TOST Toast, Inc.
Price Chart
Executive Summary
Toast reported Q1 2026 results with diluted EPS of $0.20, 25% above the $0.16 consensus, and revenue of $1.63B in line with estimates. The company raised its full-year 2026 guidance (Non-GAAP subscription/Finserv gross profit growth to 21%-23% from 20%-22%, Adjusted EBITDA to $790M-$810M from $775M-$795M), reflecting accelerating momentum from 26% ARR growth and 22% location growth.
Key Financial Metrics
Actionable Insight
The strong beat and raised guidance reinforce Toast's growth trajectory; watch for continued location additions and ARR acceleration. Consider adding long exposure ahead of Q2 2026 results.
Key Facts
- GAAP diluted EPS $0.20 vs consensus $0.16 (+25% beat)
- Total revenue $1.63B in line with consensus, up 22% YoY
- ARR grew 26% YoY to $2.2B as of March 31, 2026
- Full-year 2026 guidance raised: subscription/Finserv gross profit growth to 21%-23% (from 20%-22%), Adjusted EBITDA to $790M-$810M
- Operating cash flow $132M, free cash flow $115M in Q1 2026
Financial Impact
EPS beat of $0.04 vs consensus, 25% positive surprise; guidance raised by ~2% for full-year Adjusted EBITDA midpoint
Risk Factors
- Macroeconomic slowdown impacting restaurant/hospitality spending
- Increased competition from legacy POS providers or new entrants
- Execution risk on enterprise market expansion (drive-thru, retail)
Market Snapshot
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001650164-26-000113 |
| Document: tost-20260507.htm | 0001650164-26-000113 |
| Document: 0001650164-26-000113-index-headers.html | 0001650164-26-000113 |
| Document: 0001650164-26-000113-index.html | 0001650164-26-000113 |
| Document: 0001650164-26-000113.txt | 0001650164-26-000113 |
| 8-K Data (Synthetic) | 0001650164-26-000113 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
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May 29, 2026
11d ago
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144
| $27.74 $24.64 | ▼ −11.18% | ▼ −8.43% | $24.10 (−13.12%) |
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May 7, 2026
4w ago
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8-K
| $25.05 $23.07 | ▼ −7.90% | ▼ −9.37% | $24.10 (−3.79%) |
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Apr 2, 2026
9w ago
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Insider Cluster
| $26.47 $25.40 | ▲ +4.04% | ▲ +7.66% | $24.10 (+8.95%) |
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Feb 28, 2026
14w ago
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Institutional Cluster
| $27.57 $29.49 | ▲ +6.96% | ▲ +8.17% | $24.10 (−12.59%) |
US Market Status
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