$TOST

Toast

Analysts are split 2 bullish to 0 bearish right now, so the read is stable. We track every change on this ticker and keep the clip behind each.

TOST · LATEST CLOSE

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1 NEW ANALYSTS· 7D2 bull · 0 bearon record · distinct current stance1take tracked · cumulative, incl. history

STANCE · 7D

2 bull · 0 bear on record. Movement, not a recommendation.

We track what changes on this ticker: flips, new takes, consensus shifts. We keep the clip behind each, and never call a winner.

The case on TOST, argument by argument

We group takes by the argument being made, so you read reasoning, not a pile of identical calls. Open any thesis to see each analyst's claim, its evidence, and the clip. Both sides are kept; neither is summarized into a house view.

The bull case2 analysts · 2 holds

One analyst can hold several arguments, so holds can exceed analysts.

Wheel Strategy Viability

1 holdNEW

Karl Domm - REAL P&L Trading

“TOST is a good stock performing well, up $600 year to date, making it suitable for the safe wheel strategy.”

Why

I'm up 600 bucks on Toast year to date. So, I like, you know, this is a good stock doing well.

claim detail →

Network Effect Revenue Growth

1 holdNEW

Asymmetric Investing by Travis Hoium

“TOST is the operating system for restaurants with 30% revenue growth, improving profitability, and a network effect moat, making it a long-term buy.”

Why

5-year compound annual growth rate is over 30% Price to earnings multiple on a forward basis is just 17

they've gone from losing money on an operating basis in 2023 to making money, $359 million.

If everybody's using Toast and you're a server and you apply for a new job at a new restaurant, you come in and say, 'Hey, you know what? I know how to use Toast.' It's much easier to hire you. That's the network effect that you get with a platform like Toast.

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The bear case0 analysts · 0 holds

One analyst can hold several arguments, so holds can exceed analysts.

No bear argument on record yet.

2 analysts have covered TOST so far…

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TRIAL · 30D