Core Viewpoint - Toast Inc. is expected to report strong fourth-quarter 2024 results, with significant year-over-year growth in both earnings and revenues, driven by strategic expansions and new product offerings [2][4][5]. Financial Performance - The Zacks Consensus Estimate for Toast's fourth-quarter 2024 earnings is 6 cents per share, reflecting a year-over-year increase of 185.71% [2]. - The estimated revenues for the same quarter are $1.31 billion, indicating a year-over-year growth of 26.61% [2]. Growth Drivers - Toast's performance is anticipated to benefit from location additions and international expansion, enhancing its market share in the restaurant technology sector [4]. - New features such as Electronic Benefit Transfer and Supplemental Nutrition Assistance Program payments are likely to attract more customers from the convenience store sector [4]. - The launch of the Branded App for iOS and Android, which supports various customer engagement features, is expected to contribute positively to revenue growth [5]. - The strength in renewal rates of Toast's software-as-a-service solution, driven by its subscription model and increasing repeat customers, is likely to boost annual recurring revenues (ARR) [5]. Challenges - The rapid expansion of Toast's total addressable market may have led to increased sales and marketing expenses, potentially impacting profitability [6]. - Ongoing macroeconomic pressures are likely to keep customer churn rates high among smaller restaurants due to rising costs and wage pressures [6]. Earnings Prediction - Current analysis indicates that Toast does not have a conclusive prediction for an earnings beat this season, with an Earnings ESP of -14.89% and a Zacks Rank of 3 (Hold) [7].

Company Performance - Toast (TOST) closed at $39.75, reflecting a -0.87% change from the previous session, which is less than the S&P 500's daily loss of 0.27% [1] - The stock has increased by 10.65% over the past month, outperforming the Computer and Technology sector's gain of 1.69% and the S&P 500's gain of 4.27% [1] Upcoming Earnings Report - Toast is set to release its earnings on February 19, 2025, with an expected EPS of $0.06, representing a 185.71% increase from the prior-year quarter [2] - The Zacks Consensus Estimate for revenue is projected at $1.31 billion, which is a 26.61% increase from the year-ago period [2] Analyst Estimates and Valuation - Recent changes to analyst estimates for Toast are being monitored, as positive revisions are seen as a good sign for the company's business outlook [3] - The Zacks Rank system, which reflects these estimate changes, currently ranks Toast at 3 (Hold) [5] - Toast has a Forward P/E ratio of 103.59, indicating a premium compared to the industry average of 31.7 [5] Industry Metrics - Toast has a PEG ratio of 2.15, which is lower than the Internet - Software industry's average PEG ratio of 2.35 [6] - The Internet - Software industry is part of the Computer and Technology sector and holds a Zacks Industry Rank of 72, placing it in the top 29% of over 250 industries [6][7]

Core Viewpoint - Toast (TOST) is anticipated to report a year-over-year increase in earnings driven by higher revenues, with the actual results being a significant factor influencing its near-term stock price [1][2]. Earnings Expectations - The earnings report is scheduled for release on February 19, 2025, and could lead to a stock price increase if the results exceed expectations, while a miss could result in a decline [2]. - The consensus estimate for Toast's quarterly earnings is $0.06 per share, reflecting a year-over-year increase of +185.7%, with revenues projected at $1.31 billion, up 26.6% from the previous year [3]. Estimate Revisions - The consensus EPS estimate has remained unchanged over the last 30 days, indicating that analysts have not significantly altered their initial projections [4]. - The Most Accurate Estimate for Toast is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -14.89%, suggesting a bearish outlook from analysts [10]. Earnings Surprise Prediction - The Zacks Earnings ESP model compares the Most Accurate Estimate to the Zacks Consensus Estimate, with a positive Earnings ESP indicating a higher likelihood of an earnings beat [6][8]. - Toast currently holds a Zacks Rank of 3, making it challenging to predict a consensus EPS beat [11]. Historical Performance - In the last reported quarter, Toast was expected to post earnings of $0.01 per share but delivered $0.07, resulting in a surprise of +600% [12]. - Over the past four quarters, Toast has consistently beaten consensus EPS estimates [13]. Conclusion - While Toast does not appear to be a strong candidate for an earnings beat based on current estimates, investors should consider other factors before making investment decisions [16].

Toast Inc. (TOST) shares have rallied 105.5% in the past year, outperforming the Zacks Internet - Software industry, Zacks Computer and Technology sector and the S&P500 index’s return of 27.5%, 20.8% and 21%, respectively. The stock has also outpaced industry peers, including Twilio (TWLO) , Cloudflare (NET) and Atlassian (TEAM) .As one of the leading providers of software-as-a-service (SaaS) and hardware solutions focused at the restaurant market, TOST is experiencing strong traction in its fintech solutio ...

The stock market's impressive run over the past couple of years has lifted some businesses much more than others. For example, shares of one software-as-a-service (SaaS) company have surged 111% higher just in the past 12 months.That's not surprising, given the impressive trajectory this business is on. Yet even after that run, its shares still trade 39% below the peak they touched in November 2021. Is this still a good time to buy this supercharged growth stock?Taking care of the restaurant industryToast ( ...

Toast (TOST 1.60%) stock nearly doubled last year, and it's off to a strong start in 2025. It's already outdoing the S&P 500, which has had smaller gains so far this year.2024 was a dramatic year for Toast, since it reported two quarters of net profitability while still delivering high growth. Can it offer similar gains for investors in 2025?A market leader in its industryToast provides comprehensive restaurant management solutions that include software-as-a-service, with subscriptions and payment processin ...

Toast (TOST) closed at $41.98 in the latest trading session, marking a +1.6% move from the prior day. This change outpaced the S&P 500's 0.36% gain on the day. Meanwhile, the Dow lost 0.28%, and the Nasdaq, a tech-heavy index, added 0.51%.The the stock of restaurant software provider has risen by 11.05% in the past month, leading the Computer and Technology sector's of 0% and the S&P 500's gain of 2.11%.The investment community will be closely monitoring the performance of Toast in its forthcoming earnings ...

In the latest trading session, Toast (TOST) closed at $40.31, marking a +0.67% move from the previous day. The stock's change was more than the S&P 500's daily gain of 0.53%. Meanwhile, the Dow experienced a rise of 0.38%, and the technology-dominated Nasdaq saw an increase of 0.25%.Heading into today, shares of the restaurant software provider had gained 9.85% over the past month, outpacing the Computer and Technology sector's loss of 0.75% and the S&P 500's gain of 1.24% in that time.Analysts and investor ...

In the latest trading session, Toast (TOST) closed at $39.33, marking a -1.68% move from the previous day. This change lagged the S&P 500's 0.29% loss on the day. Meanwhile, the Dow experienced a drop of 0.32%, and the technology-dominated Nasdaq saw a decrease of 0.5%.Heading into today, shares of the restaurant software provider had gained 4.77% over the past month, outpacing the Computer and Technology sector's gain of 1.8% and the S&P 500's gain of 2.52% in that time.The investment community will be clo ...

Company Performance - Toast (TOST) closed at $36.59, reflecting a +0.97% change, which underperformed compared to the S&P 500's 1.83% gain on the same day [1] - Over the past month, Toast's shares declined by 5.08%, compared to a 3.84% loss in the Computer and Technology sector and a 3.31% loss in the S&P 500 [1] Earnings Expectations - The upcoming earnings report for Toast is anticipated to show an EPS of $0.06, representing a significant increase of 185.71% from the same quarter last year [2] - Revenue is projected to reach $1.31 billion, marking a 26.45% increase from the prior-year quarter [2] Analyst Estimates - Recent modifications to analyst estimates for Toast are being closely monitored, as they reflect current business trends and can indicate optimism about the company's outlook [3] - A 2.16% decline in the Zacks Consensus EPS estimate has been noted over the past month, with Toast currently holding a Zacks Rank of 3 (Hold) [5] Valuation Metrics - Toast's Forward P/E ratio stands at 91.45, which is significantly higher than the industry's average Forward P/E of 27.77 [6] - The PEG ratio for Toast is currently 1.89, compared to the average PEG ratio of 2.05 for Internet - Software stocks [6] Industry Context - The Internet - Software industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 32, placing it in the top 13% of over 250 industries [7] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]