Toast vs Thomson Reuters Corporation Common Shares: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

Toast Inc (TOST)

Q3 202630 Jun – 3 Sep 2026

▲3

Toast beats Q2, raises outlook, and expands Google AI ordering

Q2 beat and raised guidance Toast reported Q2 revenue of $1.91 billion, up 23.1%, and earnings of 34 cents a share, both beating expectations. Management raised its full-year outlook, and the company added a record 9,500 net locations. This tells investors the business is growing faster than expected, which supports a higher stock price.
This is the core fundamental driver of the period, showing stronger-than-expected growth and a brighter outlook.
Google AI ordering partnership Toast expanded its partnership with Google to let diners order directly from restaurants through Google Maps' AI assistant. Orders flow through Toast's system without third-party commissions, which can increase order volume for restaurants and make Toast's platform more valuable. This is a new growth avenue that could boost future revenue.
It is a new strategic partnership that opens a new demand channel and strengthens Toast's competitive position.
US-Iran de-escalation lifts software stocks A US-Iran agreement to halt military exchanges reduced market fears, lowering oil prices and the odds of a Fed rate hike. That helped high-growth software stocks like Toast, which jumped 3.7% that day. While not company-specific, it shows how broader market sentiment can lift Toast's shares.
It explains a positive external force that boosted TOST's price during the period.
Stock dips post-earnings despite strong results Since the earnings report, Toast shares fell 2.2%, underperforming the S&P 500. The stock trades at a high price-to-earnings ratio of 41.3, well above the industry average, suggesting investors are paying a premium. This is a counterweight: strong results may already be priced in, and any disappointment could hurt the stock.
It provides a fair counterbalance, showing that despite good news, the stock's high valuation and recent dip are real concerns.

August 202630 Jun – 3 Sep 2026

▲3

Toast beats Q2, raises outlook, and expands Google AI ordering

Q2 beat and raised guidance Toast reported Q2 revenue of $1.91 billion, up 23.1%, and earnings of 34 cents a share, both beating expectations. Management raised its full-year outlook, and the company added a record 9,500 net locations. This tells investors the business is growing faster than expected, which supports a higher stock price.
This is the core fundamental driver of the period, showing stronger-than-expected growth and a brighter outlook.
Google AI ordering partnership Toast expanded its partnership with Google to let diners order directly from restaurants through Google Maps' AI assistant. Orders flow through Toast's system without third-party commissions, which can increase order volume for restaurants and make Toast's platform more valuable. This is a new growth avenue that could boost future revenue.
It is a new strategic partnership that opens a new demand channel and strengthens Toast's competitive position.
US-Iran de-escalation lifts software stocks A US-Iran agreement to halt military exchanges reduced market fears, lowering oil prices and the odds of a Fed rate hike. That helped high-growth software stocks like Toast, which jumped 3.7% that day. While not company-specific, it shows how broader market sentiment can lift Toast's shares.
It explains a positive external force that boosted TOST's price during the period.
Stock dips post-earnings despite strong results Since the earnings report, Toast shares fell 2.2%, underperforming the S&P 500. The stock trades at a high price-to-earnings ratio of 41.3, well above the industry average, suggesting investors are paying a premium. This is a counterweight: strong results may already be priced in, and any disappointment could hurt the stock.
It provides a fair counterbalance, showing that despite good news, the stock's high valuation and recent dip are real concerns.

Latest30 Jun – 3 Sep 2026

▲3

Toast beats Q2, raises outlook, and expands Google AI ordering

Q2 beat and raised guidance Toast reported Q2 revenue of $1.91 billion, up 23.1%, and earnings of 34 cents a share, both beating expectations. Management raised its full-year outlook, and the company added a record 9,500 net locations. This tells investors the business is growing faster than expected, which supports a higher stock price.
This is the core fundamental driver of the period, showing stronger-than-expected growth and a brighter outlook.
Google AI ordering partnership Toast expanded its partnership with Google to let diners order directly from restaurants through Google Maps' AI assistant. Orders flow through Toast's system without third-party commissions, which can increase order volume for restaurants and make Toast's platform more valuable. This is a new growth avenue that could boost future revenue.
It is a new strategic partnership that opens a new demand channel and strengthens Toast's competitive position.
US-Iran de-escalation lifts software stocks A US-Iran agreement to halt military exchanges reduced market fears, lowering oil prices and the odds of a Fed rate hike. That helped high-growth software stocks like Toast, which jumped 3.7% that day. While not company-specific, it shows how broader market sentiment can lift Toast's shares.
It explains a positive external force that boosted TOST's price during the period.
Stock dips post-earnings despite strong results Since the earnings report, Toast shares fell 2.2%, underperforming the S&P 500. The stock trades at a high price-to-earnings ratio of 41.3, well above the industry average, suggesting investors are paying a premium. This is a counterweight: strong results may already be priced in, and any disappointment could hurt the stock.
It provides a fair counterbalance, showing that despite good news, the stock's high valuation and recent dip are real concerns.

Thomson Reuters Corporation Common Shares (TRI)

Q3 20267 Jul – 28 Jul 2026

▲4

TRI Rallies on AI Restructuring, KKR Print Deal, and Government Contract

AI-focused restructuring Thomson Reuters announced it will cut up to 500 engineering roles and create over 250 senior AI positions, aiming to accelerate AI-driven growth in legal, tax, and regulatory workflows. Management expects a notable revenue improvement this year, boosting investor confidence.
This is a major strategic shift that directly impacts future growth and profitability.
KKR joint venture for Global Print Thomson Reuters sold a 51% stake in its Global Print business to KKR for about $500 million, retaining 49% and editorial control. The deal brings cash and focuses the company on higher-growth digital and AI areas.
This capital move strengthens the balance sheet and sharpens strategic focus.
Undervaluation after AI pivot An analysis suggests Thomson Reuters stock may be undervalued, trading at 24.4 times earnings versus a fair P/E of 42.0. Despite a 55.9% drop over the past year, the AI restructuring and print deal could support long-term profitability, though execution risk remains.
This highlights potential upside and addresses the stock's recent weakness.
$125M ICE contract for CLEAR Thomson Reuters secured a five-year, $125 million contract with ICE for its CLEAR investigative product, providing access to credit card application data. This adds stable government revenue but raises privacy concerns and potential regulatory scrutiny.
This new contract demonstrates strong demand for its data services and adds recurring revenue.

July 20267 Jul – 28 Jul 2026

▲4

TRI Rallies on AI Restructuring, KKR Print Deal, and Government Contract

AI-focused restructuring Thomson Reuters announced it will cut up to 500 engineering roles and create over 250 senior AI positions, aiming to accelerate AI-driven growth in legal, tax, and regulatory workflows. Management expects a notable revenue improvement this year, boosting investor confidence.
This is a major strategic shift that directly impacts future growth and profitability.
KKR joint venture for Global Print Thomson Reuters sold a 51% stake in its Global Print business to KKR for about $500 million, retaining 49% and editorial control. The deal brings cash and focuses the company on higher-growth digital and AI areas.
This capital move strengthens the balance sheet and sharpens strategic focus.
Undervaluation after AI pivot An analysis suggests Thomson Reuters stock may be undervalued, trading at 24.4 times earnings versus a fair P/E of 42.0. Despite a 55.9% drop over the past year, the AI restructuring and print deal could support long-term profitability, though execution risk remains.
This highlights potential upside and addresses the stock's recent weakness.
$125M ICE contract for CLEAR Thomson Reuters secured a five-year, $125 million contract with ICE for its CLEAR investigative product, providing access to credit card application data. This adds stable government revenue but raises privacy concerns and potential regulatory scrutiny.
This new contract demonstrates strong demand for its data services and adds recurring revenue.

Latest7 Jul – 28 Jul 2026

▲4

TRI Rallies on AI Restructuring, KKR Print Deal, and Government Contract

AI-focused restructuring Thomson Reuters announced it will cut up to 500 engineering roles and create over 250 senior AI positions, aiming to accelerate AI-driven growth in legal, tax, and regulatory workflows. Management expects a notable revenue improvement this year, boosting investor confidence.
This is a major strategic shift that directly impacts future growth and profitability.
KKR joint venture for Global Print Thomson Reuters sold a 51% stake in its Global Print business to KKR for about $500 million, retaining 49% and editorial control. The deal brings cash and focuses the company on higher-growth digital and AI areas.
This capital move strengthens the balance sheet and sharpens strategic focus.
Undervaluation after AI pivot An analysis suggests Thomson Reuters stock may be undervalued, trading at 24.4 times earnings versus a fair P/E of 42.0. Despite a 55.9% drop over the past year, the AI restructuring and print deal could support long-term profitability, though execution risk remains.
This highlights potential upside and addresses the stock's recent weakness.
$125M ICE contract for CLEAR Thomson Reuters secured a five-year, $125 million contract with ICE for its CLEAR investigative product, providing access to credit card application data. This adds stable government revenue but raises privacy concerns and potential regulatory scrutiny.
This new contract demonstrates strong demand for its data services and adds recurring revenue.