$TOST

Toast, Inc.

Toast provides a cloud-based, all-in-one technology platform for restaurants and food and beverage retailers, from small and mid-sized operators to larger, multi-location and enterprise customers. Its software, restaurant-grade hardware and financial technology solutions connect front- and back-of-house operations for dine-in, takeout, delivery, catering and retail. Products include point-of-sale and kitchen systems, digital ordering and delivery, labor and workforce management, inventory and vendor tools, marketing and loyalty, financial management, and Toast IQ, an AI assistant. xtraCHEF by Toast provides back-office tools such as accounts payable automation, inventory management and recipe costing. Toast makes money through software subscriptions, integrated payment processing and other financial technology solutions. These include commercial leases for equipment and onboarding, payment processing services, and Toast Capital loans issued by a bank partner to eligible restaurants. Toast also connects customers to a partner ecosystem of over 200 technology partners. Toast is headquartered in Boston, Massachusetts.

AlphAI earnings readthird quarter 2026 · NOV 3Toast Announces Third Quarter 2026 Financial ResultsVerdict: strong

Reads like this one publish minutes after the filing lands on EDGAR. Get them as JSON over the API or inside your AI agent over MCP.

3
4
7
—
$685K
Vassil Jonathan
80%
See all $TOST insider activity →
Med

Truist raises Toast stock price target to $40 on location growth

Truist raised its Toast Inc. (NYSE:TOST) price target to $40 from $38, citing location growth and higher recurring gross profit estimates. The stock is currently trading at $34.77, with analysts noting potential upside. Toast reported mixed Q3 2026 results, with revenue of $1.98B beating estimates but earnings missing. The company raised its full-year guidance. Other analysts have also commented on Toast's performance and growth prospects.

Toast Inches Lower on Hookup with Ruby Tuesday

Toast (TOST) shares were flat Thursday. The company announced a partnership with Ruby Tuesday to implement Toast's enterprise technology across Ruby Tuesday's restaurants. Ruby Tuesday will use Toast's handhelds, terminals, and payment processing to improve service and efficiency. Kevin FitzPatrick, Ruby Tuesday's CMO, stated that Toast's technology will enhance the guest experience.

Toast (TOST) Names A New Finance Chief, Is It A Bargain?

Toast (TOST) has appointed a new finance chief. The article discusses investor sentiment around the company and suggests reviewing its financial drivers. It also provides a list of high-quality, value, and resilient stocks for further investment ideas.

TOST sentiment & insider activity

Over the past 7 days, AlphAI's AI scored 14 news stories mentioning TOST (Toast, Inc.). Coverage has skewed bearish: 3 bullish, 4 neutral, and 7 bearish.

Recent TOST coverage spans financial news, earnings and technology.

In the last 30 days, TOST insiders filed 5 SEC Form 4 transactions — no purchases and 5 sales ($685K). The most active reporter was Vassil Jonathan, Chief Revenue Officer, with 4 filings. 80% of those filings were made under pre-arranged Rule 10b5-1 plans.

What's driving TOST

AlphAI scores every news story that mentions TOST with an AI model for sentiment and relevance, and aggregates insider trades from Toast, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $TOST

Score

Truist raises Toast stock price target to $40 on location growth

Truist raised its Toast Inc. (NYSE:TOST) price target to $40 from $38, citing location growth and higher recurring gross profit estimates. The stock is currently trading at $34.77, with analysts noting potential upside. Toast reported mixed Q3 2026 results, with revenue of $1.98B beating estimates but earnings missing. The company raised its full-year guidance. Other analysts have also commented on Toast's performance and growth prospects.

Toast Inches Lower on Hookup with Ruby Tuesday

Toast (TOST) shares were flat Thursday. The company announced a partnership with Ruby Tuesday to implement Toast's enterprise technology across Ruby Tuesday's restaurants. Ruby Tuesday will use Toast's handhelds, terminals, and payment processing to improve service and efficiency. Kevin FitzPatrick, Ruby Tuesday's CMO, stated that Toast's technology will enhance the guest experience.

Stocks making the biggest moves premarket: Trump Media, Tesla, CoreWeave, Novo Nordisk and more

Trump Media (DJT) shares fell 11% post-midterms. Tesla (TSLA) and SpaceX dropped 6-7%. Neocloud stocks declined 5-7%. Novo Nordisk (NVO) gained 6% on strong earnings. CVS (CVS) fell 2% on plans to split. McDonald's (MCD) rose 2% on mixed results. Duolingo (DUOL) surged 18% on strong Q3. Alight (ALIT) rose 22% on raised outlook. Avis (CAR) slid 2% on mixed Q3. AMD (AMD) was little changed after earnings beat. Toast (TOST) dropped 5% despite earnings beat.

Morgan Stanley cuts Toast stock price target to $42 on valuation

Morgan Stanley reduced its price target on Toast (TOST) to $42 from $45, citing valuation concerns, while maintaining an Overweight rating. The stock trades at $33.53, below its Fair Value estimate. Toast reported Q3 2026 revenue of $1.98B, beating estimates, but EPS missed at $0.29 vs. $0.37. The company raised full-year guidance, and Mizuho reiterated an Outperform rating with a $38 target.

What Toast (TOST) Said on Its Q3 Earnings Call

Toast (TOST) reported Q3 earnings, highlighting growth in AI products like Toast IQ Grow and Toast IQ Team, which target marketing and labor costs. The company aims for IQ Grow to reach $10M in ARR by year-end. Toast also expanded into new markets, with newer segments scaling toward $200M in ARR. CFO transition announced, with Michael Senno replacing Gomez. The company expects 20%-plus growth but modest margin progression next year.

Toast: Q3 Earnings Snapshot

Toast Inc. (TOST) reported Q3 profit of $169M, or 29 cents per share, with adjusted EPS of 37 cents, meeting expectations. Revenue was $1.98B, exceeding forecasts of $1.96B, according to Zacks.

Related tickers