Shift4 Payments, Inc.

NYSE:FOUR 株式レポート

時価総額：US$3.8b

Shift4 Payments 将来の成長

Future 基準チェック /56

Shift4 Payments利益と収益がそれぞれ年間40.2%と13.9%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に38.9% 38.7%なると予測されています。

主要情報

40.2%

収益成長率

38.68%

EPS成長率

Diversified Financial 収益成長8.4%
収益成長率13.9%
将来の株主資本利益率38.87%
アナリストカバレッジ

Good

最終更新日23 Jul 2026

今後の成長に関する最新情報

Recent updates

Seeking Alpha • Jul 07

Shift4 Payments Is No Longer Only A Payment Company: A Dominant, Structurally Protected Niche

Summary Shift4 is evolving into a niche, vertically integrated payments monopoly post-Global Blue acquisition, with market synergies not yet priced in. FOUR’s acquisition of Global Blue brings dominant VAT refund infrastructure, high-margin DCC, and access to 70,000+ European merchants, driving revenue and margin expansion. Hardware consolidation via Shift4 One POS could materially boost Global Blue’s TFS success ratio, unlocking €80M+ incremental revenue and €32M EBITDA with minimal incremental cost. Despite elevated leverage (Net Debt/EBITDA ~4.3x), management targets low-3x by 2026, supported by robust EBITDA growth and unique competitive positioning outside traditional consumer payments. Read the full article on Seeking Alpha
ナラティブ更新 • 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.
ナラティブ更新 • 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 Alpha
Seeking 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 Alpha
Seeking 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

業績と収益の成長予測

NYSE:FOUR - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20286,5503237661,0925
12/31/20275,80823465191914
12/31/20265,10014249670115
3/31/20264,45362391672N/A
12/31/20254,18080373634N/A
9/30/20253,879173300540N/A
6/30/20253,611213305511N/A
3/31/20253,472228282481N/A
12/31/20243,331232311500N/A
9/30/20243,149126267432N/A
6/30/20242,915106243402N/A
3/31/20242,72592223382N/A
12/31/20232,56586199346N/A
9/30/20232,397102274423N/A
6/30/20232,269111-17376N/A
3/31/20232,13997-63324N/A
12/31/20221,99475-105275N/A
9/30/20221,85536-240133N/A
6/30/20221,686-15-3082N/A
3/31/20221,530-24-5341N/A
12/31/20211,368-49-823N/A
9/30/20211,179-53-6713N/A
6/30/20211,016-48-609N/A
3/31/2021807-52-527N/A
12/31/2020767-19-294N/A
9/30/2020758-18-3211N/A
6/30/2020737-36-2711N/A
3/31/2020776-43-1526N/A
12/31/2019731-57N/A27N/A
12/31/2018561-55N/A26N/A

アナリストによる今後の成長予測

収入対貯蓄率: FOURの予測収益成長率 (年間40.2% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: FOURの収益 ( 40.2% ) はUS市場 ( 17.2% ) よりも速いペースで成長すると予測されています。

高成長収益: FOURの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: FOURの収益 ( 13.9% ) US市場 ( 12.7% ) よりも速いペースで成長すると予測されています。

高い収益成長: FOURの収益 ( 13.9% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: FOURの 自己資本利益率 は、3年後には高くなると予測されています ( 38.9 %)

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/07/23 13:01
終値2026/07/23 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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

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. 20 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-AssalBarclays
John CoffeyBarclays
Mark PalmerBenchmark Company