Ticker: TOST

Toast

Software Technology Software - Infrastructure

Price 32.71

Reco Hold Potential 59 Risk 46 Updated 2026-10-26

Official website

Forecast impact

negative

Target +16.2% target fill 86.1%

Reaction D5 pending · D10 pending market trust

Impact Potential -4 · Risk +3 valid until 2026-11-18

Track in portfolio

Price chart

AI recommendation Analyst forecast Calendar event Positive signal Negative signal Neutral / update Hold / informational B My buy S My sell

Description

Company and Business Model

Toast (TOST.US) operates in the technology sector, providing a cloud-based restaurant management platform. Its core products include point-of-sale systems, payment processing, and operational management tools designed for restaurants. Major business segments encompass software solutions, hardware sales, and customer support services. The primary revenue sources are subscription fees, transaction fees, and hardware sales.

Investment Profile

The investment profile of Toast is more aligned with growth investors, given its focus on expanding its technology solutions in the restaurant industry. The company shows potential for revenue growth, although it faces higher risk factors. Investors may find it suitable for a medium to long-term horizon, considering the volatility and current market conditions.

Category: Software Sector: Technology Industry: Software - Infrastructure Investment style: Growth Horizon: Medium-term Company type: Market Leader

Fundamental metrics (experimental) Updated: 2026-10-21

EPS (TTM) — earnings per share for the last 12 months, $: 0.83
Revenue QoQ — quarter-over-quarter revenue growth: 17.1%
EPS surprise: 3.6%
20d volatility: 2.5%

AI recommendation changes

Date	Before	After	Reason
2026-10-15	Buy	Hold	Weak momentum and high risk; hold for now.
2026-10-11	Hold	Buy	Strong revenue growth and positive EPS surprise.
2026-10-03	Sell	Hold	Mixed performance; fundamentals show promise but risks remain.
2026-10-01	Buy	Sell	Weak momentum and high risk; hold for now.
2026-09-26	Sell	Buy	Strong revenue growth, but mixed momentum signals.
2026-09-20	Hold	Sell	Weak momentum and high risk; cautious outlook advised.
2026-09-10	Buy	Hold	Mixed performance; high risk with uncertain momentum.
2026-09-03	Hold	Buy	Strong revenue growth, but mixed momentum signals.
2026-09-01	Buy	Hold	Strong revenue growth, but high volatility and risk.
2026-08-21	Hold	Buy	Strong revenue growth and positive EPS surprise support bullish outlook.
2026-08-13	Buy	Hold	Strong revenue growth, but mixed momentum signals.
2026-07-31	Hold	Buy	Strong momentum and positive EPS surprise support growth outlook.
2026-07-23	Buy	Hold	Weak momentum and fundamentals raise uncertainty.
2026-07-18	Hold	Buy	Mixed performance; cautious due to revenue decline.
2026-06-27	Sell	Hold	Mixed performance; cautious due to high risk.
2026-05-30	Hold	Sell	Weak fundamentals and negative momentum raise concerns.
2026-05-08	—	Hold	Weak fundamentals and mixed momentum signal caution.
2026-05-08	Hold	Hold	Компания Toast показывает положительную динамику за последние 20 дней, однако долгосрочные показатели указывают на высокую волатильность и снижение за 120 дней. Рекомендуется удерживать акции до более ясных сигналов о во
2026-04-19	Sell	Hold	Компания Toast показывает положительную динамику за последние дни, однако долгосрочные показатели снижаются, что указывает на высокие риски. Рекомендуется удерживать акции до более ясных сигналов о восстановлении.
2026-03-25	Sell	Hold	Компания Toast демонстрирует нестабильные результаты на рынке, с значительным падением за последние 60 и 120 дней. Рекомендуется удерживать акции до улучшения рыночной ситуации.
2026-03-17	Hold	Sell	Компания Toast демонстрирует нестабильные результаты на рынке с негативной динамикой за последние 60 и 120 дней, что указывает на высокие риски. Однако, недавний рост на 1.81% за день и положительный сюрприз по EPS могут
2026-03-07	Sell	Hold	Компания Toast демонстрирует положительную динамику за последние 5 и 20 дней, но имеет значительное снижение на более длительных интервалах. Рекомендуется удерживать акции, пока не появятся более четкие сигналы для покуп

Analyst forecasts

Date	Analyst	Action	Target	Price Then
2026-10-19	Truist Financial	Target Lowered	39 → 38	31.62
2026-09-02	BNP Paribas	Update	— → 35	33.59
2026-08-31	RBC Capital	Target Raised	36 → 44	35.15
2026-08-12	Truist Financial	Target Raised	33 → 39	33.545
2026-08-06	Bernstein	Target Raised	39 → 45	34.79
2026-08-05	RBC Capital	Target Raised	31 → 36	35.3
2026-08-05	Oppenheimer	Target Raised	36 → 38	33.81
2026-08-05	UBS	Target Raised	34 → 39	33.81
2026-08-05	Canaccord Genuity	Target Raised	37 → 40	33.81
2026-08-05	BMO Capital	Target Raised	35 → 40	33.81
2026-08-05	Wells Fargo	Target Raised	36 → 40	33.81
2026-08-05	Jefferies	Target Raised	38 → 40	33.81
2026-08-05	Barclays	Target Raised	35 → 39	33.81
2026-08-03	Jefferies	Target Raised	35 → 38	32.27
2026-07-29	D.A. Davidson	Target Raised	28 → 30	32.58
2026-07-24	Truist Financial	Target Raised	30 → 33	28.4
2026-07-09	Goldman Sachs	Rating Upgraded	— → 36	28.57
2026-07-08	Robert W. Baird	Target Raised	30 → 33	29.61
2026-07-08	Barclays	Update	— → 35	29.61
2026-06-10	Piper Sandler	Update	— → 32	24.3
2026-05-12	D.A. Davidson	Target Lowered	33 → 28	23.115
2026-05-12	Truist Financial	Target Lowered	36 → 30	24.19
2026-05-12	Mizuho Securities	Target Lowered	45 → 38	24.19
2026-05-12	Redburn Partners	Rating Downgraded	— → 35	24.19
2026-05-08	Morgan Stanley	Target Lowered	51 → 45	24.8899
2026-05-08	Oppenheimer	Target Lowered	39 → 36	24.94
2026-05-08	UBS	Target Lowered	40 → 34	29.38
2026-04-21	BMO Capital	Update	— → 35	28.67
2026-02-25	Truist Financial	Target Lowered	42 → 36	26.54
2026-02-17	D.A. Davidson	Target Lowered	36 → 33	27.58

News Page 1 of 1

Analysts Goldman Sachs recommend buying shares of Loar Holdings (LHX), Toast (TOST), MasTec (MTZ), and Quanta Services (PWR) following strong earnings reports

08/15/2026, 07:31 AM investing recommendation Analysts: analysts, Goldman Sachs industrials software MasTec Quanta Services Toast

Goldman Sachs has identified several stocks as top investment opportunities following their recent earnings reports, highlighting strong growth potential and favorable market conditions for companies like Loar Holdings, Toast, MasTec, and Quanta Services.

Analysts Goldman Sachs upgraded Toast (TOST) to Buy and raised target price to $36, indicating 26% upside

07/09/2026, 06:36 AM investing rating_growth Analysts: analysts, Goldman Sachs software ai Toast

Goldman Sachs has upgraded Toast to a 'buy' rating, citing its potential for recovery and growth despite recent underperformance, which presents an attractive buying opportunity for investors.

Analysts Citi reiterate buy rating on Nvidia (NVDA) amid strong demand for DRAM memory

07/09/2026, 05:36 AM investing rating_growth Analysts: analysts, Citi semiconductors Nvidia Comfort Systems Applied Materials Toast American Tower Waters Corporation Stellantis Sarepta Therapeutics Salesforce

Recent analyst calls on Wall Street highlight significant upgrades and downgrades across various sectors, indicating shifting investor sentiment and potential opportunities for stock performance.