US · Technology · Software - Infrastructure
EPS came in at 0.26 against a street estimate of 0.23 — a beat of 13.0%.
Analysts rate Toast Inc a buy (20 buy, 10 hold, 0 sell out of 30) with an average price target of $38.92.
CONFIDENT Toast delivered record 9,500 location adds, 28% recurring gross profit growth, and 26% operating margins. Toast IQ Grow (AI marketing agent) tracking fastest-growth product ever to $10M ARR. New TAMs approaching $200M ARR. Raising FY26 guidance. Q2 2026 Call emphasized expansion across geographies (UK, international) and venue types (hotels via Best Western, stadiums/sports venues, gas stations) rather than geographic regions. Analysts pressed on Toast IQ Grow's margin profile and handholding requirements; management confirmed positive margins already, leveraging AI + human review. Questioned capital allocation and hardware cost; Narang/Gomez clarified most investments are by choice (core, new TAMs, AI), with hardware expected to normalize post-cycle. Sought prioritization of ROI; emphasis on core + retail scale + selective enterprise opportunities. 2026-08-04…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 8.43% |
| FMR Inc | 5.80% |
| Capital Research & Mgmt Co - Division 3 | 4.63% |
| Vanguard Portfolio Management, LLC | 3.82% |
| Vanguard Capital Management, LLC | 3.79% |
| State Street Corp | 2.92% |
| JPMorgan Chase & Co | 2.91% |
| Principal Financial Group Inc | 2.62% |
| Document | Date |
|---|---|
| Board / officer change · Q3 2026 OTHER NOTABLE POINTS • Toast’s Chief Revenue Officer, Jonathan Vassil, will step down effective December 31, 2026. • The company stated that his dep | 2026-10-01 |
| Quarterly report · Q2 2026 TOAST, INC. – Q2 2026 FORM 10-Q SUMMARY HEADLINE NUMBERS • Total Revenue (6M 2026): $3,538 million vs. $2,887 million (6M 2025) — growth of 22% • Ne | 2026-08-05 |
| Results announced · Q3 2026 TOAST, INC. – Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • ARR (Annualized Recurring Run-Rate): $2.4 billion, up 25% year-over-year • Total Locations | 2026-08-04 |
| Shareholder vote results · Q2 2026 TOAST, INC. - FORM 8-K SUMMARY Date of Report: June 12, 2026 --- HEADLINE NUMBERS • Annual stockholder meeting held June 12, 2026 via live audio we | 2026-06-15 |
| Quarterly report · Q1 2026 TOAST, INC. — Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Total Revenue (Q1 2026): $1,630 million, up 22% year-over-year from $1,337 million (Q1 2025) • | 2026-05-08 |
| Results announced · Q2 2026 TOAST Q1 2026 FINANCIAL RESULTS SUMMARY HEADLINE NUMBERS • Annualized Recurring Run-Rate (ARR): $2.2 billion, up 26% year-over-year • Net income: $1 | 2026-05-07 |
| Proxy statement · Q2 2026 TOAST, INC. PROXY STATEMENT SUMMARY WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1 (Director Election): Elect three Class II directors—Kent Bennett, S | 2026-04-23 |
| Annual report FY2025 TOAST, INC. (TOST) - 10-K SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Market Capitalization: Approximately $23 billion (as of June 30, 2025, bas | 2026-02-18 |
Readable in the app.
| Announcement | Date |
|---|---|
| Board approves $500 million increase to share repurchase program Toast, Inc. announced its Q4 2025 and full-year 2025 financial results on February 12, 2026. While the specific financial metrics are referenced in an attached press release not included in | 2026-02-12 |
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Open in the appGoogle PlayApp StoreData updated 2026-10-19.