Dave

Q3 FY2026 EarningsQ3 FY26 results significantly beat consensus expectations across the board, with revenue of $197.7M vs. $191.8M expected and Adjusted EBITDA of $81.5M vs. $69.6M EBIT consensus. Growth was driven by a 31% YoY revenue acceleration and a record 1.14M new member acquisitions. Management raised FY26 guidance for revenue, Adjusted EBITDA, and Adjusted EPS, signaling strong momentum in unit economics and credit performance, with 28-day past due rates falling below 2.00% in September.