ValueAct Just Doubled Its Stake in This Beaten-Up SaaS Name. Should Investors Be Buying the Stock?

ValueAct was scooping up shares of Toast in Q4. Toast's stock got caught up in the recent sell-off of SaaS stocks.

The Motley Fool • 3 hours ago

3 Growth Stocks Down 30% to Buy Right Now

DoorDash's business is humming along nicely despite its steep decline. ServiceNow is a victim of the "SaaSpocalypse," but its sell-off appears to be way overdone.

The Motley Fool • Feb 23, 2026

Reiterating My Buy Rating On Toast: In A 'SaaSpocalypse' It's A Winner

A solid Q4 and FYE 2025. EPS in the Q beat by $0.04, and revenue was in line. FYE showed +24% revenue growth, EPS of $0.56 vs. $0.03 (2024). Even with rapid top-line growth, TOST has consistently grown margins: gross margins are up 190 bp Y/Y, and operating margins are up over 400 bp Y/Y. TOST BOD's added $500 million to its share repurchase program as FCF/share almost doubled from $0.52/sh (2024) to $1.00/sh (2025).

Seeking Alpha • Feb 23, 2026

Huge News for Toast Investors -- but Should You Wait Before Buying the Stock?

Toast's new wins like Applebee's and Nordstrom support durable growth potential. Investors are watching for consistent profitability and free cash flow before treating Toast as a buy.

The Motley Fool • Feb 19, 2026

Toast, Inc. (TOST) is Attracting Investor Attention: Here is What You Should Know

Toast (TOST) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Zacks Investment Research • Feb 19, 2026

Toast Shares Rebound on Solid Growth Outlook. Can the Stock's Momentum Continue?

Toast turned in strong revenue growth and issued solid guidance. The stock looks very cheap at current levels.

The Motley Fool • Feb 17, 2026

Toast Announces Participation at Morgan Stanley Technology, Media, and Telecom Conference

BOSTON--(BUSINESS WIRE)--Toast Announces Participation at Morgan Stanley Technology, Media, and Telecom Conference.

Business Wire • Feb 17, 2026

Toast: A Good House In A Bad Neighborhood

Toast delivered strong FY25 results with 24% revenue growth, significant GAAP profitability, and robust free cash flow. TOST's valuation appears stretched on trailing metrics but is reasonable on forward PEG and EV/Sales, reflecting its scalable earnings profile. Key risks include the potential impact of the Credit Card Competition Act, which could pressure transaction fees and require costly infrastructure updates.

Seeking Alpha • Feb 17, 2026

Toast Stock Slides On Q4 Earnings: The Details

Annualized recurring run-rate (ARR) grew 26% to over $2 billion as of Dec. 31, 2025. Gross Payment Volume (GPV) increased 22% year-over-year to $51.4 billion.

Benzinga • Feb 12, 2026

Toast, Inc. (TOST) Q4 2025 Earnings Call Transcript

Toast, Inc. (TOST) Q4 2025 Earnings Call Transcript

Seeking Alpha • Feb 13, 2026