Ticker brief
TOST TOAST INC-CLASS A
Consumer, Non-cyclical · Commercial Services
last close
$32.71
1 day
-2.1%
14 days
+4.5%
mkt cap
$16.7B
signals 14d
20
authors 14d
12
crowd 14d
-0.0σ
Options inteloptions-surface reads · latest available day per source
| metric | reading | context |
|---|---|---|
| IV — ATM 30d | 55% mid · 60 pctile own 1y | IV/HV 1.60× |
| Skew — 25Δ RR 30d | -0.058 21 pctile own 1y | balanced vs own range |
| 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, 2026-10-04 → 2026-10-15 · now +0.38 (−1 bearish … +1 bullish)
Who spoke12
| author | grade | trader score | signals | mean sent |
|---|---|---|---|---|
| @WillBiddy_ | B | +1.23 | 3 | +0.47 |
| @ReneSellmann | B | -2.01 | 3 | +0.42 |
| @DGretta_Author | C | -0.57 | 2 | -0.42 |
| @kulturdesken | B | +0.49 | 2 | +0.48 |
| @mark_to_mkt | C | -0.67 | 2 | +0.35 |
| @UltimateTrad8r | C | -0.10 | 2 | -0.12 |
| @StableBread | A | -1.67 | 1 | +0.55 |
| @invest091 | B | +0.08 | 1 | +0.30 |
| @ajoenamedjoe | C | -1.37 | 1 | -0.35 |
| @TheWaveCount | C | -0.29 | 1 | +0.70 |
| @AIStockSavvy | C | -1.05 | 1 | +0.40 |
| @newsinvesting | C | · | 1 | +0.50 |
Recent signals20of 20 in 14d — receipts included
| date (PT) | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|
| 2026-10-15 | @mark_to_mkt | +0.25 | Expresses mild interest in TOST at the current setup without specifying an entry. | +1.5% | tweet ↗ |
| 2026-10-15 | @newsinvesting | +0.50 | BofA starts three names at Buy and cuts PayPal to Underperform. | +1.5% | tweet ↗ |
| 2026-10-15 | @AIStockSavvy | +0.40 | BofA initiates Toast at Buy with a $40 target and an expansion thesis. | +1.5% | tweet ↗ |
| 2026-10-14 | @WillBiddy_ | +0.55 | Calls the day's TOST decline a favorable discount. | +9.6% | tweet ↗ |
| 2026-10-12 | @TheWaveCount | +0.70 | Keeps a 62.07–74.37 target after defining confirmation levels at 37.20 and 44.12. | +4.4% | tweet ↗ |
| 2026-10-12 | @UltimateTrad8r | +0.00 | Reports completed sales in three names, a missed fill, and a broad earnings-season watchlist. | +4.4% | tweet ↗ |
| 2026-10-11 | @WillBiddy_ | +0.20 | May exit ISRG after more upside and is considering additions to the listed stocks. — Describes a conditional ISRG exit and a forward watch list for reallocating proceeds. | +4.5% | tweet ↗ |
| 2026-10-10 | @ReneSellmann | +0.50 | Merchant-facing AI agents are argued to deepen Grab, Toast, and Shopify's competitive moats. | +4.5% | tweet ↗ |
| 2026-10-09 | @UltimateTrad8r | -0.25 | Reports selling TOST at $31.40 after holding nearly a month. | +4.5% | tweet ↗ |
| 2026-10-09 | @mark_to_mkt | +0.45 | TOST is testing a pivot while peer fintech stocks show strength. | +4.5% | tweet ↗ |
| 2026-10-09 | @ReneSellmann | +0.25 | Presents an investor framework arguing markets chose the wrong victims of agentic AI. | +4.5% | tweet ↗ |
| 2026-10-09 | @ReneSellmann | +0.50 | Agentic commerce may weaken Booking while strengthening merchant-platform moats. | +4.5% | tweet ↗ |
| 2026-10-08 | @kulturdesken | +0.55 | Discloses buying TOST several days earlier as diversification away from AI names. | +7.1% | tweet ↗ |
| 2026-10-08 | @DGretta_Author | -0.45 | Argues Toast's moat has not translated into shareholder returns | +7.1% | tweet ↗ |
| 2026-10-07 | @WillBiddy_ | +0.65 | Forecasts Toast operating margins above 20% by 2030, implying substantial EPS expansion. | +7.1% | tweet ↗ |
| 2026-10-07 | @kulturdesken | +0.40 | Discloses diversified long positions in LLY, ELF and TOST that are performing well. | +7.1% | tweet ↗ |
| 2026-10-07 | @ajoenamedjoe | -0.35 | Sarcastically questions insider selling at Toast. | +7.1% | tweet ↗ |
| 2026-10-05 | @invest091 | +0.30 | Podcast discusses quality-growth selection, valuation, portfolio management and theses for TOST and ISRG. | +8.9% | tweet ↗ |
| 2026-10-04 | @StableBread | +0.55 | Discloses several historical and current investments while explaining the author's selection framework. | +9.8% | tweet ↗ |
| 2026-10-04 | @DGretta_Author | -0.40 | Says a famous TOST supporter has likely lost substantial money in the stock. | +9.8% | 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.