Toast, Inc. (TOST) Q4 2025 Earnings Call Transcript
The headline numbers for Toast (TOST) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimat

Toast (TOST) Q4 Earnings Lag Estimates

07:05pm, Thursday, 12'th Feb 2026
Toast (TOST) came out with quarterly earnings of $0.23 per share, missing the Zacks Consensus Estimate of $0.24 per share. This compares to earnings of $0.05 per share a year ago.

Toast Stock Slides On Q4 Earnings: The Details

05:24pm, Thursday, 12'th Feb 2026
Annualized recurring run-rate (ARR) grew 26% to over $2 billion as of Dec. 31, 2025. Gross Payment Volume (GPV) increased 22% year-over-year to $51.4 billion.
BOSTON--(BUSINESS WIRE)--Toast Announces Fourth Quarter and Full Year 2025 Financial Results.
Toast is being irrationally punished amid broad software sector selling driven by AI disruption fears. TOST's expanding margins, 30% ARR growth, and rising take rate highlight robust financial health
Restaurant stocks took a hit in 2025, dragging down both good performers and bad. Toast continued its consistent revenue and profit growth while its stock was stuck in neutral.
It's reminiscent of the market's 2025 reaction to DeepSeek, a Chinese start-up that seemed like it could deliver the same AI capabilities with a fraction of the hardware requirements. This "DeepSeek M

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BOSTON & SAN FRANCISCO--(BUSINESS WIRE)--Toast (NYSE: TOST), the all-in-one digital technology platform built for hospitality, and Instacart (NASDAQ: CART), the leading grocery technology company in N
Beyond analysts' top-and-bottom-line estimates for Toast (TOST), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter en
TOST heads into Q4 2025 earnings with strong ARR, AI adoption and a new Uber partnership, even as tariff costs and bad debt temper expectations.
Shares of Toast, Inc. (NYSE: TOST - Get Free Report) have been given an average rating of "Moderate Buy" by the twenty-three research firms that are covering the company, MarketBeat reports. Eight res
An explanation of why software stocks - especially SaaS - are being structurally disrupted by AI, and how investors can identify survivors.
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