OpenTable Launches New Media Network, Connecting Brands with Millions of Global Diners [Accessibility Statement] Skip NavigationOpenTable Media provides custom advertising and brand partnership solutions on the platform for the first timeSAN FRANCISCO, Feb. 24, 2026 /PRNewswire/ -- [OpenTable], a global leader in restaurant tech, today announced the launch of its new media solution, [OpenTable Media], unlocking paid partnerships and advertising on the platform. The new offering positions OpenTable as a valu ...

Toast Inc. (NYSE:TOST) is one of the best new tech stocks to invest in now. On February 12, Toast reported its 2025 earnings report, which was highlighted by a 33% increase in recurring gross profit and an expanded adjusted EBITDA margin of 34%. The company added more than 30,000 net locations to its platform, ending the year with a total of 164,000 locations and surpassing $2 billion in ARR. In Q4 alone, the company’s revenue totaled $1.6 billion, which was a 22.05% improvement year-over-year. Toast suc ...

Core Insights - inKind, a leading restaurant-focused app and technology company, has raised $450 million in capital to support hospitality operators in the US [1] - The company aims to expand its partnerships from 6,000 to 10,000 restaurants over the next year [1] Funding Details - The funding round includes both equity and debt, with backing from notable investors such as Peak6 founders Matt Hulsizer and Jenny Just, former Sodexo US CEO Sarosh Mistry, and Condé Nast's chief product and technology officer Vasanth Williams [2] - inKind has deployed over $600 million across various restaurant partners, including larger groups and independent entities [2] Targeted Use of Funds - The new financing will be used to expand access to capital for restaurant operators and attract guests to participating venues [3] - inKind plans to accelerate the development of its in-app dining experience for its growing subscriber base [3] Business Model - The company's model provides restaurants with upfront capital in exchange for food and beverage credits, rather than equity stakes or traditional loans [4] - Diners can buy and redeem these credits via the inKind app at partner locations through a "20% back rewards" model, positioning this approach as an alternative to conventional restaurant financing structures [4] Leadership Perspective - inKind co-founder and CEO Johann Moonesinghe emphasized the importance of supporting restaurants, stating that traditional financing models can harm equity and cash flow [5] - The company aims to offer a more sustainable funding method that helps operators maintain cash flow, access capital quickly, and build resilient businesses [5]

Core Viewpoint - Toast, Inc. has received positive attention from analysts and institutional investors, indicating a bullish outlook on its stock performance and growth potential [1][2][6]. Group 1: Analyst Upgrades - Bernstein upgraded Toast's stock from Market Perform to Outperform, with the stock priced at $27.33 during this upgrade, reflecting a positive sentiment towards the company's future [1][6]. Group 2: Institutional Investment - ABN Amro Investment Solutions increased its investment in Toast by 14.6%, now holding 157,430 shares valued at approximately $5.7 million, showcasing confidence in the company's growth potential [2]. - Other institutional investors, including Quent Capital LLC, RiverPark Advisors LLC, and Alpine Bank Wealth Management, have acquired new positions in Toast, with investments ranging from $27,000 to $30,000, indicating a growing institutional interest [3][6]. Group 3: Stock Performance - Toast's stock price is currently $27.33, marking a 4.55% increase or $1.19 rise, with fluctuations between a low of $26.71 and a high of $28.50 today [4]. - Over the past year, Toast's stock has experienced a high of $49.66 and a low of $25.91, indicating some volatility in its market performance [4]. - The company's market capitalization stands at approximately $16.1 billion, highlighting its significant presence in the market, with a trading volume of 31.3 million shares today [5].

Core Viewpoint - Toast Inc. (NYSE: TOST) is considered a promising low-cost stock, with recent price target adjustments reflecting a cautious yet optimistic outlook for the company and the broader FinTech sector [1][2][3]. Group 1: Analyst Ratings and Price Targets - Truist lowered the price target on Toast to $42 from $43 while maintaining a Buy rating, indicating confidence in the company's potential despite a challenging year-over-year comparison for Q4 2025 earnings [1][2]. - Evercore ISI upgraded Toast to Outperform from In Line with a price target of $40, citing a significant decline in its EV/EBITDA multiple by 44% since August, which suggests the stock is undervalued [3]. Group 2: Market Outlook and Company Position - The firm anticipates solid quarterly results for Toast but warns that difficult year-over-year comparisons may limit volume-driven performance [2]. - Looking ahead to 2026, Truist remains optimistic about the sector's recovery, although some management teams may provide conservative guidance to reset market expectations [2]. - Field checks support a positive long-term thesis for Toast, confirming its strong competitive position and inherent operating leverage [3]. Group 3: Company Overview - Toast Inc. operates a cloud-based digital technology platform specifically designed for the restaurant industry, with a presence in the US, Ireland, India, and other international markets [4].

Toast, Inc. (NYSE:TOST) is one of the stocks Jim Cramer looked at recently. When a club member expressed that they are in pain due to their position in the stock, Cramer commented: Yeah, you know what, boy, that stock has just really come down. They’ve got a great device, but you know what, that’s not enough. And I’ve always been suspicious of it because I still think you can trade back and forth. It’s got a good device, but a device does not make a great stock. Jim Cramer on Toast (TOST): “They’ve Got ...

Group 1: Company Overview - Olo is a leading technology platform specifically designed for restaurants, providing solutions for ordering, payment, and guest engagement to enhance operational efficiency and customer experience [3] - The company processes millions of orders daily, consolidating data from various touchpoints to help restaurants better understand and serve their guests [3] - Over 750 restaurant brands rely on Olo and its network of more than 400 integration partners to drive innovation within the restaurant community [3] Group 2: Leadership and Background - Noah Glass, the founder and CEO of Olo, has two decades of experience in the foodservice industry, having worked in various roles before establishing Olo in 2005 [2] - Glass's work with mobile ordering predates the launch of the iPhone, showcasing his early commitment to technology in the restaurant sector [2] - He has been recognized as 1 on the 2020 Nation's Restaurant News Power List and serves on the Board of Share Our Strength and the Board of Trustees for the Culinary Institute of America [2] Group 3: Recent Developments - Olo was acquired by Thoma Bravo, a leading private equity firm, in a take-private deal last year, which is expected to provide strategic advantages for the company [1] - The acquisition of Spendgo, an industry loyalty platform for restaurants, has led to the creation of "Olo Loyalty," enhancing Olo's offerings in customer engagement [1]

Core Insights - Ziosk is a leading table-side technology platform for full-service restaurants, focusing on enhancing guest satisfaction and operational efficiency through its services [1][3] - The company processes over $11.8 billion in transactions annually and engages more than one million guests per day [3] - Ziosk's solutions include pay-at-the-table, ordering, loyalty programs, guest engagement, feedback collection, and advanced data analysis [3][4] Company Overview - Raymond Howard is the Chief Revenue Officer and co-founder of Ziosk, responsible for revenue strategy, enterprise sales, and strategic partnerships [2] - Ziosk was co-founded in 2007 and has evolved into a premier SaaS platform within the hospitality industry [2] - The company is based in Dallas, Texas, and serves major restaurant brands like Texas Roadhouse, Chili's, and Outback Steakhouse [2][3] Industry Context - Ziosk is addressing labor challenges in the restaurant industry by providing technology that enhances the dining experience and drives incremental revenue [4] - The company has pivoted to a SaaS model, which has been instrumental in scaling its operations and improving service delivery [4]

Industry Overview - The restaurant industry faced significant challenges in 2025, with traffic declining across most concepts served, marking the toughest period since COVID for restaurant sales [2] - Despite healthy same-store sales driven by price increases, overall traffic has not performed well, particularly in the fast casual and quick service segments [1][2] - Typically, quick service restaurants perform well in challenging markets as consumers tend to trade down, but this trend did not hold in the recent environment [3] Company Positioning - The company, PAR, is positioned within the restaurant tech space, navigating the conflicting data points in the market, particularly regarding same-store sales and traffic trends [1]

Core Thesis - Toast, Inc. is positioned as a high-conviction compounder in the restaurant technology sector, leveraging a cloud-based platform to unify fragmented systems and drive growth [2][5] Company Overview - Toast, Inc. operates a digital technology platform for the restaurant industry across the U.S., Ireland, India, and internationally, focusing on payment processing, kitchen operations, payroll, and customer engagement [2] - The company has a "land-and-expand" model, starting with point-of-sale solutions and gradually introducing higher-margin software modules [2] Market Position - Toast commands approximately 13% market share in the U.S., serving over 114,000 restaurants, and is expanding both internationally and into adjacent food and beverage retail sectors [3] Financial Performance - The company is asset-light with recurring revenues, showing growth in free cash flow and a clear path to margin expansion, achieving profitability in 2023 with an EPS of $0.55 in 2024 [4] - Toast is guiding towards a 30-35% adjusted EBITDA margin by 2027, with net margins improving from -32% in 2019 to 2% in 2024 and ROCE trending toward 15% [4] Risk and Resilience - Despite exposure to economic cycles and regulatory risks in FinTech, Toast maintains a robust balance sheet with $1.2 billion in cash against $949 million in liabilities, providing a solid buffer [5] - The company scores 18.5/22 under The Compounder framework, indicating it is a "High Conviction" opportunity with potential for durable double-digit growth in global restaurant technology markets [5]