NYSE:TOSTDiversified Financial
Does Analyst Upgrades On Enterprise And International ARR Change The Bull Case For Toast (TOST)?
Earlier this month, UBS reaffirmed its positive view on Toast while JPMorgan upgraded the stock, pointing to strong third-quarter 2025 results, robust revenue growth, and accelerating annual recurring revenue across key segments.
Analysts emphasized Toast’s expanding Enterprise, international, and food and beverage retail businesses as meaningful new ARR engines that could reshape its long-term growth mix.
Next, we’ll examine how this renewed analyst conviction around Toast’s Enterprise and...