🔴 TOST is trading 5.5% down today on Q4 earnings miss and weak EBITDA guidance

TOST is trading at $24.71, down 5.5% in pre-market action as a significant earnings miss and soft forward guidance weigh on shares.

• The company reported Q4 revenue of $1.63 billion (+22% YoY), beating estimates, but earnings per share of $0.17 missed the $0.24 analyst expectation.
• Full-year 2026 EBITDA guidance of $775M–$795M came in below market expectations, overshadowing strong growth in Annualized Recurring Revenue (ARR) and Gross Payment Volume (GPV).
• Despite the selloff, operational metrics showed resilience with ARR growing 26% to $2.05 billion and GPV rising 22% to $51.4 billion.