Added to YB: 2026-05-12
Pitch date: 2026-05-08
TOST [neutral]
Toast, Inc.
-4.35%
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
$14.5B
Pitch Price
$25.29
Price Target
N/A
Dividend
N/A
EV/EBITDA
30.40
P/E
37.62
EV/Sales
1.98
Sector
Financial Services
Category
growth
Toast Q1 2026: It's fine
TOST (earnings): Q1 added 7k net locations (+1k YoY), total 171k (+22% YoY), beating all WS models. Total ARR $2.15B (+32%), SaaS ARPL +4.8%, FinTech rate +2bps to 0.61%. Gross margin expanded 160bps QoQ to 27.4%. Net income $126M (+100% YoY). FY guide: $790-810M EBITDA, $2.29-2.32B sub+FinTech GP. Down 17% past year, now 25x 2026 EPS—reasonable for 20%+ location growth, faster ARR expansion, outpacing all competitors.
Read full article (3 min)