Shift4 Payments’ (FOUR) “Buy” Rating Reaffirmed at B. Riley Financial

Shift4 Payments (NYSE:FOUR – Get Free Report)‘s stock had its “buy” rating reaffirmed by research analysts at B. Riley Financial in a research note issued on Friday, Benzinga reports. They currently have a $77.00 price objective on the stock, down from their previous price objective of $94.00. B. Riley Financial‘s target price indicates a potential upside of 81.00% from the stock’s current price.

A number of other research firms have also recently commented on FOUR. BTIG Research cut their target price on Shift4 Payments from $60.00 to $50.00 and set a “buy” rating on the stock in a research note on Tuesday, October 13th. Mizuho reduced their price target on Shift4 Payments from $55.00 to $46.00 and set an “outperform” rating on the stock in a report on Thursday, September 24th. Zacks Research lowered Shift4 Payments from a “hold” rating to a “strong sell” rating in a research note on Tuesday, September 8th. Morgan Stanley set a $46.00 price objective on Shift4 Payments in a report on Friday, August 7th. Finally, Susquehanna cut their price objective on Shift4 Payments from $63.00 to $56.00 and set a “positive” rating on the stock in a research report on Friday. Eleven research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, Shift4 Payments presently has a consensus rating of “Hold” and an average price target of $54.68.

Get Our Latest Stock Report on Shift4 Payments

Shift4 Payments Trading Down 0.6%

Shares of FOUR stock traded down $0.25 during trading hours on Friday, reaching $42.54. 702,000 shares of the stock were exchanged, compared to its average volume of 2,018,396. The firm has a market capitalization of $3.36 billion, a price-to-earnings ratio of 70.52, a price-to-earnings-growth ratio of 0.73 and a beta of 1.50. Shift4 Payments has a 12-month low of $34.56 and a 12-month high of $75.35. The company’s 50-day moving average price is $40.31 and its 200-day moving average price is $46.06. The company has a current ratio of 1.21, a quick ratio of 1.21 and a debt-to-equity ratio of 2.59.

Shift4 Payments (NYSE:FOUR – Get Free Report) last posted its quarterly earnings data on Thursday, November 5th. The company reported $1.49 earnings per share for the quarter, topping analysts’ consensus estimates of $1.36 by $0.13. The company had revenue of $1.32 billion for the quarter, compared to analyst estimates of $652.39 million. Shift4 Payments had a net margin of 2.20% and a return on equity of 28.40%. The firm’s revenue for the quarter was up 10.0% on a year-over-year basis. During the same period in the prior year, the company posted $1.47 EPS. Shift4 Payments has set its FY 2026 guidance at 5.050-5.150 EPS. As a group, equities analysts anticipate that Shift4 Payments will post 4.11 earnings per share for the current year.

Institutional Investors Weigh In On Shift4 Payments

Large investors have recently added to or reduced their stakes in the stock. Versant Capital Management Inc bought a new position in Shift4 Payments in the 2nd quarter worth about $34,000. Cassaday & Co Wealth Management LLC purchased a new position in shares of Shift4 Payments during the first quarter worth approximately $87,000. Nykredit A S bought a new stake in shares of Shift4 Payments during the second quarter valued at approximately $132,000. Syon Capital LLC bought a new stake in shares of Shift4 Payments during the second quarter valued at approximately $201,000. Finally, Engineers Gate Manager LP purchased a new stake in shares of Shift4 Payments in the second quarter valued at approximately $215,000. 98.87% of the stock is owned by hedge funds and other institutional investors.

Shift4 Payments News Roundup

Here are the key news stories impacting Shift4 Payments this week:

  • Positive Sentiment: Shift4 raised its FY 2026 adjusted EPS guidance to $5.05–$5.15, above the $4.98 consensus estimate. Q3 EPS of $1.49 also beat expectations, while revenue grew 10% year over year. Zacks Q3 earnings coverage
  • Positive Sentiment: The company authorized a $1 billion share buyback, which could support per-share results and signal confidence in its outlook. Buyback announcement
  • Positive Sentiment: Shift4 projected mid- to high-single-digit organic growth in gross revenue less network fees (GRLNF) for 2027 and forecast Q4 GRLNF of $625 million–$640 million. Growth outlook
  • Neutral Sentiment: Susquehanna lowered its price target from $63 to $56 but kept a positive rating, indicating it still sees potential upside from the prevailing share price. Susquehanna rating
  • Negative Sentiment: Despite the EPS beat, Q3 sales missed expectations, a concern that overshadowed stronger earnings and contributed to pressure on the stock. Q3 sales miss report

About Shift4 Payments

(Get Free Report)

Shift4 Payments, Inc (NYSE: FOUR) is a payment technology company that provides integrated commerce solutions for businesses and organizations. Its platform supports payment acceptance across in-person, online and mobile channels, combining payment processing with point-of-sale, commerce management and reporting tools.

The company serves merchants and enterprises in industries including restaurants, hospitality, hotels, sports and entertainment venues, gaming, retail and e-commerce. Its offerings include payment gateways, point-of-sale systems, mobile and contactless payment capabilities, fraud prevention, chargeback management and business analytics.

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Analyst Recommendations for Shift4 Payments (NYSE:FOUR)

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