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Sector Uncertainty And Partnerships Will Shape Future Cashless Payment Expansion

Published
27 Aug 24
Updated
28 Oct 25
AnalystConsensusTarget's Fair Value
US$105.62
34.6% undervalued intrinsic discount
28 Oct
US$69.10
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1Y
-23.7%
7D
-9.4%

Author's Valuation

US$105.6234.6% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on 28 Oct 25

Fair value Decreased 2.52%

Shift4 Payments' fair value estimate was revised slightly downward to $105.62 from $108.35. Analysts cited modestly lower growth and profit margin assumptions amid ongoing sector uncertainty and recent price target reductions.

Shared on 13 Oct 25

Fair value Decreased 2.05%

International Acquisitions Will Drive New Cashless Payment Opportunities

Analysts have lowered their price target for Shift4 Payments by approximately $2 to $108.35. They cite near-term growth headwinds and slightly reduced profit margins, despite resilient core business performance and optimism for long-term revenue opportunities.

Shared on 04 Sep 25

International Acquisitions Will Drive New Cashless Payment Opportunities

Despite mixed Q2 results, sector underperformance, and heightened macroeconomic uncertainty leading to near-term disappointment, analysts remain constructive on Shift4 Payments’ long-term growth prospects, resulting in an unchanged consensus price target of $110.62. Analyst Commentary Mixed Q2 results: Slight revenue beat and EBITDA in-line, but Q2 volume missed expectations, leading to short-term disappointment and recent stock underperformance.

Shared on 07 May 25

Fair value Decreased 27%

International Acquisitions Will Drive New Cashless Payment Opportunities

Shared on 30 Apr 25

Fair value Decreased 2.19%

SkyTab AIR Launch And International Expansion Will Unlock Cross-Sell Synergies

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Decreased 1.14%

SkyTab AIR Launch And International Expansion Will Unlock Cross-Sell Synergies

AnalystConsensusTarget has decreased shares outstanding growth rate from 0.1% to 0.0%.

Shared on 17 Apr 25

Fair value Decreased 5.59%

SkyTab AIR Launch And International Expansion Will Unlock Cross-Sell Synergies

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 3.31%

SkyTab AIR Launch And International Expansion Will Unlock Cross-Sell Synergies

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 3.58%

SkyTab AIR Launch And International Expansion Will Unlock Cross-Sell Synergies

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

SkyTab AIR Launch And International Expansion Will Unlock Cross-Sell Synergies

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

SkyTab AIR Launch And International Expansion Will Unlock Cross-Sell Synergies

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Increased 46%

SkyTab AIR Launch And International Expansion Will Unlock Cross-Sell Synergies

AnalystConsensusTarget has increased future PE multiple from 27.6x to 37.4x.