Reiterating My Buy Rating On Toast: In A 'SaaSpocalypse' It's A Winner
A solid Q4 and FYE 2025. EPS in the Q beat by $0.04, and revenue was in line. FYE showed +24% revenue growth, EPS of $0.56 vs. $0.03 (2024). Even with rapid top-line growth, TOST has consistently grown margins: gross margins are up 190 bp Y/Y, and operating margins are up over 400 bp Y/Y. TOST BOD's added $500 million to its share repurchase program as FCF/share almost doubled from $0.52/sh (2024) to $1.00/sh (2025).
Toast, Inc. (TOST) is Attracting Investor Attention: Here is What You Should Know
Toast (TOST) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Toast: A Good House In A Bad Neighborhood
Toast delivered strong FY25 results with 24% revenue growth, significant GAAP profitability, and robust free cash flow. TOST's valuation appears stretched on trailing metrics but is reasonable on forward PEG and EV/Sales, reflecting its scalable earnings profile. Key risks include the potential impact of the Credit Card Competition Act, which could pressure transaction fees and require costly infrastructure updates.
Toast, Inc. (TOST) Q4 2025 Earnings Call Transcript
Toast, Inc. (TOST) Q4 2025 Earnings Call Transcript
Toast (TOST) Reports Q4 Earnings: What Key Metrics Have to Say
The headline numbers for Toast (TOST) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Toast (TOST) Q4 Earnings Lag Estimates
Toast (TOST) came out with quarterly earnings of $0.23 per share, missing the Zacks Consensus Estimate of $0.24 per share. This compares to earnings of $0.05 per share a year ago.
Toast Is Not A Horse: Why This SaaS Stock Could Outrun The AI Panic
Toast is being irrationally punished amid broad software sector selling driven by AI disruption fears. TOST's expanding margins, 30% ARR growth, and rising take rate highlight robust financial health and a widening competitive moat. The company leverages deep industry integration, high customer switching costs, and proactive AI adoption to defend its market position.
Brokers Suggest Investing in Toast (TOST): Read This Before Placing a Bet
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
Countdown to Toast (TOST) Q4 Earnings: A Look at Estimates Beyond Revenue and EPS
Beyond analysts' top-and-bottom-line estimates for Toast (TOST), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended December 2025.
Toast Nears Q4 Earnings Release: Here's What Investors Need to Know
TOST heads into Q4 2025 earnings with strong ARR, AI adoption and a new Uber partnership, even as tariff costs and bad debt temper expectations.
Toast (TOST) Exceeds Market Returns: Some Facts to Consider
In the closing of the recent trading day, Toast (TOST) stood at $27.73, denoting a +2.51% move from the preceding trading day.
Toast, Inc. (TOST) Is a Trending Stock: Facts to Know Before Betting on It
Zacks.com users have recently been watching Toast (TOST) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
