Toast, Inc.
Toast (NYSE: TOST) shares rebounded after a 35% early-year drop, following Q2 results. Revenue rose 23% to $1.91B, subscription revenue 28% to $290M, and fintech revenue 23%. ARR increased 25% to $2.4B. EPS doubled to $0.26, and adjusted EBITDA rose 31% to $211M. Toast raised 2026 guidance.
Goldman Sachs highlighted several stocks as buy ideas after their 2Q earnings, including Loar Holdings, Toast, MasTec, Quanta Services, and Stubhub. For Loar, it cited 2026 revenue, EBITDA and EPS guidance above consensus. For MasTec, Goldman cut its price target to $409 but kept a Buy. For Stubhub, it reiterated a Buy and 12-month PT of $16.
The article argues that AI durability may favor software firms that connect data to real-world execution, highlighting Palantir, ServiceNow, and Toast. It cites Palantir revenue of $1.93B and EPS 41c, ServiceNow Q2 revenue $3.99B and AI ACV over $1B, and Toast annualized recurring run-rate $2.4B and 9,500 net locations.
Over the past 7 days, alphai's AI scored 7 news stories mentioning TOST (Toast, Inc.). Coverage has skewed bullish: 5 bullish, 2 neutral, and 0 bearish.
Recent TOST coverage spans financial news, earnings and sector analysis.
In the last 30 days, TOST insiders filed 14 SEC Form 4 transactions — no purchases and 14 sales ($12.7M). The most active reporter was Gomez Elena, President, CFO, with 5 filings. 93% of those filings were made under pre-arranged Rule 10b5-1 plans.
Raised 2026 subscription services and fintech gross profit plus adjusted EBITDA guidance supports a bullish re-rate thesis, but the article is still promotional and lacks new incremental disclosures beyond the reported results.
Risk-reward is framed as positive due to improved visibility on customer acquisition costs and better Toast IQ Grow subscriptions.
Reported operating momentum in restaurant software and payments context can support bullish positioning, but the article is not a fresh disclosure beyond the quarter metrics.
Routine 10b5-1 insider selling reduces insider exposure but is not, by itself, a fundamental negative signal.
Toast’s US payments expansion with Adyen may improve processing reliability and settlement speed for its large merchant base, supporting retention and platform stickiness.
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 (NYSE: TOST) shares rebounded after a 35% early-year drop, following Q2 results. Revenue rose 23% to $1.91B, subscription revenue 28% to $290M, and fintech revenue 23%. ARR increased 25% to $2.4B. EPS doubled to $0.26, and adjusted EBITDA rose 31% to $211M. Toast raised 2026 guidance.
6 min readGoldman Sachs highlighted several stocks as buy ideas after their 2Q earnings, including Loar Holdings, Toast, MasTec, Quanta Services, and Stubhub. For Loar, it cited 2026 revenue, EBITDA and EPS guidance above consensus. For MasTec, Goldman cut its price target to $409 but kept a Buy. For Stubhub, it reiterated a Buy and 12-month PT of $16.
5 min readThe article argues that AI durability may favor software firms that connect data to real-world execution, highlighting Palantir, ServiceNow, and Toast. It cites Palantir revenue of $1.93B and EPS 41c, ServiceNow Q2 revenue $3.99B and AI ACV over $1B, and Toast annualized recurring run-rate $2.4B and 9,500 net locations.
7 min readNarang Aman (CEO) sold 161,948 indirectly-held shares of Toast, Inc. (TOST) at an average of $35.31 ($35.13–$35.38, $5.72M total) across 2 trades over 2026-08-07 to 2026-08-10 under a Rule 10b5-1 trading plan.
1 min readAdyen expanded its payments partnership with Toast into the United States, extending a relationship covering Ireland, the UK, Canada and Australia since 2021. Toast said it processed over $215 billion in gross payment volume in the 12 months to June 2026 across about 180,000 locations. The deal aims to support Toast’s US payments setup and integrated merchant services.
3 min readToast, Inc. (NYSE:TOST) CFO Elena Gomez sold 17,076 shares of Class A stock on Aug. 5-6 for about $602,441, per an SEC Form 4. The sale was executed under a Rule 10b5-1 trading plan adopted Dec. 12, 2025. After the trades, she directly held about 168,074 shares, valued at about $5.8 million at the Aug. 6 close ($34.72).
4 min readToast, Inc. (TOST) insider Jonathan Vassil, chief revenue officer, sold 4,700 shares on Aug. 5 via a same-day exercise and sell of options under a Rule 10b5-1 plan. The weighted average sale price was $36.02 versus an Aug. 5 close of $34.80. Afterward, he held about 154,235 shares plus ~500,000 derivatives.
3 min readToast (TOST) shares rebounded after an early-year drop, following Q2 results. Revenue rose 23% to $1.91B, subscription revenue grew 28% to $290M, and GPV increased 22% to $60.7B. ARR rose 25% to $2.4B. Toast raised 2026 guidance for subscription and fintech gross profit to $2.325B-$2.355B.
6 min readToast (NYSE:TOST) reported Q2 SaaS ARR up 27% and subscription gross profit up 32%, with SaaS gross margin up about 240 bps. Payments ARR rose 23% and fintech gross profit rose 26%. Total take rate was 98 bps. Toast highlighted Toast IQ Grow, expects new-market ARR near $200M, raised 2026 outlook, and guided Q3 adjusted EBITDA of $210M-$220M.
6 min readToast (TOST) shares rose in focus after it expanded integration with Google for AI-powered food ordering in Google Maps and added BWH Hotels as a point-of-sale option. The stock last traded at $34.48, with 30-day return of 17.6% and 90-day return of 42.54%. Simply Wall St cites a consensus fair value of $34.73 and analyst targets from $24 to $45.
6 min read
