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Toast Outpaces Market; EPS Expected to Jump 1050%

2026/07/16 06:00Browse 0

Toast (TOST) shares rose 2.38% to $43.36 in the latest session, outperforming the S&P 500's 0.96% gain. The restaurant software provider is expected to report earnings per share of $0.23 in its upcoming quarterly report, a 1050% surge from the same quarter last year, while revenue is projected to hit $1.53 billion, up 23.45% year over year.

Stock Performance and Valuation

Toast's recent outperformance contrasts with its monthly decline of 0.33%, lagging behind the Computer and Technology sector's 2.53% rise and the S&P 500's 0.5% gain. The stock now trades at a forward P/E of 44.67, a premium to the industry average of 27.81. The Internet - Software industry, part of the Computer and Technology sector, currently holds a Zacks Industry Rank of 54, placing it in the top 22% of all industries tracked.

Earnings Outlook and Analyst Sentiment

For the full year, the Zacks Consensus Estimates project earnings of $0.95 per share and revenue of $6.01 billion, representing year-over-year changes of +3066.67% and +21.23%, respectively. Analyst estimates for Toast have remained unchanged over the past 30 days, and the stock carries a Zacks Rank of #3 (Hold). The Zacks Rank system, which ranges from #1 (Strong Buy) to #5 (Strong Sell), has an audited track record of outperformance, with #1 stocks averaging a +25% annual return since 1988.

Industry and Broader Market Context

In the same session, the Dow rose 0.89% and the Nasdaq added 0.94%. The broader market gains were supported by positive inflation news, outweighing a chip sector rout. Meanwhile, other notable movers included Snap (SNAP), Signet (SIG), and Oscar Health (OSCR), which each outperformed or underperformed the market in their own trading sessions.

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