Added to YB: 2026-04-22
Pitch date: 2026-04-20
TOST [neutral]
Toast, Inc.
-1.21%
current return
Author Info
No bio for this author
Company Info
Toast, Inc. operates a cloud-based digital technology platform for the restaurant industry in the United States, Ireland, India, and internationally.
Market Cap
$17.2B
Pitch Price
$29.02
Price Target
40.00 (+37%)
Dividend
N/A
EV/EBITDA
39.94
P/E
52.25
EV/Sales
2.47
Sector
Financial Services
Category
growth
Company Profile: Toast Inc. (TOST)
TOST (overview): Cloud-based POS platform for restaurants w/ 20% US SMB mkt share, targeting 40% ($5-10B ARR). 2025: $6.15B rev (+24% YoY), $2.05B ARR (+26%), $195B GPV (+23%), $342M GAAP net income (from $19M), $608M FCF. Expanding into retail, intl (Canada/UK/AU), AI (Toast IQ). $40 PT. Risks: competition, macro sensitivity, credit risk, supply chain/tariffs, cybersecurity.
Read full article (3 min)