Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
3
institutions
Market cap
$19.2B
578M shares
52-week range
$22.26 – $42.15
51% from low
Sector
SERVICES-COMPUTER PROCESSING & DATA PREPARATION
Exchange
NYSE
CS
P/S (TTM)
2.8
EV / FCF (TTM)
31.4
Toast Inc is a cloud-based, all-in-one digital technology platform purpose-built for the restaurant community. The company provides a comprehensive platform of software-as-a-service (SaaS) products and financial technology solutions, including integrated payment processing, restaurant-grade hardware, and a broad ecosystem of third-party partners. It serves as a restaurant operating system, connecting front of house and back of house operations across service models such as dine-in, takeout, and delivery. It operates through one reportable segment consisting of its SaaS products, financial technology solutions, integrated payments, hardware, and partner ecosystem.
www.toasttab.comNo one on the platform currently holds TOST.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 4,321,437 | $114.6M |
| Bridgewater Associatesas of 2026-03-31 | 337,235 | $8.9M |
No one on the platform has traded TOST yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 37.2% | — | — | — | ||
| Rev. Growth % | 24.1% | 49.5% | ||||
| Profit Margin % | 5.6% | -7.8% | ||||
| Free Cash Flow Margin % | 9.9% | 2.1% | ||||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +11.9% on the P/E track.
At today's price, your expected annual return is +17.9% on the P/E track.
At today's price, your expected annual return is +23.2% on the P/E track.
| 200,000 |
| $3.7M |
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $7.5B | +21.8% | $1.38 | $1.33–$1.41 | 23.4× | 13 |
| 2027 | $8.8B | +18.4% | $1.72 | $1.65–$1.82 | 18.8× | 13 |
| 2028 | $10.4B | +17.2% | $2.19 | $1.69–$2.53 | 14.8× | 11 |
| 2029 | $12.0B | +15.9% | $2.66 | $2.59–$2.75 | 12.2× | 4 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 7 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-04 | $0.32 | $0.34 | +5.5% |
| 2026-05-07 | $0.27 | $0.29 | +6.2% |
| 2026-02-12 | $0.24 | $0.23 | -3.8% |
| 2025-11-04 | $0.24 | $0.25 | +4.4% |
| 2025-08-05 | $0.23 | $0.24 | +6.6% |
| 2025-05-08 | $0.18 | $0.20 | +11.3% |
| 2025-02-19 | $0.05 | $0.05 | +0.0% |
| 2024-11-07 | $0.02 |
| $0.07 |
| +250.0% |
| $24.3B |
| — |
| NTNXNutanix, Inc. | $67.54 | +2.46% | $18.3B | — |
| OKTAOkta, Inc. | $187.96 | +12.89% | $31.2B | — |
Source: Financial Modeling Prep · peers by sector/industry
$TOST reclaimed the 50 dma, closed above midpoint of range, but a little allergic to that 7/23 avwap
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$TOST As anticipated, a full retrace to the 200 EMA has completed. Price action showed a bullish bounce with conviction telling us bulls are defending the 200 EMA and continuing to buy at these levels. Possible second re-test likely.
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$CRM vs $TOST ; pick one and why? (Im bullish on both though)
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$TOST hope u boys didnt sell. this is a buy the dip not sell situation...we are going over $50 this year
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$TOST in the event the big boys decide to turn the naked short throttle full tilt… is pennyland on the table? Or would this always stay a multi dollar stock?
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$TOST remove this stock from the market! It’s only here to make the CEO rich and nobody else.
View on StockTwits ↗$TOST naked short to $28 min? Then the big boys can load?
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.