Dave Inc. (DAVE) — Research Snapshot as of 2026-09-25

Recent Catalysts (last ~1–3 months)

Q2 2026 earnings (reported ~August 5, 2026). Dave posted revenue of ~US$170.8 million, up about 30% year-over-year (versus US$131.76 million a year earlier), and raised its full-year 2026 GAAP operating revenue guidance to US$725–US$735 million [1][4][11]. Analysts highlighted a record 951,000 gross customer addition and monthly transacting members of 3.08 million (up 17% YoY) [4]. Dave also completed a buyback of 992,232 shares for US$205.85 million [1].