Toast, Inc. (TOST) is a leading restaurant tech platform with strong growth and institutional interest.

From Yahoo Finance: 2025-06-24 09:13:00

Toast, Inc. (TOST) is gaining traction as a critical platform for restaurants, offering integrated hardware, software, and payment solutions. With 140,000 clients spanning various formats, Toast’s AI tools drive sales and efficiency. Financially strong, the company saw a 27% revenue increase in Q1 2025 and maintains a debt-free balance sheet.

Toast (TOST) differentiates from competitors by developing its technology stack and avoiding reliance on third parties. The company’s three-pronged revenue model ensures a steady income mix. With institutional interest rising and a strong financial foundation, Toast is positioned for long-term success in the restaurant-tech industry.

A previous bullish thesis on Toast, Inc. (TOST) highlighted its evolution into a profitable, vertically integrated leader in restaurant technology. The stock has appreciated by approximately 21% since the thesis was published in March 2025.

Although Toast, Inc. (TOST) is not among the 30 most popular stocks among hedge funds, the company’s growth potential remains compelling. With 64 hedge fund portfolios holding TOST at the end of Q1, the stock presents an opportunity for investors seeking exposure to the AI sector.

Read more: Toast, Inc. (TOST): A Bull Case Theory