Software stock Toast Inc (NYSE:TOST) is up 1.7% to trade at $35.78 at last check, after scoring an upgrade at J.P.
Toast, Inc. (TOST) Presents at UBS Global Technology and AI Conference 2025 Transcript
Zacks.com users have recently been watching Toast (TOST) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Toast, Inc. remains a top investment idea, away from the AI trade. Toast's strong fundamentals include over $2 billion in annual recurring revenue, rapid growth, and a debt-free balance sheet with $1.8 billion in cash. The investment thesis centers on Toast's ability to scale free cash flow to $650 million by 2026, with a current valuation of 27x forward free cash flow.
Toast, Inc. (TOST) is upgraded to Strong Buy as its competitive moat widens and growth prospects remain robust. Toast can benefit from the struggles at key competitor Clover, winning more SMB restaurant deals, and deepening strategic partnerships like the recent Uber integration. Management sees clear paths to doubling US market share, is expanding internationally, and entering new verticals, supporting sustained 20%+ revenue growth.
Zacks.com users have recently been watching Toast (TOST) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
Toast reported strong Q3 FY25 results, beating expectations and raising full-year guidance, driven by robust product innovation and strategic partnerships. Toast's ARR surpassed $2B, with management targeting $5B-$10B, fueled by core US SMB growth and expansion into Enterprise, International, and Food & Beverage verticals. AI-driven products like Toast IQ and a new Uber partnership are enhancing restaurant operations, guest experience, and revenue generation for their restaurant businesses.
Toast, Inc. ( TOST ) Q3 2025 Earnings Call November 4, 2025 5:00 PM EST Company Participants Michael Senno - Senior VP of Finance & Strategy, Treasury and Investor Relations Aman Narang - Co-Founder, CEO & Director Elena Gomez - President, CFO and Interim Chief Accounting & Principal Accounting Officer Conference Call Participants Josh Baer - Morgan Stanley, Research Division William Nance - Goldman Sachs Group, Inc., Research Division Timothy Chiodo - UBS Investment Bank, Research Division Dan Dolev - Mizuho Securities USA LLC, Research Division Dominic Ball - Rothschild & Co Redburn, Research Division David Hynes - Canaccord Genuity Corp., Research Division Rayna Kumar - Oppenheimer & Co. Inc., Research Division Jason Kupferberg - Wells Fargo Securities, LLC, Research Division Stephen Sheldon - William Blair & Company L.L.C., Research Division Samad Samana - Jefferies LLC, Research Division Darrin Peller - Wolfe Research, LLC Presentation Operator Good afternoon.
Although the revenue and EPS for Toast (TOST) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Toast (TOST) came out with quarterly earnings of $0.25 per share, beating the Zacks Consensus Estimate of $0.24 per share. This compares to earnings of $0.07 per share a year ago.
Toast Inc. (NYSE: TOST) delivered a jarring earnings miss on Tuesday evening, reporting $0.16 in adjusted EPS against expectations of $0.23.