Market Cap
$16.8B
TOST
Toast, Inc.
$29.94 ▲ +2.43%
Prev close $29.23Market cap$16.8B
ConsensusBuy
12-mo target$38.92 (+30.0%)
▲ Bullish
Analyst conviction 7/10
Insider Selling Cluster (4 insiders)High Impact Filing (8/10)33 New Institutional Positions17 Institutional ExitsCongressional Activity (1) Fintech & Payments
Snapshot
The big-picture read on TOST right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Buy (68%)
Inst. Holders
50 funds
Inst. Value
$10.0B
Inst. Activity
33 buys / 17 sells
Insider Activity
$0.00 buy / $18.6M sell
Insider Net $
-$18.6M
Social Sentiment
47° Neutral
SEC Reports
10
Congressional
2 trades
Price chart 30d -12.0%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Short Volume: TOST — 63.8% short (1.7M / 2.7M)
Short: 1,697,410 | Exempt: 5,490 | TRF Vol: 2,662,210 | Short Ratio: 63.8% | Off-exchange volume (da
Sep 2, 2026 Insider
Vassil Jonathan sold 9,180 shares
Chief Revenue Officer @ $34.10 ($313.0K)
Sep 2, 2026 Insider
Vassil Jonathan acquired via exercise 14,280 shares
Chief Revenue Officer @ $2.21 ($31.6K)
Sep 2, 2026 Insider
Aug 13, 2026 SEC Vassil Jonathan sold 5,100 shares
Chief Revenue Officer @ $33.54 ($171.1K)
A cluster of insider selling at Toast (TOST) over the past week saw the CEO, CFO, and Chief Revenue Officer collectively
CLUSTER — Impact 4/10
CEO Aman Narang and CFO Elena Gomez sold a combined ~$6.7M in open-market shares over a 7-day window, with CEO Narang al
CLUSTER — Impact 3/10
A cluster of insider selling at Toast, Inc. (TOST) over the past week shows the CEO, CFO, and Chief Revenue Officer coll
CLUSTER — Impact 3/10
Jul 8, 2026 Congress
Thomas Kean Jr buy
$1,001 - $15,000 — House
Analyst ratings buy % +4.6%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
68% rate it Buy or better · 38 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 2, 2026 | BNP Paribas | DOWNGRADE | Neutral | — |
| Aug 31, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Aug 12, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Aug 10, 2026 | DA Davidson | MAINTAIN | Neutral | 53% |
| Aug 6, 2026 | Bernstein | MAINTAIN | Outperform | 51% |
| Aug 5, 2026 | UBS | MAINTAIN | Buy | 55% |
| Aug 5, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Aug 5, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
| Aug 5, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Aug 5, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Market Perform | 58% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 7 | 19 | 12 | 0 | 0 | 68% | |
| Aug 1, 2026 | 7 | 19 | 12 | 0 | 0 | 68% | |
| Jul 1, 2026 | 7 | 17 | 13 | 0 | 0 | 65% | |
| Jun 1, 2026 | 7 | 16 | 13 | 0 | 0 | 64% | |
| May 1, 2026 | 7 | 17 | 12 | 0 | 0 | 67% | |
| Apr 1, 2026 | 7 | 16 | 11 | 0 | 0 | 68% | |
| Mar 1, 2026 | 8 | 16 | 11 | 0 | 0 | 69% | |
| Feb 1, 2026 | 7 | 15 | 12 | 0 | 0 | 65% |
Price targets
Where 26 covering analysts think TOST trades over the next 12 months.
$38.92 +30.0% upside Strong Buy
Current$29.94 Low$25.00 Median$39.00 High$45.00 26 analysts
$25.00$45.00
Analyst rating Buy· 1.8/5 as of Oct 2, 2026
Social media sentiment mood +25.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
47°
Neutral
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
10 SEC filing reports analyzed · 1 bullish, 1 bearish, 1 mixed, 7 neutral · avg impact 3.8/10.
NEUTRALCLUSTER4/10
A cluster of insider selling at Toast (TOST) over the past week saw the CEO, CFO, and Chief Revenue
Aug 13, 2026
NEUTRALCLUSTER3/10
CEO Aman Narang and CFO Elena Gomez sold a combined ~$6.7M in open-market shares over a 7-day window
Aug 12, 2026
NEUTRALCLUSTER3/10
A cluster of insider selling at Toast, Inc. (TOST) over the past week shows the CEO, CFO, and Chief
Aug 8, 2026
NEUTRALCLUSTER2/10
Two Toast insiders — the Chief Revenue Officer and Principal Accounting Officer — sold a combined $5
Aug 6, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: TOST — 63.8% short (1.7M / 2.7M)
Short: 1,697,410 | Exempt: 5,490 | TRF Vol: 2,662,210 | Short Ratio: 63.8% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
short_volume
Short Volume: TOST — 66.4% short (3.1M / 4.6M)
Short: 3,071,203 | Exempt: 9,091 | TRF Vol: 4,624,640 | Short Ratio: 66.4% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
short_volume
Short Volume: TOST — 63.0% short (1.6M / 2.5M)
Short: 1,575,414 | Exempt: 5,245 | TRF Vol: 2,502,620 | Short Ratio: 63.0% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
short_volume
Short Volume: TOST — 61.9% short (1.5M / 2.4M)
Short: 1,504,203 | Exempt: 5,523 | TRF Vol: 2,431,755 | Short Ratio: 61.9% | Off-exchange volume (dark pool + OTC)
Sep 25, 2026
short_volume
Short Volume: TOST — 61.7% short (1.9M / 3.1M)
Short: 1,941,476 | Exempt: 1,736 | TRF Vol: 3,146,539 | Short Ratio: 61.7% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.37 | $0.29–$0.42 | 31.3% | +0.1% | 9↑ 1↓ | $2.0B | 15 |
| Next Q | $0.34 | $0.26–$0.39 | 26.4% | +0.2% | 0↑ 9↓ | $2.0B | 15 |
| Current FY | $1.39 | $1.19–$1.48 | 37.0% | +0.1% | 15↑ 1↓ | $7.5B | 17 |
| Next FY | $1.73 | $1.35–$2.00 | 25.0% | +0.1% | 13↑ 3↓ | $8.8B | 17 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.366 | — |
| 7d ago | $0.366 | — |
| 30d ago | $0.366 | +0.000 |
| 60d ago | $0.358 | +0.009 |
| 90d ago | $0.358 | +0.008 |
Institutional ownership
Which big funds own TOST (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $10.0B total value (359,547,811 shares) as of 2026-Q2. Top holders: BlackRock,, FMR, Capital. Net buying activity: 33 institutions added/increased vs 17 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 48,745,880 | $1.4B | 13.5% | ADD +79.4% |
| FMR LLC | 33,528,155 | $932.8M | 9.3% | — |
| Capital International Investors | 26,744,340 | $744.0M | 7.4% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 22,085,011 | $614.4M | 6.1% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 21,905,520 | $609.4M | 6.1% | — |
| JPMORGAN CHASE & CO | 16,843,519 | $475.0M | 4.7% | — |
| STATE STREET CORP | 16,888,718 | $469.8M | 4.7% | ADD +66.4% |
| PRINCIPAL FINANCIAL GROUP INC | 15,164,024 | $421.9M | 4.2% | ADD +90.1% |
| MORGAN STANLEY | 11,392,209 | $316.9M | 3.2% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 9,754,026 | $289.8M | 2.9% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | ADD | 27,164,813 | 48,745,880 | +79.4% | $1.4B |
| STATE STREET CORP | ADD | 10,147,233 | 16,888,718 | +66.4% | $469.8M |
| PRINCIPAL FINANCIAL GROUP INC | ADD | 7,977,244 | 15,164,024 | +90.1% | $421.9M |
| ALLIANCEBERNSTEIN L.P. | TRIM | 18,173,374 | 10,895,417 | -40.0% | $288.8M |
| BALYASNY ASSET MANAGEMENT L.P. | DOUBLED | 2,221,675 | 7,126,975 | +220.8% | $198.3M |
| CITADEL ADVISORS LLC | DOUBLED | 522,975 | 6,866,389 | +1212.9% | $191.0M |
| NORGES BANK | NEW | — | 5,765,060 | — | $160.4M |
| GOLDMAN SACHS GROUP INC | ADD | 2,790,519 | 4,233,525 | +51.7% | $117.8M |
| NORTHERN TRUST CORP | ADD | 2,899,372 | 4,112,230 | +41.8% | $114.4M |
| NORDEA INVESTMENT MANAGEMENT AB | ADD | 2,219,103 | 3,294,166 | +48.4% | $91.4M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
6 insiders, 50 transactions. Net -$18.6M — $0.00 bought, $18.6M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 2, 2026 | Vassil Jonathan | Chief Revenue Officer | SELL | 9,180 | $34.10 | $313.0K |
| Sep 2, 2026 | Vassil Jonathan | Chief Revenue Officer | EXERCISE | 14,280 | $2.21 | $31.6K |
| Sep 2, 2026 | Vassil Jonathan | Chief Revenue Officer | SELL | 5,100 | $33.54 | $171.1K |
| Aug 21, 2026 | Vassil Jonathan | Chief Revenue Officer | EXERCISE | 37,607 | $17.33 | $651.7K |
| Aug 21, 2026 | Vassil Jonathan | Chief Revenue Officer | EXERCISE | 47,673 | $17.38 | $828.6K |
| Aug 21, 2026 | Vassil Jonathan | Chief Revenue Officer | SELL | 85,280 | $36.34 | $3.1M |
| Aug 19, 2026 | Vassil Jonathan | Chief Revenue Officer | EXERCISE | 6,532 | $17.33 | $113.2K |
| Aug 19, 2026 | Vassil Jonathan | Chief Revenue Officer | EXERCISE | 7,399 | $17.38 | $128.6K |
| Aug 19, 2026 | Vassil Jonathan | Chief Revenue Officer | SELL | 13,931 | $36.01 | $501.7K |
| Aug 11, 2026 | Vassil Jonathan | Chief Revenue Officer | EXERCISE | 7,651 | $17.38 | $133.0K |
Congressional trades
TOST trades disclosed by members of Congress, with disclosure delay.
2 members · 2 buys / 0 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jul 8, 2026 | Thomas Kean Jr | R | HOUSE | BUY | $1,001 - $15,000 | TOAST INC | Aug 19, 2026(43d) |
| Apr 13, 2026 | Mark Warner | D | SENATE | BUY | $1,001 - $15,000 | TOAST INC | May 1, 2026(19d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for TOST.
Shares short
31,632,064
Settlement Sep 15, 2026
Change vs prior
+10.3%
Semi-monthly cycle
Days to cover
4.3
At avg daily volume
Of shares outstanding
≈5.5%
Estimate — not % of float
All TOST filing & press-release reports (10)
- CLUSTER reportAug 13, 2026
- CLUSTER reportAug 12, 2026
- CLUSTER reportAug 8, 2026
- CLUSTER reportAug 6, 2026
- CLUSTER reportJul 10, 2026
- CLUSTER reportJul 7, 2026
- 144 reportMay 29, 2026
- 8-K reportMay 7, 2026
- CLUSTER reportApr 3, 2026
- INST-CLUSTER reportFeb 28, 2026