Toast Aktie News

BOSTON--(BUSINESS WIRE)--Toast Delivers Precision Insights, Action, and Efficiency for Retailers.

Toast, Inc. (TOST) has rapidly captured market share in restaurant POS and SaaS, leveraging super, prior product quality and flexibility. Despite many SaaS competitors, TOST's scale within its core customer base creates switching costs that gives it a narrow economic moat. A Q2 earnings miss (adjusted eps of $0.13 vs $0.22e) pressured shares, but solid Q3 results have stabilized the stock.

Alphabet has a big AI growth opportunity. Toast is seeing strong revenue growth and starting to expand into adjacent markets.

Toast is rapidly transforming into a high-margin, software-first business, driving recurring cash flows and enhanced pricing power. TOST's enterprise and international expansion, including deals with Nordstrom, Everbowl, and Uber, strengthens its moat and reduces customer churn. With 25.75% revenue growth, $1.8B in cash, and $574.5M in free cash flow, TOST is self-funding aggressive expansion a...

Toast has a sticky business model that resonates with its restaurant customers. Chipotle is dealing with some short-term struggles but the core business is strong.

Toast delivered two earnings beats in a row, showing solid resilience despite all the macro noise around restaurants, and started to really show its operating leverage. Fintech revenue is re-accelerating on a higher take rate (helped by Toast Capital and better underwriting), SaaS revenue per location keeps growing nicely, and same-store trends for Toast's customers remain. The long-term growth...

Toast presents an attractive rebound opportunity after a 20%+ decline from YTD highs, entering a more favorable risk-reward profile. TOST's valuation has compressed meaningfully amid the recent correction alongside a guidance boost, and the stock now trades at a reasonable mid-20s multiple against FY26 EBITDA. Despite restaurant sector headwinds, TOST's gross payments volume accelerated, and Q3...

Microsoft shares underperformed due to concerns about its relationship with OpenAI following the Oracle/OpenAI deal announcement. Vertex Pharmaceuticals lost value following disappointing clinical trial results in one of its pain therapy programs. We initiated a position in Advanced Micro Devices (AMD), a leading provider of high-performance computing and AI solutions.