For the third quarter of 2026, analysts anticipate Dave Inc will report consensus revenue of $122.4 million and earnings per share of $3.91, while the current stock price of $85.50 remains significantly below the average analyst price target of $110.00.

Investors are primarily focused on the growth of Monthly Active Users (MAU), which is expected to reach 2.45 million for the Q3 2026 reporting period according to consensus estimates.

The company has benefited from the aggressive expansion of its ExtraCash product and significantly improved credit underwriting models. Market participants are watching for whether Dave can maintain its recent trajectory of GAAP profitability while scaling its membership base in an increasingly competitive fintech landscape.