TOST

Toast, Inc.

NYSE · Services-Computer Processing & Data Preparation · CIK 0001650164
$24.82 +0.53% $14.4B
Insider Selling Cluster (5 insiders)High Impact Filing (8/10)28 New Institutional Positions22 Institutional ExitsCongressional Activity (1)
Vol
Market Cap$14.4B
Cap SizeLarge Cap
Analyst ConsensusBuy (64%)
Inst. Holders50 funds
Inst. Value$7.1B
Inst. Activity28 buys / 22 sells
Insider Activity0B / 13S
Insider Net $-$3.9M
Reddit Sentiment47° Neutral
SEC Reports4
Congressional1 trades
Exchange NYSE·Sector Services-Computer Processing & Data Preparation·CIK 0001650164·Prev Close $24.69

Recent Activity

Jun 12, 2026 short_volume
Short Volume: TOST — 61.0% short (1.4M / 2.3M)
Short: 1,406,307 | Exempt: 1,751 | TRF Vol: 2,305,836 | Short Ratio: 61.0% | Off-exchange volume (da
May 29, 2026 SEC
Brian R. Elworthy, an officer of Toast, Inc., filed a Form 144 on May 29, 2026, indicating intent to sell 108,000 Class
144 — Impact 3/10
May 29, 2026 Insider
Elworthy Brian R acquired via exercise 54,000 shares
General Counsel @ $2.21 ($119.3K)
May 29, 2026 Insider
Elworthy Brian R sold 92,864 shares
General Counsel @ $25.85 ($2.4M)
May 7, 2026 SEC
Toast reported Q1 2026 results with diluted EPS of $0.20, 25% above the $0.16 consensus, and revenue of $1.63B in line w
8-K — Impact 8/10
Apr 13, 2026 Congress
Mark Warner buy
$1,001 - $15,000 — Senate
Apr 3, 2026 SEC
Toast, Inc. insiders, including CEO Aman Narang and CFO Elena Gomez, conducted coordinated open-market sales totaling $5
CLUSTER — Impact 5/10
Apr 2, 2026 Insider
Gomez Elena sold 8,929 shares
President, CFO @ $26.19 ($233.8K)

Price Targets

$33.88 +36.5% upside Strong Buy
Current $24.82 Low $24.00 Median $35.00 High $45.00 25 analysts
$24.00 $45.00

Analyst Ratings

Buy64% buy · 36 analysts
7Strong Buy
16Buy
13Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 12, 2026 DA Davidson MAINTAIN Neutral → Neutral
May 12, 2026 Truist Securities MAINTAIN Buy → Buy
May 12, 2026 Mizuho MAINTAIN Outperform → Outperform
May 12, 2026 Rothschild & Co DOWNGRADE Buy → Neutral
May 8, 2026 UBS MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.32 ▲ +0.8% $0.26 — $0.34 26% YoY 12
Next Q $0.35 ▲ +1.0% $0.30 — $0.39 25% YoY 12
Current FY $1.34 ▲ +1.9% $1.18 — $1.53 33% YoY 15
Next FY $1.70 ▲ +1.7% $1.51 — $1.99 26% YoY 15

Top Institutional Holders

FundValueMove
FMR LLC$841.2M
Capital International Investors$811.2MTRIM
BlackRock, Inc.$720.1M
ALLIANCEBERNSTEIN L.P.$645.3M
VANGUARD CAPITAL MANAGEMENT LLC$584.9M

Recent Insider Trades

DateInsiderTypeValue
May 29, 2026Elworthy BrianM$119.3K
May 29, 2026Elworthy BrianSELL$2.4M
Apr 2, 2026Gomez ElenaSELL$233.8K
Apr 2, 2026Elworthy BrianSELL$95.9K
Apr 2, 2026Fredette StephenSELL$190.9K

Reddit Sentiment

47°
Neutral
Bearish Neutral Bullish
11 mentions 4 bullish 5 bearish

Congressional Trades

1 members: 1 buys, 0 sells
MemberPartyTypeAmount
Mark WarnerDBUY$1,001 - $15,000
50 institutional holders with $7.1B total value (262,207,815 shares) as of 2026-Q1. Top holders: FMR, Capital, BlackRock,. Net buying activity: 28 institutions added/increased vs 22 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1FMR LLC31,731,204$841.2M11.8%
2Capital International Investors30,603,273$811.2M11.4%TRIM -32.6%
3BlackRock, Inc.27,164,813$720.1M10.1%
4ALLIANCEBERNSTEIN L.P.18,173,374$645.3M9.1%
5VANGUARD CAPITAL MANAGEMENT LLC22,063,096$584.9M8.2%
6VANGUARD PORTFOLIO MANAGEMENT LLC20,258,557$537.1M7.6%
7MORGAN STANLEY11,659,138$309.1M4.3%
8STATE STREET CORP10,147,233$269.0M3.8%
9Sumitomo Mitsui Trust Group, Inc.6,859,633$181.8M2.6%
10BANK OF AMERICA CORP /DE/4,866,197$129.0M1.8%
11SUSQUEHANNA INTERNATIONAL GROUP, LLP4,714,400$125.0M1.8%
12BNP Paribas Asset Management Holding S.A.4,648,200$123.2M1.7%
13RENAISSANCE TECHNOLOGIES LLC4,321,437$114.6M1.6%ADD +25.1%
14ARROWSTREET CAPITAL, LIMITED PARTNERSHIP3,461,654$91.8M1.3%
15Amundi3,329,206$88.3M1.2%
16JENNISON ASSOCIATES LLC3,226,502$85.5M1.2%NEAR_EXIT -78.7%
17FEDERATED HERMES, INC.3,055,000$81.0M1.1%
18VANGUARD FIDUCIARY TRUST CO3,039,146$80.6M1.1%
19MARSHALL WACE, LLP2,899,621$76.9M1.1%TRIM -45.2%
20GOLDMAN SACHS GROUP INC2,790,519$74.0M1.0%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
Capital International InvestorsTRIM45,391,45930,603,273-32.6%$811.2M2026-Q1
RENAISSANCE TECHNOLOGIES LLCADD3,453,9284,321,437+25.1%$114.6M2026-Q1
JENNISON ASSOCIATES LLCNEAR_EXIT15,157,9553,226,502-78.7%$85.5M2026-Q1
MARSHALL WACE, LLPTRIM5,292,5682,899,621-45.2%$76.9M2026-Q1
BALYASNY ASSET MANAGEMENT L.P.TRIM4,031,7052,221,675-44.9%$58.9M2026-Q1
NORDEA INVESTMENT MANAGEMENT ABADD1,307,1582,219,103+69.8%$57.5M2026-Q1
Trexquant Investment LPADD969,2321,879,041+93.9%$49.8M2026-Q1
1832 Asset Management L.P.TRIM4,064,2001,732,400-57.4%$45.9M2026-Q1
CONGRESS ASSET MANAGEMENT COADD776,7351,091,236+40.5%$28.9M2026-Q1
WELLINGTON MANAGEMENT GROUP LLPDOUBLED16,4531,059,093+6337.1%$28.1M2026-Q1
CAPITAL FUND MANAGEMENT S.A.DOUBLED202,395982,538+385.5%$26.0M2026-Q1
VICTORY CAPITAL MANAGEMENT INCADD697,936930,625+33.3%$24.7M2026-Q1
CANADA PENSION PLAN INVESTMENT BOARDADD529,700790,000+49.1%$20.9M2026-Q1
Assenagon Asset Management S.A.DOUBLED318,960658,722+106.5%$17.5M2026-Q1
TEACHER RETIREMENT SYSTEM OF TEXASDOUBLED15,095657,346+4254.7%$17.4M2026-Q1
FRANKLIN RESOURCES INCTRIM983,402582,005-40.8%$15.4M2026-Q1
STATE OF WISCONSIN INVESTMENT BOARDADD342,230459,454+34.3%$12.2M2026-Q1
SEI INVESTMENTS COTRIM779,097349,515-55.1%$9.3M2026-Q1
AustralianSuper Pty LtdTRIM846,547335,634-60.4%$8.9M2026-Q1
NOMURA HOLDINGS INCADD193,562306,893+58.6%$8.1M2026-Q1
HSBC HOLDINGS PLCADD181,371284,510+56.9%$7.5M2026-Q1
Rockefeller Capital Management L.P.ADD169,122262,346+55.1%$7.0M2026-Q1
Swiss Life Asset Management LtdDOUBLED50,991259,344+408.6%$6.9M2026-Q1
Mitsubishi UFJ Trust & Banking CorpTRIM333,999243,879-27.0%$6.5M2026-Q1
COMMERCE BANKTRIM849,937232,429-72.7%$6.2M2026-Q1
8 unique insiders with 39 transactions. Net insider value: -$3.9M ($0.00 bought, $3.9M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 29, 2026Elworthy Brian RGeneral CounselEXERCISE54,000$2.21$119.3K
May 29, 2026Elworthy Brian RGeneral CounselSELL92,864$25.85$2.4M
Apr 2, 2026Gomez ElenaPresident, CFOSELL8,929$26.19$233.8K
Apr 2, 2026Elworthy Brian RGeneral CounselSELL3,664$26.19$95.9K
Apr 2, 2026Fredette StephenPresidentSELL7,289$26.19$190.9K
Apr 2, 2026Narang AmanCEOSELL13,463$26.19$352.6K
Apr 2, 2026Vassil JonathanChief Revenue OfficerSELL6,438$26.19$168.6K
Apr 1, 2026Vassil JonathanChief Revenue OfficerEXERCISE4,748
Apr 1, 2026Narang AmanCEOEXERCISE6,331
Apr 1, 2026Gomez ElenaPresident, CFOEXERCISE6,331
Apr 1, 2026Elworthy Brian RGeneral CounselEXERCISE3,482
Apr 1, 2026Fredette StephenPresidentEXERCISE5,698
Mar 13, 2026Narang AmanCEOGIFT300,000
Mar 12, 2026Chapman-Hughes SusanDirectorSELL8,500$28.97$246.2K
Mar 11, 2026Narang AmanCEOCONVERT300,000
Mar 11, 2026Narang AmanCEOCONVERT300,000
Mar 10, 2026Fredette StephenPresidentAWARD116,266
Mar 10, 2026Fredette StephenPresidentAWARD70,452
Mar 10, 2026Vassil JonathanChief Revenue OfficerAWARD17,613
Mar 10, 2026Elworthy Brian RGeneral CounselAWARD57,242
Mar 10, 2026Vassil JonathanChief Revenue OfficerAWARD29,066
Mar 10, 2026Niola RossanaPrincipal Accounting OfficerAWARD87,391
Mar 10, 2026Gomez ElenaPresident, CFOAWARD167,133
Mar 10, 2026Narang AmanCEOAWARD261,600
Mar 10, 2026Elworthy Brian RGeneral CounselAWARD94,466
Mar 10, 2026Gomez ElenaPresident, CFOAWARD101,275
Mar 10, 2026Narang AmanCEOAWARD52,839
Mar 10, 2026Niola RossanaPrincipal Accounting OfficerAWARD52,839
Feb 3, 2026Fredette StephenPresidentSELL1,060$30.35$32.2K
Feb 3, 2026Gomez ElenaPresident, CFOSELL1,437$30.35$43.6K
Feb 3, 2026Narang AmanCEOSELL1,648$30.35$50.0K
Feb 3, 2026Elworthy Brian RGeneral CounselSELL648$30.35$19.7K
Feb 3, 2026Vassil JonathanChief Revenue OfficerSELL1,454$30.35$44.1K
Feb 1, 2026Elworthy Brian RGeneral CounselEXERCISE2,152
Feb 1, 2026Narang AmanCEOEXERCISE3,521
Feb 1, 2026Vassil JonathanChief Revenue OfficerEXERCISE2,935
Feb 1, 2026Fredette StephenPresidentEXERCISE3,521
Feb 1, 2026Gomez ElenaPresident, CFOEXERCISE3,913
Jan 9, 2025PATRICK DEVAL LDirectorSELL1,667$36.95$61.6K

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (64% buy). Based on 36 analysts: 7 strong buy, 16 buy, 13 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$33.88 mean target +36.5% upside Strong Buy (1.86)
$24.00 Low $45.00 High
MetricValue
Current Price$24.82
Target Low$24.00
Target Mean$33.88
Target Median$35.00
Target High$45.00
# Analysts25
RecommendationStrong Buy (1.86)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.32 $0.26 $0.34 26.0% +0.8% 2↑ 5↓ $1.9B 20.7% 12
Next Q
2026-09-30
$0.35 $0.30 $0.39 25.4% +1.0% 6↑ 1↓ $1.9B 19.1% 12
Current FY
2026-12-31
$1.34 $1.18 $1.53 32.8% +1.9% 11↑ 1↓ $7.4B 20.0% 15
Next FY
2027-12-31
$1.70 $1.51 $1.99 26.1% +1.7% 8↑ 3↓ $8.7B 18.1% 15

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.315
7d ago$0.313+0.002
30d ago$0.313+0.003
60d ago$0.318-0.003
90d ago$0.317-0.002
13 analyst firms have rated this stock: 0 upgrades, 2 downgrades, 2 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 12, 2026 DA Davidson MAINTAIN Neutral Neutral
May 12, 2026 Truist Securities MAINTAIN Buy Buy
May 12, 2026 Mizuho MAINTAIN Outperform Outperform
May 12, 2026 Rothschild & Co DOWNGRADE Buy Neutral
May 8, 2026 UBS MAINTAIN Buy Buy
May 8, 2026 Citigroup MAINTAIN Buy Buy
May 5, 2026 DA Davidson MAINTAIN Neutral Neutral
Apr 22, 2026 BMO Capital INITIATE Outperform Outperform
Mar 31, 2026 Loop Capital INITIATE Hold
Feb 17, 2026 DA Davidson MAINTAIN Neutral Neutral
Feb 17, 2026 Goldman Sachs MAINTAIN Neutral Neutral
Feb 17, 2026 Mizuho MAINTAIN Outperform Outperform
Feb 13, 2026 Citigroup MAINTAIN Buy Buy
Feb 13, 2026 Oppenheimer MAINTAIN Outperform Outperform
Feb 13, 2026 Wells Fargo MAINTAIN Overweight Overweight
Feb 13, 2026 Needham MAINTAIN Buy Buy
Feb 2, 2026 DA Davidson MAINTAIN Neutral Neutral
Jan 12, 2026 Oppenheimer MAINTAIN Outperform Outperform
Jan 8, 2026 Wolfe Research DOWNGRADE Outperform Peer Perform

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 2026716130064%
May 1, 2026717120067%
Apr 1, 2026716110068%
Mar 1, 2026816110069%
Feb 1, 2026715120065%
Jan 1, 2026814120065%
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 1 buys, 0 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
Apr 13, 2026Mark WarnerDSENATEBUY$1,001 - $15,000TOAST INCMay 1, 2026 (19d)
47°
Neutral
Bearish Neutral Bullish
11 mentions 4 bullish 5 bearish 11 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Jun 1, 2026150° Neutral001
Jun 1, 2026150° Neutral001
May 25, 2026140° Cool011
May 25, 2026140° Cool011
May 24, 2026140° Cool011
May 12, 2026160° Warm101
May 12, 2026160° Warm101
May 10, 2026160° Warm101
May 10, 2026160° Warm101
Mar 17, 2026140° Cool011
Mar 17, 2026140° Cool011

Recent Reddit Threads

r/stocks Bullish 1mo ago
Bull Case for TOST
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bearish 2mo ago
My one, of two SaaS recovery bets - TOST, a restaurant tech leader
▲ 1 💬 1 ⚡ 0.5
Jun 12, 2026
short_volume
Short Volume: TOST — 61.0% short (1.4M / 2.3M)
Short: 1,406,307 | Exempt: 1,751 | TRF Vol: 2,305,836 | Short Ratio: 61.0% | Off-exchange volume (dark pool + OTC)
Jun 11, 2026
short_volume
Short Volume: TOST — 57.2% short (1.5M / 2.7M)
Short: 1,517,208 | Exempt: 7,918 | TRF Vol: 2,653,939 | Short Ratio: 57.2% | Off-exchange volume (dark pool + OTC)
Jun 10, 2026
short_volume
Short Volume: TOST — 67.4% short (2.2M / 3.2M)
Short: 2,179,166 | Exempt: 963 | TRF Vol: 3,234,331 | Short Ratio: 67.4% | Off-exchange volume (dark pool + OTC)
Jun 4, 2026
short_volume
Short Volume: TOST — 64.3% short (1.8M / 2.7M)
Short: 1,750,807 | Exempt: 12,571 | TRF Vol: 2,724,651 | Short Ratio: 64.3% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
short_volume
Short Volume: TOST — 60.6% short (2.5M / 4.2M)
Short: 2,547,546 | Exempt: 1,906 | TRF Vol: 4,202,355 | Short Ratio: 60.6% | Off-exchange volume (dark pool + OTC)
May 29, 2026
short_volume
Short Volume: TOST — 59.1% short (3.0M / 5.1M)
Short: 3,043,507 | Exempt: 15,688 | TRF Vol: 5,146,304 | Short Ratio: 59.1% | Off-exchange volume (dark pool + OTC)
May 28, 2026
short_volume
Short Volume: TOST — 58.5% short (2.4M / 4.1M)
Short: 2,374,798 | Exempt: 22,392 | TRF Vol: 4,061,498 | Short Ratio: 58.5% | Off-exchange volume (dark pool + OTC)
May 20, 2026
short_volume
Short Volume: TOST — 59.1% short (3.2M / 5.4M)
Short: 3,196,235 | Exempt: 1,991 | TRF Vol: 5,404,109 | Short Ratio: 59.1% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: TOST — 16.8M shares, 166,085 trades
Week starting 2026-05-18. Total ATS volume: 16,765,089 shares across 166,085 trades.
May 15, 2026
short_volume
Short Volume: TOST — 55.1% short (2.8M / 5.0M)
Short: 2,755,170 | Exempt: 5,013 | TRF Vol: 5,002,859 | Short Ratio: 55.1% | Off-exchange volume (dark pool + OTC)
May 11, 2026
short_volume
Short Volume: TOST — 56.5% short (3.5M / 6.2M)
Short: 3,486,600 | Exempt: 204,231 | TRF Vol: 6,167,804 | Short Ratio: 56.5% | Off-exchange volume (dark pool + OTC)
May 11, 2026
dark_pool
Dark Pool: TOST — 19.3M shares, 196,290 trades
Week starting 2026-05-11. Total ATS volume: 19,314,152 shares across 196,290 trades.
May 8, 2026
short_volume
Short Volume: TOST — 58.3% short (8.1M / 13.8M)
Short: 8,054,764 | Exempt: 320,729 | TRF Vol: 13,822,658 | Short Ratio: 58.3% | Off-exchange volume (dark pool + OTC)
May 7, 2026
earnings_calendar
TOST Q1 2026 Earnings After Market Close — 2026-05-07
May 4, 2026
dark_pool
Dark Pool: TOST — 21.3M shares, 196,928 trades
Week starting 2026-05-04. Total ATS volume: 21,342,888 shares across 196,928 trades.