Toast, Inc.
Toast (TOST) reported 23% revenue growth to $1.91B and 92.5% net income rise to $154M in Q2. Despite strong performance, its stock is down 11% YTD. Expansion into new markets like gas stations may drive future growth. The company aims to increase valuation multiples with consistent growth and diversification.
Toast (TOST) reported Q2 revenue of $1.91B, up 23%, with net income of $154M. The payments business drove $360M in gross profit, while subscription services had higher margins. Hardware and services had negative gross margins. The company uses payments to attract customers for higher-margin services.
Toast (TOST), a digital restaurant platform, added 9,500 new locations in Q2 2026, a 22% increase, totaling 180,000. It reports strong sales growth and turned net income positive last year. Toast integrates AI into its SaaS platform, enhancing value. The stock is down 9% this year but trades at 41x trailing earnings and 19x forward earnings.
Over the past 7 days, AlphAI's AI scored 4 news stories mentioning TOST (Toast, Inc.). Coverage has skewed bullish: 2 bullish, 2 neutral, and 0 bearish.
Recent TOST coverage spans financial news, earnings and regulation.
In the last 30 days, TOST insiders filed 4 SEC Form 4 transactions — no purchases and 4 sales ($4.1M). The most active reporter was Vassil Jonathan, Chief Revenue Officer, with 4 filings. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.
No immediate price impact; commentary may influence perception but lacks fresh catalyst.
Strong earnings beat expectations, driven by payments business, may support short-term upside.
Expansion may support revenue growth but no immediate catalyst.
Earnings miss drives short-term downside pressure.
Minor downgrade may modestly affect price.
AlphAI scores every news story that mentions TOST with an AI model for sentiment and relevance, and aggregates insider trades from Toast, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Toast (TOST) reported 23% revenue growth to $1.91B and 92.5% net income rise to $154M in Q2. Despite strong performance, its stock is down 11% YTD. Expansion into new markets like gas stations may drive future growth. The company aims to increase valuation multiples with consistent growth and diversification.
2 min readToast (TOST) reported Q2 revenue of $1.91B, up 23%, with net income of $154M. The payments business drove $360M in gross profit, while subscription services had higher margins. Hardware and services had negative gross margins. The company uses payments to attract customers for higher-margin services.
2 min readToast (TOST), a digital restaurant platform, added 9,500 new locations in Q2 2026, a 22% increase, totaling 180,000. It reports strong sales growth and turned net income positive last year. Toast integrates AI into its SaaS platform, enhancing value. The stock is down 9% this year but trades at 41x trailing earnings and 19x forward earnings.
2 min readToast Inc. (TOST) shares fell 6% post-earnings, missing Q4 profit estimates ($0.17 EPS vs. $0.24 expected) despite a 22% revenue increase to $1.63B. The company added new restaurant clients and launched Toast IQ, an AI assistant. Shares are down 26% YTD, with a market cap of $13.5B. Retail sentiment is mixed, with some calling the stock overvalued.
2 min readMajor indices closed lower Tuesday due to war tensions and rising oil prices. The 30-year Treasury yield hit 5.27%, its highest since 2007, while Brent Crude surged 5% to $95. Analysts initiated coverage on Ally Financial (Strong Buy, $55 target) and GLOBAL FOUNDRIES (Buy, $60 target), among others.
3 min readAnalysts updated ratings and price targets for several companies. GitLab (GTLB) was upgraded to market perform, Dell (DELL) raised to $617, DocuSign (DOCU) to $75, and Palo Alto Networks (PANW) to $420. Others saw downgrades or target reductions, including Toast (TOST) and PG&E (PCG).
2 min readAcme Revival has sued Toast, Owl Labs, and Blackmagic Design, alleging they violated Colorado's right-to-repair law by withholding repair materials. The lawsuits seek access to parts, schematics, and tools for independent repairs. Toast declined to comment, while Owl Labs and Blackmagic did not respond. The cases could set precedents for right-to-repair enforcement.
6 min readVassil Jonathan (Chief Revenue Officer) sold 85,280 shares of Toast, Inc. (TOST) at $36.34 ($3.10M total) on 2026-08-21 under a Rule 10b5-1 trading plan.
1 min readToast's Chief Revenue Officer Jonathan Vassil sold 13,931 shares for $501,655 on August 19, 2026, exercising options at $17.33-$17.38 and selling at $36.01. He retains 154,235 shares. Toast reported Q2 revenue of $1.9B, up 22% YoY, with net income of $154M. Analysts forecast a stock price rise, with 13 Buy, 8 Hold, and 0 Sell ratings.
2 min readCNBC's 'Final Trades' featured picks from investment professionals. Cognex (NASDAQ:CGNX) reported better-than-expected Q2 earnings and strong Q3 guidance. Intuit (NASDAQ:INTU) is set to release Q4 earnings on Aug. 25, with analysts expecting $3.59 EPS. Toast (NYSE:TOST) posted upbeat Q2 results and surged to a new YTD high.
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