Toast is on a clear path toward significant market-share gains. Toast (TOST -1.80%) is a restaurant technology company with products for processing payments, taking orders, and more. And one year from now, Toast stock is likely to be trading higher than it is today. Revenue is growing at more than 20% annually, and management is demonstrating that it knows how to run a profitable business. Those two things are encouraging enough, but there's one more thing that makes me even more optimistic about the long-t ...

Core Viewpoint - Toast (NYSE: TOST) is highlighted as a speculative stock that integrates cloud software with fintech payment solutions, indicating its potential for growth and investment appeal [1]. Company Analysis - The company is recognized for its strong competitive advantages, solid management, and a history of creating shareholder value, making it a favorable long-term investment option [1]. Investment Strategy - The investment approach focuses on identifying high-quality companies, whether value or growth-oriented, with a long-term time horizon [1].

Group 1 - Toast (TOST) stock closed at $29.37, with a slight decrease of -0.51% compared to the previous day, underperforming the S&P 500's daily loss of 0.05% [1] - Over the past month, Toast's shares increased by 6.76%, outperforming the Computer and Technology sector's gain of 3.5% and the S&P 500's gain of 2.76% [1] - The upcoming earnings report is expected to show an EPS of $0.01, representing a significant increase of 111.11% year-over-year, with projected revenue of $1.29 billion, up 24.78% from the previous year [1] Group 2 - For the full year, Zacks Consensus Estimates predict earnings of -$0.10 per share and revenue of $4.9 billion, indicating year-over-year increases of 78.72% and 26.75%, respectively [2] - Recent analyst estimate revisions indicate a positive outlook for Toast's business operations and profitability, which are correlated with stock price performance [2] - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), currently rates Toast at 3 (Hold), with a historical average annual return of +25% for stocks rated 1 since 1988 [3] Group 3 - The Internet - Software industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 57, placing it in the top 23% of over 250 industries [3] - The Zacks Industry Rank measures the strength of industry groups based on the average Zacks Rank of individual stocks, with the top 50% rated industries outperforming the bottom half by a factor of 2 to 1 [3]

The latest trading session saw Toast (TOST) ending at $29.03, denoting a +1.04% adjustment from its last day's close. The stock outperformed the S&P 500, which registered a daily gain of 0.47%. Elsewhere, the Dow saw an upswing of 0.79%, while the tech-heavy Nasdaq appreciated by 0.28%. Coming into today, shares of the restaurant software provider had gained 7.4% in the past month. In that same time, the Computer and Technology sector gained 3.88%, while the S&P 500 gained 3.48%. The investment community wi ...

Toast (TOST) closed at $28.98 in the latest trading session, marking a +0.63% move from the prior day. The stock's change was less than the S&P 500's daily gain of 0.71%. Elsewhere, the Dow saw an upswing of 1.03%, while the tech-heavy Nasdaq appreciated by 0.6%. Prior to today's trading, shares of the restaurant software provider had gained 21.62% over the past month. This has outpaced the Computer and Technology sector's gain of 9.96% and the S&P 500's gain of 6.41% in that time. Market participants will ...

I recently joined The REIT Forum and if you are looking for more investment ideas like this one, get them exclusively at The REIT Forum with access to our subscriber only portfolios. I last wrote about Toast (NYSE: TOST ) in August, where I reiterated my "buy" rating as I believed there was significant upside ahead after the management laid its long-term financial targets on its Amrita runs a boutique family office fund in beautiful Vancouver, where she leads the investment strategy for the family fund. The ...

The most recent trading session ended with Toast (TOST) standing at $28.56, reflecting a +0.88% shift from the previouse trading day's closing. The stock's change was more than the S&P 500's daily loss of 0.93%. Elsewhere, the Dow saw a downswing of 0.41%, while the tech-heavy Nasdaq depreciated by 1.53%. The restaurant software provider's stock has climbed by 13.88% in the past month, exceeding the Computer and Technology sector's gain of 2.77% and the S&P 500's gain of 2.17%. Investors will be eagerly wat ...

In the latest market close, Toast (TOST) reached $27.65, with a -0.22% movement compared to the previous day. This change lagged the S&P 500's 0.28% gain on the day. Elsewhere, the Dow saw an upswing of 0.15%, while the tech-heavy Nasdaq appreciated by 0.15%. Shares of the restaurant software provider witnessed a gain of 17.02% over the previous month, beating the performance of the Computer and Technology sector with its loss of 0.02% and the S&P 500's gain of 2%. Investors will be eagerly watching for the ...

Core Viewpoint - Toast (TOST) has demonstrated significant stock performance, gaining 44.1% year to date, outperforming both the Zacks Computer and Technology Sector and the S&P 500 index [1] Group 1: Stock Performance - Toast's stock has outperformed the Zacks Internet - Software industry's return of 15.9% year to date, reflecting strong investor confidence in its business potential [1] - The company added 8,000 locations in Q2 2024, achieving a market share of 13% [2][8] Group 2: Business Growth Drivers - The growing adoption of Toast's solutions among small and medium businesses in the U.S. and plans for international expansion are key factors driving investor confidence [2] - Rising Annual Recurring Revenue (ARR) is attributed to a larger share of repeat customers, supported by a suite-based packaging model that encourages broader platform adoption [3] - New tools such as AI-powered marketing suites and restaurant management systems are being introduced to enhance guest experience and operational efficiency [4] Group 3: Competitive Landscape - Toast faces competition from Block (SQ), Fiserv (FI) Clover, and Lightspeed (LSPD) Upserve, as well as food delivery services like DoorDash, Uber Eats, and GrubHub [7] - Despite competition, Toast differentiates itself by increasing connectivity in the small and medium business space, which remains largely unserved [8] Group 4: Financial Outlook - Toast expects its full-year 2024 gross profit to be between $1.34 billion and $1.36 billion, indicating a growth of 27-29% compared to 2023 [9] - The Zacks Consensus Estimate for 2024 revenues is projected at $4.90 billion, reflecting a year-over-year growth of 26.8% [9] Group 5: Conclusion - Toast is rapidly increasing its profit margins due to growing market share, although it faces stiff competition from established players [10]

Toast (TOST) closed at $26.19 in the latest trading session, marking a +0.38% move from the prior day. This move lagged the S&P 500's daily gain of 0.54%. Elsewhere, the Dow gained 0.72%, while the tech-heavy Nasdaq added 0.65%. Coming into today, shares of the restaurant software provider had gained 5.16% in the past month. In that same time, the Computer and Technology sector gained 3.3%, while the S&P 500 gained 4.86%. The investment community will be paying close attention to the earnings performance of ...