Toast, Inc. Class A Trade Ideas — BIVA:TOST
Toast, Inc. (NYSE:TOST) announced layoffs of 10% of its workforce despite beating Q4 earnings expectations, with a loss of 7 cents per share on revenue of $1.04 billion. The company, which provides restaurant management software, plans to achieve $100 million in annualized savings from these cuts. Various analysts offer trade ideas and insights, highlighting Toast's financial milestones, competitive edge, and potential as an investment opportunity, while also noting recent market challenges and competition.
Toast, Inc. Class A Trade Ideas — BOATS:TOST
Toast, Inc. (NYSE:TOST) announced layoffs of 10% of its workforce (550 employees) but also reported Q4 earnings that beat Wall Street expectations with revenue of $1.04 billion and a net loss of $36 million. The company is allocating $250 million for share buybacks. Despite increased competition and past controversies over service fees, Toast is seen by some analysts as a compelling investment opportunity due to its financial milestones, including exceeding $1 billion in annualized recurring revenue and achieving Adjusted EBITDA profitability.
Technology Investment Dining Group Amends 13G; TOST shows 4.34% stake
Technology Investment Dining Group, LLC has filed an Amendment No. 4 to its Schedule 13G/A, disclosing a beneficial ownership of 22,376,653 shares of Toast, Inc. (TOST) Class A Common Stock, which represents 4.34% of the class. This amendment signifies that the reporting entity has reduced its stake to below the 5% beneficial ownership threshold. The filing also notes that 9,343,646 of these shares are pledged to secure obligations under prepaid variable forward sales contracts.
Analysts Are Bullish on These Technology Stocks: Toast Inc (TOST), Keel Infrastructure (KEEL)
Two technology stocks, Toast Inc (TOST) and Keel Infrastructure (KEEL), have received bullish sentiments from analysts. Dan Dolev from Mizuho Securities maintained a Buy rating on Toast, while Brian Kinstlinger from Alliance Global Partners reiterated a Buy rating on Keel. Both companies are projected to have significant upside from their current price levels based on analyst consensus.
Toast Down Nearly 15%, on Pace for Largest Percent Decrease Since July 2023 -- Data Talk
Toast Inc. (NYSE: TOST) shares have experienced a significant decline of nearly 15%, putting the company on track for its largest percentage decrease since July 2023. This downturn follows observations of unusual options activity. Data Talk provides an alert on this stock movement.
Toast (NYSE:TOST) Shares Dip After Q1 Revenue Miss Overshadows Strong Profit Beat
Toast (NYSE:TOST) reported a mixed first quarter for 2026, with a revenue miss despite a strong beat on earnings per share. The market reacted negatively, pushing shares down nearly 10% in after-hours trading, as investors seemingly prioritized top-line growth. While profitability and operational metrics showed strength, the slight revenue shortfall and tempered enthusiasm for full-year projections led to a dip in share price.
Toast (NYSE: TOST) grows Q1 2026 revenue 22% and boosts profit
Toast Inc. reported robust financial results for Q1 2026, with revenue increasing 22% to $1,630 million and net income more than doubling to $126 million. The growth was primarily driven by strong performance in financial technology solutions and subscription services, alongside significant share repurchases totaling $378 million. The company maintained a strong liquidity position with $1,770 million in cash and marketable securities and an undrawn credit facility.
Total debt per share of Toast, Inc. Class A – LSX:A3C3Y4
This article provides financial information for Toast, Inc. Class A (LSX:A3C3Y4), specifically focusing on its total debt per share. It appears to be a stub or an incomplete data point from a financial platform like TradingView, lacking detailed figures but indicating the topic of the financial metric.
BlackRock (NYSE: TOST) reports 26.1M shares, 4.98% ownership in Toast
BlackRock, Inc. has filed an amended Schedule 13G, disclosing beneficial ownership of 26,126,285 shares of Toast Inc. (NYSE: TOST) Class A common stock, which represents 4.98% of the outstanding class. The filing indicates BlackRock holds sole voting power over 23,928,755 shares and sole dispositive power over all 26,126,285 shares. This disclosure classifies BlackRock as a passive investor, with holdings aggregated across various reporting business units.
Toast, Inc. Class A Common Stock (NY: TOST)
This page provides a collection of recent news headlines related to Toast, Inc. (NYSE: TOST) class A common stock. The articles cover various topics including fintech stocks to buy, analyst ratings, earnings calls, and stock performance forecasts from multiple financial news sources. It also displays the current stock price and performance of TOST.
Board at Toast (NYSE: TOST) sets 2026 virtual meeting, director and pay votes
Toast, Inc. (NYSE: TOST) will hold its 2026 annual shareholder meeting virtually on June 12, 2026, where stockholders will vote on the election of three Class II directors, the ratification of Ernst & Young LLP as the independent auditor, and the advisory approval of named executive officer compensation. The board recommends voting "FOR" all three proposals. The article details the company's executive compensation philosophy, which emphasizes performance-based and long-term incentives, and discusses the company's strong financial and operational performance in 2025, including significant growth in revenue and Adjusted EBITDA. It also outlines the non-employee director compensation policy and stock ownership guidelines for both directors and executive officers.
Toast director Deval Patrick sells $61,587 in company stock
Deval L. Patrick, a director at Toast, Inc. (NASDAQ:TOST), sold 1,667 shares of the company's Class A Common Stock for $61,587 on January 9, 2025. The stock's price has since declined, appearing undervalued by InvestingPro. This follows several analyst reports on Toast, with varied price targets and ratings reflecting different perspectives on its financial performance and future.
Director sells 1,667 Toast, Inc. (TOST) shares in open-market trade
Toast, Inc. director Patrick Deval L reported an open-market sale of 1,667 shares of Class A Common Stock on January 9, 2025, at a price of $36.945 per share. After this transaction, Deval L directly held 45,815 shares of Toast Class A Common Stock. This insider trade involved a net sale valued at approximately $61,587.
Is Toast’s Revenue Beat And Security Push At RSA Shifting The Investment Case For Toast (TOST)?
Toast, Inc. recently reported 22% revenue growth and is expected to achieve 40% year-over-year earnings growth, coupled with a $750 million share buyback program. Despite this strong financial performance and a focus on security at the RSA Conference, the investment case for Toast still hinges on its ability to convert digital ordering and payments into durable earnings amidst rising competition and costs. While the company projects significant revenue and earnings growth by 2029, some analysts remain cautious, highlighting a divergence in perspectives on Toast's reliance on partners and AI monetization.
Toast Inc: General counsel Elworthy sells $95,949 in shares By Investing.com
Toast Inc.'s General Counsel, Brian R. Elworthy, sold 3,664 shares of Class A Common Stock for $95,949 at a price of $26.187 per share on April 2, 2026. This sale occurred while the company's shares were trading near their 52-week low. Elworthy also acquired 10,045 shares through RSU conversion on April 1, 2026, and indirectly owns additional shares through a trust.
Toast (NYSE: TOST) CRO sells shares to cover RSU tax obligations
Toast, Inc.'s Chief Revenue Officer, Jonathan Vassil, completed a routine transaction involving Restricted Stock Units (RSUs). On April 1, 2026, 13,163 RSUs vested, converting into Class A Common Stock. To cover tax withholding obligations associated with this vesting, Vassil subsequently sold 6,438 Class A shares at $26.187 on April 2, 2026, a move explicitly stated as non-discretionary. Following these transactions, Vassil directly holds 146,618 Class A shares.
[Form 4] Toast, Inc. Insider Trading Activity
Toast, Inc. General Counsel Brian R. Elworthy reported the vesting of Restricted Stock Units (RSUs) and a subsequent sale of 3,664 shares of Class A Common Stock at $26.187 per share. This sale was explicitly stated to cover tax withholding obligations tied to the RSU vesting and was not a discretionary trade. After these transactions, Elworthy directly holds 243,642 Class A shares and indirectly holds 39,368 shares through a trust.
Toast (NYSE: TOST) CFO converts RSUs and sells shares to cover taxes
Toast, Inc.'s President and CFO, Elena Gomez, conducted a routine equity compensation transaction. She reported that Restricted Stock Units (RSUs) vested and converted into 17,364 Class A Common Stock shares, and subsequently, 8,929 shares were sold at $26.187 each to cover tax withholding obligations, which was not a discretionary trade. Following these transactions, Gomez directly holds 173,064 shares of Toast Class A Common Stock.
Toast (TOST) president logs RSU vesting and tax-driven share sale
Toast, Inc. president Stephen Fredette reported a routine equity compensation event where 15,207 Restricted Stock Units (RSUs) vested and converted into Class A Common Stock. Concurrently, 7,289 shares were sold at $26.187 per share to cover tax withholding obligations, which was noted as a non-discretionary trade. After these transactions, Fredette directly owned 920,985 shares of Class A Common Stock, with additional indirect holdings through family trusts.
Toast (NYSE: TOST) CEO covers RSU tax obligations with share sale
Toast CEO Aman Narang sold 13,463 shares of Class A Common Stock at $26.187 per share to cover tax withholding obligations associated with the vesting of 27,503 Restricted Stock Units. This transaction, which is not a discretionary trade, occurred on April 2, 2026, following the RSU conversion on April 1, 2026. After these activities, Narang directly holds 54,013 shares, along with significant indirect holdings through various trusts.
Toast Inc: General counsel Elworthy sells $95,949 in shares
Toast Inc.'s General Counsel, Brian R. Elworthy, sold 3,664 shares of Class A Common Stock worth $95,949 on April 2, 2026, while previously acquiring 10,045 shares through RSU conversions. The sale occurred as Toast shares traded near their 52-week low. The company recently reported mixed Q4 2025 earnings with an EPS miss but a revenue beat, leading to various analyst rating adjustments.
Assessing Toast (TOST) Valuation After Analyst Upgrades And Restaurant Platform Growth Expectations
Toast (TOST) is under fresh scrutiny following analyst upgrades and expectations for improved EPS and restaurant platform growth. Despite recent weak stock performance, the company is trading at an implied discount to an intrinsic value estimate and analysts' price targets. While a narrative fair value suggests a significant undervaluation due to long-term earnings potential and market expansion, a high P/E ratio compared to peers indicates potential valuation risk.
Rule 144 notice to sell Class A shares filed (TOST) — insider sales listed
An insider at Toast, Inc. (TOST) has filed a Rule 144 notice to sell 13,463 Class A shares related to restricted stock vesting and compensation. The filing also disclosed two previous sales by Aman Narang, totaling 10,239 shares for over $345,000, in January and February 2026. Fidelity Brokerage Services LLC is named as the broker for these transactions, with sale dates indicated for April 2026.
TOST (NYSE: TOST) notice: insider proposes sale of 7,289 Class A shares
A Form 144 SEC filing shows a proposed sale of 7,289 Class A shares of Toast, Inc. (NYSE: TOST) by Stephen Fredette, linked to restricted stock vesting on April 1, 2026. The filing also details two prior sales by Fredette in early 2026 totaling 5,926 shares. These disclosures are routine for insider stock transactions and indicate a proposed sale rather than a completed one, with Fidelity Brokerage Services LLC listed as the broker.
TOST (NYSE) Form 144 shows Jonathan Vassil sales and 04/01/2026 vesting
Toast, Inc. (NYSE: TOST) filed a Form 144 detailing insider sales of restricted Class A shares by Jonathan S. Vassil. The filing indicates a scheduled restricted stock vesting on April 1, 2026, and reports multiple sales by Vassil in January and February 2026, including 66,390 shares on January 2nd, 2026, for over $2.3 million. These disclosures provide transparency regarding executive compensation and stock transactions.
TOST (NYSE) notice: 3,664 Class A shares flagged for resale via Fidelity
Toast, Inc. (TOST) has filed a Form 144 notice indicating a proposed sale of 3,664 Class A shares with an aggregate value of $95,949.90 through Fidelity Brokerage Services LLC. The shares are categorized under "Restricted Stock Vesting." The filing also notes previous dispositions by Brian R. Elworthy in January and February 2026.
Toast Inc: General counsel Elworthy sells $95,949 in shares By Investing.com
Toast Inc.'s General Counsel, Brian R. Elworthy, sold 3,664 shares of Class A Common Stock for $95,949 on April 2, 2026, at a price of $26.187 per share. This sale occurred while Toast shares were trading near their 52-week low. Despite a recent revenue beat, the company's Q4 2025 earnings per share fell short of forecasts, leading to adjustments in analyst ratings and price targets.
Should Toast’s Teriyaki Madness Win Shape How Investors View TOST’s Enterprise Growth Story?
In March 2026, Teriyaki Madness adopted Toast's enterprise technology across over 200 US locations, signaling Toast's growing success with larger restaurant chains. This win supports Toast's investment narrative focused on scaling high average revenue per user (ARPU) accounts and expanding its digital ordering and delivery role for both small and enterprise customers. Investors should consider how this, alongside other partnerships, impacts Toast's financial projections for revenue and earnings by 2028, and be aware of potential risks like rising costs and dependence on third-party delivery.
Toast director Chapman-Hughes sells $246k in stock
Toast director Susan Chapman-Hughes sold 8,500 shares of Class A Common Stock for $246,245. This transaction occurred amidst a 31% decline in Toast's shares over the past six months, though analysis suggests the company remains undervalued. The sale follows mixed Q4 2025 results and varying analyst ratings.
Toast (NYSE: TOST) CEO makes 1,201,500-share estate planning gifts
Toast, Inc. CEO Aman Narang engaged in significant share transactions, converting 300,000 Class B shares to Class A shares on March 11, 2026. Two days later, he gifted a total of 1,201,500 Class A shares for estate planning purposes, involving various trusts. These actions significantly reduced his direct Class A holdings while maintaining a substantial number of Class B shares.
Toast (NYSE: TOST) director sells 8,500 Class A shares at $28.97
Toast, Inc. director Susan Chapman-Hughes sold 8,500 shares of Class A common stock at $28.97 per share in an open-market transaction. Following this sale, she still directly holds 14,530 Toast Class A shares, indicating she maintains a significant equity stake. The transaction is categorized as a standard liquidity event, with no derivative activity reported in the accompanying SEC Form 4 filing.
Toast (NYSE: TOST) CFO receives new stock options and RSU awards
Toast, Inc. President and CFO Elena Gomez was granted new equity awards, including a stock option for 167,133 shares of Class A Common Stock with an exercise price of $28.90, and 101,275 Restricted Stock Units (RSUs). Both awards vest in sixteen equal quarterly installments starting April 1, 2026. Following these grants, Gomez directly holds 164,629 shares of Class A Common Stock, with no sales reported in this Form 4 filing.
Toast (NYSE: TOST) CRO receives new stock options and RSU awards
Toast, Inc.'s Chief Revenue Officer, Jonathan Vassil, has been granted new stock options and Restricted Stock Units (RSUs). He received options for 29,066 Class A shares at an exercise price of $28.90, set to expire in March 2036, and 17,613 RSUs. Both awards will vest in sixteen equal quarterly installments starting April 1, 2026, and after these grants, his direct holdings of Class A common stock are 139,893 shares.
Toast (NYSE: TOST) president receives new stock options and RSU grants
Toast, Inc. President Stephen Fredette has been granted new equity compensation awards, including an option to purchase 116,266 shares of Class A Common Stock at $28.90 per share and 70,452 Restricted Stock Units. Both awards will vest in sixteen equal quarterly installments starting April 1, 2026, indicating a long-term retention strategy. Following these grants, Fredette directly holds 913,067 Class A shares, with additional holdings through family trusts.
[Form 4] Toast, Inc. Insider Trading Activity
Toast, Inc.'s General Counsel, Brian R. Elworthy, received new equity awards comprising stock options for 94,466 shares at an exercise price of $28.90 and 57,242 restricted stock units (RSUs). These awards, outlined in a Form 4 SEC filing, vest in sixteen equal quarterly installments starting April 1, 2026, and are considered routine compensation. Following these grants, Elworthy's direct holdings amount to 237,261 Class A shares and 39,368 Class A shares indirectly.
[Form 4] Toast, Inc. Insider Trading Activity
Toast, Inc.'s Principal Accounting Officer, Rossana Niola, was granted new equity awards on March 10, 2026. These awards include 87,391 stock options with an exercise price of $28.90 per share and 52,839 restricted stock units (RSUs). These are compensation-related grants that will vest over several years, beginning August 1, 2026, and not open-market purchases.
Toast, Inc. SEC Filing
A Form 144 SEC filing for Toast, Inc. (TOST) indicates a proposed sale of Class A shares by Fidelity Brokerage Services LLC. The filing details two restricted stock vesting entries for 3,792 shares on June 2, 2023, and 4,708 shares on June 6, 2024, with a transaction date of March 12, 2026, on the NYSE. The total number of shares to be sold is 8,500, with an aggregate market value of $246,245.00.
Toast (TOST) CEO granted 261,600 options and 52,839 RSUs in new award
Toast, Inc. CEO Aman Narang received new equity awards comprising 261,600 stock options with an exercise price of $28.90 per share and 52,839 restricted stock units (RSUs), both tied to Class A common stock. These awards will vest in sixteen equal quarterly installments starting April 1, 2026, gradually over four years. Following these grants, Narang directly holds 340,723 shares of Class A common stock, with options expiring on March 10, 2036.
How (TOST) Movements Inform Risk Allocation Models
This article analyzes Toast Inc. Class A (NASDAQ: TOST) using AI models, indicating a mid-channel oscillation pattern and mixed sentiment across different time horizons. It outlines three distinct trading strategies—position trading, momentum breakout, and risk hedging—tailored for various risk profiles, along with multi-timeframe signal analysis and support/resistance levels. The analysis highlights an exceptional risk-reward setup targeting a 23.2% gain versus 0.3% risk.
Is Toast (TOST) Quietly Becoming Restaurants’ Irreplaceable Operating System or Just Another Vendor?
Toast, Inc. is highlighted as a core software and payments layer for the restaurant industry, currently supporting 156,000 locations and processing US$51.50 billion in gross payment volume. The article discusses Toast's potential to become an irreplaceable operating system for restaurants due to its unified platform, expanding enterprise, and international footprint, which could increase switching costs. However, it also cautions investors about rising sales, marketing, and AI infrastructure costs potentially weighing on margins, contrasting different analyst perspectives on the company's future revenue and earnings.
Toast shares rise 5.6% as investors revisit Q4 strength, 2026 outlook, and expanded buyback
Shares of Toast (TOST) rose 5.6% after investors re-evaluated the company's strong Q4 2025 results, positive 2026 outlook, and an expanded share repurchase program. The rebound suggests market focus on improving cash generation and capital return, despite a volatile post-earnings period for fintech and software stocks. Toast also highlighted key customer wins, including a deal with Papa Murphy's.
Assessing Toast (TOST) Valuation After Fresh Coverage On Its Restaurant Platform Role
The article discusses Toast (TOST) valuation following new coverage highlighting its role in 156,000 restaurants processing $51.5 billion in payments. Despite recent stock fluctuations, Toast is considered 22.5% undervalued with a fair value of $37.58, driven by digital adoption, AI integration, and operational efficiency demands in the restaurant industry. However, its high P/E ratio compared to the industry and peers suggests rich expectations and potential challenges from market trends and competition.
Toast Stock Slides On Q4 Earnings: The Details
Toast Inc. (NYSE: TOST) shares slid in after-hours trading despite the company beating Q4 revenue and EPS estimates. The company reported Q4 revenue of $1.63 billion and EPS of 16 cents, with annualized recurring run-rate growing 26% and Gross Payment Volume increasing 22%. Toast's board also authorized a $500 million increase to its share repurchase program, but the stock was still down over 8% after hours.
Is Toast (TOST) Offering Value After Recent Share Price Pullback?
This article analyzes Toast (TOST) using two valuation methods after a recent share price pullback. The Excess Returns model suggests the stock is undervalued by 20.4%, with an intrinsic value of US$34.32 per share, while the Price vs Earnings (P/E) ratio indicates it is overvalued compared to its industry and Simply Wall St's Fair Ratio. The article also introduces "Narratives" as a way for investors to customize valuation based on their own expectations.
Trading Systems Reacting to (TOST) Volatility
The article discusses the volatility of Toast Inc. Class A (NASDAQ: TOST) as analyzed by AI models from Stock Traders Daily. It highlights weak sentiment across all horizons, supporting a short bias, and provides specific trading strategies including position, momentum breakout, and risk hedging, along with multi-timeframe signal analysis. The analysis emphasizes elevated downside risk and offers institutional-grade signals for subscribers.
Analysts Offer Insights on Technology Companies: DigitalOcean Holdings (DOCN), Toast Inc (TOST) and GoDaddy (GDDY)
Analysts from Cantor Fitzgerald and Truist Financial have provided ratings for several technology companies. DigitalOcean Holdings (DOCN) received a "Moderate Buy" consensus with an $83.00 price target from Cantor Fitzgerald. Toast Inc (TOST) was maintained as a "Buy" by Truist Financial with a $36.00 price target, and GoDaddy (GDDY) received a "Hold" rating from Cantor Fitzgerald with a $90.00 price target, though the overall consensus for GoDaddy is a "Moderate Buy" at $132.00.
Toast (TOST) Is Down 7.6% After Strong Q4 Profitability And ARR Milestone – What's Changed
Toast, Inc. (TOST) reported strong fourth-quarter 2025 revenues of US$1.63 billion and net income of US$101 million, with full-year figures of US$6.15 billion and US$342 million respectively, exceeding prior year results. The company also reached US$2 billion in annual recurring revenue and expanded significantly, including an international launch in Australia. Despite these strong results, the stock was down 7.6%, prompting an examination of how improved profitability and expanding recurring revenue might influence its investment narrative, especially considering growth investments and a recent share buyback authorization.
Analysts’ Top Technology Picks: Toast Inc (TOST), Microsoft (MSFT)
This article highlights bullish sentiments from financial analysts regarding technology stocks. Specifically, it details Buy ratings and price targets for Toast Inc (TOST) from Wells Fargo and Bernstein, Microsoft (MSFT) from Citi and Barclays, and Vicor (VICR) from Needham and Craig-Hallum, indicating significant upside potential for these companies.
Analysts’ Top Technology Picks: Toast Inc (TOST), Microsoft (MSFT)
This article highlights bullish sentiments from financial analysts regarding several technology companies. Wells Fargo maintained a Buy rating for Toast Inc (TOST) with a $47.00 price target, and Bernstein also upgraded it to Buy. Citi reiterated a Buy rating on Microsoft (MSFT) with a $635.00 price target, while Needham maintained a Buy rating on Vicor (VICR) with a $180.00 price target, reflecting strong analyst consensus for all three.
Restaurant Tipping: What's the Average Tip Percentage in 2025?
This article analyzes average restaurant tipping percentages in 2025, drawing insights from Toast's data through Q3 2024. It highlights that full-service restaurants typically see tips around 19.3-19.4%, while quick-service establishments average 15.9-16%. The article also discusses regional variations, the impact of dining method, and the economic factors influencing tipping, noting a general stabilization of tip percentages despite some decrease in tipping frequency.
