Jul. 26 at 2:03 PM
$DAVE is approaching a major catalyst: Q2 earnings on August 5. After delivering 47% revenue growth and 57% adjusted EBITDA growth in Q1, expectations are already high. ExtraCash remains the core growth engine, while funding through Coastal Community Bank could improve scalability and capital efficiency.
The key question is no longer simply whether Dave can grow. Investors will be watching credit performance, margins and whether management raises guidance again. With the stock above
$400, even strong results may not be enough if expectations have moved higher.
$SOFI remains a useful comparison: a broader fintech platform, but currently showing slower earnings growth and trading at a higher P/E multiple.
Not financial advice. Do your own research.
