Added to YB: 2025-08-12
Pitch date: 2025-08-10
TOST [neutral]
Toast, Inc.
-19.47%
current return
Author Info
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Company Info
Toast, Inc. operates a cloud-based digital technology platform for the restaurant industry in the United States, Ireland, India, and internationally.
Market Cap
$21.1B
Pitch Price
$43.20
Price Target
N/A
Dividend
N/A
EV/EBITDA
59.66
P/E
84.24
EV/Sales
3.29
Sector
Financial Services
Category
growth
Toast Q2 2025
TOST (earnings update): Q2 strong with ARR +31%, adj EBITDA +35% YoY to $161M (35% margin); raised FY guide to $575M EBITDA (+12% from start of year). 148k locations (+23.3%), 93bps take rate (+9.5%). Bulls note 2-3x faster growth vs peers & TAM expansion (retail, Australia, enterprise). Shares dropped on forecasted Q3/Q4 sequential EBITDA decline from growth investments.
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