Toast (TOST) Aperçu de l'action
Toast, Inc. exploite une plateforme technologique numérique basée sur le cloud pour le secteur de la restauration aux États-Unis, en Irlande, en Inde et dans le monde entier. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 1/6 |
| Croissance future | 5/6 |
| Performances passées | 5/6 |
| Santé financière | 6/6 |
| Dividendes | 0/6 |
Récompenses
Analyse des risques
TOST ont passé avec succès nos contrôles de risques.
TOST Community Fair Values
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Analyst Price Targets
Toast, Inc. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$29.11 |
| Plus haut sur 52 semaines | US$49.66 |
| Plus bas sur 52 semaines | US$24.35 |
| Bêta | 1.9 |
| Variation sur 1 mois | 9.97% |
| Variation sur 3 mois | -7.65% |
| Variation sur 1 an | -19.16% |
| Variation sur 3 ans | 57.95% |
| Variation sur 5 ans | n/a |
| Évolution depuis l'introduction en bourse | -53.43% |
Nouvelles et mises à jour récentes
TOST: Software Moat And AI Adoption Will Support Future Repricing
The analyst price target for Toast edges down from $36.75 to $36.36 as analysts update their models to reflect revised sector multiples and mixed, but generally solid, recent research views on the company. Analyst Commentary Recent research on Toast shows a mix of optimism around execution and competitive positioning, alongside a reset in expectations that has pulled price targets lower across much of the coverage universe.Toast: More Than Just A POS
Apr 23TOST: Software Moat And AI Tools Will Support Future Repricing
Analysts have trimmed the Toast fair value estimate slightly to $36.75 from $37.70 as a series of reduced price targets, mostly tied to lower sector multiples and modest model tweaks after Q4 results, offset more supportive views on the company’s software moat and quality within payments. Analyst Commentary Recent research coverage on Toast presents a mixed picture, with price targets generally adjusted lower while views on the company’s execution, software moat and role within payments remain constructive in many cases.Recent updates
TOST: Software Moat And AI Adoption Will Support Future Repricing
The analyst price target for Toast edges down from $36.75 to $36.36 as analysts update their models to reflect revised sector multiples and mixed, but generally solid, recent research views on the company. Analyst Commentary Recent research on Toast shows a mix of optimism around execution and competitive positioning, alongside a reset in expectations that has pulled price targets lower across much of the coverage universe.Toast: More Than Just A POS
Apr 23TOST: Software Moat And AI Tools Will Support Future Repricing
Analysts have trimmed the Toast fair value estimate slightly to $36.75 from $37.70 as a series of reduced price targets, mostly tied to lower sector multiples and modest model tweaks after Q4 results, offset more supportive views on the company’s software moat and quality within payments. Analyst Commentary Recent research coverage on Toast presents a mixed picture, with price targets generally adjusted lower while views on the company’s execution, software moat and role within payments remain constructive in many cases.TOST: Restaurant Execution And AI Tools Will Support Future Repricing
Narrative Update The updated analyst price target for Toast edges up to about $38 from roughly $37, reflecting models that assume steady growth, a slightly lower discount rate, and a marginally higher future P/E multiple, even as several firms trim their individual targets after Q4 results. Analyst Commentary Recent research on Toast clusters around two themes, with many firms trimming price targets after Q4 while still highlighting solid execution and quality, and a smaller group flagging valuation and competitive risks as reasons for caution.TOST: Restaurant Execution And AI Tools Will Support Future Margin Expansion
Analysts have nudged our fair value estimate for Toast slightly lower, from $37.58 to $37.22. A wave of reduced but still supportive Street price targets reflects updated models after Q4 results, modestly lower sector multiples, and some caution around early year weather impacts on near term revenue.TOST: Restaurant Execution And AI Adoption Will Support Future Margin Expansion
Our updated fair value estimate for Toast has moved lower to $37.58 from $46.38, reflecting a broad wave of reduced Street price targets as analysts factor in slightly softer long term revenue growth assumptions, improved margin expectations, and lower sector P/E multiples, while still generally viewing recent Q4 performance as solid. Analyst Commentary Street research on Toast has become more mixed, with most firms trimming price targets while still generally acknowledging solid Q4 execution.TOST: Restaurant Execution And New Installations Will Support Future Margin Expansion
Narrative Update on Toast The analyst price target for Toast has been trimmed slightly, based on research that balances expectations for solid near term results with concerns related to competition, valuation, and the expansion of the total addressable market. Analyst Commentary Recent research on Toast reflects a mixed setup, with some analysts highlighting execution strengths and others focusing on valuation and competitive pressures.Investors Give Toast, Inc. (NYSE:TOST) Shares A 25% Hiding
Feb 06
TOST: U S Restaurant Share Gains Will Support Future Margin Expansion
The analyst price target for Toast has been trimmed by about $1 to $46.63, as analysts weigh slightly softer modeled revenue growth and a lower future P/E against improved profit margin expectations and ongoing mixed signals from recent research updates. Analyst Commentary Recent research on Toast shows a mix of optimism around execution and margins, alongside caution on valuation, competition, and longer term growth assumptions.TOST: U S Restaurant Share Gains Will Support Future Fintech Pricing Power
Analysts have nudged their fair value estimate for Toast slightly higher to about US$47.75. This reflects updated views on growth, profitability and P/E assumptions after a mix of new initiations with Buy ratings and lower price targets that factor in competition, valuation and macro uncertainty.TOST: U S Restaurant Share Gains Will Drive Future Fintech Pricing Power
Analysts nudged their average price target on Toast slightly higher to the mid $40s, citing resilient recurring revenue growth, improving profitability, and conservative longer term guidance as supportive of modest upside despite a series of modest target cuts and ongoing macro uncertainty. Analyst Commentary Street research paints a nuanced picture for Toast, with most firms trimming price targets while still acknowledging strong execution and an attractive long term growth runway.TOST: U S Restaurant Market Share Gains Will Drive Sustained Upside Momentum
Analysts have revised their average price target for Toast downward by several dollars. The new expectations are now in the mid-$40s range, with analysts citing strong recent performance as well as increased caution over macro uncertainty and future earnings outlooks.TOST: Expansion Into New Restaurant Markets Will Drive Continued Momentum
Analysts have revised Toast's fair value estimate downward by approximately $1 to $47.35 per share. They cited strong recent results but also expressed caution regarding macroeconomic uncertainty and a more conservative long-term outlook.TOST: Expanded Restaurant Platform Reach Will Drive Long-Term Market Leadership
Analysts have slightly lowered their fair value price target for Toast to approximately $48.38, a modest decrease of $0.53. This adjustment reflects sustained market growth expectations, though recent caution around profit margins and sector-wide guidance concerns has also contributed to the change.Integrated Digital Payments And Automation Will Unlock Future Opportunities
The average analyst price target for Toast has been revised slightly lower, decreasing by $0.79 to $48.92. Analysts are factoring in moderated profit margin expectations along with ongoing growth opportunities highlighted in recent research.Integrated Digital Payments And Automation Will Unlock Future Opportunities
Analysts have slightly reduced their fair value price target for Toast to $49.71 from $50.54. They cite recent shifts in starter kit software pricing and ongoing competitive dynamics in the restaurant technology sector as reasons for the change.Integrated Digital Payments And Automation Will Unlock Future Opportunities
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.Market Participants Recognise Toast, Inc.'s (NYSE:TOST) Revenues Pushing Shares 29% Higher
May 14
Investing In R&D And AI Will Open New Markets
Expanding into new segments and geographies is set to drive location growth and revenue expansion.Toast: Strong Foundations For Future Growth
Apr 16Toast: Low Market Sentiment And Recession Are Only An Opportunity
Apr 10Toast Has Fallen Far Enough, It's Time To Buy Back In (Upgrade)
Mar 06Toast: High Performing, But I Fear It's Overvalued
Feb 13Toast Is More Than Just A Point-Of-Sale Company -- That's Why It's A Buy
Feb 03Toast: Strong Cash Position, Weak Near-Term Confidence
Jan 17Toast: Hold Your Nose And Buy This Leader
Dec 27Toast: Profitability Doesn't Justify The Multiple (Rating Downgrade)
Dec 15Toast: Fantastic Performance, Terrible Price (Rating Downgrade)
Nov 24Toast Q3 Review: I'm Booking Profits After The 100%+ YTD Returns
Nov 08Toast: Shaping Up Into A Real Winner
Oct 24Toast: Excellent Execution Amid Potential Slowdown
Sep 04Toast: Widening Competitive Moat And Significant Growth Runway
Aug 01Toast: Perfectly Warm, But Needs More Butter
Jun 17Toast: Strong Q1 Earnings, Raising Price Target As Management Delivers
May 08Rendement pour les actionnaires
| TOST | US Diversified Financial | US Marché | |
|---|---|---|---|
| 7D | 0.2% | 1.6% | 0.8% |
| 1Y | -19.2% | -11.0% | 27.8% |
Rendement vs Industrie: TOST a sous-performé le secteur US Diversified Financial qui a rapporté -11 % au cours de l'année écoulée.
Rendement vs marché: TOST a sous-performé le marché US qui a rapporté 27.8 % au cours de l'année écoulée.
Volatilité des prix
| TOST volatility | |
|---|---|
| TOST Average Weekly Movement | 6.5% |
| Diversified Financial Industry Average Movement | 6.4% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.2% |
Cours de l'action stable: TOST n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de TOST ( 7% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 2011 | 6,500 | Aman Narang | www.pos.toasttab.com |
Toast, Inc. exploite une plateforme technologique numérique basée sur le cloud pour le secteur de la restauration aux États-Unis, en Irlande, en Inde et à l'international. Elle propose une plateforme de logiciels en tant que service pour les opérations des restaurants et les points de vente, tels que Toast POS ; Toast IQ, une intelligence artificielle conversationnelle ; la gestion des fournisseurs ; la gestion multi-établissements ; le système d'affichage en cuisine ; la commande et la livraison en ligne. Elle propose des outils de gestion des salaires et des équipes, des outils de gestion des stocks et de la chaîne d'approvisionnement, xtraCHEF by toast, un ensemble d'outils de back-office pour les restaurants, y compris l'automatisation des comptes fournisseurs, la gestion des stocks, le suivi du prix des ingrédients et le calcul des coûts des recettes, des solutions de technologie financière, y compris le traitement intégré des paiements, et du matériel de qualité pour les restaurants.
Toast, Inc. Résumé des fondamentaux
| TOST statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$16.88b |
| Bénéfices(TTM) | US$342.00m |
| Recettes(TTM) | US$6.15b |
Le site TOST est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| TOST compte de résultat (TTM) | |
|---|---|
| Recettes | US$6.15b |
| Coût des recettes | US$4.56b |
| Marge brute | US$1.60b |
| Autres dépenses | US$1.26b |
| Les revenus | US$342.00m |
Derniers bénéfices déclarés
Dec 31, 2025
Prochaine date de publication des résultats
May 07, 2026
| Résultat par action (EPS) | 0.59 |
| Marge brute | 25.97% |
| Marge bénéficiaire nette | 5.56% |
| Ratio dettes/capitaux propres | 0% |
Quelles ont été les performances à long terme de TOST?
Voir les performances historiques et les comparaisonsAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/03 15:26 |
| Cours de l'action en fin de journée | 2026/05/01 00:00 |
| Les revenus | 2025/12/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
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| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
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* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Toast, Inc. est couverte par 38 analystes. 27 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| David Koning | Baird |
| Harshita Rawat | Bernstein |
| Andrew Bauch | BMO Capital Markets Equity Research |