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Opinions Josh Brown, CEO, Ritholtz Wealth Management
ToastTOSTBUYFeb 13, 2026
N/A
Stock price when the opinion was issued
Technology
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BUY
They report Wednesday. Is a growth machine. He expects top and bottom beats and higher forecast. Executed well at EPS growth the past 4 quarters at 211%.
Kevin SimpsonOwned
Technology
DON'T BUY
Toast competes with Lightspeed and Square offering payment systems to restaurants. Toast debuted today and shares popped from $40 to $62.51, but that's too far--Toast will be burnt. Sure, it's a great company with strong business. Also, restaurants are spending huge on tech so Toast is a timely IPO. That said, there's a lot of competition in this space. Then again, it's hard to find resto workers now and so labour costs are higher for resto owners, so technology makes Toast's services looks attractive. Bottom lie: Toast's valuation is too high, though it's a good company. Their balance sheet is clean and they are inching towards profitability. The current share price is priced for perfection. He predicts shares will plunge at the end of lock-up period.
Technology
Last night they reported another incredible quarter, but shares then fell 13% after hours, but this morning was up +1%. Nothing changed. Revenue and earnings and cash flow earned. Users are using AI. Plus, there was good guidance. Does the rally continue past today? Don't know, because people could be insane tomorrow.