Shift4 Payments, Inc.

NYSE:FOUR Aktierapport

Börsvärde: US$3.5b

Shift4 Payments Framtida tillväxt

Future kriterier kontrolleras 5/6

Shift4 Payments förväntas öka intäkter och intäkter med 41.9% respektive 13.5% per år. EPS förväntas tillväxt med 39.8% per år. Avkastningen på eget kapital förväntas bli 43% om 3 år.

Viktig information

41.9%

Tillväxttakt i vinsten

39.85%

Tillväxttakt för EPS

Diversified Financial vinsttillväxt8.1%
Intäkternas tillväxttakt13.5%
Framtida avkastning på eget kapital42.96%
Bevakning av analytiker

Good

Senast uppdaterad07 May 2026

Senaste uppdateringarna om framtida tillväxt

Recent updates

Analysuppdatering • 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.
Analysuppdatering • 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.
Analysuppdatering • 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.
Analysuppdatering • 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.
Analysuppdatering • 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.
Analysuppdatering • 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.
Seeking Alpha • Feb 18

FOUR Stock: 26% Revenue Growth Vs. F-Grade Momentum | 2-Minute Analysis

Summary Is Shift4 Payments, Inc. (FOUR), the $5.2 billion integrated payments leader, a buy, hold, or sell? Find out why the Quant system remains cautious despite strong revenue growth and bullish analyst support in this episode of 2-Minute Analysis! Read the full article on Seeking Alpha
Analysuppdatering • 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.
Analysuppdatering • 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.
Analysuppdatering • 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.
Analysuppdatering • 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.
Analysuppdatering • 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.
Analysuppdatering • 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.
Analysuppdatering • 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.
Analysuppdatering • 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.
Analysuppdatering • 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.
Analysuppdatering • 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.
Analysartikel • 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
Analysartikel • 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...
Analysartikel • 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
Analysartikel • 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
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Ny analys • 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.
Analysartikel • Aug 14

Shift4 Payments, Inc.'s (NYSE:FOUR) Popularity With Investors Is Clear

With a price-to-earnings (or "P/E") ratio of 47.9x Shift4 Payments, Inc. ( NYSE:FOUR ) may be sending very bearish...
Seeking Alpha • Jun 27

Shift4 Payments: Undervalued, But The Prolonged Search For A Buyer Makes It A Pass

Summary From a pool of sell-side analysts' price targets and relative valuation against other integrated payment providers, FOUR is undervalued. M&A has been a massive company growth component, paying more than $1 billion in total considerations since 2021 and making goodwill account for a third of their total assets. Adding the complexity of integrating all the acquisitions, the prolonged process of finding a buyer for themselves, and seeing peers such as Toast performing better, makes them a hold. Read the full article on Seeking Alpha
Seeking Alpha • Jun 13

Shift4 Payments: The CEO Is Buying, And So Am I

Summary Shift4 has seen volatility this year after rumors of being sought to be bought by Fiserv and Amadeus. Its CEO called off negotiations, pointing out that the price offered was low. Making my own projections, I agree with him. My valuation suggests potential for 280% upside by 2030, with the CEO buying more than $10 million in shares, indicating a positive outlook. Read the full article on Seeking Alpha

Prognoser för vinst- och omsättningstillväxt

NYSE:FOUR - Analytikernas framtida uppskattningar och tidigare finansiella data (USD Millions )
DatumIntäkterIntäkterFritt kassaflödeKassaflöde från rörelsenGenomsnittligt Antal analytiker
12/31/20286,6833486601,0183
12/31/20275,80823764688313
12/31/20265,14014152773113
3/31/20264,45362391672N/A
12/31/20254,18080373634N/A
9/30/20253,878168299541N/A
6/30/20253,611208304512N/A
3/31/20253,472223282482N/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

Analytiker Framtid Tillväxt Prognoser

Intäkter kontra sparande: FOUR s prognostiserade vinsttillväxt ( 41.9% per år) är över sparkvoten ( 3.5% ).

Resultat vs marknad: FOUR s intäkter ( 41.9% per år) förväntas växa snabbare än marknaden för US ( 16.6% per år).

Höga tillväxtresultat: FOUR s intäkter förväntas växa avsevärt under de kommande 3 åren.

Intäkt vs marknad: FOUR s intäkter ( 13.5% per år) förväntas växa snabbare än US marknaden ( 11.5% per år).

Hög tillväxtintäkter: FOUR s intäkter ( 13.5% per år) förväntas växa långsammare än 20% per år.

Tillväxtprognoser för vinst per aktie

Framtida avkastning på eget kapital

Framtida ROE: FOUR s avkastning på eget kapital förväntas bli mycket hög om 3 år ( 43 %).

Upptäck tillväxtföretag

7D

1Y

7D

1Y

7D

1Y

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/07 19:36
Aktiekurs vid dagens slut2026/05/07 00:00
Intäkter2026/03/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Shift4 Payments, Inc. bevakas av 34 analytiker. 19 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Ramsey El-AssalBarclays
John CoffeyBarclays
Mark PalmerBenchmark Company