Update shared on07 Aug 2025
Fair value Increased 12%The Analyst Price Target for Toast rose notably from $44.64 to $49.38, primarily reflecting improved net profit margin, despite a slight deceleration in revenue growth forecasts.
What's in the News
- American Express and Toast formed a multi-year strategic partnership to integrate their technologies, aiming to enhance personalized hospitality and guest experiences across their restaurant networks, including Resy, Tock, and Toast locations.
- Toast announced Toast Go 3, a lighter, more durable handheld POS device with cellular connectivity, extended battery life, and AI-driven features such as real-time upsell prompts and Digital Chits for personalized service.
- Adentro joined the Toast Partner Ecosystem, enabling restaurants to directly attribute digital marketing campaigns to specific menu item sales through the Toast POS, improving marketing ROI and campaign effectiveness.
- Toast launched the Menu Price Monitor, providing monthly insights into restaurant menu pricing trends across its platform, leveraging AI-based classification to deliver detailed industry benchmarks.
- Toast was removed from the Russell 2500 Index and the Russell 2500 Growth Index, and completed a 0.52% share buyback totaling $73.41 million.
Valuation Changes
Summary of Valuation Changes for Toast
- The Consensus Analyst Price Target has significantly risen from $44.64 to $49.38.
- The Net Profit Margin for Toast has risen from 7.58% to 8.16%.
- The Consensus Revenue Growth forecasts for Toast has fallen from 18.6% per annum to 17.3% per annum.
Disclaimer
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