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Toast, Inc. · NYSE · Technology
Browse public TOST signals with their source context and measured market impact. Open any signal for its permanent analysis page.
Toast posted a Q2 beat with EPS of $0.26 and revenue of $1.908B, topping estimates. The stock fell 0.3% to $33.70 pre-market as analysts raised price targets to $39 (Piper Sandler) and $45 (Needham). The results support growth momentum and could drive near-term upside on continued execution.
View signal analysisToast is set to join the S&P MidCap 400 effective July 1, replacing TopBuild, a move likely to attract index funds and boost near-term demand for TOST shares. While the news sparked a rally, the stock remains technically challenged, trading above the 20-day average but below the 50- and 200-day moving averages, needing a sustained move above 28 to gain conviction.
View signal analysisTOST achieved a significant milestone with a 26% growth in ARR, now exceeding $2 billion by December 31, 2025. Additionally, the company reported a healthy 22% year-over-year increase in Gross Payment Volume, reaching $51.4 billion, underscoring strong operational momentum.
View signal analysisJ.P. Morgan upgraded Toast to Overweight with a $43 price target. PayPal and Fiserv were downgraded to Neutral due to growth concerns. Investors are encouraged to focus on companies with strong fundamentals for 2026. Toast is recognized for its strong brand affinity in the restaurant sector. Payment stocks are on track for their worst year since the Great Recession.
View signal analysisToast, Inc. beat earnings estimates with 16 cents per share reported. Quarterly revenue reached $1.63 billion, exceeding analyst forecasts. Annual recurring revenue (ARR) grew 30%, surpassing $2 billion. 7,500 new locations added in Q3 2025, totaling 156,000 globally. TOST stock rose by 7.53% after the earnings announcement.
View signal analysisToast's revenue growth outpaces Block, at 39% versus 13%. This indicates a stronger growth trajectory. Toast's operating cash flow margin is 9%, higher than Block's 5.6%. This suggests better profitability. Toast has a healthier balance sheet with a debt-to-equity ratio under 1%. This enhances financial stability. The company expects to grow to 200,000 locations by 2026, boosting revenue. This strong expansion is promising. Risks include competition and economic downturns affecting tech spending. Investors should consider potential volatility.
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