Last 12mo stats

mentions

voices

$TOST

Toast Inc - Class A

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$TOST

Toast Inc - Class A

Past 12mo:11mentions2voices

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All voices11 mentions since Feb 2026calls only

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Frequently asked

Who mentions $TOST most on Surfaced?

@ragingventures (Raging Capital Ventures) mentions $TOST most — 10 mentions in the past 12 months.

When was $TOST first mentioned on Surfaced?

The earliest tracked mention of $TOST in the Surfaced archive was on Feb 3, 2026.

How many voices track $TOST?

2 FinTwit voices have mentioned $TOST 11 times in the past 12 months.

What kind of voices mention $TOST most?

$TOST is mentioned most by Long Research voices on Surfaced.

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Recent mentions

11 mentions

@ragingventuresFeb 26, 2026 · 3:10 AM

@JasonLiebel $TOST at $26 is very different than at $40+. AI is an opportunity, not a threat, for them.

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@ragingventuresFeb 26, 2026 · 1:06 AM

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 / $SNDK / $BE / $GLW over the next 18 months. Valuation matters more than good looks. Godspeed!

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@ragingventuresFeb 25, 2026 · 2:33 AM

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 (which, for example, handle tedious payroll compliance) that sit on top of its data store, as well as a consumption-based business model that will benefit from demand from third party AI agents. It is great to see the founder back in as CEO, and I would expect product innovation to accelerate in this dynamic environment. He modestly reset guidance with a focus on beating numbers and accelerating growth. Investors are being shortsighted. I think there’s a good chance $WDAY reverses tomorrow like $TOST and $HUBS did after earnings, and my bet is that the stock is likely going to be nicely higher a year or two from now. Knock on wood!

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@ragingventuresFeb 14, 2026 · 1:14 PM

@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 only a fraction of the capital deployed in a public idea. Knock on wood!

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@ragingventuresFeb 13, 2026 · 7:46 PM

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.

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@ragingventuresFeb 13, 2026 · 7:45 PM

@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.

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@ragingventuresFeb 13, 2026 · 2:41 PM

@longshorteqt Pretty crazy trading in both $TOST and $HUBS after their numbers this week

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@ragingventuresFeb 12, 2026 · 10:45 PM

Good to be a $TOST shareholder again

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@ragingventuresFeb 12, 2026 · 9:27 PM

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 conservatism. $TOST has a strong balance sheet and has done a great job with operating leverage. The primary issue is overall multiple compression/collapse in the sector.

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@ragingventuresFeb 6, 2026 · 12:21 AM

Very nice $BILL Q: - Growth accelerated w/improved transaction metrics - Product dev is building steam & leveraging growing network effects - Tight cost controls suggest $BILL could soon enjoy $TOST-like op leverage break-out One can worry about competition with Ramp at the low end, but Claude isn’t going to build a two-sided payment network like $BILL. It is crazy the stock is down -33% in the past month. Can’t wait for $BILL’s large stock buyback to be back in the market…

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@institlpgpFeb 3, 2026 · 5:54 PM

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

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