TOSTToast, Inc.
Price
-24%1YEnd-of-day closes, not the intraday tick.
More going right than wrong
Quality strong, nothing alarming, price roughly fair, growing in the filings, the market undecided.
Toast, Inc., which we refer to as Toast, we, or the Company, is a cloud-based, all-in-one digital technology platform purpose-built for the entire restaurant community. We provide a comprehensive platform of software-as-a-service, or SaaS, products and financial technology solutions, including integrated payment processing, restaurant-grade hardware, and a broad ecosystem of third-party partners. We serve as the restaurant operating system, connecting front of house and back of house operations across service models including dine-in, takeout, delivery, catering, and retail.
In the company’s own words · 10-K filed Feb 18, 2026 · SEC EDGAR
Charts
As reported to the SEC, without any scoring.
Toast, Inc. (TOST) reported revenue of $1.91B in Q2 2026 (quarter ended Jun 30, 2026), up 23% from the same quarter a year earlier. That came with a gross margin of 27% and net income of $154M (8.1% of revenue). For the full year FY2025, revenue was $6.15B (+24% year on year) and net income $342M. Its largest product in Q2 2026 was Technology Service at $1.57B, 82% of the disclosed total, well ahead of License at 15%. The next results filing is expected around Nov 3, 2026, the same week as a year ago.
What the company said
The company's own words from its current reports to the SEC, newest first
- Oct 1, 2026On September 28, 2026, Jonathan Vassil notified Toast, Inc. (the “Company”) of his decision to step down as the Company’s Chief Revenue Officer, effective December 31, 2026 (the “Effective Date”)Director or officer change · Form 8-K
- Aug 4, 2026Toast Announces Second Quarter 2026 Financial Results.Earnings release · press release
- May 7, 2026Toast Announces First Quarter 2026 Financial Results.Earnings release · press release
Quoted from SEC EDGAR filings. A current report is filed within four business days of the event it describes.
Business segments
Jun 2026 · $1.91BThe company’s own SEC segment disclosure.
- Technology Service$1.57B82%
- License$290.0M15%
- Product And Professional Services$48.0M3%
Why these answers
Each answer with the checks it was read from. Open one for the numbers.
Conflicts between checks are named, never averaged, and thin data says so.
Software, Infrastructure
Ranks #38 of 80 by RyuScore