Dave's Marketing Push Accelerates: Can CAC Stay Flat as Members Grow?
DAVE holds CAC at $19 as new members rise 32%, putting acquisition efficiency in focus as marketing spend climbs in the second half of 2026.
DAVE - Dave Inc.
Price:
--
--
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CONSENSUS:
Buy
DETAILS
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PRICE TARGET:
$427.71
DETAILS
HIGH:
$475.00
LOW:
$310.00
MEDIAN:
$450.00
CONSENSUS:
$427.71
UPSIDE:
20.58%
Stock News
Dave's CashAI V6: Can Smarter Underwriting Lift ARPU?
Dave's CashAI V6 aims to lift gross profit and average originations, building on rising ARPU, stronger ExtraCash engagement and controlled losses.
Dave's Killer Bread brings back 'Pumpkin Spice Madness' Bagels
Fan-favorite bagel flavor is here — just in time for fall MILWAUKIE, Ore., Aug. 11, 2026 /PRNewswire/ -- Dave's Killer Bread ® (DKB), the nation's No.
Group 1 Automotive Appoints Dave Kimbell to Board of Directors
HOUSTON, Aug. 11, 2026 /PRNewswire/ -- Group 1 Automotive, Inc. (NYSE: GPI) ("Group 1" or the "Company") today announced the appointment of David C. Kimbell to its Board of Directors, effective August 10, 2026.
Should You Buy Dave Stock After Its Q2 Earnings and Recent Pullback?
DAVE's Q2 revenues rise 30%, and EBITDA jumps 48%, but slowing growth triggers a pullback even as guidance, margins and credit trends improve.
Which Growth ETF Is the Better Long-Term Buy: Vanguard's Mega Cap MGK or Invesco's Small-Cap RZG?
Vanguard's tech-heavy portfolio delivered stronger five-year returns despite higher volatility, while Invesco's small-cap approach offers broader sector diversification.
SPACs Are Roaring Back. This Red-Hot Stock Is a Cautionary Tale.
Dave lost 97% of its value before a 1-for-32 reverse split. Now the fintech stock has surged back.
Why Dave Stock Got Thrashed on Thursday
Still, it continued to deliver double-digit growth. It also handily beat the analyst consensus for profitability and raised its full-year guidance.
DAVE's Q2 Earnings Call Highlights CashAI-Led Growth Push
Dave raises its 2026 outlook as CashAI v6, higher ExtraCash limits and heavier marketing fuel growth, while credit losses and margins improve.
Dave Inc. (DAVE) Q2 2026 Earnings Call Transcript
Dave Inc. (DAVE) Q2 2026 Earnings Call Transcript
Dave Q2 Earnings Call Highlights
Dave NASDAQ: DAVE reported second-quarter results marked by 30% revenue growth, expanding profitability and increased investment in customer acquisition, while raising its full-year outlook.
Dave Inc. (DAVE) Tops Q2 Earnings and Revenue Estimates
Dave Inc. (DAVE) came out with quarterly earnings of $4.12 per share, beating the Zacks Consensus Estimate of $3.69 per share. This compares to earnings of $3.14 per share a year ago.
Dave Reports Second Quarter 2026 Financial Results
Q2 Revenue Grows 30% Y/Y to $170.8 Million Driven by Continued MTM Growth and ARPU Expansion 28-DPD Rate Improves 14 Basis Points Y/Y to 2.12%, While ExtraCash Originations Grew 27% Y/Y to $2.3 Billion Net Income of $6.7 Million Includes $36.9 Million of Non-Cash Warrant and Earnout Remeasurement Charges Adj. EBITDA Increases 48% Y/Y to $75.5 Million, Representing a 44% Margin Raises 2026 Revenue, Adj.
What Should Investors Do With DAVE Stock Ahead of Q2 Earnings?
DAVE heads into Q2 earnings with beat potential as ExtraCash demand, fee changes and credit gains support growth, though valuation and spending are likely to have tempered the setup.
Dave & Buster's Announces Chief Executive Officer Transition
Tarun Lal to Retire; Chief Financial Officer Darin Harper Appointed Chief Executive Officer Tarun Lal to Retire; Chief Financial Officer Darin Harper Appointed Chief Executive Officer
Dave Inc. (NASDAQ:DAVE) Given Consensus Rating of “Moderate Buy” by Analysts
Shares of Dave Inc. (NASDAQ: DAVE - Get Free Report) have earned a consensus rating of "Moderate Buy" from the fourteen analysts that are presently covering the firm, Marketbeat.com reports. Two research analysts have rated the stock with a hold recommendation, eleven have issued a buy recommendation and one has given a strong buy recommendation to
Dave vs. Upstart: Which AI Fintech Stock Is the Better Choice in 2026?
Dave's focused model, 44% adjusted EBITDA margin and improving credit results make it the cleaner AI fintech choice for 2026 despite a richer valuation.
ZTEST Electronics Inc. Announces the Appointment of Dave Barnett as President and Chief Executive Officer Effective August 24, 2026
NORTH YORK, ON / ACCESS Newswire / July 31, 2026 / ZTEST Electronics Inc. ("ZTEST" or the "Company") (CSE:ZTE)(OTCID:ZTSTF) is pleased to announce the appointment of Dave Barnett as President and Chief Executive Officer, effective August 24, 2026. Mr. Barnett has served as an independent director of the Company since July 2024 and currently serves as Chair of the Board.
4 Business Services Firms Poised to Top Estimates This Earnings Season
DUOL, DAVE, TRI and COHR are set to stand out this earnings season, each displaying solid growth estimates and robust momentum across the business services sector.
Here Are Wednesday’s Top Wall Street Analyst Research Calls: Bloom Energy, Dave, Fiverr, Humana, Las Vegas Sands, Lemonade, Procter & Gamble, SK hynix, Wix.com, and More
Wall Street analysts reshuffled their bets on Thursday as geopolitical fires, a Fed dissent surprise, and a brutal semiconductor selloff forced some major rating reversals across insurance, gaming, tech, and energy stocks.
Price Targets
Dave initiated with an Overweight at Piper Sandler
$390.00
(was $334.57)
Piper Sandler
Dave price target raised to $450 from $332 at Lake Street
$450.00
(was $376.82)
Lake Street
Dave price target raised to $450 from $342 at Canaccord
$450.00
(was $430.16)
Canaccord Genuity
Dave Inc (DAVE) PT Raised to $449 at B.Riley
$449.00
(was $430.16)
Hal Goetsch
·
B.Riley Financial
Dave Inc (DAVE) PT Raised to $470 at UBS, Estimates AdjustedMember Login
$470.00
(was $400.73)
UBS
Dave price target raised to $475 from $345 at Benchmark
$475.00
(was $378.92)
Mark Palmer
·
Coker Palmer
Dave price target raised to $310 from $290 at Barrington
$310.00
(was $287.34)
Barrington
UBS Starts Dave Inc (DAVE) at Buy
$300.00
(was $228.46)
Chris Zhang
·
UBS
Dave price target raised to $332 from $326 at Lake Street
$332.00
(was $248.16)
Jacob Stephan
·
Lake Street
Dave price target raised to $342 from $328 at Canaccord
$342.00
(was $263.81)
Canaccord Genuity
Dave Inc (DAVE) Stock: Pullback Presents a Buying Opportunity, Says Analyst
$345.00
(was $214.87)
Mark Palmer
·
Coker Palmer
Dave price target raised to $274 from $229 at Canaccord
$274.00
(was $230.57)
Canaccord Genuity
Dave price target raised to $308 from $263 at Lake Street
$308.00
(was $229.50)
Lake Street
Dave price target raised to $310 from $300 at Citizens JMP
$310.00
(was $234.58)
Devin Ryan
·
JMP Securities
Dave credit concerns related to Upstart misplaced, says Benchmark
$320.00
(was $199.35)
Benchmark Co.
Dave price target raised to $300 from $280 at Citizens JMP
$300.00
(was $218.10)
J.P. Morgan
Dave price target raised to $280 from $260 at Citizens JMP
$280.00
(was $192.53)
Devin Ryan
·
JMP Securities
Dave price target raised to $260 from $200 at Citizens JMP
$260.00
(was $214.05)
Devin Ryan
·
JMP Securities
Dave price target raised to $229 from $202 at Benchmark
$229.00
(was $196.04)
Mark Palmer
·
Coker Palmer
Dave price target raised to $118 from $103 at Lake Street
$118.00
(was $91.42)
Lake Street