The latest trading day saw Toast (TOST) settling at $35.51, representing a -2.15% change from its previous close.

Abacus FCF Advisors LLC purchased a new stake in shares of Toast, Inc. (NYSE: TOST) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 354,272 shares of the company's stock, valued at approximately $12,934,000. Toast accounts for 1.7% of

Toast is rapidly transforming into a high-margin, software-first business, driving recurring cash flows and enhanced pricing power. TOST's enterprise and international expansion, including deals with Nordstrom, Everbowl, and Uber, strengthens its moat and reduces customer churn. With 25.75% revenue growth, $1.8B in cash, and $574.5M in free cash flow, TOST is self-funding aggressive expansion and outpacing legacy peers.

Toast has a sticky business model that resonates with its restaurant customers. Chipotle is dealing with some short-term struggles but the core business is strong.

Toast delivered two earnings beats in a row, showing solid resilience despite all the macro noise around restaurants, and started to really show its operating leverage. Fintech revenue is re-accelerating on a higher take rate (helped by Toast Capital and better underwriting), SaaS revenue per location keeps growing nicely, and same-store trends for Toast's customers remain. The long-term growth engines are still there: international expansion and moving further upmarket into small and mid-sized multi-location chains, with early wins already visible.

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

The Investment Committee reveals the stocks they're watching as the market sets up for its next move.

Orion Porfolio Solutions LLC grew its holdings in shares of Toast, Inc. (NYSE: TOST) by 399.7% in the undefined quarter, according to its most recent disclosure with the SEC. The fund owned 40,041 shares of the company's stock after purchasing an additional 32,028 shares during the period. Orion Porfolio Solutions LLC's holdings in

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Toast presents an attractive rebound opportunity after a 20%+ decline from YTD highs, entering a more favorable risk-reward profile. TOST's valuation has compressed meaningfully amid the recent correction alongside a guidance boost, and the stock now trades at a reasonable mid-20s multiple against FY26 EBITDA. Despite restaurant sector headwinds, TOST's gross payments volume accelerated, and Q3 results outperformed many peers.