Toast Has Strong Fundamentals, But A Weak Moat [Seeking Alpha]
Toast, Inc. (TOST)
Company Research
Source: Seeking Alpha
Rising hardware costs and tariffs are creating headwinds in 2026, which forces management to make tough decisions of absorbing costs or passing them down to their low-margin customers. Despite solid fundamentals and recent GAAP profitability, Toast will face pricing power limitations in the future due to intense competition from Block, Fiserv, and legacy processors. While total location count is rising, the 1% year-over-year decline in Gross Payment Volume per location highlights a growing reliance on lower-volume customers and signals market saturation. Willie B. Thomas/DigitalVision via Getty Images Thesis I am initiating a Sell rating on Toast, Inc. ( TOST ) stock due to its unjust valuation becoming increasingly disconnected from their future outlook. Toast continues to report strong growth rates, but the deceleration This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no
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TOST
News
- Toast Announces Participation at Morgan Stanley Technology, Media, and Telecom ConferenceBusiness Wire
- Toast (NYSE:TOST) had its price target lowered by analysts at The Goldman Sachs Group, Inc. from $43.00 to $31.00. They now have a "neutral" rating on the stock.MarketBeat
- Toast (NYSE:TOST) was given a new $33.00 price target on by analysts at DA Davidson.MarketBeat
- Toast (NYSE:TOST) had its price target lowered by analysts at Mizuho from $57.00 to $45.00. They now have an "outperform" rating on the stock.MarketBeat
- Toast (NYSE:TOST) was given a new $39.00 price target on by analysts at Sanford C. Bernstein.MarketBeat
TOST
Earnings
- 2/12/26 - Beat
TOST
Sec Filings
- 2/18/26 - Form 10-K
- 2/12/26 - Form 8-K
- 2/4/26 - Form 4
- TOST's page on the SEC website