TOST Earnings
Thursday, May 07 2026
EPS Estimate
$0.27
$0.22 – $0.31
Revenue Estimate
$1.6B
Current Price
$28.67
Our Position
bullishToast beats Q4 and adds $500M buyback
structured data
est. revisions falling
(-2.4pp / 30d)
The beat and expanded buyback suggest Toast is moving beyond growth-at-any-cost and into disciplined profitability. The market rewarded the combination with a 5.6% pop, closing at $29.11.
Watch: Next quarter's guidance on restaurant spending trends and ARR growth will show whether the beat was operational strength or just easier comps.
Data Signal Summary
2 bullish
2 bearish
Insider selling cluster
Put/call 0.3 (bullish skew)
Analysts: bullish
Price downtrend
Key Context
Analyst Consensus
bullish
Insider Activity
selling
Price Trend
downtrend
From 52w High
-1.8%
P/E Ratio
52.1
Est. Revisions (30d)
+1.3% 5up/2dn
Analyst Target (mean)
$36 $26–$51 +27%
Options P/C Ratio
0.26 1C/0P unusual
Est. Dispersion
33% 12 analysts
Insider Cluster
strong sell
Fund Convergence
strong Renaissance, Citadel, Bridgewater, Two Sigma, D.E. Shaw
Recent Activity
insider trades
129 transactions
Other
·
GOMEZ ELENA CASTANEDA (President)
·17,364 shares
Sell
·
VASSIL JONATHAN (Officer)
·6,438 shares
·$168,592
Sell
·
GOMEZ ELENA CASTANEDA (President)
·8,929 shares
·$233,824
Sell
·
ELWORTHY BRIAN ROBERT (General Counsel)
·3,664 shares
·$95,949
Sell
·
FREDETTE STEPHEN (President)
·7,289 shares
·$190,877
124 more
Sell
·
NARANG AMAN
·13,463 shr
·$352,556
Other
·
VASSIL JONATHAN
·13,163 shr
Other
·
ELWORTHY BRIAN ROBERT
·10,045 shr
Other
·
FREDETTE STEPHEN
·15,207 shr
Other
·
NARANG AMAN
·27,503 shr
Other
·
NARANG AMAN
·600,750 shr
Sell
·
CHAPMAN-HUGHES SUSAN
·8,500 shr
·$246,245
Other
·
NARANG AMAN
·300,000 shr
Sell
·
VASSIL JONATHAN
·1,454 shr
·$44,122
Sell
·
GOMEZ ELENA CASTANEDA
·1,437 shr
·$43,606
Sell
·
ELWORTHY BRIAN ROBERT
·648 shr
·$19,664
Sell
·
FREDETTE STEPHEN
·1,060 shr
·$32,166
Sell
·
NARANG AMAN
·1,648 shr
·$50,009
Other
·
VASSIL JONATHAN
·2,935 shr
Other
·
GOMEZ ELENA CASTANEDA
·3,913 shr
Other
·
ELWORTHY BRIAN ROBERT
·2,152 shr
Other
·
FREDETTE STEPHEN
·3,521 shr
Other
·
NARANG AMAN
·3,521 shr
Sell
·
VASSIL JONATHAN
·4,787 shr
·$164,563
Exercise
·
VASSIL JONATHAN
·58,610 shr
·$129,528
Sell
·
GOMEZ ELENA CASTANEDA
·6,672 shr
·$229,363
Sell
·
ELWORTHY BRIAN ROBERT
·3,303 shr
·$113,547
Sell
·
FREDETTE STEPHEN
·4,866 shr
·$167,278
Sell
·
NARANG AMAN
·8,591 shr
·$295,333
Sell
·
VASSIL JONATHAN
·66,390 shr
·$2,380,745
Exercise
·
VASSIL JONATHAN
·79,555 shr
·$146,722
Other
·
GOMEZ ELENA CASTANEDA
·17,362 shr
Other
·
ELWORTHY BRIAN ROBERT
·10,043 shr
Other
·
FREDETTE STEPHEN
·15,208 shr
Other
·
NARANG AMAN
·27,502 shr
Sell
·
VASSIL JONATHAN
·1,442 shr
·$51,247
Sell
·
GOMEZ ELENA CASTANEDA
·2,021 shr
·$71,824
Sell
·
ELWORTHY BRIAN ROBERT
·1,059 shr
·$37,636
Sell
·
FREDETTE STEPHEN
·1,732 shr
·$61,554
Sell
·
NARANG AMAN
·1,732 shr
·$61,554
Other
·
VASSIL JONATHAN
·2,934 shr
Other
·
GOMEZ ELENA CASTANEDA
·3,912 shr
Sell
·
VASSIL JONATHAN
·6,530 shr
·$232,233
Sell
·
GOMEZ ELENA CASTANEDA
·9,054 shr
·$321,996
Sell
·
ELWORTHY BRIAN ROBERT
·4,987 shr
·$177,358
Sell
·
FREDETTE STEPHEN
·7,550 shr
·$268,508
Sell
·
NARANG AMAN
·13,652 shr
·$485,520
Other
·
VASSIL JONATHAN
·13,164 shr
Other
·
GOMEZ ELENA CASTANEDA
·17,363 shr
Sell
·
BELL PAUL D
·12,500 shr
·$529,750
Sell
·
VASSIL JONATHAN
·1,427 shr
·$69,033
Sell
·
GOMEZ ELENA CASTANEDA
·2,006 shr
·$97,042
Sell
·
ELWORTHY BRIAN ROBERT
·1,051 shr
·$50,843
Sell
·
FREDETTE STEPHEN
·1,720 shr
·$83,207
Sell
·
NARANG AMAN
·1,719 shr
·$83,158
Other
·
GOMEZ ELENA CASTANEDA
·3,912 shr
Sell
·
VASSIL JONATHAN
·6,592 shr
·$280,766
Sell
·
GOMEZ ELENA CASTANEDA
·34,170 shr
·$1,454,424
Sell
·
ELWORTHY BRIAN ROBERT
·5,681 shr
·$241,965
Sell
·
FREDETTE STEPHEN
·7,647 shr
·$325,701
Sell
·
NARANG AMAN
·13,829 shr
·$589,005
Other
·
GOMEZ ELENA CASTANEDA
·17,361 shr
Other
·
ELWORTHY BRIAN ROBERT
·11,292 shr
Other
·
FREDETTE STEPHEN
·15,206 shr
Other
·
NARANG AMAN
·27,501 shr
Sell
·
BENNETT RICHARD KENT
·73,845 shr
·$3,226,077
Exercise
·
COMPARATO CHRISTOPHER PAUL
·9,712 shr
·$427,425
Other
·
BELL PAUL D
·9,712 shr
Other
·
YUAN DAVID L
·9,712 shr
Other
·
HAWKINS MARK J
·9,712 shr
Other
·
KOPLOW-MCADAMS HILARIE A
·9,712 shr
Sell
·
CHAPMAN-HUGHES SUSAN
·7,500 shr
·$330,000
Exercise
·
CHAPMAN-HUGHES SUSAN
·9,712 shr
·$427,425
Exercise
·
PATRICK DEVAL L
·9,712 shr
·$427,425
Sell
·
VASSIL JONATHAN
·100,000 shr
·$4,260,305
Exercise
·
VASSIL JONATHAN
·100,000 shr
·$207,141
Sell
·
ELWORTHY BRIAN ROBERT
·339,368 shr
·$14,456,050
Exercise
·
ELWORTHY BRIAN ROBERT
·300,000 shr
·$611,250
Sell
·
BENNETT RICHARD KENT
·5,130,529 shr
·$227,385,045
Other
·
BENNETT RICHARD KENT
·5,130,529 shr
Sell
·
BELL PAUL D
·11,000 shr
·$496,463
Sell
·
COMPARATO CHRISTOPHER PAUL
·70,000 shr
·$3,132,093
Exercise
·
COMPARATO CHRISTOPHER PAUL
·70,000 shr
·$106,400
Other
·
FREDETTE STEPHEN
·65,314 shr
Other
·
FREDETTE STEPHEN
·107,738 shr
Sell
·
FREDETTE STEPHEN
·896,494 shr
·$37,298,094
Sell
·
VASSIL JONATHAN
·100,000 shr
·$4,113,825
Exercise
·
VASSIL JONATHAN
·100,000 shr
·$207,000
Sell
·
VASSIL JONATHAN
·1,393 shr
·$50,273
Sell
·
GOMEZ ELENA CASTANEDA
·1,960 shr
·$70,736
Sell
·
ELWORTHY BRIAN ROBERT
·1,027 shr
·$37,064
Sell
·
FREDETTE STEPHEN
·1,666 shr
·$60,126
Sell
·
NARANG AMAN
·1,680 shr
·$60,631
Other
·
COMPARATO CHRISTOPHER PAUL
·7,824 shr
Other
·
ELWORTHY BRIAN ROBERT
·2,151 shr
Sell
·
COMPARATO CHRISTOPHER PAUL
·70,000 shr
·$2,394,650
Sell
·
VASSIL JONATHAN
·4,443 shr
·$155,496
Sell
·
GOMEZ ELENA CASTANEDA
·42,371 shr
·$1,495,100
Sell
·
ELWORTHY BRIAN ROBERT
·2,895 shr
·$101,319
Sell
·
FREDETTE STEPHEN
·3,793 shr
·$132,747
Sell
·
NARANG AMAN
·9,395 shr
·$328,806
Other
·
COMPARATO CHRISTOPHER PAUL
·14,520 shr
Other
·
VASSIL JONATHAN
·9,734 shr
Other
·
GOMEZ ELENA CASTANEDA
·36,087 shr
Other
·
ELWORTHY BRIAN ROBERT
·8,721 shr
Other
·
FREDETTE STEPHEN
·12,914 shr
Other
·
NARANG AMAN
·20,494 shr
Sell
·
COMPARATO CHRISTOPHER PAUL
·70,000 shr
·$2,499,490
Other
·
FREDETTE STEPHEN
·45,585 shr
Sell
·
FREDETTE STEPHEN
·109,713 shr
·$3,855,898
Other
·
COMPARATO CHRISTOPHER PAUL
·40,000 shr
Sell
·
FREDETTE STEPHEN
·118,060 shr
·$4,135,655
Sell
·
PATRICK DEVAL L
·34,222 shr
·$1,129,531
Sell
·
FREDETTE STEPHEN
·800 shr
·$28,000
Other
·
FREDETTE STEPHEN
·35,170 shr
Sell
·
FREDETTE STEPHEN
·175,851 shr
·$5,955,733
Other
·
VASSIL JONATHAN
·100 shr
Sell
·
VASSIL JONATHAN
·1,006 shr
·$39,867
Sell
·
GOMEZ ELENA CASTANEDA
·2,052 shr
·$81,319
Sell
·
ELWORTHY BRIAN ROBERT
·653 shr
·$25,878
Sell
·
FREDETTE STEPHEN
·1,068 shr
·$42,324
Sell
·
NARANG AMAN
·1,068 shr
·$42,324
Other
·
COMPARATO CHRISTOPHER PAUL
·7,825 shr
Other
·
GOMEZ ELENA CASTANEDA
·3,913 shr
Sell
·
VASSIL JONATHAN
·3,009 shr
·$111,655
Sell
·
GOMEZ ELENA CASTANEDA
·14,143 shr
·$524,804
Sell
·
ELWORTHY BRIAN ROBERT
·2,741 shr
·$101,710
Sell
·
FREDETTE STEPHEN
·3,968 shr
·$147,241
Sell
·
NARANG AMAN
·6,133 shr
·$227,577
analyst ratings
1 rating
BMO Capital
·init
→Outperform
16h ago
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