Toast, Inc.
TOST · Technology
$33.59
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Toast (TOST) Down 2.2% Since Last Earnings Report: Can It Rebound?
Toast (TOST) reported Q2 2026 earnings of 34 cents per share, beating consensus estimates of 32 cents, with revenues rising 23.1% year-over-year to $1.91 billion. The company added a record 9,500 net locations and raised its 2026 guidance for recurring gross profit and adjusted EBITDA. Despite strong fundamentals, the stock has underperformed the S&P 500 over the past month and carries a Zacks Rank #3 (Hold) rating with an aggregate VGM Score of A.
Is Toast a Good Buy Right Now?
Toast, a restaurant-technology company, shows improving fundamentals with strong Q2 earnings and raised EBITDA guidance, plus new AI investments and partnerships with Google and Adyen. However, insider selling and a still-elevated P/E ratio in the mid-40s remain concerns. The analyst is cautiously optimistic about long-term growth potential despite the stock's 44% decline since IPO.
Is Toast Stock a Bargain AI Play After Its Latest Revenue Surge?
Toast (TOST) stock has recovered from a 35% decline earlier in the year and now trades near breakeven. The restaurant software and payments company delivered strong Q2 results with 23% revenue growth to $1.91B, 25% ARR growth to $2.4B, and added a record 9,500 new locations. The company's AI-powered solutions, particularly Toast IQ Grow, are gaining traction and on track to become its fastest solution to reach $10M ARR. Trading at below 8x forward ARR multiple with consistent 20%+ growth, analysts view the stock as undervalued with significant upside potential.
Toast CEO Aman Narang Sells 138,000 Shares for $4.9 Million Amid Stock's 24% Dip
Toast CEO Aman Narang sold 138,052 shares for approximately $4.9 million on August 5-6, 2026, reducing his equity stake by 21%. The sale was pre-arranged through a Rule 10b5-1 trading plan established in March 2026 for charitable purposes, not a response to market conditions. Despite the stock's 24% decline over the past year, analysts view this as a non-concerning transaction given Narang's substantial remaining holdings of over 533,000 shares.
What Does Toast's Principal Accounting Officer Selling 35% of Her Directly-Held Company Shares Mean for Investors?
Toast's Principal Accounting Officer Rossana Niola sold 2,298 shares (35% of her direct holdings) on August 4, 2026, in a non-discretionary tax withholding event tied to RSU vesting. The sale is not considered a red flag as it's standard procedure for equity compensation. Niola retains 4,306 shares and over 46,000 RSUs, maintaining alignment with shareholders. The sale occurred following Toast's strong Q2 earnings with 22% year-over-year growth in new customer locations and diluted EPS of $0.26.