Stock Buyback Program Initiated by Toast (NYSE:TOST) Board of Directors

Toast (NYSE:TOST) announced that its Board of Directors has authorized a share repurchase plan on Thursday, February 12th, RTT News reports. The company plans to buyback $0.00 in shares. This buyback authorization authorizes the company to purchase shares of its stock through open market purchases. Stock buyback plans are often an indication that the company’s management believes its shares are undervalued.

Wall Street Analyst Weigh In

TOST has been the topic of a number of research reports. Wolfe Research downgraded shares of Toast from an “outperform” rating to a “peer perform” rating in a report on Thursday, January 8th. Citigroup upgraded shares of Toast to a “strong-buy” rating in a research report on Thursday, October 23rd. Morgan Stanley lifted their price target on shares of Toast from $54.00 to $56.00 and gave the stock an “overweight” rating in a research note on Wednesday, November 5th. BNP Paribas Exane upgraded Toast from a “hold” rating to an “outperform” rating and set a $40.00 price objective for the company in a research note on Monday, December 1st. Finally, Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Toast in a report on Monday, December 29th. Two equities research analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and eight have given a Hold rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $45.55.

Toast Stock Down 6.7%

Shares of Toast stock opened at $26.13 on Friday. The company has a market capitalization of $13.46 billion, a price-to-earnings ratio of 60.77 and a beta of 1.93. The stock’s 50-day simple moving average is $33.72 and its 200-day simple moving average is $37.43. Toast has a 52 week low of $25.91 and a 52 week high of $49.66.

Toast (NYSE:TOST) last released its quarterly earnings data on Thursday, February 12th. The company reported $0.16 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.24 by ($0.08). Toast had a net margin of 4.68% and a return on equity of 15.77%. During the same quarter in the prior year, the firm posted $0.05 EPS. Toast’s revenue for the quarter was up 22.0% compared to the same quarter last year. On average, equities analysts expect that Toast will post 0.39 earnings per share for the current year.

Insiders Place Their Bets

In related news, CRO Jonathan Vassil sold 1,454 shares of the stock in a transaction dated Tuesday, February 3rd. The shares were sold at an average price of $30.34, for a total value of $44,114.36. Following the sale, the executive directly owned 139,893 shares of the company’s stock, valued at $4,244,353.62. This represents a 1.03% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, President Stephen Fredette sold 1,060 shares of the stock in a transaction that occurred on Tuesday, February 3rd. The stock was sold at an average price of $30.34, for a total value of $32,160.40. Following the completion of the sale, the president owned 913,067 shares in the company, valued at approximately $27,702,452.78. The trade was a 0.12% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 100,856 shares of company stock valued at $3,540,449. 12.14% of the stock is currently owned by company insiders.

Key Toast News

Here are the key news stories impacting Toast this week:

• Positive Sentiment: Canaccord Genuity reiterated its buy rating on Toast, which can lend support to the stock by signaling continued analyst conviction in the company’s growth outlook. Canaccord Genuity Sticks to Their Buy Rating for Toast Inc (TOST)
• Positive Sentiment: A bullish Seeking Alpha piece argues Toast is being unfairly punished amid sector weakness, highlighting ~30% ARR growth, expanding margins and rising take rate — fundamentals that could drive longer-term upside if execution continues. Toast Is Not A Horse: Why This SaaS Stock Could Outrun The AI Panic
• Neutral Sentiment: The board approved a share repurchase authorization, a normally positive signal, but the disclosed figure shows $0.00 (likely a placeholder), leaving the buyback’s size/timing unclear and limiting immediate impact. RTT News — Stock Buybacks
• Negative Sentiment: Toast reported Q4 results that missed consensus on the bottom line: management reported EPS below Street estimates (company disclosures cited an EPS miss vs. consensus), which is the primary catalyst for the intraday weakness despite revenue growing ~22% year-over-year. Investors tend to punish EPS misses, especially for growth-tech names priced for execution. Toast Announces Fourth Quarter and Full-Year 2025 Financial Results
• Negative Sentiment: Multiple news summaries and outlets noted the quarterly earnings “lag” versus estimates, reinforcing negative momentum from the miss and raising near-term volatility risk as investors reassess near-term guidance and margin cadence. Toast (TOST) Q4 Earnings Lag Estimates

Toast Company Profile

Toast, Inc (NYSE: TOST) is a technology company that builds a cloud-based platform for restaurants and other foodservice businesses. Headquartered in Boston, Massachusetts, Toast offers integrated point-of-sale (POS) systems and a suite of software and hardware designed to streamline front-of-house and back-of-house operations. The company went public in 2021 and has positioned itself as a vertically integrated provider for the restaurant industry.

Toast’s product portfolio includes touchscreen POS terminals and handheld order-and-pay devices, kitchen display systems, and peripherals tailored for high-volume foodservice environments.