The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
Toast, Inc. (TOST) Q1 2026 Earnings Call Transcript
While the top- and bottom-line numbers for Toast (TOST) give a sense of how the business performed in the quarter ended March 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Toast (TOST) came out with quarterly earnings of $0.29 per share, beating the Zacks Consensus Estimate of $0.28 per share. This compares to earnings of $0.2 per share a year ago.
Looking beyond Wall Street's top-and-bottom-line estimate forecasts for Toast (TOST), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended March 2026.
Toast (TOST) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Toast (TOST) closed at $28.65 in the latest trading session, marking a -1.34% move from the prior day.
Abacus FCF Advisors LLC decreased its position in Toast, Inc. (NYSE: TOST) by 56.6% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 153,730 shares of the company's stock after selling 200,542 shares during the quarter. Abacus FCF Advisors LLC's holdings in Toast
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
Toast offers a compelling risk/reward profile as a resilient mid-cap growth compounder currently trading at a significant discount. TOST's 2025 metrics show 22% location growth to 164,000, 24% revenue growth to $6.15B, and 26% ARR growth to $2.05B, highlighting robust operating momentum. AI integration, expanding enterprise wins, and a shift toward higher-margin software/fintech services are strengthening TOST's competitive moat and long-term economics.
This fintech-as-a-service company, launched simply to help you open a tab at your local bar, has now captured as much as 20% of the restaurants in the United States.
Toast is evolving into a combined POS, fintech, and hardware platform, delivering robust growth across revenue, GPV, and ARR. TOST posted 24% annual revenue growth, $608M in free cash flow, and added a record 30,000 net new locations, including international expansion. Vertical integration across POS, payments, inventory, and payroll increases cross-sell potential and customer stickiness, supported by new partnerships and AI initiatives.