TOST is trading at $28.16 (+3.02%) as the stock recovers from an initial sell-off following its Q4 2025 earnings report. While revenue and fintech metrics missed expectations, the company delivered an EPS beat of $0.16 and provided an upbeat outlook for 2026.
- Annualized Recurring Revenue (ARR) grew 26% year-over-year to $2B, signaling sustained momentum in its core business despite broader tech sector weakness.
- Mizuho maintained its 'Outperform' rating today but lowered its price target to $45 from $57, reflecting a more conservative valuation while remaining positive on the company's growth trajectory.