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DAVEDave Inc.Buy Wait6.5·$391.00+2.05%
Buy WaitModerate Confidence
Investment thesis

An elite-quality franchise — wide economic moat, 47% revenue growth, a Rule of 40 score of 61, and three consecutive large earnings beats averaging roughly 40% positive surprise — has compounded to its current resistance level, where the stock has reached its near-term target with essentially no remaining price headroom and 19% of the float sold short, creating a high-conviction hold setup rather than a new-entry opportunity.

Thesis pillars

  • Exceptional Revenue Growth TrajectoryStable
  • Counterparty Concentration Banking PartnersStable
  • Wide Moat Elite Quality FranchiseStable
  • +2 more pillars — see the Why tab for full reasoning

Full reasoning →

Open full analysis

Dave Inc. (DAVE) Stock Analysis

Buy WaitVALUE-TRAP 1/5Moderate Confidence

Technology · Software - Application

Wait for pullback to $313.97. BUY gates pass at $391.00, but concentration risk — Counterparty: Evolve Bank & Trust and concentration risk — Counterparty: Coastal Community Bank argue for a more patient entry. Engine's entry $313.97 (R/R-minimum solve) is the shallowest technical level that clears the 2:1 A.R:R minimum.

Dave Inc. is a U.S. neobank offering ExtraCash (up to $500 discretionary overdraft via bank partners), a fee-free Dave Checking account, and personal financial management tools to financially underserved Americans. Revenue comes from a mandatory 5% ExtraCash service fee, a... Read more

$391.00+26.2% A.UpsideScore 6.5/10#7 of 98 Software - Application
QualityF-score8 / 9FCF yield1.74%
Entry $313.97(R/R-minimum solve)Stop $291.99Target $396.35(resistance)A.R:R -1.5:1
Analyst target$347.55-11.1%11 analysts
$396.35our TP
$391.00price
$347.55mean
$260
$475

Wait for pullback to $313.97. BUY gates pass at $391.00, but concentration risk — Counterparty: Evolve Bank & Trust and concentration risk — Counterparty: Coastal Community Bank argue for a more patient entry. Engine's entry $313.97 (R/R-minimum solve) is the shallowest technical level that clears the 2:1 A.R:R minimum. Chart setup: No clear chart pattern; technical signals are mixed. Growth is cheap relative to earnings, but the technical setup has not yet produced a breakout above resistance (PEG 0.18, quality 8.8/10, growth 10.0/10). Score 6.5/10, moderate confidence.

Passes 7/8 gates (positive momentum, clean insider activity, no SEC red flags, news boost analyst 0.70, earnings proximity 34d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: aggressive.

10-K grounded · weekly refresh

About Dave Inc.

About Dave Inc.

Dave's mobile-first financial platform had over 19 million Member sign-ups since inception, with over 14 million having used at least one product and over $22 billion in cumulative ExtraCash disbursed through December 2025. The company employed approximately 280 full-time employees and maintained a virtual-first model across more than 30 states. ExtraCash delivers up to $500 per advance with no credit check, powered by the CashAI underwriting engine trained on over 180 million originations.

Dave generates revenue through three streams: a mandatory 5% ExtraCash service fee (minimum $5, introduced February 2025 after eliminating optional tips), a $3 monthly membership fee for new Members implemented in mid-2025, and merchant interchange plus Mastercard network incentives from the Dave Debit Card. ExtraCash advances settle against the Member's forecasted next paycheck—averaging roughly 11 days—and are originated by bank partners Evolve Bank & Trust (currently processing the substantial majority of accounts) and Coastal Community Bank (the exclusive partner for new Members since Q4 2025, with full transition targeted by end of 2026). All transactions are processed by Galileo Financial Technologies under a multi-year agreement. Dave competes with Chime, Earnin, MoneyLion, and Brigit for the earned wage access and neobank markets.

Show full overview

Dave's two-bank arrangement carries material regulatory risk. Evolve Bank & Trust, through which the substantial majority of ExtraCash originations currently flow, was placed under a Federal Reserve Board consent order in June 2024, limiting certain operations. Dave is subject to Consumer Financial Protection Bureau oversight under Title X of the Dodd-Frank Act, and state attorneys general retain parallel civil enforcement authority. The filing notes that Dave believes no current business line requires state licensing, yet regulators may in the future impose licensing requirements that could materially alter the company's revenue model.

See also: Technology · Software - Application

From Dave Inc.'s most recent 10-K filing, extracted June 9, 2026.

news + 30-day 8-K events · 5-min refresh

Recent developments

updated 2026-07-03
TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Thu, Aug 6, 202634d to earnings· next earnings call

Thesis

Rewards
Strong earnings beat streak (3/4)
High-quality business
Strong growth profile
Risks
Concentration risk — Counterparty: Evolve Bank & Trust
Concentration risk — Counterparty: Coastal Community Bank
Analyst target reached - limited upside remaining

Key Metrics

P/E (TTM)24.9
P/E (Fwd)18.7
Mkt Cap$4.9B
EV/EBITDA23.1
Profit Mgn37.2%
ROE111.6%
Rev Growth46.7%
Beta3.88
DividendNone
Rating analysts18

Quality Signals

Piotroski F8/9MoatWideCompounder

Options Flow

P/C0.78neutral
IV75%elevated
Max Pain$360-7.9% vs spot

Concentration Risks(10-K Item 1A)

  • HIGHcounterpartyEvolve Bank & Trust
    10-K Item 1A: 'the substantial majority of our Members' accounts are with Evolve ... reliant on Evolve for the substantial majority of our ExtraCash originations'
  • HIGHcounterpartyCoastal Community Bank
    10-K Item 1: 'Coastal will be Dave's sole and exclusive provider of the program features contemplated by the Program Agreement for new customers'
  • HIGHcounterpartyGalileo Financial Technologies
    10-K Item 1: 'Galileo processes all transactions for ExtraCash, Dave Checking accounts, and Dave Debit Cards'

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

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About TrendMatrix. TrendMatrix is a publisher of general securities research and market commentary. We publish on a regular schedule. All content is the same for every subscriber in a tier — we do not provide personalized investment advice and we do not take into account any individual subscriber's financial situation, investment objectives, risk tolerance, tax situation, or holdings.

Not investment advice. TrendMatrix is not a registered investment adviser. Our content is for informational and educational purposes only. Consult your own licensed investment adviser, broker, or tax professional before making any investment decision.

Conflicts and positions. The TrendMatrix editorial team frequently holds personal long-term positions in securities discussed. We disclose positions held at the time of publication on each piece. We maintain a trading-window policy: we do not initiate or close positions in the same direction as a TrendMatrix publication within 24 hours before or 72 hours after publication.

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Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.

Methodology · Editorial policy & full disclaimer

Rating Breakdown

1 floor-breaker·2 ceiling hits

Technicals below the gate floor. Component breakdown shows what dragged the score down.static

Bollinger
0.4
Support Resistance
1.1
52w Position
9.2
GatesA.R:R -1.5=NEGATIVEMomentum 7.1>=5.5Insider activity: OKNo SEC red flagsNEWS BOOST ANALYST 0.70EARNINGS PROXIMITY 34d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARSuitability: Aggressive
RSI
82 · Overbought
20D MA 50D MA 200D MAGOLDEN CROSSSupport $246.00Resistance $404.44

Price Targets

$292
$314
$396
A.Upside+1.4%
A.R:R-1.5:1

Position Sizing

ConvictionHigh conviction
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! Target reached (-21.9% upside)
! Negative risk/reward — downside exceeds upside

Earnings

B
B
B
M
3/4 beats
Next Earnings2026-08-06 (34d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is DAVE stock a buy right now?

Wait for pullback to $313.97. BUY gates pass at $391.00, but concentration risk — Counterparty: Evolve Bank & Trust and concentration risk — Counterparty: Coastal Community Bank argue for a more patient entry. Engine's entry $313.97 (R/R-minimum solve) is the shallowest technical level that clears the 2:1 A.R:R minimum. Chart setup: No clear chart pattern; technical signals are mixed. Growth is cheap relative to earnings, but the technical setup has not yet produced a breakout above resistance (PEG 0.18, quality 8.8/10, growth 10.0/10). Target $396.35 (+1.4%), stop $291.99 (−33.9%), A.R:R -1.5:1. Score 6.5/10, moderate confidence.

What is the DAVE stock price target?

Take-profit target: $396.35 (+26.2% upside). Target $396.35 (+1.4%), stop $291.99 (−33.9%), A.R:R -1.5:1. Stop-loss: $291.99.

What are the risks of investing in DAVE?

Concentration risk — Counterparty: Evolve Bank & Trust; Concentration risk — Counterparty: Coastal Community Bank; Analyst target reached - limited upside remaining.

Is DAVE overvalued or undervalued?

Dave Inc. trades at a P/E of 24.9 (forward 18.7). TrendMatrix value score: 5.3/10. Verdict: Buy (Wait for Entry).

What do analysts say about DAVE?

18 analysts cover DAVE with a consensus score of 4.1/5. Average price target: $348.

What does Dave Inc. do?Dave Inc. is a U.S. neobank offering ExtraCash (up to $500 discretionary overdraft via bank partners), a fee-free Dave...

Dave Inc. is a U.S. neobank offering ExtraCash (up to $500 discretionary overdraft via bank partners), a fee-free Dave Checking account, and personal financial management tools to financially underserved Americans. Revenue comes from a mandatory 5% ExtraCash service fee, a $3/month membership fee, and merchant interchange on the Dave Debit Card.

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