iShares Semiconductor ETF vs Toast Inc. Class A Common Stock — how do they compare? iShares Semiconductor ETF trades at $505.23 (market cap $42.65B), while Toast Inc. Class A Common Stock trades at $29.99 (market cap $17.25B). The key difference: iShares Semiconductor ETF is far larger — about 2.5× Toast Inc. Class A Common Stock's market cap, and iShares Semiconductor ETF is trading nearer its 52-week high, Toast Inc. Class A Common Stock nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold iShares Semiconductor ETF for 47 Days and Toast Inc. Class A Common Stock for 0 Days on average.
| SOXX | TOST | |
|---|---|---|
Market Cap | $42.65B | $17.25B |
Volume | 10,736,485 | 10,274,535 |
Sector | Sector/Thematic | Technology |
52-Week High | $655.01 | $39.02 |
52-Week Low | $268.10 | $22.33 |
Typical Hold Time | 47 Days | 0 Days |
Enterprise Value | — | $15.50B |
Signals from Pluang's Aura AI — not financial advice
SOXX trades at $543.9, down 0.17% with a bearish technical signal. The ETF faces mixed sentiment as AI-driven semiconductor demand fuels optimism, but high valuations and Michael Burry's short positions highlight risks. Recent news shows strong September performance (+11%) and positive earnings revisions, though technical indicators suggest near-term pressure with support at $531.
Outlook hinges on AI infrastructure growth, with BofA projecting the semiconductor market to nearly double by 2030. Risks include valuation concerns (P/E of 68.79 per Seeking Alpha), concentration in top holdings, and macroeconomic volatility. Earnings growth remains a key catalyst, but investors should weigh high multiples against sector momentum.
Toast (TOST) trades at $30.89, down 1.37% on the day, with neutral technical indicators showing support at $30 and resistance at $32. The company demonstrates strong fundamental performance with 23% revenue growth in Q2 2026 to $1.91B and expanding profit margins, though valuation metrics remain elevated with a P/E of 39.1. Recent expansion into convenience stores with Toast Fuel and AI-driven product enhancements signal continued growth initiatives.
The outlook remains positive with 61.8% analyst buy ratings and a $38.22 consensus price target representing 24% upside potential. Key risks include execution challenges in new market segments and competitive pressures in the restaurant technology space, while strong earnings beats and institutional support provide confidence in the growth trajectory.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
SOXX provides investors with exposure to U.S. companies that design, manufacture, and distribute semiconductors. It tracks the ICE Semiconductor Index, offering a targeted investment in the technology sector's foundational components, including firms that produce chips, related equipment, and services. SOXX is a key vehicle for investors seeking to capitalize on trends in artificial intelligence, 5G, and other technologies that rely heavily on advanced semiconductor technology.
Read more on SOXX →Toast Inc. provides a cloud-based technology platform for the restaurant industry, combining point-of-sale hardware and software with payment processing, online ordering, payroll, and supplier management tools. The platform serves restaurants ranging from single locations to multi-unit groups across US.
Read more on TOST →