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Dave Inc. (DAVE) Stock Analysis

Range Bound setup · Temp Headwind edge

Buy WaitVALUE-TRAP 1/5Moderate Confidence

Technology · Software - Application

Wait for pullback to $230.09. At $256.33 the A.R:R is 1.0:1 — below the 1.5:1 minimum for BUY_NOW. Engine's entry $230.09 (Default 5pct Sticky) is the shallowest technical level that clears the 2:1 A.R:R minimum. Key risks: Concentration risk — Supplier: Evolve and Coastal bank partners; Leverage penalty (D/E 1.3): -0.5.

Dave Inc. is a U.S.-focused neobank offering ExtraCash (overdraft up to $500 with no interest or credit check), fee-free demand deposit accounts, and financial management tools through a mobile app, serving 19M+ Members since inception. Revenue is earned via a mandatory 5%... Read more

$256.33+21.2% A.UpsideScore 6.8/10#1 of 98 Software - Application
QualityF-score8 / 9FCF yield2.50%
Entry $230.09(Default 5pct Sticky)Stop $194.97Target $295.04(analyst − 13%)A.R:R 1.0:1Setup A.R:R 3.0:1
Analyst target$339.13+32.3%8 analysts
$295.04our TP
$256.33price
$339.13mean
$365

Wait for pullback to $230.09. At $256.33 the A.R:R is 1.0:1 — below the 1.5:1 minimum for BUY_NOW. Engine's entry $230.09 (Default 5pct Sticky) is the shallowest technical level that clears the 2:1 A.R:R minimum. Key risks: Concentration risk — Supplier: Evolve and Coastal bank partners; Leverage penalty (D/E 1.3): -0.5. Chart setup: RSI 45 mid-range, Bollinger mid-band. Growth is cheap relative to earnings, but the chart hasn't confirmed yet (PEG 0.13, quality 8.8/10, growth 10.0/10). Score 6.8/10, moderate confidence.

Passes 4/6 gates (clean insider activity, no SEC red flags, earnings proximity 89d clear, semi cycle peak clear). Fails on weak momentum and favorable risk/reward ratio. Suitability: aggressive.

Thesis

Rewards
Strong earnings beat streak (3/4)
High-quality business
Attractive valuation
Risks
Concentration risk — Supplier: Evolve and Coastal bank partners
Leverage penalty (D/E 1.3): -0.5
Negative momentum

Key Metrics

P/E (TTM)16.5
P/E (Fwd)13.4
Mkt Cap$3.3B
EV/EBITDA15.5
Profit Mgn37.2%
ROE111.6%
Rev Growth46.7%
Beta
DividendNone
Rating analysts16

Quality Signals

Piotroski F8/9MoatWideCompounder

Options Flow

P/C1.31bearish
IV69%elevated

Concentration Risks(10-K Item 1A)

  • HIGHSupplierEvolve and Coastal bank partners
    10-K Item 1A: 'We rely on agreements with Evolve and Coastal, our two bank partners, to provide ExtraCash and other deposit accounts'

Material Events(8-K, last 90d)

  • 2026-03-02Item 5.02LOW
    Dave Inc. and CEO Jason Wilk amended his employment agreement on February 25, 2026, modifying severance terms for termination without cause outside change-of-control periods. No officer departure; compensatory arrangement modification only.
    SEC filing →

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

Rating Breakdown

1 floor-breaker·2 ceiling hits

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

Macd
0.0
Obv
1.0
Volume
2.0
Rsi
5.5
Ma Position
6.0
Volume distribution (falling OBV)Above 200-day MA
GatesMomentum 2.9<4.5A.R:R 1.0 < 1.5@spotInsider activity: OKNo SEC red flagsEARNINGS PROXIMITY 89d clearSEMI CYCLE PEAK CLEARRange BoundSuitability: Aggressive
RSI
45 · Neutral
20D MA 50D MA 200D MAGOLDEN CROSSSupport $183.19Resistance $287.69

Price Targets

$195
$230
$295
A.Upside+15.1%
A.R:R1.0:1
Setup A.R:R (at entry)3.0:1

Position Sizing

ConvictionHigh conviction
Suggested %0.6%
Max %1.1%
RegimeCautious

Risk Alerts

! Momentum score 2.9/10 — below 4.5 minimum
! Reward/Risk 1.0:1 at current price — below 1.5:1 minimum

Earnings

B
B
B
M
3/4 beats
Next Earnings2026-08-06 (89d)

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 $230.09. At $256.33 the A.R:R is 1.0:1 — below the 1.5:1 minimum for BUY_NOW. Engine's entry $230.09 (Default 5pct Sticky) is the shallowest technical level that clears the 2:1 A.R:R minimum. Key risks: Concentration risk — Supplier: Evolve and Coastal bank partners; Leverage penalty (D/E 1.3): -0.5. Chart setup: RSI 45 mid-range, Bollinger mid-band. Growth is cheap relative to earnings, but the chart hasn't confirmed yet (PEG 0.13, quality 8.8/10, growth 10.0/10). Target $295.04 (+15.1%), stop $194.97 (−31.5%), Setup A.R:R 3.0:1. Score 6.8/10, moderate confidence.

What is the DAVE stock price target?

Take-profit target: $295.04 (+21.2% upside). Target $295.04 (+15.1%), stop $194.97 (−31.5%), Setup A.R:R 3.0:1. Stop-loss: $194.97.

What are the risks of investing in DAVE?

Concentration risk — Supplier: Evolve and Coastal bank partners; Leverage penalty (D/E 1.3): -0.5; Negative momentum.

Is DAVE overvalued or undervalued?

Dave Inc. trades at a P/E of 16.5 (forward 13.4). TrendMatrix value score: 7.5/10. Verdict: Buy (Wait for Entry).

What do analysts say about DAVE?

16 analysts cover DAVE with a consensus score of 4.2/5. Average price target: $339.

What does Dave Inc. do?Dave Inc. is a U.S.-focused neobank offering ExtraCash (overdraft up to $500 with no interest or credit check),...

Dave Inc. is a U.S.-focused neobank offering ExtraCash (overdraft up to $500 with no interest or credit check), fee-free demand deposit accounts, and financial management tools through a mobile app, serving 19M+ Members since inception. Revenue is earned via a mandatory 5% overdraft fee, monthly membership fees, and interchange/ATM fees; over $22B in ExtraCash has been provided to date.

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