Added to YB: 2026-08-10
Pitch date: 2026-08-06
TOST [neutral]
Toast, Inc.
-1.09%
current return
Author Info
No bio for this author
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
$20.1B
Pitch Price
$34.86
Price Target
88.00 (+155%)
Dividend
N/A
EV/EBITDA
37.69
P/E
44.26
EV/Sales
2.70
Sector
Financial Services
Category
growth
Toast 2Q26 Earnings: The Operating System Gets Paid
TOST (earnings): Q2 beat on rev, GP, EBITDA, GPV; added record 9,500 net locations (~180K base), recurring GP $595M, take rate 98bps (+5 YoY) via adoption not pricing. AI Grow fastest to $10M ARR but no unit economics disclosed. FCF fell to $130M on inventory build. Stock -1.3% despite beat as guidance raise ($805-825M) lagged. From ~$32, FY28 base case $45-57 (55%); bull $72-88, bear $22-28.
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