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.
Toast, Inc. is rated a buy with a $42 price target, implying 20% upside over the next 12 months. TOST delivered strong FQ2 results with 25% revenue growth, 65% EPS growth, and expanding market share to 20% of U.S. restaurants. Despite a 30% stock correction since August, TOST's high double-digit growth, sticky customer base, and international expansion support a bullish outlook.
Toast (TOST) closed at $34.39 in the latest trading session, marking a -3.78% move from the prior day.
Toast (TOST) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Toast (TOST) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
This week's Undercovered Dozen spotlights 12 lesser-followed stocks, offering fresh investment ideas and discussion opportunities for the Seeking Alpha community. Klaviyo, MercadoLibre, Fiserv and Bloom Energy are rated Strong Buy. Palo Alto Networks, W. P. Carey, WPAY, Archer Aviation, GE Vernova, Aya Gold & Silver, Lineage and Toast are rated Buy.
TOST posts 25% revenue growth and $208 million free cash flow in the second quarter, but seasonality raises questions about sustaining momentum.