TOSTTechnology · Software - InfrastructureThe 30 Wall Street analysts covering Toast, Inc. hold a median 12-month price target of $39 — +14.9% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 59 of 100 as at 3 Sept 2026 — in the upper half.
Consensus tells you what everyone already believes. The model scores Toast, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Quality (99): The business earns solid, repeatable profits on what it owns.
Accruals (17): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.
Size (10): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on TOST, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +14.9% from it.
Of the 20 most recent actions, 10 moved their price target up and 1 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 2 Sept 2026 | BNP Paribas | Downgrade | Neutral | $38 → $35 |
| 31 Aug 2026 | RBC Capital | Maintains | Sector Perform | $36 → $44 |
| 12 Aug 2026 | Truist Securities | Maintains | Buy | $33 → $39 |
| 12 Aug 2026 | Truist Securities | Maintains | Buy | — |
| 10 Aug 2026 | DA Davidson | Maintains | Neutral | $30 → $34 |
| 10 Aug 2026 | DA Davidson | Maintains | Neutral | — |
| 6 Aug 2026 | Bernstein | Maintains | Outperform | — |
| 6 Aug 2026 | Bernstein | Maintains | Outperform | $39 → $45 |
| 5 Aug 2026 | Barclays | Maintains | Overweight | — |
| 5 Aug 2026 | Barclays | Maintains | Overweight | $35 → $39 |
| 5 Aug 2026 | BMO Capital | Maintains | Outperform | — |
| 5 Aug 2026 | BMO Capital | Maintains | Outperform | $35 → $40 |
| 5 Aug 2026 | Citigroup | Maintains | Buy | $36 → $39 |
| 5 Aug 2026 | Citigroup | Maintains | Buy | — |
| 5 Aug 2026 | Evercore ISI Group | Maintains | Outperform | — |
| 5 Aug 2026 | Evercore ISI Group | Maintains | Outperform | $35 → $40 |
| 5 Aug 2026 | Keefe, Bruyette & Woods | Maintains | Market Perform | $30 → $35 |
| 5 Aug 2026 | Keefe, Bruyette & Woods | Maintains | Market Perform | — |
| 5 Aug 2026 | Needham | Maintains | Buy | $35 → $45 |
| 5 Aug 2026 | Needham | Maintains | Buy | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. TOST appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 4 Sept 2026, Toast, Inc. returned −17.4% against +20.0% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 17% of US stocks
Cheaper than 43% of US stocks
Cheaper than 10% of US stocks
Cheaper than 7% of US stocks
Higher than 73% of US stocks
Higher than 83% of US stocks
Higher than 31% of US stocks
Higher than 60% of US stocks
Higher than 65% of US stocks
Higher than 85% of US stocks
Higher than 90% of US stocks
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Toast, Inc. has a market value of $19.6B and an enterprise value of $17.9B.
Revenue in the twelve months to 30 June 2026: $6.8B. The latest quarter grew 23.1% year on year.
Net income over the same four quarters: $486.0M, a 7.1% net margin.
Diluted earnings per share, trailing twelve months: $0.78.
Free cash flow in the twelve months to 30 June 2026: $576.0M, after $59.0M of capital spending.
Toast, Inc. spent $562.0M on share buybacks in the twelve months to 30 June 2026.
Trailing P/E: 43.0×; forward P/E: 19.6× — the forward figure prices analyst consensus estimates, not reported earnings.
Toast, Inc. employs 6,500 people — $1.0M of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Toast, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Toast (TOST) reported earnings 30 days ago, and its stock has declined 2.2% since that report. The article examines whether the company can rebound from that decline.
Why it matters — TOST watchers would be interested in how the stock has performed since the earnings report and whether a recovery is possible.
An analyst covering Toast is no longer bullish, according to a roundup of top Wall Street analyst rating changes for Wednesday. The piece highlights downgrades among top names and notes that this is part of a broader set of analyst rating adjustments.
Why it matters — A TOST watcher would care because this reflects reduced analyst confidence in the stock's outlook, which can influence investor sentiment.
Zacks Investment Research highlights Toast (TOST) as a top-ranked momentum stock according to its Style Scores system. The article suggests that investors looking for market-beating stocks should consider names identified through this ranking methodology.
Why it matters — Toast watchers would care because a strong momentum ranking from a widely followed research service can increase attention on the stock among investors screening for top-scored names.
Zacks Investment Research highlighted Toast (TOST) as a strong growth stock, referencing its Style Scores system for identifying market-beating stocks. The report points to Toast as a strong candidate for investors seeking growth-oriented picks.
Why it matters — A positive recommendation from Zacks could raise visibility and interest in Toast among growth-focused investors tracking the stock.
Toast's CFO reported selling 17,076 shares for a total transaction value of approximately $602,441, based on weighted-average execution prices. The sale reduced the CFO's direct equity holdings in the company by 9%.
Why it matters — A TOST watcher would care because an insider sale reducing the CFO's holdings by 9% is a notable governance and ownership event that could inform views on internal sentiment.
The 30 Wall Street analysts covering Toast, Inc. have a median 12-month price target of $39, with estimates ranging from $25 to $45. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 30 analysts covering Toast, Inc., 20 rate it a Buy, 10 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Toast, Inc. 59 out of 100 across roughly 4,600 US stocks as at 3 Sept 2026. None of this is personal advice — it does not consider your circumstances.
As at 3 Sept 2026, Toast, Inc. ranks 59 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Quality (99 of 100).
No one can know that. What the data says: the median 12-month target from 30 analysts implies +14.9% from the last close, and Ticker Nerd's factor model ranks Toast, Inc. 59 out of 100 as at 3 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Toast, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for TOST are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $25 to $45 over the next 12 months.
Toast, Inc. returned -17.4% over the 12 months to 4 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.
Toast, Inc. Class A Common Stock represents Toast, Inc., a cloud-based technology company focused on the restaurant industry.
The most recent item we track (Zacks Investment Research, 3 Sept 2026): "Toast (TOST) Down 2.2% Since Last Earnings Report: Can It Rebound?". Toast (TOST) reported earnings 30 days ago, and its stock has declined 2.2% since that report. The article examines whether the company can rebound from that decline.
Toast, Inc. Class A Common Stock represents Toast, Inc., a cloud-based technology company focused on the restaurant industry. Toast provides an all-in-one platform that combines point-of-sale software, payment processing, restaurant-grade hardware, online ordering, delivery tools, reporting and analytics, and kitchen display systems. Its products are designed to help restaurants manage front-of-house and back-of-house operations through a single integrated system. The company also supports guest engagement and workflow automation with tools that serve dine-in, takeout, delivery, catering, and retail service models. Toast’s platform is used by restaurants and broader hospitality businesses seeking to streamline daily operations, connect digital and in-person sales channels, and centralize business data in one environment. Founded in 2011 and headquartered in Boston, Toast plays a significant role in restaurant technology by combining software, hardware, and financial services capabilities into a unified operating platform.
CEO Mr. Aman Narang · 6,500 employees · United States · https://www.pos.toasttab.com
