Toast, Inc. Class A (TOST)
NYSE:TOST
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TOST Stock Chart & Stats
$29.08
-$0.49(-1.31%)
At close: 4:00 PM EST
$29.08
-$0.49(-1.31%)
Day’s Range― - ―
52-Week Range$22.26 - $49.66
Previous CloseN/A
Volume1.10M
Average Volume (3M)12.94M
Market Cap
$14.30B
Enterprise Value$13.08B
Total Cash (Recent Filing)$1.77B
Total Debt (Recent Filing)$17.00M
Price to Earnings (P/E)35.1
Beta1.30
Next Earnings
Aug 11, 2026EPS Estimate
0.32Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)0.70
Shares Outstanding516,000,000
10 Day Avg. Volume9,654,129
30 Day Avg. Volume12,937,818
Financial Highlights & Ratios
PEG Ratio0.04
Price to Book (P/B)9.73
Price to Sales (P/S)3.36
P/FCF Ratio33.99
Enterprise Value/Market Cap0.91
Enterprise Value/Revenue2.03
Enterprise Value/Gross Profit7.73
Enterprise Value/Ebitda27.65
Forecast
1Y Price Target
$34.15Price Target Upside17.43% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering22
EPS Forecast (FY)1.34
Revenue Forecast (FY)$7.39B
Bulls Say, Bears Say
Bulls Say
Integrated Software + Payments PlatformToast’s integrated POS, software modules and payments mix creates recurring subscription revenue plus payments economics. This tight integration raises switching costs, boosts ARPU via add-ons, and produces durable data/network advantages that support long-term monetization and customer retention.
Strong Cash Generation And Low LeverageConsistent, sizable FCF and very low leverage provide financial flexibility to invest in product, buy back shares, and withstand cycles. High FCF quality (close alignment with net income) reduces refinancing risk and underpins sustainable capital allocation over the medium term.
Recurring Revenue, SaaS Margins And AI-driven Product TractionRapid adoption of AI tools and strong recurring gross profit/ARR momentum indicate scalable, high-margin software monetization. Demonstrated sales uplift from AI marketing agents and wide active usage deepen customer stickiness and create durable opportunities to expand ARPU and gross profit per location.
Bears Say
Revenue Growth Has DeceleratedSlowing top-line growth compresses the runway for margin expansion and increases reliance on cross-sell, pricing or new TAMs. If location adds or ARPU slow further, operating leverage may not materialize as planned, making sustained margin improvement and guidance execution more challenging.
Hardware & Professional Services Margin DragNegative margins on hardware/pro services act as a structural drag on consolidated gross profit and require cross-subsidization by SaaS/payments. Persistent tariffs, input costs or shipment-driven margins can erode overall profitability unless the business shifts mix or improves hardware unit economics.
Strategic Inventory Build Ties Up CashLarge, intentional inventory purchases reduce near-term free cash flow conversion and increase working-capital exposure. If supply dynamics change or demand softens, the inventory build could pressure liquidity and returns over multiple quarters and complicate free cash flow guidance.
Toast Inc News
TOST FAQ
What was Toast, Inc. Class A’s price range in the past 12 months?
Toast, Inc. Class A lowest stock price was $22.26 and its highest was $49.66 in the past 12 months.
What is Toast, Inc. Class A’s market cap?
Toast, Inc. Class A’s market cap is $14.30B.
When is Toast, Inc. Class A’s upcoming earnings report date?
Toast, Inc. Class A’s upcoming earnings report date is Aug 11, 2026 which is in 51 days.
How were Toast, Inc. Class A’s earnings last quarter?
Toast, Inc. Class A released its earnings results on May 07, 2026. The company reported $0.283 earnings per share for the quarter, beating the consensus estimate of $0.273 by $0.01.
Is Toast, Inc. Class A overvalued?
According to Wall Street analysts Toast, Inc. Class A’s price is currently Undervalued.
Does Toast, Inc. Class A pay dividends?
Toast, Inc. Class A does not currently pay dividends.
What is Toast, Inc. Class A’s EPS estimate?
Toast, Inc. Class A’s EPS estimate is 0.32.
How many shares outstanding does Toast, Inc. Class A have?
Toast, Inc. Class A has 516,000,000 shares outstanding.
What happened to Toast, Inc. Class A’s price movement after its last earnings report?
Toast, Inc. Class A reported an EPS of $0.283 in its last earnings report, beating expectations of $0.273. Following the earnings report the stock price went down -14.738%.
Which hedge fund is a major shareholder of Toast, Inc. Class A?
Currently, no hedge funds are holding shares in TOST
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Toast Inc Stock Smart Score
Outperform
1
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10
Analyst Consensus
Moderate Buy
Average Price Target:
$34.15 (17.43% Upside)
$34.15 (17.43% Upside)
Blogger Sentiment
Bullish
TOST Sentiment 70%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Increased
By 1.6M Shares
Last Quarter.
Last Quarter.
Insider Transactions
Sold Shares
Worth $61.6K over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Positive
Last 7 Days ▲ 0.1%
Last 30 Days ▲ 0.3%
Last 30 Days ▲ 0.3%
News Sentiment
Very Bullish
Bullish news 99%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Negative
20 days / 200 days
Momentum
-42.08%
12-Months-Change
Fundamentals
Return on Equity
20.74%
Trailing 12-Months
Asset Growth
20.67%
Trailing 12-Months
Company Description
Toast, Inc. Class A
Toast, Inc. delivers a comprehensive cloud-based digital technology platform tailored specifically for the restaurant sector, serving businesses across the United States and Ireland. Its extensive product suite features an array of hardware solutions, including the foundational Toast Point of Sale (POS) system. Toast Flex offers versatile functionality, adaptable as an on-counter order and payment terminal, a server workstation, a guest kiosk, a kitchen display system, or an order fulfillment hub. For enhanced tableside service and expedited table turnover, the company provides Toast Go, a handheld POS device facilitating ordering and payment acceptance directly at the table, alongside Toast Tap, a compact card reader. Beyond hardware, Toast supplies robust software solutions. Toast Order & Pay empowers guests to place orders and settle bills conveniently from their mobile devices. The platform integrates specialized kitchen display system software, streamlining communication between front-of-house staff and the kitchen team. For larger operations, multi-location management software enables customers to centralize operational control, standardize procedures, and efficiently configure menus. Back-office administrative tasks are supported by xtraCHEF tools. Furthermore, Toast Flex for Kitchen provides a larger, mountable hardware solution designed specifically as a kitchen screen. Regarding customer engagement and logistics, Toast offers the Toast Online Ordering & Toast TakeOut app, a software platform enabling restaurants to accept off-premises orders directly through their branded websites. For delivery, they provide First-Party Delivery services, allowing restaurants to manage their own driver fleets and customize delivery parameters such as hours, zones, fees, and minimum order values. Additionally, Toast Delivery Services connects restaurants with a network of third-party delivery drivers, complemented by broader Toast Delivery Partners services. The company's offerings extend to comprehensive business support services. These encompass loyalty programs and gift card management, payroll and team administration tools, tailored business owner policy insurance with restaurant-specific enhancements, and efficient payment processing solutions. Toast also facilitates financial support through loans advanced to restaurants and purchase financing options. Detailed reporting and analytics solutions provide valuable insights. For broader integration, Toast Partner Connect allows users to discover, select, and seamlessly integrate with various third-party partners via bi-directional APIs. Established in 2011, Toast, Inc. maintains its headquarters in Boston, Massachusetts.
TOST Earnings Call
Q1 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call presented strong top-line growth, margin expansion and significant product and AI traction (recurring gross profit +27%, ARR +26%, SaaS margin 81%, adjusted EBITDA +35%, clear AI productivity gains and early agent monetization signals). Key challenges include hardware/professional services margin drag (negative 13% of recurring gross profit), an intentional inventory build that pressures near-term free cash flow and a $28M credit-related charge. On balance, the positive operational and financial momentum and raised guidance materially outweigh the manageable near-term headwinds.View all TOST earnings summariesTOST Revenue Breakdown
82.51% Financial technology solutions
12.94% Subscription services
4.55% Hardware and professional services
TOST Stock 12 Month Forecast
Average Price Target
$34.15
▲(17.43% Upside)
Technical Analysis
Ownership Overview
0.99% Insiders
25.40% Mutual Funds
28.23% Other Institutional Investors
27.41% Public Companies and Individual Investors