Toast
TOST
Market cap $19B

33.08 USD

-1.21

3.53%

At close Apr 21, 4:00 PM EDT

After hours

33.00

-0.08

0.24%

1 day

-3.53%

5 days

-7.08%

1 month

-6.00%

3 months

-14.41%

6 months

12.06%

Year to date

-9.07%

1 year

49.35%

5 years

-47.08%

10 years

-47.08%

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 7,419 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

12%

downside

Avg. target

$43

30%

upside

High target

$50

51%

upside

13 analyst ratings

7 positive

54%

6 neutral

46%

0 negative

0%

Morgan Stanley Josh Baer 71% 1-year accuracy 12 / 17 met price target	39%upside $46	Overweight Maintained	16 Apr 2025
Wells Fargo Jeff Cantwell 75% 1-year accuracy 6 / 8 met price target	18%upside $39	Overweight Upgraded	10 Apr 2025
Evercore ISI Group	12%downside $29	In-Line Initiated	9 Apr 2025
Goldman Sachs Will Nance 33% 1-year accuracy 15 / 45 met price target	15%upside $38	Neutral Maintained	2 Apr 2025
RBC Capital Daniel Perlin 25% 1-year accuracy 13 / 52 met price target	36%upside $45	Sector Perform Maintained	20 Feb 2025

See Analyst Rankings

Financial journalist opinion

Based on 13 articles about TOST published over the past 30 days

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

Happy Belly Food Group Selects TOAST to Power Growing Restaurant Portfolio

Toronto, Ontario--(Newsfile Corp. - April 4, 2025) - Happy Belly Food Group Inc. (CSE: HBFG) (OTCQB: HBFGF) ("Happy Belly" or the "Company"), a leading consolidator of emerging food brands is pleased to announce that it has signed a multi-year agreement with TOAST Inc., ("TOAST") (NYSE: TOST), the digital technology platform built for hospitality offering a comprehensive platform of software as a service (SaaS) products and financial technology solutions that give restaurants everything they need to run their business across point of sale, payments, operations, digital ordering and delivery, marketing and loyalty, and team management. Happy Belly To view an enhanced version of this graphic, please visit: https://images.newsfilecorp.com/files/6625/247328_92962bcba4a17a98_001full.jpg "To help support the Company's expansion plans, Happy Belly sought a modern cloud-based technology partner that could be easily implanted across our multi brand portfolio," said Sean Black, Chief Executive Officer of Happy Belly.

Happy Belly Food Group Selects TOAST to Power Growing Restaurant Portfolio

Zacks Investment Research

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

Toast (TOST) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

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

See News Rankings

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