Toast, Inc. · Brief

Next report

3 days

Nov 3 · after closeest.Q3 FY26

Expected move

±8.2%implied · report alone

29.0734.29

straddle ±9.5%

spot 31.68exp Nov 6ATM strike 31.5ATM straddle 3.54IV 101%

Oct 30 closereport share · term structure

Expected move

—≥ implied

Q2 FY26—▲+2.93%—

quarterimplied−5%0+5%realized×

Q2 FY26—▲+2.93%—

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Nov 3 report · est.

Bull2 of 3

4disclosed supplier and customer ties in SEC filingsSEC filings

3tracked funds holding TOSTN-PORT · Jul 31 '26

Bear2

6 of 22of the largest reporting managers cut their stake in the latest quarter13F · Jun 30 '26

0.45%of First Trust Large Cap Growth AlphaDEX Fund assets as largest tracked fund weightN-PORT · Jul 31 '26

AI captions · Oct 26 '26once per report · top 2 per case

TOST report session

No linked exposure.

Oct 22impliedImplied move: ±9.8% into Nov 3 earnings (Oct 22 close).Source

privateThesis 0 · Decisions 0 · Observations 0

No thesis.