TOST

Reddit Inc. (RDDT) came out with quarterly earnings of $1.25 per share, beating the Zacks Consensus Estimate of $0.99 per share. This compares to earnings of $0.45 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +26.26%. A quarter ago, it was expected that this company would post earnings of $0.62 per share when it actually produced earnings of $1.01, delivering a surprise of +62.9%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Reddit Inc., which belongs to the Zacks Internet - Software industry, posted revenues of $804.91 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 8.20%. This compares to year-ago revenues of $499.63 million. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Reddit Inc. shares have lost about 22.6% since the beginning of the year versus the S&P 500's gain of 6.9%. While Reddit Inc. has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Reddit Inc. was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) s...

Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Toast (TOST) is back in focus after the company scheduled its second quarter 2026 results for August 4, with investors watching how the print might line up with recent expectations. The stock recently closed lower by 1.56% on a day when the broader market gained, which puts extra attention on this earnings release and the follow up conference call as a fresh read on Toast’s fundamentals. See our latest analysis for Toast. Despite the recent 1-day share price decline of 1.56% to US$30.37, Toast’s 30-day share price return of 23.15% points to short term momentum. However, the year to date share price return and 1-year total shareholder return, down 10.73% and 36.24% respectively, reflect a weaker longer term picture compared with its 3-year total shareholder return of 33.20%. If Toast’s earnings call has you rethinking where growth might come from next, it could be a good moment to scan 62 profitable AI stocks that aren't just burning cash. After a 23.15% move over the past month but weaker returns over the past year, the real question for Toast now is whether recent optimism still leaves meaningful upside on the table or if most of the repricing is already in the stock. With Toast shares at $30.37 and the most followed fair value estimate at $33.88, the narrative suggests some value gap ahead of the Q2 report. Read the complete narrative. Want to see what kind of revenue curve and margin profile underpin that fair value for Toast? The narrative leans on compounding software and fintech monetization, along with a richer earnings mix that assumes customers keep adopting more of the platform over time. Result: Fair Value of $33.88 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, Toast’s story can change quickly if rising sales and marketing costs, or tougher competition from players like DoorDash, squeeze margins and slow customer wins. Find out about the key risks to this Toast narrative. The narrative and analyst targets suggest Toast is about 10.4% undervalued, but the P/E story is very different. At 42.7x earnings versus a fair ratio of 22.6x, the stock trades at a steep premium to both the US Diversified Financial industry at 15.1x an...

BOSTON, July 21, 2026--(BUSINESS WIRE)--Toast (NYSE: TOST), the global technology platform built for restaurant and retail businesses, will release financial results for the second quarter ended June 30, 2026 following the close of the U.S. markets on Tuesday, August 4, 2026. Toast will host a conference call to discuss its results at 5:00 p.m. Eastern Time the same day. The news release with financial results and a link to the conference call will be accessible at the Toast investor relations website: https://investors.toasttab.com. A replay of the conference call will also be available on Toast’s investor relations website. About Toast Toast [NYSE: TOST] is a global technology platform built for restaurant and retail businesses. From the busiest local restaurants and shops to large hospitality brands, Toast helps owners and operators manage their businesses more efficiently, drive guest demand, and build lasting success. Toast integrates software, agentic AI, payments, financial technology solutions, and hardware with a broad partner ecosystem. Powering billions of purchases throughout local commerce, Toast delivers the precision and innovation required for modern restaurant and retail environments. For more information, visit www.toasttab.com. TOST-FIN View source version on businesswire.com: https://www.businesswire.com/news/home/20260721590000/en/ Contacts Media: [email protected] Investors: [email protected]

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Toast (TOST) has drawn attention after reporting annual revenue of US$6.45b and net income of US$412m. This has prompted investors to reassess the restaurant software and payments provider’s recent share price performance. See our latest analysis for Toast. The stock’s recent momentum has been weak, with the share price down 22.15% over the past 30 days and the 1-year total shareholder return falling 49.32%. However, the 3-year total shareholder return remains positive at 6.29%. If Toast’s pullback has you considering where else growth and risk are being reassessed in payments and software, it can be helpful to scan 18 top founder-led companies With revenue at US$6.45b, net income of US$412m and the share price sharply weaker over the past year, you have to ask: is Toast now trading below its potential, or is the market already pricing in future growth? Toast’s most followed valuation narrative pegs fair value at $36.36, well above the last close at $22.64. This frames the current weakness very differently to the recent share price slide. Read the complete narrative. Curious what sits behind that fair value gap? The narrative leans heavily on faster revenue growth, rising margins and a premium earnings multiple. The exact mix might surprise you. Result: Fair Value of $36.36 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this depends on Toast keeping hardware costs and tariffs contained and avoiding a prolonged drag from softer restaurant spending that could limit transaction-driven revenue. Find out about the key risks to this Toast narrative. While the narrative and fair value work suggest upside, Toast’s current P/E of 31.9x sits well above the US Diversified Financial industry at 17.6x and above peers at 28.2x and the fair ratio of 20.8x. That premium points to valuation risk if sentiment turns. It is worth stress testing those assumptions against how the market has priced similar companies over time, then asking whether Toast’s business quality justifies paying so far above the fair ratio today, or whether patience might offer a different entry point.See what the numbers say about this price — find out in our valuation breakdown. If the mixed signals in Toast...

Toast’s first quarter results for 2026 met Wall Street’s revenue expectations. Management attributed the quarter’s performance to continued adoption of its AI-powered Toast IQ platform, robust growth in new verticals like retail and international markets, and an expanding enterprise customer base. CEO Aman Narang cited the company’s “vertically integrated platform across software, hardware and fintech” as a key differentiator, while also acknowledging the operational costs associated with scaling hardware and absorbing higher tariffs. Is now the time to buy TOST? Find out in our full research report (it’s free). Revenue: $1.63 billion vs analyst estimates of $1.63 billion (21.9% year-on-year growth, in line) Adjusted EPS: $0.29 vs analyst estimates of $0.27 (6.7% beat) Adjusted Operating Income: $179 million vs analyst estimates of $158.5 million (11% margin, 13% beat) EBITDA guidance for the full year is $800 million at the midpoint, above analyst estimates of $793.6 million Operating Margin: 6.7%, up from 3.2% in the same quarter last year Annual Recurring Revenue: $2.15 billion vs analyst estimates of $2.15 billion (25.6% year-on-year growth, in line) Billings: $1.64 billion at quarter end, up 22.4% year on year Market Capitalization: $12.94 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Stephen Sheldon (William Blair) asked about the differentiation of Toast’s hardware solutions in enabling AI-driven customer experiences. CEO Aman Narang explained that vertical integration between hardware and software accelerates product innovation and enhances guest interactions, citing recent advances in handheld devices and AI-supported features. Samad Samana (Jefferies) questioned the potential for usage-based pricing models with Toast IQ. Narang responded that the company is actively exploring new pricing strategies aligned with AI product adoption and pointed to early success with Toast IQ Grow’s value-based approach. Josh Baer (Morgan Stanley) pressed on balancing growth investment with margin expansion. CFO Elena Gomez outlined that capital allocation decisions are guided by customer demand signals and long-ter...

Toast, Inc. (NYSE:TOST) is one of the Best 52-Week Low Stocks to Buy According to Hedge Funds. Toast, Inc. (NYSE:TOST) announced its Q1 2026 earnings report on May 8. The company reported a revenue of $1.63 billion, matching the Wall Street consensus. Management believes the company is off to a good start, with gross profit streams up 27%, driven by 7,000 new net location additions. The company not only raised its outlook but also saw positive analyst sentiment after earnings. On May 12, Jason Kupferberg, an analyst at Wells Fargo, reiterated a Buy rating on Toast, Inc. (NYSE:TOST) and assigned a price target of $36. The price target suggests a further 61% upside from the current levels. Going forward, the company expects total subscription and fintech gross profits to grow 22% to 24% year over year. For the full year 2026, the company has raised its revenue guidance to 21%-23%. On a positive note, the company is making plans to improve and grow over the next 5 to 10 years. The software company believes it can maintain its 40% EBITDA margin. Toast, Inc. (NYSE:TOST) is an American company that offers financial technology solutions and restaurant management software. It provides a cloud-based, all-in-one digital technology platform designed for the restaurant industry, offering software and financial technology solutions that help restaurants across the point of sale, payments, operations, digital ordering and delivery, marketing and loyalty, and team management. While we acknowledge the potential of TOST as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 7 Best Data Center GPU-as-a-Service Stocks To Buy and 9 Stocks Big Short’s Michael Burry Is Betting On . Disclosure: None. Follow Insider Monkey on Google News.

Toast (TOST) reported $1.63 billion in revenue for the quarter ended March 2026, representing a year-over-year increase of 21.9%. EPS of $0.29 for the same period compares to $0.20 a year ago. The reported revenue compares to the Zacks Consensus Estimate of $1.63 billion, representing a surprise of +0.1%. The company delivered an EPS surprise of +4.81%, with the consensus EPS estimate being $0.28. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance. As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately. Here is how Toast performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Gross Payment Volume (GPV): $51.30 billion versus $50.96 billion estimated by three analysts on average. Subscription Annualized Recurring Run-Rate: $1.13 billion compared to the $1.11 billion average estimate based on three analysts. Locations: 171,000 versus the three-analyst average estimate of 170,227. Payments Annualized Recurring Run-Rate: $1.03 billion compared to the $1.01 billion average estimate based on two analysts. Total Annualized Recurring Run-Rate (ARR): $2.15 billion versus the two-analyst average estimate of $2.12 billion. Revenue- Financial technology solutions: $1.32 billion versus $1.31 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +22.3% change. Revenue- Subscription services: $268 million versus the three-analyst average estimate of $264.59 million. The reported number represents a year-over-year change of +28.2%. Revenue- Hardware and professional services: $39 million versus the three-analyst average estimate of $47.92 million. The reported number represents a year-over-year change of -15.2%. Subscription services gross profit- Non-GAAP: $217 million versus the three-analyst average estimate of $209.61 million. Financial technology solutions gross profit- Non-GAAP: $312 million compared to the $306.24 million average estimate based on three analysts. Hardware and professio...

Toast (TOST) reported Q1 earnings late Thursday of $0.20 per diluted share, up from $0.09 a year ear

Image source: The Motley Fool. Thursday, May 7, 2026 at 5 p.m. ET Chief Executive Officer — Aman Narang Chief Financial Officer — Elena Gomez Senior Vice President of Finance — Michael Senno Operator: Afternoon. My name is Krista, and I will be your conference operator today. At this time, I would like to welcome everyone to Toast, Inc. First Quarter 2026 Earnings Conference Call. Today's call will be 45 minutes. I will now turn the call over to Michael Senno, Senior Vice President of Finance. You may begin your conference. Michael Senno: Thank you. Welcome to Toast, Inc. First Quarter 2026 Earnings Call. Toast, Inc. CEO, Aman Narang, and CFO, Elena Gomez, will open with prepared remarks. Followed by Q&A. Before we start, I would like to remind everyone that today's call may include forward-looking statements which are subject to risks and uncertainties and reflect our views and assumptions only as of today. These forward-looking statements include expectations around financial and operational metrics, business and investment strategy, and guidance. Actual results may vary significantly and we expressly disclaim any obligation to update the forward-looking statements made today. For a detailed discussion of risks, please refer to the cautionary language in today's press release and our SEC filings. During this call, we will discuss certain non-GAAP measures, including, but not limited to, non-GAAP subscription services gross profit and non-GAAP financial technology solutions gross profit which we refer to collectively as our recurring gross profit streams. These are the basis for our top-line guidance. These non-GAAP measures are not intended to be a substitute for our GAAP results. Please refer to our earnings release and SEC filings for detailed reconciliations of these non-GAAP measures to the most comparable GAAP measures. Unless otherwise stated, all references on this call to cost of revenue, gross profit and gross margin, sales and marketing expense, research and development expense, and general and administrative expense are on a non-GAAP basis. With that, let me turn the call over to Aman. Aman Narang: Thanks, Michael. And thank you, everybody, for joining us today. 2026 is off to a strong start. In Q1, we grew recurring gross profit streams 27% and expanded GAAP operating income margins to 21%. We added 7 thousand net locations and are broadening w...

Restaurant technology platform Toast (NYSE:TOST) met Wall Street’s revenue expectations in Q1 CY2026, with sales up 21.9% year on year to $1.63 billion. Its GAAP profit of $0.20 per share was 28.6% above analysts’ consensus estimates. Is now the time to buy Toast? Find out in our full research report. Revenue: $1.63 billion vs analyst estimates of $1.63 billion (21.9% year-on-year growth, in line) EPS (GAAP): $0.20 vs analyst estimates of $0.16 (28.6% beat) Adjusted Operating Income: $164 million vs analyst estimates of $158.5 million (10.1% margin, 3.5% beat) EBITDA guidance for the full year is $800 million at the midpoint, above analyst estimates of $793.6 million Operating Margin: 6.7%, up from 3.2% in the same quarter last year Free Cash Flow Margin: 7.1%, down from 10.9% in the previous quarter Annual Recurring Revenue: $2.15 billion vs analyst estimates of $2.15 billion (25.6% year-on-year growth, in line) Billings: $1.63 billion at quarter end, up 22.3% year on year Market Capitalization: $16.41 billion Born from the frustrations of three friends waiting too long for their restaurant bill, Toast (NYSE:TOST) provides a cloud-based digital technology platform with software, payment processing, and hardware solutions built specifically for restaurants. A company’s long-term sales performance can indicate its overall quality. Any business can put up a good quarter or two, but the best consistently grow over the long haul. Thankfully, Toast’s 48.1% annualized revenue growth over the last five years was incredible. Its growth beat the average software company and shows its offerings resonate with customers, a helpful starting point for our analysis. We at StockStory place the most emphasis on long-term growth, but within software, a half-decade historical view may miss recent innovations or disruptive industry trends. Toast’s annualized revenue growth of 25.1% over the last two years is below its five-year trend, but we still think the results suggest healthy demand. This quarter, Toast’s year-on-year revenue growth of 21.9% was excellent, and its $1.63 billion of revenue was in line with Wall Street’s estimates. Looking ahead, sell-side analysts expect revenue to grow 20.1% over the next 12 months, a deceleration versus the last two years. Still, this projection is commendable and indicates the market sees success for its products and services. ALSO WORTH...

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. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +4.81%. A quarter ago, it was expected that this restaurant software provider would post earnings of $0.24 per share when it actually produced earnings of $0.23, delivering a surprise of -4.17%. Over the last four quarters, the company has surpassed consensus EPS estimates two times. Toast, which belongs to the Zacks Internet - Software industry, posted revenues of $1.63 billion for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 0.10%. This compares to year-ago revenues of $1.34 billion. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Toast shares have lost about 20.3% since the beginning of the year versus the S&P 500's gain of 7.6%. While Toast has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Toast was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. It...

BOSTON (AP) — BOSTON (AP) — Toast Inc. (TOST) on Thursday reported first-quarter profit of $126 million. On a per-share basis, the Boston-based company said it had profit of 20 cents. Earnings, adjusted for one-time gains and costs, were 29 cents per share. The results topped Wall Street expectations. The average estimate of three analysts surveyed by Zacks Investment Research was for earnings of 28 cents per share. The restaurant software provider posted revenue of $1.63 billion in the period, which met Street forecasts. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on TOST at https://www.zacks.com/ap/TOST