Key Takeaways Dave posted 62% revenue growth and a 92% y/y jump in adjusted net income in Q4'25.DAVE's CashAI v5.5 improved credit metrics, cutting past due rates despite user growth.PATH grew Q4'26 revenues 14%, driven by AI agents and enterprise automation demand.Both Dave Inc. (DAVE) and UiPath, Inc. (PATH) are disruptive, software-backed platforms utilizing technology to challenge traditional industries. While Dave addresses the digital-first banking in the consumer finance space, UiPath is a game-chang ...

I focus on producing objective, data-driven research, mostly about small- to mid-cap companies, as these tend to be overlooked by many investors. From time to time, though, I also look at large-cap names, just to give a fuller sense of the broader equity markets.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I ...

We recently compiled a list of the 11 Technology Stocks with Insider Buying in 2026. Dave Inc. (NASDAQ:DAVE) is one of the stocks with insider buying on this list. TheFly reported on March 3 that Lake Street increased its price target for DAVE to $326 from $308 while keeping a Buy rating on the stock. The firm highlights more than $200 million in additional liquidity and an increased $300 million share repurchase program in Q4 earnings and 2026 forecast as proof of a better valuation. According to Lake St ...

Core Viewpoint - Dave & Buster's Entertainment, Inc. will report its financial results for the fourth quarter and fiscal year ended February 3, 2026, on March 31, 2026, after market close [1] Group 1: Financial Reporting - The financial results announcement is scheduled for March 31, 2026, at market close [1] - A conference call to discuss these results will take place on the same day at 4:00 p.m. Central Time [2] - Participants can access the conference call via a toll-free number or through a live and archived webcast on the company's website [2] Group 2: Company Overview - Dave & Buster's operates 243 venues in North America, including 179 Dave & Buster's stores and 64 Main Event stores [3] - The company offers a combination of dining and entertainment experiences, allowing guests to "Eat Drink Play and Watch" [3] - Dave & Buster's is also in early-stage growth internationally, with four franchise stores currently open [3]

Core Insights - Dave Inc. (DAVE) shows potential as a strong investment due to significant revisions in earnings estimates, indicating an improving earnings outlook [1][10] Earnings Estimate Revisions - Analysts have become increasingly optimistic about Dave Inc.'s earnings prospects, leading to a rising trend in estimate revisions, which typically correlates with stock price movements [2] - For the current quarter, the earnings estimate is $2.87 per share, reflecting a 15.7% increase from the previous year [7] - The consensus estimate for the full year is $14.56 per share, representing a year-over-year increase of 10.5%, with three estimates moving up and one down in the past month [8] Zacks Rank and Performance - Dave Inc. has achieved a Zacks Rank 1 (Strong Buy), which is associated with a strong historical performance, with Zacks 1 stocks averaging a 25% annual return since 2008 [3][9] - The positive estimate revisions have contributed to a 19.6% gain in the stock price over the past four weeks, suggesting strong investor interest [10]

Core Viewpoint - Dave Inc. (DAVE) has shown a significant price increase of 19.6% over the past four weeks, with analysts projecting a mean price target of $313.78, indicating a potential upside of 48% from the current price of $212.02 [1] Price Targets and Analyst Estimates - The mean estimate consists of nine short-term price targets with a standard deviation of $24.03, where the lowest estimate is $280.00 (32.1% increase) and the highest is $347.00 (63.7% increase) [2] - A low standard deviation suggests a strong agreement among analysts regarding the stock's price movement, which can serve as a starting point for further research [9] Earnings Estimates and Analyst Agreement - There is a growing optimism among analysts about DAVE's earnings prospects, as indicated by a positive trend in earnings estimate revisions, which correlates with potential stock price increases [11] - Over the last 30 days, three earnings estimates have been revised upward, resulting in a 7% increase in the Zacks Consensus Estimate [12] Zacks Rank and Investment Potential - DAVE holds a Zacks Rank 1 (Strong Buy), placing it in the top 5% of over 4,000 ranked stocks based on earnings estimate factors, indicating strong potential for upside in the near term [13]

Andrea Mitchell, a member of the Board of Directors at Dave Inc. (DAVE 0.39%), reported the sale of 30,000 shares of Common Stock in multiple open-market transactions on March 5 and March 6, 2026, according to the SEC Form 4 filing.Transaction summaryMetricValueShares sold (direct)30,000Transaction value$6.4 millionPost-transaction shares (direct)6,509Post-transaction value (direct ownership)~$1.41 millionTransaction value based on SEC Form 4 weighted average purchase price ($213.03).Key questionsHow does t ...

Core Insights - Findell Capital Management disclosed a purchase of 32,000 shares of Dave (NASDAQ:DAVE) valued at approximately $6.88 million, reflecting a strategic increase in its investment position [1][2] Company Overview - Dave reported a total revenue of $554.2 million and a net income of $195.9 million for the trailing twelve months (TTM) [4] - The current share price of Dave is $218.56, which has increased significantly over the past year [4] Business Model - Dave utilizes a digital platform to offer a range of financial products aimed at users seeking more control and flexibility compared to traditional banking [6] - The company focuses on technology-enabled services that cater to everyday financial needs, emphasizing a digital-first strategy [9] Financial Performance - In 2025, Dave's revenue grew by 60% year-over-year, reaching $554.2 million, while net income increased to $195.9 million [10] - For the fourth quarter, revenue rose 62% year-over-year to $163.7 million, and adjusted EBITDA surged 118% to $72.9 million [10] Customer Metrics - The number of monthly transacting members reached 2.93 million, indicating strong user engagement [11] - The ExtraCash lending product generated $2.2 billion in originations during the quarter, showcasing the platform's growth potential [11] Investment Position - Dave accounts for 4.9% of Findell Capital Management's reportable equity AUM as of December 31, 2025, indicating a significant but not overly concentrated investment [8][12] - The fund's valuation for its Dave stake increased by $7.92 million, reflecting both share purchases and price movements [2]

Industry Overview - The technology services industry is mature with strong demand for services, leading to growth in 2025. The global shift towards digitization presents opportunities in markets such as 5G, blockchain, and artificial intelligence (AI) [1] - Companies are rapidly adopting generative AI, machine learning (ML), blockchain, and data science to gain a competitive edge, driven by elevated demand for enterprise software that enhances productivity and decision-making [2] Current Challenges - The technology services sector has experienced a loss of momentum in 2026 due to macroeconomic concerns and geopolitical conflicts. Despite these challenges, a focus has been placed on three small-sized technology services stocks with favorable Zacks Ranks that have delivered double-digit returns year to date [3] Company Highlights TTEC Holdings Inc. - TTEC Holdings is a customer experience technology and services company, operating through TTEC Digital and TTEC Engage segments, focusing on customer engagement solutions [7][8] - Expected revenue growth rate is -5% and earnings growth rate is 9.1% for the current year, with a 5.3% improvement in the Zacks Consensus Estimate for earnings over the last 30 days [9] Dave Inc. - Dave provides banking apps and personal financial management tools, including budgeting tools and discretionary overdraft services [11][12] - Expected revenue growth rate is 25.4% and earnings growth rate is 9.9% for the current year, with a 3% improvement in the Zacks Consensus Estimate for earnings over the last seven days [12] LiveRamp Holdings Inc. - LiveRamp operates as a marketing technology company, offering data foundation, digital transformation, and consumer engagement services [13][14] - Expected revenue growth rate is 8.6% and earnings growth rate is 31.8% for the next year, with a 0.4% improvement in the Zacks Consensus Estimate for earnings over the last 30 days [14]

Market Overview - Geopolitical tensions, particularly around Iran and the Strait of Hormuz, have heightened market alertness, leading to increased oil prices and pressure on equities. However, historical trends indicate that such regional conflicts typically result in temporary market fluctuations rather than long-term damage [1][2] - The broader economic landscape remains stable, with inflation easing from previous highs and policymakers actively monitoring price trends and the labor market. Measures such as releasing oil reserves have been implemented to alleviate supply concerns, contributing to market stability [2] Investment Opportunities - In a volatile market, stocks that demonstrate relative price strength can indicate investor confidence and present attractive investment opportunities. Companies such as TechnipFMC plc, GigaCloud Technology, Dave Inc., and Eni S.p.A. are highlighted as potential candidates for investment [3][4] - TechnipFMC plc has seen a significant price increase of 142.9% over the past year, with an expected EPS growth rate of 18.8% over the next three to five years, outperforming the industry growth rate of 12.8% [10][11] - GigaCloud Technology has achieved a remarkable 205.4% increase in share price over the past year, consistently beating earnings estimates with an average surprise of 64.5% [12][13] - Dave Inc. has experienced a 173% increase in share price, with a Zacks Consensus Estimate indicating a 9.9% growth in earnings for 2026 [14][15] - Eni S.p.A. has gained nearly 67% in share price over the past year, with a market capitalization of approximately $82 billion and a projected 10.3% year-over-year growth in earnings [15][16] Screening Parameters - The investment screening process includes criteria such as positive relative price changes over various time frames, positive current-quarter estimate revisions, and a minimum stock price of $5 with adequate trading volume [8][9] - Stocks with a VGM Score of A or B, combined with a Zacks Rank of 1 or 2, are considered to have the best upside potential [10]