TOST · Toast, Inc.
Price & Indicators
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Metrics snapshot
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AI Brief
Q2 FY26 earnings call · Aug 4, 2026TL;DR. Toast raised full-year guidance for non-GAAP subscription/fintech gross profit and Adjusted EBITDA while reporting record Q2 net location adds of 9,500 and 25% ARR growth to $2.4B, though CFO warned hardware/memory costs will pressure margins more in 2027 than 2026.
- + Raised full-year 2026 Adjusted EBITDA outlook to $805–$825M from $790–$810M
- + Raised full-year 2026 non-GAAP subscription/fintech gross profit outlook to $2,325–$2,355M (23–25% growth, up from 21–23%)
- + Added a record 9,500 net new locations in Q2, up from prior watermark of 8,500
- + ARR grew 25% to $2.4B as of June 30, 2026
- + Repurchased 19M shares for $486M YTD through June 30, 2026
- − Hardware/memory cost P&L impact in 2027 expected to be greater than 2026
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Software - Infrastructure — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
TOST
this stock
Toast, Inc.
|
$17.69B | -14.2% | +24.1% | 36.4 | 5.5% |
|
MSFT
Microsoft Corp
|
$3.83T | +5.2% | +6.9% | 28.8 | 0.9% |
|
PLTR
Palantir Technologies Inc.
|
$455.79B | +5.2% | +56.2% | 162.1 | 2.5% |
|
ORCL
Oracle Corp
|
$414.55B | -29.3% | +17.3% | 21.5 | 1.7% |
|
PANW
Palo Alto Networks Inc
|
$306.54B | +110.9% | +29.0% | — | 2.7% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| TOST | +2.7% | -10.7% | +16.2% | -10.7% | -14.2% |
| SPY | -1.2% | -0.4% | +13.1% | -0.4% | +12.1% |
| vs SPY | +3.9% | -10.3% | +3.2% | -10.3% | -26.3% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.