InsidersTradesSigma
Track the Toast, Inc. stock price and the full insider trade history of the company, a listed equity based in United States. Shares are quoted on the US market, under the oversight of SEC (Form 4). Operating in the Technology sector, Toast, Inc. has published 602 reports. Market capitalisation: €21.2bn. The latest transaction was disclosed on 25 August 2026 (Levée d'options). Among the most active insiders: Vassil Jonathan. Every trade is accessible without an account.
602
Insider Decl.
n/a
Thresholds
€33m
6 ops.
Buy Volume
€310m
211 ops.
Sell Volume
Analyst consensus: bullish or bearish?
Analysts rate Toast, Inc. Buy (bullish), based on 26 analysts. Average price target: US$38.73.
46Σ signal
This score ranks the purchase within its own market. No market currently meets the historical allocation criteria, so signals remain watch-only. Not investment advice.
Fundamental score
Ranked 15,191 of 29,057 companies
50.8
score / 100
Value33
Quality68
FCF yld3.0%
Earn yld1.7%
EV/EBITDA55.3x
ROE25%
Gross mgn26%
Net mgn5.6%
Debt/EBITDA0.1x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Sigma AI Analysis
Fundamental view, insider signal, bull and bear case, synthesis.
AI analysis generation is paused.
Last declaration on 25 August 2026
Declarations602 total
47,673 shares@ US$17.38Class A Common StockSEC:0001650164-26-000185:0
37,607 shares@ US$17.33Class A Common StockSEC:0001650164-26-000185:1
85,280 shares@ US$36.34Class A Common StockSEC:0001650164-26-000185:2
85,280 shares@ US$36.34020.015% mcap30.9% of flowClass ASEC144:0001959173-26-006341
7,399 shares@ US$17.380.0006% mcap1.9% of flowClass A Common StockSEC:0001650164-26-000183:0
6,532 shares@ US$17.330.0006% mcap1.6% of flowClass A Common StockSEC:0001650164-26-000183:1
13,931 shares@ US$36.0130.0025% mcap7.3% of flowClass A Common StockSEC:0001650164-26-000183:2
13,931 shares@ US$36.01250.0025% mcap8.2% of flowClass ASEC144:0001959173-26-006233
7,651 shares@ US$17.380.0006% mcap2.4% of flowClass A Common StockSEC:0001650164-26-000180:0
6,146 shares@ US$17.330.0005% mcap1.9% of flowClass A Common StockSEC:0001650164-26-000180:1
13,797 shares@ US$36.0120.0024% mcap8.9% of flowClass A Common StockSEC:0001650164-26-000180:2
13,797 shares@ US$36.01210.0024% mcap10.2% of flowClass ASEC144:0001959173-26-005905
42,105 shares@ US$35.130.0072% mcap1.5% of flowClass A Common StockSEC:0001650164-26-000178:0
119,843 shares@ US$35.3790.021% mcap4.2% of flowClass A Common StockSEC:0001650164-26-000178:1
2,163 shares@ US$35.1020.0004% mcap1.0% of flowClass A Common StockSEC:0001650164-26-000177:0
5,761 shares@ US$35.3710.0010% mcap2.8% of flowClass A Common StockSEC:0001650164-26-000177:1
5,761 shares@ US$35.37140.0010% mcap2.9% of flowClass ASEC144:0001959173-26-005851
119,843 shares@ US$35.37820.021% mcap4.5% of flowClass ASEC144:0001959173-26-005860
2,163 shares@ US$35.1020.0004% mcap1.1% of flowClass ASEC144:0001959173-26-005791
42,105 shares@ US$35.12980.0073% mcap1.6% of flowClass ASEC144:0001959173-26-005799
15,976 shares@ US$35.2830.0028% mcap8.3% of flowClass A Common StockSEC:0001650164-26-000172:0
200 shares@ US$36.110.0000% mcap0.1% of flowClass A Common StockSEC:0001650164-26-000172:1
900 shares@ US$35.0170.0002% mcap0.5% of flowClass A Common StockSEC:0001650164-26-000172:2
124,458 shares@ US$35.2940.022% mcap4.9% of flowClass A Common StockSEC:0001650164-26-000174:0
84 shares@ US$36.110.0000% mcap0.0% of flowClass A Common StockSEC:0001650164-26-000174:1
25 of 602 declarations
关于 Toast, Inc.
Toast, Inc. 是一家在美国上市的科技公司，在纽约证券交易所（NYSE）以股票代码 TOST 交易。对于法国、比利时和瑞士的投资者而言，Toast 应被视为一家专注于餐饮和更广泛酒店业的垂直软件和支付平台。该公司成立于 2011 年，总部位于美国马萨诸塞州波士顿。其核心产品是一个一体化云平台，旨在帮助酒店经营者管理前台和后台工作流程，包括销售点、支付、在线订购、菜单管理、库存、忠诚度计划、配送集成、分析和劳动力相关工具。Toast 的商业模式显著地具有混合性：它从软件中获得订阅收入，从金融科技解决方案中获得基于交易的收入，并从硬件和专业服务中获得额外收入。这种组合使公司既具有经常性收入的特点，又受益于支付量增长。最近的备案文件和管理层评论显示，该公司业务持续快速增长。2025 年，Toast 报告其平台拥有约 164,000 个地点，反映出其在美国餐饮市场中持续获得市场份额。该公司还表示，其在企业客户、国际市场和零售等新兴增长领域已拥有超过 10,000 个活跃地点，这表明其正在逐步扩大独立餐厅以外的潜在市场。产品发展势头也保持强劲：Toast 在 2025 年推出了 500 多项产品增强功能，包括其对话式人工智能助手 Toast IQ，并宣布与美国运通（American Express）和优步科技（Uber Technologies）建立合作伙伴关系，以深化其生态系统和客户价值主张。在国际方面，Toast 进入了澳大利亚市场，管理层称之为其第四个海外市场。其竞争优势包括垂直专业化、集成技术堆栈以及对希望使用单一平台而非拼凑供应商的酒店经营者而言强大的运营相关性。从投资角度来看，Toast 仍然是一个以增长为导向的软件和金融科技平台，与美国餐饮运营的数字化紧密相关，但仍面临执行风险、竞争压力和行业周期性。
