Toast, Inc.(TOST)Earnings, Financials & Key RatiosToast, Inc. (TOST) stock price & volume — 10-year historical chart
Investment Thesis • Updated 2026Q1
the company's transition to GAAP profitability, highlighted by a 127.5% year-over-year EPS growth in 2026Q1, justifies a constructive outlook despite the inherent volatility of transaction-based revenue.
Toast, Inc. (TOST) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Toast, Inc. (TOST) EPS & revenue vs analyst estimates — last 4 quarters
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 7, 2026 | $0.29vs $0.27+6.2% | $1.6Bvs $1.6B-0.2% |
| Q1 2026 | Feb 12, 2026 | $0.23vs $0.24-3.8% | $1.6Bvs $1.6B+0.9% |
| Q4 2025 | Nov 4, 2025 | $0.25vs $0.24+4.4% | $1.6Bvs $1.6B+2.9% |
| Q3 2025 | Aug 5, 2025 | $0.24vs $0.23+6.6% | $1.6Bvs $1.5B+1.6% |
Recent stock market news and headlines for Toast, Inc. (TOST)
Toast's POS-first, modular platform lets restaurants add more tools over time, boosting revenue per location. Investors should watch location growth, module adoption, and retention as key drivers of Toast's durable revenue.
Toast (TOST) is looking like an interesting pick from a technical perspective, as the company reached a key level of support. Recently, TOST crossed above the 20-day moving average, suggesting a short-term bullish trend.
After reaching an important support level, Toast (TOST) could be a good stock pick from a technical perspective. TOST surpassed resistance at the 50-day moving average, suggesting a short-term bullish trend.
Toast (TOST) has declined 32% since my last bullish thesis. I acknowledge the bull case has not played out as expected in recent months. Recent performance challenges the prior investment thesis and warrants reassessment.
Toast Inc (NYSE:TOST) shares are trading higher Wednesday morning following news that the company is moving up in the index world. Here's what investors need to know.
Key metrics vs top competitors for Toast, Inc. (TOST)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $29.48 | $17.1B | 52.64 | 24.05% | 5.56% | 18.64% | — | |
| $11.15 | $1.78B | 20.65 | 2.56% | 22.33% | 14.36% | — | |
| $18.54 | $764.7M | -8.87 | 30.16% | -16.04% | -9.11% | — | |
| $5.25 | $808.18M | -29.17 | 5.23% | -5.17% | -5.93% | — | |
| $10.63 | $1.46B | -10.32 | 13.95% | -11.79% | -9.59% | — | |
| $51.38 | $3.55B | 47.57 | 25.5% | 2.29% | 5.13% | — |
Toast, Inc. (TOST) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Toast, Inc. (TOST) SEC filings — annual & quarterly reports (10-K, 10-Q)
May 7, 2026·SEC
Feb 12, 2026·SEC
Jan 15, 2026·SEC
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Toast, Inc. (TOST) stock FAQ — growth, dividends, profitability & financials explained
Toast, Inc. (TOST) reported $6.45B in revenue for fiscal year 2025. This represents a 869% increase from $665.0M in 2019.
Toast, Inc. (TOST) grew revenue by 24.1% over the past year. This is strong growth.
Yes, Toast, Inc. (TOST) is profitable, generating $412.0M in net income for fiscal year 2025 (5.6% net margin).
Toast, Inc. (TOST) has a return on equity (ROE) of 18.6%. This is reasonable for most industries.
Toast, Inc. (TOST) generated $654.0M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
