Toast, Inc.
TOST
NYSE·Technology·Software - Infrastructure·Mkt cap $19.7B
$34.08
▲ +0.12%
P/E
42.60
Mkt Cap
$19.7B
52-Wk Range
$22.26–$42.62
52-Week Range
$22.26 - $42.62
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 19.8% 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 1.7).
- High premium - requires strong execution
Growth
Stable outlook
Digital transformation acceleration in restaurant industry post-pandemic
Value
High premium - requires strong execution
Momentum
Hot
+35.8% over 3m
Quality
Stable
Strong fundamentals
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
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Nov 3, 2026
AUG 4, 2026
Reported EPS of $0.34 vs $0.32 consensus (+5.5% surprise). Revenue of $1.9B vs $1.9B expected (+1.9%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+5.5%
Revenue trend · last 8Q
—
+29%
+24%
+25%
+25%
+22%
+22%
+23%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$1.3B
$1.3B
$1.3B
$1.6B
$1.6B
$1.6B
$1.6B
$1.9B
Margins · last 8Q
Gross
27.0%
Operating
8.0%
Profit
8.1%
Wall Street consensus
16 analysts · 75% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
75%
Hold
25%
Sell
0%
Median Price Target
—
Latest: RBC Capital · Aug 31, 2026
vs Industry
How TOST stacks vs Software - Infrastructure
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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