Shift4 Payments（FOUR）株式概要
Shift4ペイメント株式会社は、米国および国際的にソフトウェアと決済処理ソリューションの提供に従事しています。 詳細
FOUR Community Fair Values
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Analyst Price Targets
Shift4 Payments, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$38.57 |
| 52週高値 | US$108.50 |
| 52週安値 | US$34.56 |
| ベータ | 1.42 |
| 1ヶ月の変化 | -10.80% |
| 3ヶ月変化 | -26.53% |
| 1年変化 | -58.77% |
| 3年間の変化 | -35.75% |
| 5年間の変化 | -59.81% |
| IPOからの変化 | 15.00% |
最新ニュース
ナラティブの更新 • Jun 22
FOUR: World Cup Volumes And Buybacks Will Support Future Upside
Analysts have trimmed their fair value estimate for Shift4 Payments to $61.15 from $65.73, citing lower Street price targets and slightly more conservative assumptions for revenue growth, discount rate and future P/E, partly offset by modestly higher profit margin expectations. Analyst Commentary Recent Street research on Shift4 Payments reflects a mix of caution and selective optimism, with most updates focused on lower price targets and ratings changes rather than major revisions to underlying forecasts.分析記事 • Jun 17
Shift4 Payments (FOUR) Stock Could Be 37.2% Undervalued After World Cup And Global Blue News
Shift4 Payments (FOUR) is in focus after highlighting its role in powering payments at major venues during the 2026 FIFA World Cup and discussing expanded international reach following the Global Blue acquisition and other partnerships. See our latest analysis for Shift4 Payments. While the World Cup exposure and recent conference appearance have put Shift4 Payments back in the spotlight, the stock tells a mixed story. The 1-day and 7-day share price returns of 3.41% and 8.37% contrast with a...
ナラティブの更新 • Jun 07
FOUR: Insider Buying And Venue Partnerships Will Support Future Upside
Shift4 Payments' analyst price target has been revised down by roughly 20%, from about $121.55 to $96.64. Analysts are recalibrating assumptions around growth, margins and future P/E, while recent research updates cluster around lower $40s to mid $40s price targets and reflect a more neutral stance on the stock.Recent updates
ナラティブの更新 • Jun 22
FOUR: World Cup Volumes And Buybacks Will Support Future Upside
Analysts have trimmed their fair value estimate for Shift4 Payments to $61.15 from $65.73, citing lower Street price targets and slightly more conservative assumptions for revenue growth, discount rate and future P/E, partly offset by modestly higher profit margin expectations. Analyst Commentary Recent Street research on Shift4 Payments reflects a mix of caution and selective optimism, with most updates focused on lower price targets and ratings changes rather than major revisions to underlying forecasts.分析記事 • Jun 17
Shift4 Payments (FOUR) Stock Could Be 37.2% Undervalued After World Cup And Global Blue News
Shift4 Payments (FOUR) is in focus after highlighting its role in powering payments at major venues during the 2026 FIFA World Cup and discussing expanded international reach following the Global Blue acquisition and other partnerships. See our latest analysis for Shift4 Payments. While the World Cup exposure and recent conference appearance have put Shift4 Payments back in the spotlight, the stock tells a mixed story. The 1-day and 7-day share price returns of 3.41% and 8.37% contrast with a...ナラティブの更新 • Jun 07
FOUR: Insider Buying And Venue Partnerships Will Support Future Upside
Shift4 Payments' analyst price target has been revised down by roughly 20%, from about $121.55 to $96.64. Analysts are recalibrating assumptions around growth, margins and future P/E, while recent research updates cluster around lower $40s to mid $40s price targets and reflect a more neutral stance on the stock.
ナラティブの更新 • May 23
FOUR: Hospitality Deals And Buybacks Will Shape A Cautious Yet Balanced Outlook
Analysts have trimmed the implied fair value for Shift4 Payments stock to $40 from $50, reflecting a series of reduced price targets as they factor in more modest revenue growth expectations alongside slightly higher margin assumptions and lower projected P/E multiples. Analyst Commentary Recent Street research on Shift4 Payments has leaned more cautious, with several bearish analysts trimming price targets and downgrading ratings as they reassess growth, execution, and valuation risks.Seeking Alpha • May 13
Shift4 Payments: Strong Growth, Expanding Margins, Cheap Stock
Summary Shift4 Payments is rated Strong Buy with a 12-month price target of $72.80, reflecting undervalued global growth and margin expansion. Q1 results showed GRLNF up 49% YoY and adjusted EBITDA up 39% YoY, with management reaffirming robust FY guidance despite travel headwinds. Acquisitions like Global Blue and Bambora have transformed FOUR into a diversified global commerce platform, with international GRLNF guided to grow 25%+ in 2026. FOUR trades at a steep discount to peers despite high growth, strong FCF generation, and credible integration progress, supporting the case for multiple expansion. Read the full article on Seeking Alphaナラティブの更新 • May 01
FOUR: Hospitality Partnerships And Share Repurchases Will Support A More Balanced Outlook
Shift4 Payments' updated analyst price targets have generally shifted lower in recent months, with cuts such as BTIG trimming its target from $80 to $70 and Morgan Stanley reducing its view from $80 to $50 as analysts factor in slower organic revenue growth, mixed Q4 results, cautious 2026 guidance, and lower peer multiples. Analyst Commentary Recent Street research on Shift4 Payments has tilted more cautious, with several bearish analysts cutting price targets and moving to more neutral or negative ratings following mixed Q4 results and a softer outlook for 2026.ナラティブの更新 • Apr 16
FOUR: Slower Organic Trends But AI Partnerships And Buybacks Will Support Upside
Analysts have trimmed their average price target on Shift4 Payments slightly, reflecting a modest fair value adjustment to about $65.73 as multiple firms reduced targets in response to slower organic growth, softer revenue yield and more cautious long term guidance. Analyst Commentary Recent research on Shift4 Payments points to a split view, with several firms cutting ratings or targets while others still see upside if management can execute on its plans and growth initiatives.ナラティブの更新 • Apr 02
FOUR: Slower Organic Trends And 2026 Reset Will Unlock Long Term Upside
Analysts have trimmed Shift4 Payments' average price targets across the Street, with cuts ranging from about $3 to $40, reflecting concerns about slower organic growth, softer near term trends, and a more cautious outlook on 2026 guidance, even as many still highlight multiple growth levers and potential shareholder value creation. Analyst Commentary Recent research on Shift4 Payments highlights a split view, with bearish analysts focused on slower organic growth and softer near term trends, while bullish analysts point to multiple avenues for execution and shareholder value creation despite reduced targets.ナラティブの更新 • Mar 19
FOUR: Slower Organic Trends Will Set Up Long Term Upside Potential
Analysts have reset expectations on Shift4 Payments, with the implied fair value estimate moving from about $95.86 to $65.96 as they factor in slower organic revenue growth, softer profit margins, a higher discount rate, and a higher future P/E multiple following a broad round of price target cuts across the Street. Analyst Commentary Recent research on Shift4 Payments reflects a wide range of opinions, with most firms cutting price targets but diverging on how much weight to put on slower organic growth, Q4 execution, and the updated 2026 outlook.ナラティブの更新 • Mar 05
FOUR: Stablecoin Platform And Hospitality Softness Will Shape A More Balanced Outlook
Narrative Update: Shift4 Payments Analysts have reset expectations for Shift4 Payments, with our fair value estimate moving from $65.00 to $50.00 as they factor in softer organic revenue growth, lower revenue yield, increased discount rates, reduced profit margin assumptions, and a much higher future P/E multiple following a series of price target cuts across the Street. Analyst Commentary Recent Street research on Shift4 Payments has turned more cautious, with a series of price target cuts and rating changes that frame a more risk aware outlook on the stock.ナラティブの更新 • Feb 19
FOUR: Stablecoin And Sports Deals Will Counter Softer Hospitality Expectations
Analysts have trimmed their average price target on Shift4 Payments by about $10 to $101. This reflects softer near term expectations, especially around hotel RevPAR, and related estimate cuts heading into the next earnings report.ナラティブの更新 • Feb 05
FOUR: Stablecoin And Sports Deals Will Offset Hospitality Weakness Concerns
Analysts have trimmed their average price targets on Shift4 Payments by single digit dollar amounts, citing softer near term hospitality trends, slightly lower organic volume expectations, and modestly reduced long term revenue and profit forecasts, even as they acknowledge the company's recent execution and ongoing growth drivers. Analyst Commentary Recent Street research around Shift4 Payments has tilted more cautious, with a series of price target cuts and at least one downgrade reflecting increased focus on execution risks and softer expectations tied to the hospitality and restaurant verticals.ナラティブの更新 • Jan 22
FOUR: Cautious Long Term Margins Offset By New Stablecoin And Sports Deals
Analysts cut their fair value estimate for Shift4 Payments to about $65.00 from roughly $96.14, citing a mix of lower price targets across the Street, a higher discount rate, and revised assumptions for long term margins and P/E multiples, even as revenue growth expectations were adjusted higher. Analyst Commentary Recent Street research around Shift4 Payments has leaned more cautious, with a series of reduced price targets and at least one downgrade.ナラティブの更新 • Jan 07
FOUR: Stablecoin Settlement Platform And Buyback Authorization Will Support Future Upside
Analysts have slightly raised their fair value estimate for Shift4 Payments to about $121.55 from roughly $120.86. This reflects modestly lower revenue growth assumptions, a higher projected profit margin, and recent Street price target reductions that factor in macro uncertainty, softer hospitality and restaurant expectations, and mixed contributions from acquisitions.ナラティブの更新 • Dec 24
FOUR Stablecoin Expansion And Buyback Program Will Drive Future Upside
Shift4 Payments' fair value estimate has been revised down from about $151 to $121 per share, as analysts modestly trim long term revenue and EBITDA forecasts amid macro uncertainty, softer expectations in certain hospitality and restaurant verticals, and broadly lower Street price targets despite still solid organic growth and profitability trends. Analyst Commentary Despite a broad reset in price targets, Street commentary remains generally constructive on Shift4 Payments, with many bullish analysts emphasizing the company’s strong execution, durable growth profile, and attractive risk reward after recent share price volatility.ナラティブの更新 • Dec 10
FOUR: Upcoming Buyback And Sports Partnerships Will Drive Long Term Upside
Analysts have nudged their average price targets for Shift4 Payments slightly lower, trimming them by a few dollars per share. This reflects modestly reduced long term growth and margin assumptions amid macro and vertical specific uncertainty, despite still robust underlying fundamentals.ナラティブの更新 • Nov 26
FOUR: Upcoming Buyback Authorization And Sports Expansions Will Drive Shareholder Value
Analysts have slightly reduced their average price target for Shift4 Payments, lowering it by less than $1 as they factor in moderate updates to growth estimates and profit margins because of near-term uncertainties in core verticals. Analyst Commentary Analyst sentiment on Shift4 Payments is mixed, with recent research reflecting both optimism about the company’s long-term prospects and caution surrounding near-term risks.ナラティブの更新 • Nov 11
FOUR: Future Buyback Authorization And Sports Expansion Will Support Shareholder Return
Shift4 Payments' analyst price target has been lowered from approximately $106 to $97, as analysts cite strong core business momentum. However, they note this is tempered by further macroeconomic uncertainty and revised growth expectations.ナラティブの更新 • Oct 28
Sector Uncertainty And Partnerships Will Shape Future Cashless Payment Expansion
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.ナラティブの更新 • Oct 13
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.ナラティブの更新 • Sep 04
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.分析記事 • Apr 12
Here's Why We Think Shift4 Payments (NYSE:FOUR) Might Deserve Your Attention Today
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Seeking Alpha • Mar 20
Shift4 Payments: This Is The Dip I Was Waiting For (Rating Upgrade)
Summary Shift4 Payments has dropped to $86 from around $100 since the last time I covered the stock, making it an attractive buy due to its attractive valuation and improving profitability. The company's software-plus-payments strategy strengthens its competitive edge by increasing switching costs and cross-selling potential. Recent improvements in return on equity and global expansion through Global Blue further enhance Shift4 Payments' growth prospects. Competitors like Adyen, Toast, and Block exist, but Shift4's growing profitability and strategic advantages make it a compelling investment. Read the full article on Seeking Alpha分析記事 • Mar 08
Some Confidence Is Lacking In Shift4 Payments, Inc. (NYSE:FOUR) As Shares Slide 25%
Shift4 Payments, Inc. ( NYSE:FOUR ) shares have had a horrible month, losing 25% after a relatively good period...分析記事 • Jan 07
Shareholders Should Be Pleased With Shift4 Payments, Inc.'s (NYSE:FOUR) Price
With a price-to-earnings (or "P/E") ratio of 59.4x Shift4 Payments, Inc. ( NYSE:FOUR ) may be sending very bearish...Seeking Alpha • Dec 20
Shift4 Payments Is A Growth Beast And A Reasonable Buy
Summary Shift4 Payments processes payments for over 200,000 businesses in the retail, hospitality, leisure, and restaurant industries, specializing in mobile payment solutions. The company's fundamentals are very good, and it is trading at a reasonable valuation at current price levels. The company faces intense competition, while the potential departure of its CEO adds an element of uncertainty. Further, the margin of safety when it comes to investing in Shift4 appears thin. I rate FOUR as a reasonable Buy, but I encourage investors to wait for a better entry price point for a higher margin of safety. Read the full article on Seeking AlphaSeeking Alpha • Dec 07
Shift4: CEO Departure A Big Risk For Investors?
Summary Shift4 has shown impressive growth, with revenue increasing from $766M to $2.5B since 2020, driven by strategic investments and acquisitions. Jared Isaacman's leadership and unique background in technology and aviation have been pivotal, but his potential departure for a NASA role poses a risk. Shift4 dominates the hospitality industry with cost-effective POS solutions, expanding market share and securing new contracts in hotels and international markets. Despite potential leadership changes, Shift4's strong double-digit growth potential, acquisition-driven focus, and favorable market conditions make it a compelling investment before 2025. Read the full article on Seeking AlphaSeeking Alpha • Nov 18
Shift4 Payments: Waiting For A Dip To Catch The Next Rip
Summary Shift4 Payments is reasonably valued with high growth potential, expanding profit margins, and a strong return on equity. The company's competitive advantage lies in its "software plus payments" strategy, extensive software integrations, and successful acquisitions like Givex, which enhance its moat. Financially robust, Shift4 has raised its guidance, showing impressive revenue and EBITDA growth. Despite the positive outlook, I rate Shift4 as a Hold for now, as the stock has rallied 80% in a short period, and it's near a resistance. The stock will soon be added to the S&P 400 MidCap Index, which sent shares higher in after-hours trading on Friday. Read the full article on Seeking Alpha分析記事 • Nov 15
Earnings Miss: Here's What Shift4 Payments, Inc. (NYSE:FOUR) Analysts Are Forecasting For Next Year
Shift4 Payments, Inc. ( NYSE:FOUR ) missed earnings with its latest quarterly results, disappointing overly-optimistic...Seeking Alpha • Sep 08
Shift4 Payments: International Expansion Continues And The Stock Is Cheap
Summary During Q1 2024 the CEO of FOUR was buying shares aggressively and the Q2 results finally came out to find out the reason for his excitement. The company continues to maintain organic growth of 25% + acquisitions. It also expects to expand aggressively into Africa and Asia soon. Despite this news and having raised the guidance, the stock is trading at 17 times EV/EBITDA and 13 times FCF. Something cheap in my opinion. Read the full article on Seeking Alpha
新しいナラティブ • Aug 27
Expanding Global Footprint And Diverse Offerings Set To Elevate Earnings And Market Position
Expansion into stadiums, hotels, and international markets, coupled with acquisitions like Revel and Vectron, aims to boost future revenue and EBITDA.株主還元
| FOUR | US Diversified Financial | US 市場 | |
|---|---|---|---|
| 7D | -3.4% | -0.7% | -1.8% |
| 1Y | -58.8% | -7.9% | 23.3% |
業界別リターン: FOUR過去 1 年間で-7.9 % の収益を上げたUS Diversified Financial業界を下回りました。
リターン対市場: FOURは、過去 1 年間で23.3 % のリターンを上げたUS市場を下回りました。
価格変動
| FOUR volatility | |
|---|---|
| FOUR Average Weekly Movement | 10.7% |
| Diversified Financial Industry Average Movement | 5.6% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: FOUR 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: FOURの 週次ボラティリティ ( 11% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1999 | 6,300 | David Lauber | www.shift4.com |
Shift4 Payments, Inc.は、米国および国際的なソフトウェアと決済処理ソリューションの提供に従事している。同社は、オムニチャネルのカード受け入れを提供する決済プラットフォーム、およびクレジットカード、デビットカード、非接触型カード、ユーロペイ、マスターカード、ビザ、QRペイ、モバイルウォレット、およびアップルペイ、グーグルペイ、アリペイ、WeChatペイなどの代替支払い方法を含む複数の支払いタイプにわたる処理ソリューションを提供しています。また、専用POSワークステーションを提供するSkyTab POS、ペイ・アット・ザ・テーブル、オーダー・アット・ザ・テーブル、デリバリー、カスタマー・フィードバック、メール・マーケティング・ソリューションを提供するSkyTab Mobile、モバイル・オーダー、カウンタートップPOS、セルフサービス・キオスク、デジタル・ウォレット・ソリューションを提供するSkyTab Venue、カスタマー・エンゲージメント、ソーシャルメディア管理、オンライン・レピュテーション管理、スケジューリング、商品価格設定、広範なレポート、分析を含むクラウドベースのビジネス・インテリジェンス・ツール・スイートであるLighthouseなどのテクノロジー・ソリューションも提供している；暗号通貨の寄付マーケットプレイス「ギビング・ブロック」、ウェブストアを作成し、製品カタログ、注文処理、在庫管理、検索エンジン最適化、安全なホスティングを管理するツールを提供するeコマース・プラットフォーム「Shift4Shop」、サードパーティ製アプリケーションへの統合やロイヤルティ管理、在庫管理を可能にする「マーケットプレイス」。さらに、引受、オンボーディング、アクティベーション、トレーニング、リスク管理、サポートサービスなどの加盟店オペレーションおよびサポートサービスも提供している。さらに、ソフトウェア統合やコンプライアンス管理、パートナーサポート、パートナーサービスなど、ソフトウェアパートナーのオペレーションおよびサポートサービスも提供している。同社は、独立系ソフトウェアベンダー、社内販売・サポートネットワーク、企業、付加価値再販業者を通じて製品を販売している。Shift4ペイメント社は1999年に設立され、センターバレー、ペンシルベニア州に本社を置いています。
Shift4 Payments, Inc. 基礎のまとめ
| FOUR 基礎統計学 | |
|---|---|
| 時価総額 | US$3.13b |
| 収益（TTM） | US$62.00m |
| 売上高(TTM) | US$4.45b |
49.4x
PER（株価収益率0.7x
P/SレシオFOUR は割高か？
公正価値と評価分析を参照収益と収入
| FOUR 損益計算書（TTM） | |
|---|---|
| 収益 | US$4.45b |
| 売上原価 | US$2.89b |
| 売上総利益 | US$1.56b |
| その他の費用 | US$1.50b |
| 収益 | US$62.00m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 0.78 |
| グロス・マージン | 35.10% |
| 純利益率 | 1.39% |
| 有利子負債／自己資本比率 | 254.0% |
FOUR の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/22 20:08 |
| 終値 | 2026/06/22 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Shift4 Payments, Inc. 19 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。34
| アナリスト | 機関 |
|---|---|
| Ramsey El-Assal | Barclays |
| John Coffey | Barclays |
| Mark Palmer | Benchmark Company |