In the latest market close, Toast (TOST) reached $27.65, with a -0.22% movement compared to the previous day. This change lagged the S&P 500's 0.28% gain on the day. Elsewhere, the Dow saw an upswing of 0.15%, while the tech-heavy Nasdaq appreciated by 0.15%.Shares of the restaurant software provider witnessed a gain of 17.02% over the previous month, beating the performance of the Computer and Technology sector with its loss of 0.02% and the S&P 500's gain of 2%.Investors will be eagerly watching for the p ...

Toast (TOST) shares have gained 44.1% year to date (YTD), outperforming the Zacks Computer and Technology Sector and S&P 500 index’s return of 19.1% and 17.7%, respectively.Toast stock has also outperformed the Zacks Internet - Software industry’s return of 15.9% YTD. The outperformance reflects investors’ confidence in Toast’s potential scale of its business.Reasons Behind TOST Stock’s OutperformanceGrowing adoption of its solutions has bolstered investors’ confidence in Toast’s growth prospects. The compa ...

Toast (TOST) closed at $26.19 in the latest trading session, marking a +0.38% move from the prior day. This move lagged the S&P 500's daily gain of 0.54%. Elsewhere, the Dow gained 0.72%, while the tech-heavy Nasdaq added 0.65%.Coming into today, shares of the restaurant software provider had gained 5.16% in the past month. In that same time, the Computer and Technology sector gained 3.3%, while the S&P 500 gained 4.86%.The investment community will be paying close attention to the earnings performance of T ...

Toast (TOST) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.Shares of this restaurant software provider have returned +6.2% over the past month versus the Zacks S&P 500 composite's +3.4% change. The Zacks Internet - Software industry, to which Toast belongs, has gained 7.1% over this period. Now the key question is: Where could the stock be headed in the near term?While media releases ...

文章核心观点 - 该软件企业的股价远低于其历史高点 [1] - 该公司提供面向餐饮行业的POS硬件设备、云端软件和金融服务 [2] - 公司增长前景良好,但仍存在一些不确定性 [3][4] - 公司正在努力实现盈利,未来几年有望实现大幅盈利增长 [5][6] 行业概况 - 餐饮行业复杂多变,需要一个统一的操作系统来满足各种需求 [2] - 美国餐饮业每年在技术上的支出高达550亿美元,公司目前只占据了很小的市场份额 [4] - 公司正在利用人工智能技术帮助客户提高营销效果 [4] 公司发展 - 公司正在快速增加客户数量,年经常性收入增长29% [3] - 公司在美国市场占有14%的份额,在全球范围内仍有很大的发展空间 [3] - 公司未来几年有望实现大幅盈利增长,市场预期较为乐观 [6]

standret/iStock via Getty Images Right now, despite the euphoric mood in the stock markets, most investors are bracing for a potential U.S. recession in the back half of the year. Companies like Yelp (YELP) have already warned that the retail and restaurant space is slowing down, which is a clear leading indicator of the U.S. consumer pinching budgets. Yet against this backdrop, point-of-sale technology company Toast (NYSE:TOST) has never looked healthier. On top of achieving stellar revenue and ARR growth ...

Toast (TOST) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.Over the past month, shares of this restaurant software provider have returned -2.4%, compared to the Zacks S&P 500 composite's +2.2% change. During this period, the Zacks Internet - Software industry, which Toast falls in, has gained 7.2%. The key question now is: What could be the stock's future directi ...

Here's why the stock has a lot of potential upside.Toast (TOST 0.98%) unexpectedly turned a profit in the second quarter, but its shares were still unable to gain any traction following its strong results and increased guidance. Shares of the cloud-based restaurant management software company are up over 25% year to date, but well off its recent highs.Let's look at the company's most recent quarterly results, future prospects, and valuation to see if this is a good time to buy the beaten-down stock.Increase ...

财务数据和关键指标变化 - 第二季度ARR增长29%,主要由于位置增长和ARPU持续扩张 [28] - 第二季度总金融科技和订阅毛利增长29%,达到3.44亿美元 [28] - 第二季度调整后EBITDA为9200万美元,占经常性毛利的27% [28] - 公司提前实现了GAAP盈利,这是一个重要里程碑 [28] 各条业务线数据和关键指标变化 - 第二季度新增约8000个位置,创下新的季度纪录,总位置达到12万个,同比增长29% [29] - SaaS ARR增长35%,主要由于位置增长和SaaS ARPU中单位数字增长 [29] - 支付ARR增长24%,金融科技毛利增长23% [29] - GPV为405亿美元,同比增长26%,GPV每位置下降约3% [29] - 净收费率为54个基点,核心净收费率为45个基点,与去年持平 [30] 各个市场数据和关键指标变化 - 国际市场(英国、加拿大、爱尔兰)推出了多项新产品,如在线订购、移动订购和支付、礼品卡和自助终端,附加率超出预期 [22] - 零售和食品饮料市场已有1000个新客户,公司看好这一领域的增长机会 [25] 公司战略和发展方向及行业竞争 - 公司在四大战略重点上取得进展:1)扩大核心业务的位置和市场份额 [16][17][18] 2)通过客户喜爱的产品拓展产品线 [19][20][21] 3)拓展新的市场机会 [24][25] 4)实现持续的运营杠杆 [26] - 公司正在有计划地为国际市场、企业餐厅以及食品饮料零售等新领域奠定基础 [14] - 公司在新兴业务领域仍处于早期阶段,正在谨慎分配资本投入 [64][65] 管理层对经营环境和未来前景的评论 - 公司对第二半年和长期发展保持信心,将继续投资以支持增长计划 [15][26][37] - 公司认为餐饮行业在经济周期中一直表现出韧性,将密切关注宏观环境的变化 [39][40][74] 其他重要信息 - 公司已回购4900万美元股票,并以6000万美元的价格提前回购了一份2027年到期的认股权证 [34] - 公司提高了全年指引,预计金融科技和订阅毛利增长27%-29%,调整后EBITDA为2.85亿-3.05亿美元 [35] 问答环节重要的提问和回答 问题1 **Tien-Tsin Huang 提问** 询问最近几个月餐厅经营状况的变化情况 [39] **Elena Gomez 回答** 第二季度GPV每位置下降3%,第三季度也在同样区间,公司将此反映在指引中,但将继续密切关注宏观环境的变化 [40] 问题2 **Dan Dolev 提问** 询问哪些产品正在受到客户欢迎,带动ARPU增长 [41][42] **Aman Narang 回答** 公司在数据分析、人工智能、员工管理等多个方面持续创新产品,受到客户好评,有助于提升ARPU [42] 问题3 **William Nance 提问** 询问在宏观环境不确定的情况下,公司如何平衡投资和成本控制 [44][45] **Aman Narang 回答** 公司核心SMB业务保持健康增长,同时谨慎投资新兴领域,只要单位经济学健康就会继续投资 [45]

Toast (TOST) came out with quarterly earnings of $0.02 per share, beating the Zacks Consensus Estimate of a loss of $0.02 per share. This compares to loss of $0.19 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 200%. A quarter ago, it was expected that this restaurant software provider would post a loss of $0.16 per share when it actually produced a loss of $0.15, delivering a surprise of 6.25%.Over the last four quarters, th ...