财务表现 - Toast在2024年第一季度新增了超过6,000个网点[1] - Toast截至2024年3月31日的年化重复运行率（ARR）增长了32%，达到13亿美元[1] - Toast在2024年第一季度净亏损为8300万美元，调整后的EBITDA为5700万美元[1] - Toast的ARR截至2024年3月31日达到13亿美元，同比增长32%[2] - Toast的总网点数量同比增长32%，达到约112,000个[2] - Toast的GAAP订阅服务和金融技术解决方案毛利润从2023年第一季度同比增长32%，达到2.91亿美元[2] - Toast的GAAP净亏损在2024年第一季度为8300万美元，较2023年第一季度的8100万美元略有增加。调整后的EBITDA在2024年第一季度为5700万美元，而在2023年第一季度为负1700万美元[4] - 2024年第一季度，Toast的毛交易额（GPV）达到34.7亿美元，同比增长30%[41] - 2024年第一季度，Toast的支付年化重复运行率达到6.34亿美元，同比增长26%[41] - 2024年第一季度，Toast的订阅年化重复运行率达到6.71亿美元，同比增长39%[41] - 2024年第一季度，Toast的总年化重复运行率（ARR）达到13.05亿美元，同比增长32%[41] - 2024年第一季度，Toast的调整后EBITDA为57百万美元，较去年同期增长显著[41] - 2024年第一季度，Toast的非GAAP订阅服务和金融技术解决方案毛利为3.03亿美元，较去年同期增长显著[42] - 2024年第一季度，Toast的非GAAP成本为8.07亿美元，较去年同期增长显著[42] - 2024年第一季度，公司总毛利为268百万美元，较2023年同期的189百万美元增长[43] - 订阅服务总毛利为113百万美元，较2023年同期的79百万美元增长[43] - 非支付类金融科技解决方案总毛利为34百万美元，较2023年同期的26百万美元增长[43] 财务展望 - Toast预计2024年第二季度的非GAAP订阅服务和金融技术解决方案毛利润将在3.2亿至3.3亿美元之间，同比增长20-24%[7] - Toast预计2024年全年的非GAAP订阅服务和金融技术解决方案毛利润将在13.25亿至13.45亿美元之间，同比增长25-27%[7] 现金流 - Toast在2024年第一季度的经营活动中使用的净现金为负2,000万美元，自由现金流为负3,300万美元，较2023年第一季度有所改善[5] - 研发支出为62百万美元，与2023年同期持平[44] - 总体营销支出为93百万美元，较2023年同期的83百万美元增长[43] - 自由现金流为-33百万美元，较2023年同期的-65百万美元有所改善[44]

Toast (TOST) could be a solid choice for investors given its recent upgrade to a Zacks Rank #2 (Buy). This rating change essentially reflects an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices. The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate. Since a changing earnings pictur ...

These stocks are setting the stage for huge comebacks. When a stock you like scares you off with a significant loss in value, remember Warren Buffett's mandate to be greedy when others are fearful. Of course, tanking stock prices need to be evaluated in context -- they can scream value trap or opportunity. When they scream opportunity, let go of the fear and dive in. Toast (TOST 2.57%) and Take-Two Interactive (TTWO 1.31%) are two amazing stocks to buy while they're down. A massive opportunity to disrupt th ...

The most recent trading session ended with Toast (TOST) standing at $23.07, reflecting a -0.52% shift from the previouse trading day's closing. The stock trailed the S&P 500, which registered a daily gain of 0.02%. Elsewhere, the Dow saw a downswing of 0.11%, while the tech-heavy Nasdaq appreciated by 0.1%. Heading into today, shares of the restaurant software provider had lost 5.27% over the past month, lagging the Computer and Technology sector's loss of 5.13% and the S&P 500's loss of 3.01% in that time. ...

Toast公司分析 - 公司尚未在艰难的经济环境中稳定盈利[1] - 分析师对特色科技股Toast的价格目标进行了调整，担忧公司将面临日益激烈的竞争，难以赢得关键大客户[2] - 沃尔斯·法戈证券分析师Jeff Cantwell对Toast的估值提高至每股17美元，但仍建议卖出，目标价比当前股价低25%[3] - Cantwell指出Toast的2024年全年指引是关键驱动因素，包括新餐厅签约、每个地点的毛支付量（GPV）水平和每位用户的平均收入（ARPU）[4] - Cantwell认为Toast存在竞争和高估值，难以同时实现所有关键绩效指标的超越，公司技术虽然对餐厅等行业有用，但面临竞争和高估值问题[5]

公司背景 - Toast是一家为餐厅行业提供软件即服务（SaaS）解决方案的科技公司[2] 财务表现 - Toast自2021年上市以来一直在报告高增长，逐渐接近普遍接受的会计原则（GAAP）盈利能力[3] - 尽管Toast股价自历史高点下跌了63%，但近一年来已上涨40%[7]

公司业绩 - Toast公司在近几个季度中出现了一些明显的失误，导致其股价仍然比2021年通货膨胀危机前的历史最高点低66%[1] - Toast公司的年销售额在两年内翻了一番，自2020年以来几乎增长了四倍，现在拥有106,000个客户位置，并在2023年管理了1260亿美元的支付服务交易[8] - Toast公司正在吸引大规模的新客户，最新的大客户是Panera Bread集团旗下的咖啡店品牌Caribou Coffee，这可能是一个美好的商业关系的开始[9] 公司策略 - Toast公司在处理在线订单时引入了不受欢迎的消费者费用，引起了餐厅顾客的不满，最终不得不撤销这一举措[3] - Toast公司最近裁员约10%，以降低年度运营成本超过1亿美元，这一举措将导致2024年第一季度约5000万美元的离职相关费用[4] - Toast公司的股票以3.3倍的销售额的低估值交易，相比之下，同行公司如Shopify和SoundHound AI的估值比率要高得多[10] 市场展望 - Toast公司的股票目前没有得到应有的市场尊重，但投资者应该开始原谅公司早期的错误，因为以目前的价格买入股票将在未来几年带来市场超额回报[11] - Toast公司强劲的增长故事的上行潜力远远超过未来可能出现的风险，因此以目前合理的股价购买Toast股票是一个很好的选择[12]

Lauri Patterson/E+ via Getty Images Introduction & Investment Thesis I initiated a Buy rating on Toast (NYSE:TOST) on January 17, 2024. Since then, the stock has climbed 34%. My buy thesis was predicated on my belief that the company should continue to see deeper market penetration as it successfully drives adoption of its product modules in restaurant locations in the US. At the same time, I was also impressed by the management's discipline to streamline operational efficiencies. The company announced its ...

BOSTON--(BUSINESS WIRE)--Toast (NYSE: TOST), the all-in-one digital platform built for restaurants, today announced its Q4 2023 Restaurant Trends Report, providing insight into the overall state of the U.S. restaurant industry through an analysis of aggregated data from selected cohorts of restaurants and in select U.S. metropolitan areas on the Toast platform, which serves approximately 106,000 restaurant locations as of December 31, 2023. Read more details about our methodology below. This report looks in ...

Shares of Toast (TOST 4.29%) gained a tasty 29.4% in February 2024, according to data from S&P Global Market Intelligence. The provider of cloud-based tools and supporting hardware for restaurant management services erased about five months of bearish market action by means of a fantastic earnings report. Analyzing Toast's holiday quarter by the numbers Toast's stellar gains hinged on its fourth-quarter earnings report on Feb. 15, which inspired a 17% price gain the next day. The average Wall Street analyst ...