Ticker brief
TOST TOAST INC-CLASS A
Consumer, Non-cyclical · Commercial Services
last close
$35.15
1 day
-0.1%
14 days
+1.2%
mkt cap
$16.7B
signals 14d
78
authors 14d
38
crowd 14d
+0.8σ
Options inteloptions-surface reads · latest available day per source
| metric | reading | context |
|---|---|---|
| IV — ATM 30d | 44% mid · 25 pctile own 1y | IV/HV 1.06× (as of 2026-08-06) |
| Skew — 25Δ RR 30d | -0.005 90 pctile own 1y | calls bid vs puts (call skew rich) |
| Net dealer OI (NDOI) | +0.94 elevated | 5-session Δ +0.48 (as of 2026-07-06) |
| OI alarm | quiet | last alarm 2026-02-13 (z=2.2) |
Sentiment — last 14 days
daily mean sentiment, 2026-08-14 → 2026-08-28 · now +0.52 (−1 bearish … +1 bullish)
Who spoke38
| author | grade | trader score | signals | mean sent |
|---|---|---|---|---|
| @FluentInQuality | B | +2.79 | 12 | +0.53 |
| @WillBiddy_ | B | +1.91 | 9 | +0.57 |
| @RealHeel80 | C | -1.49 | 6 | +0.13 |
| @StableBread | A | -1.09 | 5 | +0.46 |
| @FranVezz | C | -2.12 | 4 | +0.53 |
| @HeidingOut | C | -1.40 | 3 | +0.42 |
| @TheWaveCount | C | -1.68 | 2 | +0.62 |
| @qualityequities | A | +2.11 | 2 | +0.40 |
| @PLHstock | C | -0.44 | 2 | +0.05 |
| @invest091 | B | -1.85 | 2 | +0.22 |
| @Venu_7_ | B | +0.10 | 2 | +0.57 |
| @bobspaysubstack | A | +2.25 | 2 | +0.10 |
| @spluscollective | C | +0.46 | 2 | +0.40 |
| @801010athlete | C | -0.19 | 1 | +0.75 |
| @MMatters22596 | C | -0.04 | 1 | +0.80 |
| @adudetrading | C | -0.06 | 1 | +0.30 |
| @SergeyCYW | B | +0.32 | 1 | +0.00 |
| @BeatTheInsider | C | · | 1 | +0.20 |
| @capitol2iq | C | · | 1 | +0.30 |
| @capestrategico | C | +0.17 | 1 | +0.35 |
| @RichardMoglen | B | -0.93 | 1 | +0.15 |
| @ThematicTrader | A | -2.47 | 1 | +0.40 |
| @7StarMike | C | +0.24 | 1 | +0.35 |
| @IBDinvestors | B | +1.05 | 1 | +0.00 |
| @DGretta_Author | C | -0.32 | 1 | +0.35 |
Recent signals30of 78 in 14d — receipts included
| date (PT) | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|
| 2026-08-28 | @SPYJared | +0.40 | Frames software leadership as rotating and highlights cooled former leaders as potential setups. | — | tweet ↗ |
| 2026-08-28 | @OptionsFlowBoss | +0.50 | Reports $309K flowing into TOST calls. | — | tweet ↗ |
| 2026-08-28 | @WillBiddy_ | +0.65 | Bullish fundamental thesis credits Toast's execution, local sales density and word-of-mouth growth. | — | tweet ↗ |
| 2026-08-28 | @HeidingOut | +0.65 | Long one-quarter size near $34.62, managing tightly toward $45.63. — Rebought a partial position with an explicit average, stops and upside target. | — | tweet ↗ |
| 2026-08-28 | @_TP888 | +0.40 | Lifted call offers indicate bullish options positioning. | — | tweet ↗ |
| 2026-08-27 | @PrimeTrading_ | +0.60 | Maps sector leadership and rotation, naming TOST as the cleanest setup. | -0.1% | tweet ↗ |
| 2026-08-27 | @OpenOutcrier | +0.25 | Recaps unusual call activity across the first six listed tickers. | -0.1% | tweet ↗ |
| 2026-08-27 | @markflowchatter | -0.60 | Says sell-side reaction to TOST promotion news is negative and calls it poor quality. | -0.1% | tweet ↗ |
| 2026-08-27 | @BabaNeal007 | +0.70 | Wants TOST in the portfolio as a long-term holding. — Expresses forward intent to own TOST for the long term. | -0.1% | tweet ↗ |
| 2026-08-26 | @FranVezz | +0.60 | Highlights TOST's relative strength while most software names pulled back. | -4.9% | tweet ↗ |
| 2026-08-26 | @JonEtrades | +0.35 | Reports nearly $1 million in call activity. | -4.9% | tweet ↗ |
| 2026-08-26 | @StockTraderHub | +0.50 | Reports 5,000 TOST call purchases worth $800K for October expiry. | -4.9% | tweet ↗ |
| 2026-08-25 | @ChartWaveInvest | +0.70 | Presents institutional ownership, value-area support, and wave-three behavior as a long-term bullish setup. | -4.5% | tweet ↗ |
| 2026-08-25 | @FluentInQuality | +0.60 | Author says Toast understands client pain points and is an almost obvious choice. | -4.5% | tweet ↗ |
| 2026-08-25 | @FluentInQuality | -0.30 | Author lists cyclical demand, churn and pricing limits as risks to Toast's thesis. | -4.5% | tweet ↗ |
| 2026-08-25 | @FluentInQuality | +0.30 | Toast's free-delivery uptake and restaurant feedback are framed favorably against DoorDash economics. | -4.5% | tweet ↗ |
| 2026-08-25 | @FluentInQuality | +0.70 | Flat engineering costs amid doubled business and rising margins are presented as Toast's bull case. | -4.5% | tweet ↗ |
| 2026-08-25 | @FluentInQuality | +0.75 | Toast Grow reportedly produced 8% more revenue and roughly 20x return on spend. | -4.5% | tweet ↗ |
| 2026-08-25 | @FluentInQuality | +0.70 | City-level share data is used to argue Toast's market-share gains accelerate with scale. | -4.5% | tweet ↗ |
| 2026-08-25 | @FluentInQuality | +0.65 | Restaurant turnover is presented as a recurring customer-acquisition engine for Toast. | -4.5% | tweet ↗ |
| 2026-08-25 | @FluentInQuality | +0.70 | Higher restaurant margins are argued to improve survival, reduce churn and support Toast's model. | -4.5% | tweet ↗ |
| 2026-08-25 | @FluentInQuality | +0.65 | Toast's proprietary hardware, supply chain and sales network are framed as a hard-to-copy moat. | -4.5% | tweet ↗ |
| 2026-08-25 | @FluentInQuality | +0.65 | Toast's lower transaction pricing versus rivals is framed as latent future revenue. | -4.5% | tweet ↗ |
| 2026-08-25 | @FluentInQuality | +0.35 | Tweet quantifies Toast's revenue economics per restaurant and across 160,000 locations. | -4.5% | tweet ↗ |
| 2026-08-25 | @FluentInQuality | +0.65 | Thread opener strongly signals a favorable research conclusion on Toast. | -4.5% | tweet ↗ |
| 2026-08-24 | @JohnMuchow | +0.65 | Consider a bullish TOST LEAPS trade. — Proposes a potential LEAPS trade based on relative strength and accelerating fundamentals. | -4.2% | tweet ↗ |
| 2026-08-24 | @RealSimpleAriel | +0.40 | Frames consumer dining, travel and spending stocks as evidence of resilient household demand. | -4.2% | tweet ↗ |
| 2026-08-24 | @AsafNaamani | +0.20 | Will take profits in TOST if price is rejected at $37 resistance. — Reports a 25% gain and states a forward conditional exit at the first meaningful resistance. | -4.2% | tweet ↗ |
| 2026-08-24 | @StableBread | +0.60 | Portfolio framework emphasizes downside protection, valuation, sizing and catalysts while discussing disclosed holdings. | -4.2% | tweet ↗ |
| 2026-08-23 | @StableBread | +0.45 | Argues Toast has substantial runway because it estimates penetration at only about 20% of U.S. restaurants. | -4.1% | tweet ↗ |
“Since then” = price move from the close on the signal's date (PT) to the latest close — what happened after they said it, not a backtest. A — means no trading session has closed since the signal yet. Sentiment is our extracted per-tweet score, −1…+1.