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Toast, Inc.
TOST
NYSE·Technology·Software - Infrastructure·Mkt cap $16.7B
$28.90
▲ +0.67%
View full research view
Our plain-language verdict, the thesis, risk factors, and what is changing about the business.
View research view52-Week Range
$22.26 - $49.66
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 32.5% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
5 reasons
- Integrated all-in-one platform reducing switching costs and increasing customer lifetime value
- Deep restaurant industry expertise and purpose-built solutions vs. generic POS competitors
- Extensive partner ecosystem through Toast Partner Connect creating network effects
- Recurring SaaS revenue model with high gross margins and predictable cash flows
- Large installed customer base providing data advantages and cross-selling opportunities
Bear Case
2 risks
- Above-average volatility (beta 1.8).
- Significant premium - growth priced in
Growth
Moderate growth ahead
Digital transformation acceleration in restaurant industry post-pandemic
Value
Significant premium - growth priced in
Momentum
Strong
+8.5% over 3m
Quality
Stable
Excellent business quality
Dividend
None
No dividend
Smart-money signal
Who's buying TOST right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Recent earnings results
AI-summarized recap of last quarter, plus the surprise on every print.
Next: May 6, 2026
MAY 7, 2026
Reported EPS of $0.29 vs $0.28 consensus (+3.6% surprise). Revenue of $1.6B vs $1.6B expected (-0.1%).
EPS surprise · last 4Q
1 of 1 beats
Q2 26
+3.6%
Next: May 6, 2026
Revenue trend · last 8Q
—
—
+29%
+24%
+25%
+25%
+22%
+22%
Q2 24
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
$1.2B
$1.3B
$1.3B
$1.3B
$1.6B
$1.6B
$1.6B
$1.6B
Margins · last 8Q
Gross
—
Operating
—
Profit
7.7%
Wall Street consensus
12 analysts · 67% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
67%
Hold
33%
Sell
0%
Median Price Target
$35.00
▲ +21.1% vs $28.90
Latest: Truist · $30.00 · May 12, 2026
8 analysts covering