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.

