DAVE Dave Inc. Loading... : Investor Sentiment and Bull/Bear Views
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Price change since each call, adjusted for long/short direction. Results calculated:
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13:48
Sep 03
Sep 03
DAVE called pretty good fintech comp
DAVE is named as a “pretty good” fintech idea alongside a PGY long pitch, but the speaker gives no explicit long position or concrete catalyst of his own.
MED
11:28
Aug 17
Aug 17
A news wire reports a broad list of price target cuts across multiple sectors by various banks.
A news wire reports a broad list of price target cuts across multiple sectors by various banks, alongside several coverage initiations and resumptions with new price targets, all without expressing any personal market view.
20:00
Aug 07
Aug 07
Earned wage access is fastest growing fintech
Advanced wage access is the fastest growing industry within fintech and financial services, driven by consumers living payday to payday who need early wage access. Companies like Dave reported it as their fastest growing product, with annualized rates over 160% implying strong monetization tailwinds.
HIGH
19:31
Aug 06
Aug 06
Seeking Alpha highlights Dave's strong Q2 revenue growth and raised guidance but maintains.
Seeking Alpha highlights Dave's strong Q2 revenue growth and raised guidance but maintains a neutral HOLD rating due to rising marketing investments.
13:00
Jul 24
Jul 24
Dave and Sezzle no longer cheap.
Dave and Sezzle were AI-panic investments that rebounded over 100% from lows; at current prices he sees relatively little upside and more significant risk, so he sold both and does not consider them cheap.
MED
18:59
Jul 09
Jul 09
The author argues that companies don't need large scale to IPO.
The author argues that companies don't need large scale to IPO, citing three sub-$5bn examples as evidence that public markets work fine at smaller valuations.
LOW
10:27
Jun 17
Jun 17
The author is asking for investment info about DAVE but does not state a position.
The author is asking for investment info about DAVE but does not state a position or forward-looking view.
LOW
10:26
Jun 17
Jun 17
The author reminds others that Dave has a 100m cost basis and a 30x return.
The author reminds others that Dave has a 100m cost basis and a 30x return, implying a massive unrealized gain and bullish conviction.
18:45
May 29
May 29
Dave AI lending growing fast
Dave is an AI-driven lending platform targeting lower-credit consumers with short-term loans based on cash flow analysis, boasting very low default rates, rapid growth, and a new credit card product, with significant upside remaining even after a 50x run from $5 to $270.
HIGH
20:07
Jan 30
Jan 30
DAVE volatile but fundamentals improving
DAVE is highly volatile due to a tiny float, but revenue is growing about 50%, EPS about 200%, and its AI-driven micro-loan underwriting is improving credit quality even as the portfolio grows; he holds it and sees potential to run from about 163 to about 280 by mid-2026 if the market's credit fears prove unfounded.
HIGH
About DAVE Investor Commentary
Across the available history and selected sources, Buzzberg tracks DAVE (Dave Inc.) across 9 sources: 4 bullish vs 0 bearish calls from 9 authors. Historical directional balance: 36% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 11 total trade ideas tracked. Latest voices: mkfilko, DeItaone, Meredith Whitney.