NYSE
29.65USD
-0.15 (-0.50%)
We have scored 75 news catalysts on Toast, Inc. (TOST) over the past 12 months. The biggest single-day move next to one of them came Feb 23, 2026, when TOST closed −7.4%: “Reiterating My Buy Rating On Toast: In A 'SaaSpocalypse' It's A Winner”. Coverage across the window leans positive (average ticker sentiment +0.31). Most of the impact sits in price momentum and sector technology.
Dots are scored news catalysts — size = impact, color = sentiment. Tap one to read it.
Market cap
17.2B
P/E
—
EPS
—
Beta
1.73
52W range
22.26-39.725
Day range
29.41–30.46
Open
30.39
Prev close
29.80
Volume
9.5M
Avg volume
11.1M
Dividend
0.00
IPO
2021-09-22
Analysts publish price targets on TOST, and they disagree. Where the share price actually sits among them shows which of their arguments the market is buying — and which it is ignoring.
19 analyst price targets from $30 to $45
as of 2026-09-11
The market is 16% below the median target — more cautious than the analysts.
Daily OHLCV with SMA overlays and session pivots. Draw your levels and trendlines on it, or ask the AI analyst what the price is reacting to.
Suppliers, customers, partners and competitors, derived from what the news actually says about Toast, Inc. — not a sector bucket. Click an edge to see the articles that established the link.
Latest scored catalyst for TOST: .
Free · No account
Get a free daily PDF briefing — the last 24 hours of news, with summaries and the market-impact score for each story, delivered an hour before the open.
We’ll watch
Pre-filled from this story — remove any you don’t want. Add more tickers & tags or fine-tune your watchlist anytime — every email has an edit link, no account needed.
Free forever · one email a day, max · unsubscribe in one click.How it works
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.
The reconstruction
The price sits at the 5th percentile of published models, fully endorsing a deceleration to roughly 10.5% annual revenue growth and explicitly refusing to pay for the sustained mid-20s growth the bull cases require.
What the disagreement turns on
Whether Toast can sustain annual recurring revenue growth above 20% as it scales new markets, a question that unit volume data can partially observe but cannot fully settle without location counts.
The price pays for
It declines to pay for
Written by a language model from the published models, the reported segments and a reverse-DCF — not a recommendation, and not a house view.
Claim by claim
Computed at $31.94 on 2026-09-11 — the quote has since moved -7%, so read this as a record of what was priced in then, not now.
