Recent discussions on X about Dave Inc. (DAVE) have been buzzing with reactions to the company's latest Q2 earnings report. Many users on the platform have highlighted the impressive revenue growth of over 60% year-over-year, alongside a significant gross profit increase, sparking interest in the fintech's operational momentum. However, concerns have emerged over a reported earnings miss and a rise in loan loss provisions, tempering some of the enthusiasm.
The conversation also reflects mixed views on the stock's future, with some pointing to raised full-year guidance as a sign of strength, while others remain cautious due to delinquency rate upticks. This dichotomy has kept the dialogue lively, as investors weigh the balance between robust growth metrics and underlying financial challenges. Posts found on X capture a dynamic range of perspectives on these developments.
Note: This discussion summary was generated from an AI condensation of post data.
Dave Inc. Insider Trading Activity
Dave Inc. insiders have traded $DAVE stock on the open market 111 times in the past 6 months. Of those trades, 0 have been purchases and 111 have been sales.
Here’s a breakdown of recent trading of $DAVE stock by insiders over the last 6 months:
- JASON WILK (Chief Executive Officer) has made 0 purchases and 24 sales selling 180,181 shares for an estimated $38,134,827.
- IMRAN KHAN has made 0 purchases and 46 sales selling 100,000 shares for an estimated $21,227,226.
- KYLE BEILMAN (CFO and Secretary) has made 0 purchases and 17 sales selling 35,372 shares for an estimated $7,455,098.
- MICHAEL W POPE has made 0 purchases and 16 sales selling 16,793 shares for an estimated $3,613,457.
- YADIN ROZOV has made 0 purchases and 2 sales selling 5,500 shares for an estimated $1,138,147.
- ANDREA MITCHELL has made 0 purchases and 5 sales selling 2,361 shares for an estimated $543,263.
- DAN PRESTON sold 2,361 shares for an estimated $491,017
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Dave Inc. Hedge Fund Activity
We have seen 116 institutional investors add shares of Dave Inc. stock to their portfolio, and 73 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- DIVISADERO STREET CAPITAL MANAGEMENT, LP added 425,461 shares (+74.7%) to their portfolio in Q1 2025, for an estimated $35,168,606
- INVESCO LTD. removed 345,610 shares (-98.9%) from their portfolio in Q1 2025, for an estimated $28,568,122
- AMERICAN CENTURY COMPANIES INC added 328,644 shares (+3033.2%) to their portfolio in Q1 2025, for an estimated $27,165,713
- D. E. SHAW & CO., INC. removed 200,197 shares (-70.0%) from their portfolio in Q1 2025, for an estimated $16,548,284
- MARSHALL WACE, LLP removed 170,826 shares (-62.1%) from their portfolio in Q1 2025, for an estimated $14,120,477
- CITADEL ADVISORS LLC added 151,584 shares (+346.9%) to their portfolio in Q1 2025, for an estimated $12,529,933
- TWO SIGMA INVESTMENTS, LP removed 126,691 shares (-90.1%) from their portfolio in Q1 2025, for an estimated $10,472,278
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Dave Inc. Analyst Ratings
Wall Street analysts have issued reports on $DAVE in the last several months. We have seen 6 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Barrington Research issued a "Outperform" rating on 08/04/2025
- B. Riley Securities issued a "Buy" rating on 07/29/2025
- Benchmark issued a "Buy" rating on 06/30/2025
- JMP Securities issued a "Market Outperform" rating on 05/09/2025
- Lake Street issued a "Buy" rating on 05/09/2025
- Canaccord Genuity issued a "Buy" rating on 05/09/2025
To track analyst ratings and price targets for Dave Inc., check out Quiver Quantitative's $DAVE forecast page.
Dave Inc. Price Targets
Multiple analysts have issued price targets for $DAVE recently. We have seen 6 analysts offer price targets for $DAVE in the last 6 months, with a median target of $268.5.
Here are some recent targets:
- Gary Prestopino from Barrington Research set a target price of $290.0 on 08/04/2025
- Hal Goetsch from B. Riley Securities set a target price of $277.0 on 07/29/2025
- Devin Ryan from JMP Securities set a target price of $260.0 on 07/14/2025
- Mark Palmer from Benchmark set a target price of $320.0 on 07/14/2025
- Jacob Stephan from Lake Street set a target price of $177.0 on 05/09/2025
- Joseph Vafi from Canaccord Genuity set a target price of $179.0 on 05/09/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
