For the second quarter of 2026, analysts expect Toast Inc to report consensus revenue of $1.87 billion and an EPS of $0.23, while the current stock price of $32.85 remains roughly 12% below the average analyst target of $37.15.
Investors are primarily focused on the company's ability to maintain its pace of net new location additions as it expands into the hotel and enterprise sectors.
Recent performance has been bolstered by the rollout of the 'Toast IQ' AI platform and expansion into international markets like Ireland and Canada, which have supported a 26% growth in annualized recurring revenue. Markets will also scrutinize the transaction take rate to see if fintech margins are expanding despite intensifying competition.