DAVE Dave Inc.

bullish SHIFT track record → $267.37 +16.66 (+6.7%)
Get emailed when DAVE changes direction
Mkt Cap $4B P/E 19.7 fwd 15.3 52wk $81.51 - $286.45 Earnings 2026-05-07 1h ago
Insider selling: $198,301,406 sold by 8 insiders (30d)
Est. revisions: -0.7%
Factor Model (net -1.4)

Factor Model

net -1.4 3.8 / 10
Est. Revisions
-0.0
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
-1.0
Narrative Gap
+0.0

Hedge Fund Bullish on Dave's AI Lending

Watch: Watch Dave's upcoming Q1 2026 earnings for updates on receivables management and credit loss provisions post balance sheet move.

Eric Jackson, a hedge fund manager who called Carvana's 100x move, is bullish on Dave, highlighting its AI-powered ExtraCash product offering advances up to $500 for a flat fee with no interest. Dave uses a proprietary AI underwriting model called CashAI analyzing multiple cash flow metrics. The company is shifting $200 million of receivables to reduce credit risk and duration exposure.

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.

Evidence

2h ago The Hedge Fund Manager Who Called Carvana's 100x Move Thinks This Mid-Cap Fintech Could Be the Next Parabolic Stock yahoo-finance
7d ago Insider sell by KHAN IMRAN (DAVE): $11,214,211
7d ago Insider sell by KHAN IMRAN (DAVE): $17,095,210
7d ago Insider sell by WILK JASON (DAVE): $38,134,828
7d ago Insider sell by SECTION 32, LLC (DAVE): $22,005,000
7d ago Insider buy by BEILMAN KYLE (DAVE): $32,020
7d ago Insider sell by WILK JASON (DAVE): $18,812,564
7d ago Insider sell by BEILMAN KYLE (DAVE): $13,698,378
3 older signals
36d ago Is Dave Stock a Buy or Sell After a Director Dumped 30,000 Shares Worth $6.4 Million?
42d ago Dave Conference: Record $73M EBITDA, $2.2B Q4 Originations, $300M Buyback and Pay-in-4 Plans
47d ago Dave Announces Pricing of $175 Million 0% Convertible Notes
Fundamentals & Data ▾
Dave Inc. Technology · Software - Application
Mkt Cap
$4B
P/E
19.7 fwd 15.3
Beta
3.82
52w Range
$81.51 - $286.45
Short Interest
1.3M 11.33%
Days to Cover
1.9 +11%
Technicals downtrend
from 52w Hi
0.0%
1w return
+37.0%
Insiders
selling 0B / 14S
EPS Estimate
$3.07 -0.7% 30d 0up / 3dn
Est. Dispersion
37% 9 analysts
Analyst Target
$321 $290 - $347
Options P/C
0.97
Insider Cluster
strong sell 1B / 8S (officer)
Fund Convergence
strong Renaissance, Citadel, D.E. Shaw, Two Sigma
Financials
Revenue
$164M +62% YoY
FCF
$92M
Gross Margin
88%
Op Margin
39%
Momentum: decelerating
Top Holders
Renaissance $111M
Citadel $85M
D.E. Shaw $42M
Two Sigma $2M
Recent Filings & Data
insider trade 57
net selling · $198,301,406 sold · $32,020 bought
8 insiders · 57 transactions (30d)
Recent transactions
BEILMAN KYLE · award
WILK JASON · award
MITCHELL ANDREA SANDLER · sell · $6,390,901
POPE MICHAEL W · sell · $88,128
BEILMAN KYLE · exercise · $7,100
KHAN IMRAN · sell · $7,255,860
KHAN IMRAN · sell · $233,778
KHAN IMRAN · sell · $7,995,333
KHAN IMRAN · sell · $3,709,407
BEILMAN KYLE · sell · $712,176
WILK JASON · sell · $1,506,472
BEILMAN KYLE · sell · $13,698,378
WILK JASON · sell · $18,812,564
WILK JASON · other
KHAN IMRAN · sell · $8,696,744
KHAN IMRAN · sell · $1,858,043
KHAN IMRAN · sell · $11,214,211
BEILMAN KYLE · sell · $2,405,756
WILK JASON · sell · $4,210,793
WILK JASON · other
ROZOV YADIN · sell · $1,077,816
BEILMAN KYLE · sell · $712,157
WILK JASON · sell · $1,506,894
ROZOV YADIN · sell · $2,925,322
BEILMAN KYLE · award
POPE MICHAEL W · sell · $3,237,242
KHAN IMRAN · sell · $17,095,210
KHAN IMRAN · sell · $4,132,016
BEILMAN KYLE · sell · $7,455,098
WILK JASON · sell · $38,134,828
WILK JASON · other
MITCHELL ANDREA SANDLER · sell · $543,264
ROZOV YADIN · other
PRESTON DAN · sell · $491,017
ROZOV YADIN · sell · $1,138,147
POPE MICHAEL W · award
PRESTON DAN · award
MITCHELL ANDREA SANDLER · award
ROZOV YADIN · award
BEILMAN KYLE · award
WILK JASON · award
BEILMAN KYLE · award
WILK JASON · award
PRESTON DAN · sell · $1,596,960
PRESTON DAN · sell · $923,354
PRESTON DAN · exercise · $11,446
POPE MICHAEL W · sell · $564,101
PRESTON DAN · sell · $595,436
POPE MICHAEL W · award
PRESTON DAN · award
BEILMAN KYLE · buy · $32,020
MITCHELL ANDREA SANDLER · award
ROZOV YADIN · award
SECTION 32, LLC · sell · $5,379,000
SECTION 32, LLC · sell · $22,005,000
BEILMAN KYLE · award
WILK JASON · award
11 signals · latest 2h ago

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