Toast (TOST) Down 2.2% Since Last Earnings Report: Can It Rebound?

Toast (TOST) reported Q2 2026 earnings of 34 cents per share, beating consensus estimates of 32 cents, with revenues rising 23.1% year-over-year to $1.91 billion. The company added a record 9,500 net locations and raised its 2026 guidance for recurring gross profit and adjusted EBITDA. Despite strong fundamentals, the stock has underperformed the S&P 500 over the past month and carries a Zacks Rank #3 (Hold) rating with an aggregate VGM Score of A.