Toast Inc - Class A. Every tracked FinTwit mention of $TOST, newest first. 11 mentions since the first on Feb 3, 2026. See the price chart.
February 2026 · 11 mentions
Feb 26
Raging Capital Ventures — @JasonLiebel $TOST at $26 is very different than at $40+. AI is an opportunity, not a threat, for them.↗
Feb 26
Raging Capital Ventures — You may have to hold your nose, but my bet is that a basket of current perceived AI losers such as $WDAY / $TOST / $BL / $HUBS nicely outperforms perceived AI winners such as $MU /…↗
Feb 25
Raging Capital Ventures — Added to my $WDAY position AH ~$118.50.
$WDAY is a critical system of record for large enterprises that is poised to benefit from AI. It is rolling out labor saving AI agents (w…↗
Feb 14
Raging Capital Ventures — @StockJabber IRRs have been higher for privates, but returns are very lumpy (one $TOST or Facebook or Massage Envy covers a lot of sins). Also, new private positions are generally…↗
Feb 13
Raging Capital Ventures — I rang the register on a chunk of my $TOST buys, tough to not lock in a quick 25% gain in this tape. Haven’t flipped any of the $HUBS I bought after hours though.↗
Feb 13
Raging Capital Ventures — @JustinRTipton Around $23, $TOST was trading below 13x ‘27 EBITDA estimates. I don’t know $DLO or $WISE; earnings quality is very poor at $FOUR.↗
Feb 13
Raging Capital Ventures — @longshorteqt Pretty crazy trading in both $TOST and $HUBS after their numbers this week↗
Raging Capital Ventures — Bought some $TOST after hours sub $23.
Limited to no AI-disruption risk, and an incredible long-term franchise.
Q4 earnings and guide seem fine, seems like $TOST’s usual cons…↗
Feb 6
Raging Capital Ventures — Very nice $BILL Q:
- Growth accelerated w/improved transaction metrics
- Product dev is building steam & leveraging growing network effects
- Tight cost controls suggest $BILL c…↗
Feb 3
Daave “3 and 30” Tepper — based on my feed, it seems fintwit owns the same shit
might buy some software today
anything AI-resistant on sale today?
$now $wday $tost https://t.co/3Qf7lrTHj4↗