Dave Shares Up 17.2% Pre-Q4 on 63% Q3 Revenue Growth

DAVEDAVE

Dave reported Q3 revenues of $150.7 million, up 63% year-over-year, exceeding analysts’ revenue and EPS estimates, while equities have risen 17.2% over the past month. For Q4, the market forecasts 60.9% revenue growth year-over-year, and analysts maintain an average price target of $300.11.

1. Q3 Performance Review

Dave delivered a standout quarter with revenues of $150.7 million, marking a 63% increase from the prior year. The company beat both revenue and EPS estimates, continuing its streak of outperforming Wall Street forecasts.

2. Q4 Expectations & Analyst Outlook

Analysts project Q4 revenue growth of 60.9% year-over-year, a significant acceleration from the 37.9% pace a year earlier. Coverage remains steady, with analysts maintaining an average price target of $300.11 heading into the earnings release.

3. Peer Comparison and Stock Movement

In the personal loan segment, Sezzle posted 32.2% revenue growth and SoFi delivered 37%, with respective stock moves of +35.3% and -9.4% after results. Over the past month, the sector is down 7.1% on average while Dave’s shares have climbed 17.2%.

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