Toast

TOST

Market cap $17.6B

TOST is expanding into enterprise, retail and international markets as stronger ARR growth and higher software revenues per location support its broader strategy.

Toast Inc. NYSE: TOST shares have rallied sharply into mid-July. Analysts are becoming bullish on the company's Toast IQ artificial intelligence (AI) platform that launched in October 2025.

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.

The latest trading day saw Toast (TOST) settling at $30.39, representing a +1.3% change from its previous close.

Starbucks spends about $400 million annually on software and is developing AI-powered tools to replace systems from Microsoft and IBM. When in-house AI experiments disappoint, companies may turn to specialists like Toast that offer built-in support and maintenance.

Goldman Sachs dropped four high-conviction calls on July 9, 2026. The number turning heads is a $2,159 price target on Comfort Systems USA (NYSE:FIX | FIX Price Prediction), a contracting services company for the trades.

TOST's growth, improving margins and AI momentum support the outlook, but rising costs and restaurant demand risks suggest holding after the rally.

The S&P 500 gained 9.6% in the first half of 2026 and nearly 15% in the second quarter alone, its strongest quarterly rally since 2020. Yet beneath the headline gains, Wall Street is increasingly looking beyond the AI winners that powered much of the market's advance.

Toast (TOST) concluded the recent trading session at $28.57, signifying a -3.51% move from its prior day's close.

Why investors should use the Zacks Earnings ESP tool to help find stocks that are poised to top quarterly earnings estimates.