Company Snapshot:
Toast
TOST is cementing its position as the go-to restaurant operating system, offering integrated solutions for payments, POS, inventory, and guest engagement—all tailored for food service businesses.
Key Catalysts:
Recurring Revenue Powerhouse 💸
ARR hit $1.7B in Q1 2025 — up 31% YoY
SaaS-driven model provides high visibility and stickiness
Expanding Client Base & Network Effects 📈
Serving ~140,000 locations, up 25% YoY
More locations = richer data + stronger product improvement + increased client lock-in
Enterprise-Grade Momentum 🏢🍔
Wins with Applebee’s (~1,500 locations) and Topgolf demonstrate Toast's scalability
Validates ability to support complex, high-volume operators
Operating Leverage in Motion ⚙️
As ARR scales, margins improve—positioning Toast for profitable growth over time
Investment Outlook:
✅ Bullish Above: $37.00–$38.00
🚀 Target: $60.00–$62.00
📈 Growth Drivers: Enterprise adoption, recurring revenue, SaaS scale, network effects
💡 Toast is becoming the digital backbone of modern restaurants—serving up growth with every seat. #TOST #SaaS #RestaurantTech
Toast
TOST is cementing its position as the go-to restaurant operating system, offering integrated solutions for payments, POS, inventory, and guest engagement—all tailored for food service businesses.Key Catalysts:
Recurring Revenue Powerhouse 💸
ARR hit $1.7B in Q1 2025 — up 31% YoY
SaaS-driven model provides high visibility and stickiness
Expanding Client Base & Network Effects 📈
Serving ~140,000 locations, up 25% YoY
More locations = richer data + stronger product improvement + increased client lock-in
Enterprise-Grade Momentum 🏢🍔
Wins with Applebee’s (~1,500 locations) and Topgolf demonstrate Toast's scalability
Validates ability to support complex, high-volume operators
Operating Leverage in Motion ⚙️
As ARR scales, margins improve—positioning Toast for profitable growth over time
Investment Outlook:
✅ Bullish Above: $37.00–$38.00
🚀 Target: $60.00–$62.00
📈 Growth Drivers: Enterprise adoption, recurring revenue, SaaS scale, network effects
💡 Toast is becoming the digital backbone of modern restaurants—serving up growth with every seat. #TOST #SaaS #RestaurantTech
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The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.
Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.