Zacks Investment Research·Sep 16, 2026
Why Toast (TOST) is a Top Growth Stock for the Long-TermThe Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
Toast's accelerating revenue growth (23.1% YoY in 2026Q2) and expanding gross margins (27.0% in 2026Q2 vs. 23.0% in 2024Q2) demonstrate strong pricing power and operating leverage, with operating margin improving from 0.4% to 8.0% over the same period. The com...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth remains robust at 23.1% YoY in 2026Q2, with gross margin expanding to 27.0% and operating margin reaching 8.0%, reflecting significant operating leverage.
Toast's vertically integrated platform enhances efficiency and provides a comprehensive solution for restaurant operations.
The company has demonstrated a strong recovery post-pandemic, showcasing resilience and growth potential.
Toast benefits from a robust recurring revenue model, driven by its SaaS-based offerings and restaurant subscriptions.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 4, 2026 | $0.34+5.5% vs $0.32 | $1.9B+1.9% vs $1.9B |
Q2 2026 May 7, 2026 | $0.29+6.2% vs $0.27 | $1.6B-0.2% vs $1.6B |
Q1 2026 Feb 12, 2026 | $0.23-3.8% vs $0.24 | $1.6B+0.9% vs $1.6B |
Q4 2025 Nov 4, 2025 | $0.25+4.4% vs $0.24 | $1.6B+2.9% vs $1.6B |
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
Toast (NYSE: TOST), the digital technology platform built for hospitality, today announced an agreement with [url="]Kung Fu Tea[/url], America's largest bubble
Toast (TOST) reached $31.75 at the closing of the latest trading day, reflecting a -4.64% change compared to its last close.
California State Teachers Retirement System increased its stake in shares of Toast, Inc. (NYSE: TOST) by 2,643.0% in the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 17,903,895 shares of the company's stock after purchasing an additional 17,251,171 shares during the period.
Benchmark TOST against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Toast, Inc. (TOST)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $29.65 | $17.2B | 52.95 | 24.05% | 5.56% | 18.64% | — | |
| $10.50 | $1.68B | 19.44 | 5.79% | 16.05% | 11.17% | — | |
| $15.15 | $624.88M | -7.25 | 30.16% | -14.52% | -8.73% | — | |
| $7.01 | $1.08B | -38.94 | 5.23% | -4.23% | -5.7% | — | |
| $9.61 | $1.32B | -9.33 | 13.95% | -7.81% | -6.6% | — | |
| $39.07 | $2.7B | 36.18 | 25.5% | 1.88% | 4.67% | — |
Toast, Inc. (TOST) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Toast, Inc. (TOST) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 4, 2026·SEC
Jun 15, 2026·SEC
May 7, 2026·SEC
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Toast, Inc. (TOST) stock FAQ — growth, dividends, profitability & financials explained
Toast, Inc. (TOST) reported $6.80B in revenue for fiscal year 2025. This represents a 923% increase from $665.0M in 2019.
Toast, Inc. (TOST) grew revenue by 24.1% over the past year. This is strong growth.
Yes, Toast, Inc. (TOST) is profitable, generating $486.0M in net income for fiscal year 2025 (5.6% net margin).
Toast, Inc. (TOST) has a return on equity (ROE) of 18.6%. This is reasonable for most industries.
Toast, Inc. (TOST) generated $576.0M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
