DAVE Earnings
Thursday, May 07 2026
EPS Estimate
$3.07
$2.37 – $3.51
Revenue Estimate
$152M
Current Price
$267.37
Our Position
bullishHedge Fund Bullish on Dave's AI Lending
est. revisions rising
(+5.3pp / 30d)
Jackson's bullish stance leverages his track record of successful calls, signaling potential for parabolic growth in Dave's mid-cap fintech niche powered by AI credit underwriting innovations.
Watch: Watch Dave's upcoming Q1 2026 earnings for updates on receivables management and credit loss provisions post balance sheet move.
Data Signal Summary
0 bullish
2 bearish
Insider selling cluster
Price downtrend
Key Context
Insider Activity
selling
Price Trend
downtrend
From 52w High
0.0%
P/E Ratio
19.7
Est. Revisions (30d)
-0.7% 0up/3dn
Analyst Target (mean)
$321 $290–$347 +20%
Options P/C Ratio
0.97
Est. Dispersion
37% 9 analysts
Insider Cluster
strong sell (officer)
Fund Convergence
strong Renaissance, Citadel, D.E. Shaw, Two Sigma
Recent Activity
insider trades
57 transactions
Award
·
BEILMAN KYLE (Chief Operating Officer)
·47,982 shares
Award
·
WILK JASON (Chief Executive Officer)
·104,641 shares
Sell
·
MITCHELL ANDREA SANDLER (Director)
·30,000 shares
·$6,390,901
Sell
·
POPE MICHAEL W (Director)
·544 shares
·$88,128
Exercise
·
BEILMAN KYLE (Chief Operating Officer)
·5,000 shares
·$7,100
52 more
Sell
·
KHAN IMRAN
·36,378 shr
·$7,255,860
Sell
·
KHAN IMRAN
·1,146 shr
·$233,778
Sell
·
KHAN IMRAN
·41,412 shr
·$7,995,333
Sell
·
KHAN IMRAN
·18,835 shr
·$3,709,407
Sell
·
BEILMAN KYLE
·3,495 shr
·$712,176
Sell
·
WILK JASON
·7,393 shr
·$1,506,472
Sell
·
BEILMAN KYLE
·59,541 shr
·$13,698,378
Sell
·
WILK JASON
·81,693 shr
·$18,812,564
Other
·
WILK JASON
·81,693 shr
Sell
·
KHAN IMRAN
·40,565 shr
·$8,696,744
Sell
·
KHAN IMRAN
·8,535 shr
·$1,858,043
Sell
·
KHAN IMRAN
·50,900 shr
·$11,214,211
Sell
·
BEILMAN KYLE
·10,459 shr
·$2,405,756
Sell
·
WILK JASON
·18,307 shr
·$4,210,793
Other
·
WILK JASON
·18,307 shr
Sell
·
ROZOV YADIN
·4,726 shr
·$1,077,816
Sell
·
BEILMAN KYLE
·3,571 shr
·$712,157
Sell
·
WILK JASON
·7,557 shr
·$1,506,894
Sell
·
ROZOV YADIN
·14,660 shr
·$2,925,322
Award
·
BEILMAN KYLE
·3,240 shr
Sell
·
POPE MICHAEL W
·15,000 shr
·$3,237,242
Sell
·
KHAN IMRAN
·80,965 shr
·$17,095,210
Sell
·
KHAN IMRAN
·19,035 shr
·$4,132,016
Sell
·
BEILMAN KYLE
·35,372 shr
·$7,455,098
Sell
·
WILK JASON
·180,181 shr
·$38,134,828
Other
·
WILK JASON
·100,000 shr
Sell
·
MITCHELL ANDREA SANDLER
·2,361 shr
·$543,264
Other
·
ROZOV YADIN
·2,200 shr
Sell
·
PRESTON DAN
·2,361 shr
·$491,017
Sell
·
ROZOV YADIN
·5,500 shr
·$1,138,147
Award
·
POPE MICHAEL W
·1,105 shr
Award
·
PRESTON DAN
·1,105 shr
Award
·
MITCHELL ANDREA SANDLER
·1,105 shr
Award
·
ROZOV YADIN
·1,105 shr
Award
·
BEILMAN KYLE
·15,755 shr
Award
·
WILK JASON
·36,670 shr
Award
·
BEILMAN KYLE
·30,227 shr
Award
·
WILK JASON
·72,540 shr
Sell
·
PRESTON DAN
·16,635 shr
·$1,596,960
Sell
·
PRESTON DAN
·12,125 shr
·$923,354
Exercise
·
PRESTON DAN
·12,125 shr
·$11,446
Sell
·
POPE MICHAEL W
·15,702 shr
·$564,101
Sell
·
PRESTON DAN
·14,770 shr
·$595,436
Award
·
POPE MICHAEL W
·4,726 shr
Award
·
PRESTON DAN
·4,726 shr
Buy
·
BEILMAN KYLE
·850 shr
·$32,020
Award
·
MITCHELL ANDREA SANDLER
·4,726 shr
Award
·
ROZOV YADIN
·4,726 shr
Sell
·
SECTION 32, LLC
·110,000 shr
·$5,379,000
Sell
·
SECTION 32, LLC
·450,000 shr
·$22,005,000
Award
·
BEILMAN KYLE
·60,449 shr
Award
·
WILK JASON
·145,078 shr
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