TOST · Toast, Inc.
Price & Indicators
Up next
AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →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 BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted EBITDA non-GAAP | $221M | Q2 2026 | — |
|
|
|||
| Annualized recurring run-rate (ARR) | 2.4B | as of June 30, 2026 | — |
| Free Cash Flow non-GAAP | $130M | Q2 2026 | — |
|
|
|||
GAAP → non-GAAP reconciliationGAAP Net cash provided by operating activities $144M
-$14M Capital expenditures
= Free cash flow $130M
|
|||
| Gross Payment Volume (GPV) | 60.7B | Q2 2026 | — |
| Net new Locations | 9,500 | second quarter | — |
|
|
|||
| Non-GAAP subscription services and financial technology solutions gross profit non-GAAP | $595M | Q2 2026 | — |
|
|
|||
| Subscription services and financial technology solutions gross profit | $585M | Q2 2026 | — |
|
|
|||
| Total Locations | 180,000 | as of June 30, 2026 | — |
|
|
|||
| Net locations added | 30,000 | Full Year 2025 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Software - Infrastructure — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
TOST
this stock
Toast, Inc.
|
$19.69B | -2.1% | +24.1% | — | 5.9% |
|
MSFT
Microsoft Corp
|
$3.66T | +2.4% | +6.9% | 27.4 | 1.1% |
|
ORCL
Oracle Corp
|
$441.52B | -22.8% | +17.3% | 26.3 | 1.7% |
|
PLTR
Palantir Technologies Inc.
|
$411.02B | -2.1% | +56.2% | 146.2 | 2.8% |
|
PANW
Palo Alto Networks Inc
|
$315.41B | +108.6% | +29.0% | 317.2 | 2.6% |
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 | +0.8% | +15.5% | +38.6% | +7.7% | -2.1% |
| SPY | +0.4% | +4.5% | +13.8% | +3.9% | +13.9% |
| vs SPY | +0.4% | +11.1% | +24.8% | +3.8% | -16.0% |
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.