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Toast Inc (TOST) Reports Strong Growth in Q3 2023 with a 40% Increase in ARR, down 16% today on week forecast
Retirement Planning's-3 stocks could help power your investment portfolio and make you wealthier by retirement.
Is their some good bargain plays in tech at this time
I see a way to make some bread off of Toast Inc. ($TOST).
Why Toast ($TOST) stock soared this week
Is a surprise coming for Toast ($TOST) this earnings season?
What you can learn from Toast, Inc. ($TOST)
How Toast Inc. ($TOST) is revolutionizing the restaurant industry with digital technology
Toast Inc. ($TOST) receives an average rating of "Hold" from brokers.
Where does Wall Street think Toast Inc. ($TOST) stock will go?
Shift4 ($FOUR) stock plunges on short seller Blue Orca's report.
Toast ($TOST) launches a digital technology platform for hospitality businesses in Ireland.
Sumitomo Mitsui Trust Holdings Inc. increases its holdings in Toast Inc. ($TOST), investing in the future of restaurant technology.
POS systems for small business market R&D, including top key players Square ($SQ), Lightspeed ($LSPD), Toast Inc. ($TOST).
Toast Inc. ($TOST) stock initiated by Deutsche Bank analyst, price target now $20
Toast Inc. ($TOST) is currently -6.83 below its 200 period moving average. What does this mean?
"Toast’s ($TOST) potential for growth despite a low earnings forecast: DA Davidson reissues a buy rating. "
Maryland State Retirement and Pension System invests in innovative restaurant technology company Toast, Inc.($TOST)
Toast, Inc. ($TOST) shares bought by Bank Julius Baer & Co. Ltd., Zurich
Toast, Inc. ($TOST) shares purchased by bank of New York Mellon Corp
Shift4 ($FOUR) growth rides international expansion, next-gen payment system
Assessing Toast, Inc’s ($TOST) viability to hold or not to hold?
Diversified Trust Co. purchases 24,730 shares of Toast, Inc. ($TOST).
Exane BNP Paribas initiates coverage of Toast Inc. (TOST) with a neutral recommendation.
JVL Associates llc sells 13,272 shares of Toast ($TOST), Inc.
Toast ($TOST) shareholders have endured a 11% loss from investing in the stock a year ago.
Toast Shows Improved Relative Strength; Still Shy Of Benchmark
10,000 Shares in Toast, Inc. Acquired by Marathon Capital Management
Why Toast Stock Dropped 15% in February
Canada Pension Plan Investment Board Purchases 87,300 Shares of Toast, Inc.
Shift4 Earnings Top Estimates; Guidance Above Views
The 5 Best Stock Trade Ideas for this Week
TOST Stock: 17.81% Decrease This Week Explanation
Is a Surprise Coming for Toast (TOST) This Earnings Season?
Toast (TOST) Expected to Beat Earnings Estimates: Can the Stock Move Higher?
Toast Stock Jumps After Company Teams Up With Google: What's Going On? - Toast (NYSE:TOST)
Edmond DE Rothschild Holding S.A. Raises Stock Holdings in Toast, Inc. (NYSE:TOST)
Toast, Inc. is acquired by First Republic Investment Management Inc. (NYSE:TOST)
Toast Announces Release Date Of Fourth Quarter and Full Year 2022 Financial Results
Truist Financial Corp. purchased 26,742 shares of Toast, Inc.
Research Analysts Set Expectations for Toast, Inc.'s FY2022 Earnings
Toast Inc (TOST) has gained 17.22% in a Week, Should You Sell?
Toast Inc (TOST) has gained 17.22% in a Week, Should You Sell?
Block's Volume Comparison Reflected Market Share Loss Versus Toast, Clover And Fiserv, Analyst Says
Piper Sandler has reduced Toast (NYSE:TOST) PT to $22.00.
Piper Sandler has reduced Toast (NYSE:TOST) PT to $22.00.
The Goldman Sachs Group Cuts Toast (NYSE:TOST) Price Target to $19.00
Quick useful tip on an easy way to find a companies intrinsic value (from managements POV)
The bull market was a good thing, not in the way you think though.
Let's get this bread! Why I think you should buy TOST
What's going on with $TALK and $TOST????
TOAST (TOST) - What is going on with this thing? 64 million additional shares dilution?
Mentions
Debating a big wager on TOST earnings
How do people feel about TOST currently? Is it worth scooping at the current price?
Me: META, GOOG, NFLX, HOOD, RDDT, maybe AMZN. Also I'm thinking software. No way can AI just spin up a CRM used by multinational companies. The hosting, upgrades, backup, security, integration, support, training, etc. No fucking way. NOW, SNOW, TOST, etc etc
20 percent of my entire port is in 4 stocks NOW NFLX TOST PCG they all seemed to have bottomed out this past week and have started their recovery waiting to see if crypto crash tanks market but looking to double down on all of these by friday PCG is a sleeper that has been beaten down for like 2 years since wildfires ive been bag holding but todays gain is prob the largest ive seen since ive owned it
GOOG, META, AMZN, NOW, SHOP, NVDA, PLTR, AMD, NET, TOST, GLW... just grabbed them all
u/_hiddenscout You jumping into TOST yet?
so all macro, nothing fundamental here. It's actually kind of an opportunity for anybody who wants to buy software stocks that has an obvious moat (e.g spotify, TOST etc...)
software stocks back on the menu NOW TOST ADBE
I own TOST. Don't care about sentiment. I care about the underlying business. If it keeps performing well, any macro stuff dragging it down will eventually fall by the wayside. I don't need the money for another 9ish years so that's why it's easy for me to dismiss short-term things impacting the stock price.
For anyone in payments stocks (TOST, XYZ, FISV, FOUR, PYPL), what do you think it would take to change the sentiment at this point? Feels like it’s been super low since summer of last year. MA just had solid earnings which makes me slightly optimistic
anybody follow TOST ?
Who got into $TOST?
Yeah, that's why I find it so interesting too. Restaurant software is expensive. Went I worked at a place, we use Aloha. They provided the touch screens, which where about 100,000k each. TOST does the smaller terminals, they do the online ordering, and probably offer analytics and statistics. Like labor cost is huge for restaurants, so when you are managing, you need to constantly check to see what your cost is and to cut employees. I know the vibe coding thing is big, but i'm waiting for the big story about something vibe coded and then a huge security issue.
This is the trouble with the vibe coding kills SaaS debate. I'm sure the bear case right now is that restaurant owners will code their own OS and be able to customize it. Will they though? The argument for TOST, or CSU, or any of the like is basically that software is so cheap that there really isn't financial incentive to get a new OS. TOST has the nice addition of making itself a network. If you are a customer, they make ordering really easy at a lot of restaurants. That's a pretty sticky service that you can't just vibe code. It actually increases your potential customer base. Those are the moats worth looking at for SaaS, at least in my opinion.
Yeah, they are one of those companies that IPOEd as non profitable, but have become profitable and everything is improving. [https://quickfs.net/company/TOST:US](https://quickfs.net/company/TOST:US) Like last two quarters, ROIC is solid, high gross margins and operating margins. Really good FCF growth too: [https://stockanalysis.com/stocks/tost/financials/cash-flow-statement/](https://stockanalysis.com/stocks/tost/financials/cash-flow-statement/)
I am. First bought in Aug 2024 at \~$23.50/sh. I added 10% more shares in Mar 2025 at \~$36.00/sh. Overall still up \~34%. When a position is full for me, which TOST is, I only add very opportunistically. For TOST, I'd currently add more under the somewhat arbitrary number of $30.
Anyone in here in TOST? Keep watching it fall and wonder at what point it becomes a great buy. Valuation isn't bad and seems like they have pretty good market share in restaurants. Just feel like I get burnt with some of the payment names and biomedical.
Still thinking about that guy who bought TOST 1/16 36Cs at $1.88 seconds before they dropped to $.84. It was me, I'm that guy
Long ETSY, TOST leaps
TOST is the only fully vertical OS system taking over the restaurant industry quickly and quietly. Still widely misunderstood as just another POS/payments provider by investors and even some of TOSTs analysts, it’s shockingly undervalued. Having only reached GAAP profitability about a year ago it doesn’t screen well, but it’s nearing an inflection point. Without a proper re-valuation it would be trading at a PE in the low 20s by mid year this year - drastically lower than the current reported and misleading PE of 77. No debt and rapidly increasing margin/FCF. Net retention 110% (which doesn’t exclude closures) in an industry where business failure rate is so high means voluntary switching away from TOST is virtually non-existent. ‘Competitors’ are scrambling to look less like commodity POS they are and more like TOST - Clover (Fiserv) and Shift4 have both recently allocated major capital to risky acquisitions meant to try and offer more of a vertical solution resembling something more like TOST and Block entered into a clunky/complex partnership with Sysco recently for the same purpose. High growth, wonderful compounder quickly being recognized within an industry as the backbone you can’t live without (literally for many restaurants). And all of this without a mention of recent beginnings of international expansion and entry in to new industry markets. #TOST is best value you could possibly find out there - for the moment.
Why won't my smooth brain let me figure out how to profit from $TOST decoupling from its Fintech buddies
Shorting TOST. The stupid fucking company that makes people think they deserve tips for putting boba in a cup lol.
AMZN is my high conviction, TOST is my underappreciated turnaround, ZBRA is my cyclical/Robotic/AI/manufacturing play, and MPTI is my Space/Satellite multibagger moonshot
Thanks - good advice. It wasn't planned - and the future of TOST is still up in the air - but I mentioned it because it tracks... I had done my time in the restaurant industry - just teens/20somthing waiter/bartender/back-house/assistant GM stuff but enough time that I felt I grasped the proposition. Not that my limited 'informal focus group' means much -- but I had been tracking TOST for a bit pre/right after it's IPO and just happened to be in NYC for work. Had dinner and drinks and with him and 6-7 other restaurant types (owners and GMs) and the subject of POS systems came up for a gal opening a new place. It was kind of amusing -- people at the table were apologizing for "shop talk" (I was the outsider) but selfishly, I felt like I was hitting the jackpot: Please, please continue. This is potential user/buyer/customer discussion people would pay good money for :-) It's an investment - not a charity or a thumbs up - so just liking a product isn't enough.... But you're right. Based on the ad hoc focus group - I tracked... and read the 10-Qs... and then bought in. I do like WF -- but I think I'll hold off and look for some growth props. They're expanding - let's see some returns as they edge into other areas. They're looking to get into some lending areas (mortgages, but more) -- and I think that's where I'll be watching below the pure bottom lines. Appreciate the perspective!
If TOST is up, and my portfolio is toast, am I up?
TOST get in before 40
I sold my puts in the am and made money though, then just chilled bought some NFLX and TOST calls, then got more puts EOD.
I did, sold puts at open, now chilling in some NFLX and TOST calls for next year.
No idea what his swing trades were, lots of small/micro caps. His current holdings are all over the place: NVDA, AMZN, GOOG, ZM, VZ, DOCN, SKILZ, BRK.B, TOST, and like 15 others I can’t remember. TBH like 1/3 holdings are doing really bad (skilz, DOCN, and zm), but he’s the type that sells half at a double and half again if it doubles from there. So he calls it “house money”, idk if I agree but since he sold so much the holdings aren’t very much. So those companies he bought around Covid and sold most at the highs. Similarly, NVDA he sold 2/3 of his position between $120-180, his cost basis I think was $13. So he prob won’t sell the rest until he needs money cuz it’s house money.
i told you guys last night TOST
So did you join TOST for inclusion or You hate money?
Get TOST calls, rumored to be included in SP500
Whoever tipped me off about TOST, thanks.
TOST is… TOAST…. Says the guy who bought short dated puts in my TOST ER play thread. TOST is a restaurant payment processor values at 20b and XYZ is a financial giant valued at 37bil. TOAST is literally for restaurants. Square is for everyone.
OP, you were shilling for TOST a month and change ago on here and calling $SQ (outdated ticker) a piece of shit. What changed!?
TOST is gonna get toasty when it starts rocketing buy now thank me later if you ever bought food from google maps its most likely this platform
Lmaoo why buy when just 30 days you completely flipped flop on TOST and XYZ? You just admitted that your TOST prediction of $130 by Dec 2026 is bullshit. Why should we take your word on XYZ and it going over $100 next year after that?
Lmaoo so TOST is garbage now? So you completing bullshitted when saying TOST would be over $100 by Dec 2026? If so why should we take this XYZ seriously
Last month you bet big on TOST. Said it would reach $55 by Friday (it’s sitting in the $30s rn) and over $100 by EOY 2026. And in the post you called Square (Block is the parent company) a joke. Why the sudden change of heart ?
Buy TOST. Rumored to be added to SP500
TOST FLYING. Gonna be added to SP 500. Get in below 40!
Save this post because I will be completely wrong: $CNI, $CP, $TOST, $LIN, $URI, $CB. These picks will underperform everyone else's picks on the planet because I am dog shit at stock picking.
Yes, there are plenty of quality growth stocks using the applications of Teck in other industries. Examples would be, ODD HOOD RKLB TOST.
A “Black Friday sale” only matters if the business is healthy, not just the stock price. TOST = razor thin margins, still proving the model. UBER = finally profitable but priced like growth + regulation risk. UNH = temporarily beaten down, but the underlying business is a monster. PGR = one of the best-run insurers in the country. ACN/ADBE = slowing enterprise spend + multiple compression, not broken companies. A drop from ATH isn’t a thesis. But a good business temporarily hated by the market is a sale. Out of this list, UNH and ADBE look the closest to “actual discount” vs “just falling.”
Anyone here still follow TOST or own it? It’s starting to get kind of interesting to me at these levels. Going to start digging into it, just curious if anyone already follows, thanks!
All I'm saying is TOST 40 leap calls.
Been loading TOST leaps all morning with SPY put earnings 📈
I started taking a position in TOST on the drawdown. Reported its best quarter this week. Expanded its FCF by 50% YoY and growing at a solid 30% annually. Margins are improving to the tune of 20%+ and trades at a very reasonable forward PE for that growth. Additionally, how did you get to a 1.2%? By my calculations, it is more like a 3% FCF yield based on their guidance of $613 mil for the year.
Somebody convince me not to go balls deep on USAR ahead of their earnings AH. Succesfully played HTZ, TOST and SNAP this week. I'm afraid I'll miss today
I like TOST and have been tracking it for some time. I briefly had a position before selling it for a small profit. Between TOST and DUOL, I would definitely pick TOST. However, I don't think this is the right environment to go into high growth tech stocks. This bull market is getting long, so I am in the capital preservation phase instead.
I like TOST but am wondering if they don't have a big enough moat. The market is saturated with payment processors aka a lot of competition.
TOST is a great company but payments is pretty fucked because the consumer is fucked so small and medium biz is fucked. Get fucked.
Made $1.6k on $TOST calls today. Next play: Bought $4.5k into $CSCO calls. ER next week. Looks like big boys are gonna be pumping this up on the run up imo.
THANK YOU TOAST FOR THE PUMP $TOST Using Toast to buy me Ribeye Steak for dinner today 😍😍😍😍😍🤑🤑🤑🤑🤑
People sleeping on $TOST. Another great earnings and might pop off today.
$TOST to the moon Green in an ocean of red.
APPS was my play today with TOST
$TOST calls printing so I can buy more toast
in the morning after some nice rest, investors will wake up in the pre-market and realize their mistake in buying TOST, they'll then dump it on open, not worried at all lil bro, not my first rodeo
Entire market got fucked but somehow my $TOST calls are barely surviving 🙏🙏🙏🙏🙏 🚀🚀🚀🚀🚀
Meanwhile, $TOST misses EPS but beats revenue and it’s up 2% after-hours
$TOST Q3 2025 Earnings Revenue: $1.63B (Est: $1.59B) EPS: $0.16 (Est: $0.19) Additional Metrics: ARR: $2.0B (+30% YoY) Locations: 156,000 (+23% YoY) GPV: $51.5B (+24% YoY) Adj. EBITDA: $176M (+56% YoY) GAAP Net Income: $105M Free Cash Flow: $153M Q4 Guidance: Adj. EBITDA: $140-150M Gross Profit (Non-GAAP): $480-490M FY2025 Guidance: Adj. EBITDA: $610-620M Gross Profit (Non-GAAP): $1.865-1.875B
Seems like my TOST weeklies gonna print.
From my owned/watchlisted that reported today * AXON (22%) * CAVA (5%) * PRCT (2%) * TOST +5% * TREX (16%) * UPST (7%) Brutal
I agree, I've got only 10k up for TOST though. Mostly in January 2026 50c and some longer. The financials look so good.
PTLO, UPST, TREX, PRCT, CAVA, TOST, and AXON reporting from my owned/watchlisted companies. The only season I like more than earnings season is winter.
Up 1.5% on TOST. The only thing in my entire portfolio that’s not giga red LMAO
https://preview.redd.it/6wx40cvgv9zf1.jpeg?width=269&format=pjpg&auto=webp&s=ce6841ea5c769e71427383fb7f168fdd14923038 TOST is an overpriced scam company with fake numbers, if the numbers are bad it will crash because TOST is a ponzi scheme collapsing, if the numbers are good they'll sell because they know this is AS GOOD as it will get and it'll be their last ticket to exit this pyramid ponzi scheme scam, all restaurants are getting fucked, everyone is too poor to eat, so they'll spend less on scams systems like TOST, thus reducing the profit that TOST gets, and destroying their fake revenue numbers even more. THIS ISN'T WHERE THEY'RE JUST GETTING STARTED, this is the START OF THE END for TOST $26 by Friday, $12 by Dec
Picked up $2.6k calls for $TOST earnings after market close My previous two trades resulted in negative profits. 3rd times the charm!
I bought 100 shares of TOST before close :/ whatcha think about that ?
TOST & S calls : SPY puts
Some idiot was bullish on TOST a couple weeks ago, it's down since then, now you're bullish, so that's a sign that I'm puts are gonna print, get fucked
TOST. As someone in the restaurant industry, everyone complains about it, but everyone is moving to it and doesn’t switch again
Anyone who's ever seen a chart in their life knows that TOST is going to $50 https://preview.redd.it/hgop6905jhwf1.jpeg?width=1080&format=pjpg&auto=webp&s=d46e8183f725176d3bd430ed2455825c2b6f7786
Concern with TOST is that restaurants are definitely going to suffer with a downturn. Especially if this shutdown continues for another week or two.
My medium term plays are $TOST and $UPST. Both having a good day and week here. By end of the earnings season I expect significant break outs. Strong signal IMO is seeing green on days where the overall market and tech is red, signaling some belief of real business growth and reallocation towards value plays on days where big names are liquidated.
TOST. Good fundamentals and profitable. The momentum just start to begin and I believe will continue to the upside now after series of crash.
Anyone see that post about TOST earlier? I liked it…
Oh, I closed a while back. Too many unknowns at the time and estimates were constantly being revised downward. I know a few guys that doubled down in the single digits but I found better opportunities in $HOOD, $TOST, $GENI, $DRKTF, $BMY even $WBD.
whats happening with TOST?
To be fair to him, when he mentioned TOST it was just above $20. Anyone who bought it then and held it till now would have almost doubled their money.
Been in TOST since 2023, about $17 avg. Value is a little high right now but they are growing and profitable. I like them but I didn't know they were a secret gem
Yes, for over a year. I first heard of TOST when Brown mentioned it on CNBC last year.