 | $176.7M | 4.4% | — |
| STATE STREET CORP | 406,752 | $151.6M | 3.8% | ADD +74.0% |
| RENAISSANCE TECHNOLOGIES LLC | 367,378 | $136.9M | 3.4% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 341,843 | $127.4M | 3.2% | — |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 331,537 | $123.5M | 3.1% | DOUBLED +431.9% |
| JANE STREET GROUP, LLC | 325,800 | $121.4M | 3.1% | ADD +65.4% |
| JANE STREET GROUP, LLC | 312,197 | $116.3M | 2.9% | ADD +65.4% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | DOUBLED | 828,597 | 1,667,948 | +101.3% | $621.5M |
| FMR LLC | DOUBLED | 231,035 | 479,746 | +107.7% | $178.7M |
| STATE STREET CORP | ADD | 233,788 | 406,752 | +74.0% | $151.6M |
| DRIEHAUS CAPITAL MANAGEMENT LLC | DOUBLED | 62,334 | 331,537 | +431.9% | $123.5M |
| JANE STREET GROUP, LLC | ADD | 188,717 | 312,197 | +65.4% | $116.3M |
| GOLDMAN SACHS GROUP INC | ADD | 148,483 | 239,466 | +61.3% | $89.2M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | ADD | 134,493 | 234,648 | +74.5% | $87.4M |
| JPMORGAN CHASE & CO | DOUBLED | 14,575 | 136,922 | +839.4% | $51.1M |
| VOYA INVESTMENT MANAGEMENT LLC | TRIM | 193,840 | 116,967 | -39.7% | $43.6M |
| Empowered Funds, LLC | NEW | — | 105,686 | — | $39.4M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
8 insiders, 50 transactions. Net -$9.9M — $0.00 bought, $9.9M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 14, 2026 | Carroll Brendan | Director | SELL | 33,453 | $1.60 | $53.5K |
| Sep 11, 2026 | Carroll Brendan | Director | SELL | 16,179 | $1.59 | $25.7K |
| Sep 11, 2026 | Beilman Kyle | CFO and COO and Secretary | J | 40,000 | — | — |
| Sep 11, 2026 | Wilk Jason | Chief Executive Officer | J | 37,090 | — | — |
| Sep 10, 2026 | Carroll Brendan | Director | SELL | 15,359 | $1.59 | $24.4K |
| Sep 4, 2026 | Carroll Brendan | Director | SELL | 300,000 | $1.98 | $594.0K |
| Sep 2, 2026 | Wilk Jason | Chief Executive Officer | TAX W/H | 7,809 | $372.85 | $2.9M |
| Sep 2, 2026 | Beilman Kyle | CFO and COO and Secretary | TAX W/H | 3,748 | $372.85 | $1.4M |
| Jun 5, 2026 | Rozov Yadin | Director | GIFT | 2,200 | — | — |
| Jun 5, 2026 | Preston Dan | Director | SELL | 275 | $259.83 | $71.5K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for DAVE.
Shares short
2,266,088
Settlement Sep 15, 2026
Change vs prior
-6.2%
Semi-monthly cycle
Days to cover
7.1
At avg daily volume
Of shares outstanding
≈17.8%
Estimate — not % of float
All DAVE filing & press-release reports (9)
- PRESS-RELEASE reportJul 22, 2026
- INST-CLUSTER reportJun 11, 2026
- CLUSTER reportJun 9, 2026
- CLUSTER reportJun 8, 2026
- PRESS-RELEASE reportMay 28, 2026
- PRESS-RELEASE reportApr 23, 2026
- 8-K reportMar 6, 2026
- PRESS-RELEASE reportMar 5, 2026
- PRESS-RELEASE reportMar 3, 2026