Toast, Inc. Price & Performance (TOST)

Toast has secured a significant deal with Applebee’s, which will see its point-of-sale and kitchen display systems rolled out nationwide. This move strengthens Toast’s presence among large restaurant chains, following a year of rapid growth, profitability milestones, and expansion into new retail and international markets.12

Recent analyst coverage reflects a cautious stance on Toast’s valuation, as insider selling has increased following tariff-related market uncertainty. While the company’s financials remain strong, with solid revenue and profit growth, concerns persist about sustainability and exposure to broader economic risks, resulting in a consensus ‘Hold’ rating.34

The rivalry between Toast and Clover is escalating, with both companies vying for restaurant customers through enhanced technology offerings. Toast’s recent enterprise wins and product innovations are being closely matched by Clover’s aggressive push, signaling a dynamic and highly competitive landscape for hospitality technology providers.56