2 months ago
Toast, Inc. (NYSE:TOST) delivered strong second-quarter 2026 financial results, highlighted by raised full-year guidance across key profitability metrics. The restaurant management software provider raised its full-year 2026 adjusted EBITDA outlook to $805 million–$825 million, up from its previous projection of $790 million–$810 million. Management also raised its guidance for recurring gross profit streams, defined as subscription services and financial technology solutions gross profit, to $2,325 million–$2,355 million (23%–25% year-over-year growth).
For Q2 2026, total revenue reached $1.90 billion, climbing 23% year-over-year, while total gross profit reached $516 million. GAAP net income rose sharply to $154 million ($0.26 per diluted share) from $80 million ($0.13 per share) in Q2 2025. Adjusted EBITDA reached $221 million, inclusive of a $10 million one-time benefit from tariff refunds, which management plans to reinvest into strategic growth initiatives. Operational expansion remained robust: Annualized Recurring Run-Rate (ARR) surged 25% year-over-year to $2.4 billion, supported by 22% growth in Gross Payment Volume (GPV) to $60.7 billion. The company added a record 9,500 net new locations in the quarter, bringing its global active footprint to approximately 180,000 locations.
This raises a core question: Does Toast, Inc. (NYSE:TOST)'s operational momentum and platform expansion justify a valuation premium, or will increasing market saturation and macroeconomic pressure on restaurant spending cap further upside?
Bulls emphasize Toast, Inc. (NYSE:TOST)'s industry-leading software adoption and expanding ecosystem. Following the Q2 report, on August 12, Truist raised its price target on Toast to $39 from $33 on August 12, maintaining a Buy rating. The firm noted higher recurring gross profit estimates driven by location net adds and rising subscription SaaS ARPU as new product launches ramp up. Operational tailwinds received another boost on August 10 when Adyen announced an expanded partnership with Toast into the U.S., supporting Toast's more than $215 billion in annual GPV across 180,000 locations and scaling its global processing capabilities.
Bears argue that persistent inflation and consumer spending fatigue could pressure restaurant transaction volumes, impacting Toast, Inc. (NYSE:TOST)'s payment processing revenues. While DA Davidson raised its price target to $34 from $30 on August 10 following the Q2 beat, the firm maintained a Neutral rating, pointing to a balanced risk-reward profile. Additionally, Toast's Q2 EPS of $0.26 came in below certain consensus estimates despite top-line beats, reflecting ongoing investments in international scaling, enterprise sales, and AI features like Toast IQ Grow. Free cash flow also slowed to $130 million in Q2 2026 from $208 million in the prior-year period.
#toast #gross #raised #billion
For Q2 2026, total revenue reached $1.90 billion, climbing 23% year-over-year, while total gross profit reached $516 million. GAAP net income rose sharply to $154 million ($0.26 per diluted share) from $80 million ($0.13 per share) in Q2 2025. Adjusted EBITDA reached $221 million, inclusive of a $10 million one-time benefit from tariff refunds, which management plans to reinvest into strategic growth initiatives. Operational expansion remained robust: Annualized Recurring Run-Rate (ARR) surged 25% year-over-year to $2.4 billion, supported by 22% growth in Gross Payment Volume (GPV) to $60.7 billion. The company added a record 9,500 net new locations in the quarter, bringing its global active footprint to approximately 180,000 locations.
This raises a core question: Does Toast, Inc. (NYSE:TOST)'s operational momentum and platform expansion justify a valuation premium, or will increasing market saturation and macroeconomic pressure on restaurant spending cap further upside?
Bulls emphasize Toast, Inc. (NYSE:TOST)'s industry-leading software adoption and expanding ecosystem. Following the Q2 report, on August 12, Truist raised its price target on Toast to $39 from $33 on August 12, maintaining a Buy rating. The firm noted higher recurring gross profit estimates driven by location net adds and rising subscription SaaS ARPU as new product launches ramp up. Operational tailwinds received another boost on August 10 when Adyen announced an expanded partnership with Toast into the U.S., supporting Toast's more than $215 billion in annual GPV across 180,000 locations and scaling its global processing capabilities.
Bears argue that persistent inflation and consumer spending fatigue could pressure restaurant transaction volumes, impacting Toast, Inc. (NYSE:TOST)'s payment processing revenues. While DA Davidson raised its price target to $34 from $30 on August 10 following the Q2 beat, the firm maintained a Neutral rating, pointing to a balanced risk-reward profile. Additionally, Toast's Q2 EPS of $0.26 came in below certain consensus estimates despite top-line beats, reflecting ongoing investments in international scaling, enterprise sales, and AI features like Toast IQ Grow. Free cash flow also slowed to $130 million in Q2 2026 from $208 million in the prior-year period.
#toast #gross #raised #billion
2 months ago
The San Francisco 49ers returned to the practice field on Saturday. According to The Athletic's Matt Barrows, the team brought back undrafted free agent tight end Khalil ******* ins. That's right, the tight end news we were all waiting for.
During Thursday's preseason game, the Niners played five different tight ends: Bradyen Willis (37 snaps), Hayden Rucci (29), Jake Tonges (18), Luke Farrell (13), and Josiaha Deguara (12).
The 49ers may want to see if ******* ins is worth a practice squad stash. There has been no announcement about a corresponding move to open a roster spot for ******* ins.
Rookie wide receiver De'Zhaun Stribling and veteran cornerback Deommodore Lenoir have shoulder injuries. They're considered day-to-day and didn't practice on Saturday.
The three players who sustained injuries during Thursday's game, Renardo Green (hamstring), Austen Pleasants (knee), and Nick Martin (hamstring), were also not practicing.
#game
During Thursday's preseason game, the Niners played five different tight ends: Bradyen Willis (37 snaps), Hayden Rucci (29), Jake Tonges (18), Luke Farrell (13), and Josiaha Deguara (12).
The 49ers may want to see if ******* ins is worth a practice squad stash. There has been no announcement about a corresponding move to open a roster spot for ******* ins.
Rookie wide receiver De'Zhaun Stribling and veteran cornerback Deommodore Lenoir have shoulder injuries. They're considered day-to-day and didn't practice on Saturday.
The three players who sustained injuries during Thursday's game, Renardo Green (hamstring), Austen Pleasants (knee), and Nick Martin (hamstring), were also not practicing.
#game
2 months ago
Updated Aug. 13, 2026 5:16 pm ET
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1223 ET – A jump in Adyen shares in response to a guidance upgrade that stems from two recent acquisitions suggests investors’ fear is coming out of the Dutch payments company’s stock price, AlphaValue’s Quentin de Villeneuve says in a research note. Adyen reported strong first-half results, with volumes and net revenue slightly ahead of consensus estimates, the ****** yst says. While Adyen hadn’t formally upgraded guidance, it had disclosed the Talon.One and Orb deals would contribute to its top-line growth, he adds. “Investors were fearing a growth slowdown. By boosting its revenue guidance through inorganic growth, Adyen gave the market the number it wanted to see,” de Villeneuve says. Shares close 16% higher, their biggest one-day gain since February 2024. (adria.calatayudwsj.com)
#adyen #investors
Listen
(4 min)
The latest Market Talks covering Financial Services. Exclusively on Dow Jones Newswires at 4:20 ET, 12:20 ET and 16:50 ET.
1223 ET – A jump in Adyen shares in response to a guidance upgrade that stems from two recent acquisitions suggests investors’ fear is coming out of the Dutch payments company’s stock price, AlphaValue’s Quentin de Villeneuve says in a research note. Adyen reported strong first-half results, with volumes and net revenue slightly ahead of consensus estimates, the ****** yst says. While Adyen hadn’t formally upgraded guidance, it had disclosed the Talon.One and Orb deals would contribute to its top-line growth, he adds. “Investors were fearing a growth slowdown. By boosting its revenue guidance through inorganic growth, Adyen gave the market the number it wanted to see,” de Villeneuve says. Shares close 16% higher, their biggest one-day gain since February 2024. (adria.calatayudwsj.com)
#adyen #investors
4 months ago
The Milwaukee Bucks selected Arizona freshman guard Bradyen Burries with the 10th pick of the 2026 NBA Draft. Burries had a standout year at Arizona, which made it to the Final Four in the NCAA Men's Tournament.
Here is what to know about Burries:
Burries is 20 years old and was born in 2005.
Burries is 6 feet 4 inches.
Here is what to know about Burries:
Burries is 20 years old and was born in 2005.
Burries is 6 feet 4 inches.
4 months ago
The Milwaukee Bucks selected Arizona freshman guard Bradyen Burries with the 10th pick of the 2026 NBA Draft. Burries had a standout year at Arizona, which made it to the Final Four in the NCAA Men's Tournament.
Here is what to know about Burries:
Burries is 20 years old and was born in 2005.
Burries is 6 feet 4 inches.
Here is what to know about Burries:
Burries is 20 years old and was born in 2005.
Burries is 6 feet 4 inches.
4 months ago
Adyen N.V. (ADYEY) gave investors a fresh reason to pay attention after it unveiled Adyen Agentic, a suite of modular APIs built to help merchants sell through conversational AI platforms without rebuilding their commerce systems. Shares jumped 4.11% on Monday after the news and the move made sense because the release pushes Adyen deeper into the next phase of digital commerce, not just plain old payments.
That matters because Adyen is not trying to be just a payment processor. It wants to sit closer to the whole transaction, from discovery to checkout to money movement, and that is exactly where the company is spending time and money in 2026.
Dear Microsoft Stock Fans, Mark Your Calendars for June 30
Dear Walmart Stock Fans, Mark Your Calendars for June 22
Nothing Seems to Be Going Right for Meta Platforms. How to Play META Stock Here.
That matters because Adyen is not trying to be just a payment processor. It wants to sit closer to the whole transaction, from discovery to checkout to money movement, and that is exactly where the company is spending time and money in 2026.
Dear Microsoft Stock Fans, Mark Your Calendars for June 30
Dear Walmart Stock Fans, Mark Your Calendars for June 22
Nothing Seems to Be Going Right for Meta Platforms. How to Play META Stock Here.
