Toast (TOST) to Release Earnings on Thursday

Toast (NYSE:TOST) is anticipated to announce its Q4 2025 results after the market closes on Thursday, February 12th. Analysts expect Toast to post earnings of $0.24 per share and revenue of $1.6174 billion for the quarter. Interested persons can find conference call details on the company’s upcoming Q4 2025 earning report page for the latest details on the call scheduled for Thursday, February 12, 2026 at 5:00 PM ET.

Toast (NYSE:TOST) last posted its earnings results on Tuesday, November 4th. The company reported $0.16 EPS for the quarter, missing the consensus estimate of $0.24 by ($0.08). Toast had a net margin of 4.68% and a return on equity of 15.77%. The business had revenue of $1.63 billion during the quarter, compared to analyst estimates of $1.58 billion. During the same quarter in the prior year, the business earned $0.07 earnings per share. The firm’s revenue was up 25.1% compared to the same quarter last year. On average, analysts expect Toast to post $0 EPS for the current fiscal year and $1 EPS for the next fiscal year.

Toast Stock Performance

Shares of TOST stock opened at $28.28 on Thursday. Toast has a 1 year low of $27.28 and a 1 year high of $49.66. The stock has a fifty day moving average of $34.50 and a two-hundred day moving average of $38.20. The firm has a market capitalization of $14.56 billion, a PE ratio of 65.77 and a beta of 1.93.

Key Stories Impacting Toast

Here are the key news stories impacting Toast this week:

• Positive Sentiment: Positive analyst/press take: The Motley Fool highlights Toast’s sticky, recurring-revenue model, >$2B revenue run-rate, and improving profitability — a bullish narrative for longer-term multiple expansion. This Restaurant-Focused Fintech Has a Recurring-Revenue Machine That Is Getting Hard to Ignore
• Positive Sentiment: Short-term momentum/coverage: A Sharewise/Zacks item notes Toast has outpaced broader market gains recently, reinforcing the narrative of improving business fundamentals and investor interest. Toast (TOST) Outpaces Stock Market Gains: What You Should Know
• Neutral Sentiment: Trading context: Volume is running well above average, and the shares remain nearer their 52-week low than high — this suggests increased active trading and that any news can move the stock more than usual. (Background: Toast reported revenue growth and a mixed earnings beat/miss story last year.)
• Negative Sentiment: Insider selling by multiple senior executives: CEO Aman Narang, CFO Elena Gomez, President Stephen Fredette, CRO Jonathan Vassil and General Counsel Brian Elworthy each sold shares on Feb 3 at ~ $30.34 — incremental dilution/psychology risk that can weigh on sentiment, especially when clustered. Representative SEC filing: Aman Narang Form 4
• Negative Sentiment: Media grouping with other weak stocks: An MSN roundup listed Toast among names trading down, which can amplify short-term selling pressure from momentum or sector rotation trades. Toast, Autodesk, Bandwidth, GoDaddy, and Palo Alto Networks stocks trade down, what you need to know

Insider Buying and Selling at Toast

In other Toast news, General Counsel Brian R. Elworthy sold 3,303 shares of the company’s stock in a transaction on Monday, January 5th. The stock was sold at an average price of $34.38, for a total value of $113,557.14. Following the transaction, the general counsel owned 235,757 shares of the company’s stock, valued at approximately $8,105,325.66. This represents a 1.38% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, President Stephen Fredette sold 1,060 shares of the firm’s stock in a transaction on Tuesday, February 3rd. The stock was sold at an average price of $30.34, for a total value of $32,160.40. Following the sale, the president directly owned 913,067 shares of the company’s stock, valued at approximately $27,702,452.78. This represents a 0.12% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 100,856 shares of company stock valued at $3,540,449. Corporate insiders own 12.14% of the company’s stock.

Hedge Funds Weigh In On Toast

Hedge funds and other institutional investors have recently modified their holdings of the stock. Quarry LP raised its holdings in Toast by 25.2% during the 3rd quarter. Quarry LP now owns 2,755 shares of the company’s stock worth $101,000 after buying an additional 555 shares during the period. Employees Retirement System of Texas increased its position in shares of Toast by 53.0% in the third quarter. Employees Retirement System of Texas now owns 4,808 shares of the company’s stock worth $176,000 after acquiring an additional 1,666 shares in the last quarter. FJ Capital Management LLC acquired a new stake in shares of Toast during the second quarter valued at approximately $275,000. Lazard Asset Management LLC purchased a new stake in shares of Toast in the 3rd quarter valued at approximately $282,000. Finally, Parallel Advisors LLC boosted its stake in Toast by 39.9% in the 3rd quarter. Parallel Advisors LLC now owns 7,917 shares of the company’s stock worth $289,000 after purchasing an additional 2,259 shares during the period. Institutional investors and hedge funds own 82.91% of the company’s stock.

Wall Street Analysts Forecast Growth

TOST has been the topic of a number of recent analyst reports. Weiss Ratings restated a “hold (c-)” rating on shares of Toast in a research note on Monday, December 29th. The Goldman Sachs Group dropped their price target on shares of Toast from $51.00 to $41.00 and set a “neutral” rating on the stock in a research report on Monday, October 13th. Oppenheimer reduced their price target on shares of Toast from $49.00 to $48.00 and set an “outperform” rating for the company in a research note on Monday, January 12th. Morgan Stanley increased their price objective on shares of Toast from $54.00 to $56.00 and gave the company an “overweight” rating in a report on Wednesday, November 5th. Finally, Stephens set a $42.00 target price on Toast in a report on Friday, January 16th. Two equities research analysts have rated the stock with a Strong Buy rating, thirteen have given a Buy rating and eight have given a Hold rating to the company’s stock. According to MarketBeat.com, Toast currently has an average rating of “Moderate Buy” and a consensus target price of $45.55.

About Toast

Toast, Inc (NYSE: TOST) is a technology company that builds a cloud-based platform for restaurants and other foodservice businesses. Headquartered in Boston, Massachusetts, Toast offers integrated point-of-sale (POS) systems and a suite of software and hardware designed to streamline front-of-house and back-of-house operations. The company went public in 2021 and has positioned itself as a vertically integrated provider for the restaurant industry.

Toast’s product portfolio includes touchscreen POS terminals and handheld order-and-pay devices, kitchen display systems, and peripherals tailored for high-volume foodservice environments.