Toast
TOST
Market cap $20.5B

35.58 USD

-0.63

1.74%

At close Apr 30, 4:00 PM EDT

After hours

35.30

-0.28

0.79%

1 day

-1.74%

5 days

2.24%

1 month

7.27%

3 months

-11.73%

6 months

18.01%

Year to date

-2.20%

1 year

50.57%

5 years

-43.08%

10 years

-43.08%

About: Toast is a US-based restaurant technology company that provides point-of-sale, payment processing, and various software services to 134,000 restaurant locations across the United States as of December 2024. The firm generates sales from software subscription fees, as a percentage take rate from each financial transaction it processes, from loan origination and servicing fees from its Toast Capital arm, and from hardware installation and professional services. Unlike competitors, Toast intermediates every payment transaction on its platform; it processed some $159 billion in gross platform volume in 2024. The firm's product offerings span point-of-sale systems, inventory and payroll management, delivery integration, e-commerce ordering, reservation management, and loyalty programs.

Employees: 5,700

Technology Software - Infrastructure

0

Funds holding %

of 7,425 funds

0

Analysts bullish %

of 13 analysts

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

229% more first-time investments, than exits

New positions opened: 171 | Existing positions closed: 52

33% more capital invested

Capital invested by funds: $11.4B [Q3] → $15.2B (+$3.73B) [Q4]

24% more call options, than puts

Call options by funds: $475M | Put options by funds: $384M

21% more funds holding

Funds holding: 511 [Q3] → 619 (+108) [Q4]

19% more repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 173

7% more funds holding in top 10

Funds holding in top 10: 15 [Q3] → 16 (+1) [Q4]

0.7% more ownership

Funds ownership: 87.67% [Q3] → 88.37% (+0.7%) [Q4]

See Fund Rankings

Research analyst outlook

13 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$29

18%

downside

Avg. target

$43

20%

upside

High target

$50

41%

upside

13 analyst ratings

6 positive

46%

7 neutral

54%

0 negative

0%

DA Davidson Peter Heckmann 41% 1-year accuracy 21 / 51 met price target	12%upside $40	Neutral Maintained	30 Apr 2025
Morgan Stanley Josh Baer 61% 1-year accuracy 11 / 18 met price target	29%upside $46	Overweight Maintained	16 Apr 2025
Wells Fargo Jeff Cantwell 56% 1-year accuracy 5 / 9 met price target	10%upside $39	Overweight Upgraded	10 Apr 2025
Evercore ISI Group	18%downside $29	In-Line Initiated	9 Apr 2025
Goldman Sachs Will Nance 44% 1-year accuracy 20 / 45 met price target	7%upside $38	Neutral Maintained	2 Apr 2025

See Analyst Rankings

Financial journalist opinion

Based on 11 articles about TOST published over the past 30 days

Zacks Investment Research

Investors Heavily Search Toast, Inc. (TOST): Here is What You Need to 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.

Investors Heavily Search Toast, Inc. (TOST): Here is What You Need to Know

Toast Announces Release Date of First Quarter 2025 Financial Results

BOSTON--(BUSINESS WIRE)--Toast Announces Release Date Of First Quarter 2025 Financial Results.

Toast Announces Release Date of First Quarter 2025 Financial Results

The Motley Fool

2 Brilliant Growth Stocks to Buy Now and Hold for the Long Term

Anyone can put together a winning portfolio of stocks that helps them build wealth for retirement. All you have to do is look for companies that are posting high rates of revenue growth and emerging as leaders in a huge market.

2 Brilliant Growth Stocks to Buy Now and Hold for the Long Term

CNBC Television

Final Trades: Toast Inc, Berkshire Hathaway, Citigroup and Stanley Black and Decker

Final trades of the day with Scott Wapner and the Fast Money traders.

Final Trades: Toast Inc, Berkshire Hathaway, Citigroup and Stanley Black and Decker

Toast: Strong Foundations For Future Growth

Toast enjoys strong moats, including switching costs and network effects. The company is expanding internationally, launching new products, and targeting new verticals, driving future growth. Toast's strategic focus on SMBs and payment processing revenue streams has built a strong competitive advantage and customer loyalty.

Toast: Strong Foundations For Future Growth

Zacks Investment Research

TOST, DIN Team Up on Next-Generation Dining Experience: Stock to Gain?

Toast incorporates a robust digital ecosystem for Dine Brands' subsidiary, Applebee's restaurants, improving casual dining experiences across the country.

TOST, DIN Team Up on Next-Generation Dining Experience: Stock to Gain?

Applebee's Selects Toast Technology as New Point of Sale and Kitchen Display Systems Partner

BOSTON & PASADENA, Calif.--(BUSINESS WIRE)--Applebee's Selects Toast Technology as New Point of Sale and Kitchen Display Systems Partner.

Applebee's Selects Toast Technology as New Point of Sale and Kitchen Display Systems Partner

Toast: Valuing A Fast Grower

Toast, Inc. is financially strong, has a narrow but growing moat, a huge market opportunity, and aligned management - all key for newly public companies. Its comprehensive restaurant product positions it well to compete against legacy and generalised PoS solutions. Direct (restaurant first) competitors are more formidable on a product level, but have narrower moats (or none) and are not taking share from Toast.

Toast: Valuing A Fast Grower

Toast: In-House R&D Makes The Business More Agile

Toast's in-house R&D and lower take rates increase market share while building a data moat. Toast's strategy focuses on profitable restaurants with vertically integrated solutions, offering advanced analytics and automation to enhance operational efficiency and revenue. Financially, Toast has lower gross margins but a more asset-light business model compared to Shift4, with potential for higher quality organic growth.

Toast: In-House R&D Makes The Business More Agile

Toast: Low Market Sentiment And Recession Are Only An Opportunity

Toast's stock has dropped 30% since November 2024, presenting a buying opportunity despite recession fears. The company has improved significantly its margins over the years and is now both FCF and GAAP net profitable. Thanks to their fortress balance sheet, even a recession, while painful, will not be an existential threat, and they might come out of it strong.

Toast: Low Market Sentiment And Recession Are Only An Opportunity

See News Rankings

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