Toast shares rise 7.61% intraday after Q4 2025 revenue exceeds estimates and announces Instacart partnership for inventory optimization.

Toast surged 7.61% intraday, with the company reporting Q4 2025 revenue of $1.63 billion (exceeding estimates of $1.62 billion) and GAAP EPS of $0.16 (above expectations of $0.12), alongside a 26% annual ARR growth to over $2 billion. The company also announced a strategic partnership with Instacart on February 13 to optimize restaurant operations through inventory synchronization and real-time supply chain solutions, with a pilot planned for early 2026.