Shift4 Payments Inc. shares rose 4.18% as the company reached a 20-day high.
The stock's increase follows the approval of a $1 billion stock buyback plan, which is expected to reduce the share count by nearly 20%. This decision reflects management's confidence in the company's future growth, especially as Shift4 has reported a nearly 400% revenue increase over the past five years and aims to double its free cash flow to $1 billion by 2027. Despite these positive developments, the stock has faced challenges due to high debt levels and competition in the fintech sector.
The buyback program is likely to enhance earnings per share and attract more investor interest, positioning Shift4 Payments for continued growth in a competitive market.
Wall Street analysts forecast FOUR stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for FOUR is 113.75 USD with a low forecast of 90.00 USD and a high forecast of 150.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
21 Analyst Rating
Wall Street analysts forecast FOUR stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for FOUR is 113.75 USD with a low forecast of 90.00 USD and a high forecast of 150.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
15 Buy
6 Hold
0 Sell
Moderate Buy
Current: 59.980
Low
90.00
Averages
113.75
High
150.00
Current: 59.980
Low
90.00
Averages
113.75
High
150.00
Truist
Hold
downgrade
$74 -> $71
2026-01-20
Reason
Truist
Price Target
$74 -> $71
AI Analysis
2026-01-20
downgrade
Hold
Reason
Truist lowered the firm's price target on Shift4 Payments to $71 from $74 and keeps a Hold rating on the shares as part of a broader research note previewing Q4 earnings in FinTech. The quarter's results should be solid, although a tougher y/y comparison may limit volume-related beats, and while Truist is optimistic on the group throughout 2026, some management teams may look to reset Street expectations a bit lower with their original 2026 guidance, the analyst tells investors in a research note.
Susquehanna
Positive
maintain
$115 -> $101
2026-01-08
Reason
Susquehanna
Price Target
$115 -> $101
2026-01-08
maintain
Positive
Reason
Susquehanna lowered the firm's price target on Shift4 Payments to $101 from $115 and keeps a Positive rating on the shares. The firm says the company's near-term trends look "incrementally softer" with hotel RevPAR expectations slowing. It trimmed Shift4's Q4 estimates ahead of the earnings print.
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Keefe Bruyette
Market Perform
downgrade
$84 -> $72
2026-01-02
Reason
Keefe Bruyette
Price Target
$84 -> $72
2026-01-02
downgrade
Market Perform
Reason
Keefe Bruyette lowered the firm's price target on Shift4 Payments to $72 from $84 and keeps a Market Perform rating on the shares. The firm adjusted price targets in consumer finance and payments groups.
Mizuho
Dan Dolev
Outperform
downgrade
$102 -> $90
2025-12-22
Reason
Mizuho
Dan Dolev
Price Target
$102 -> $90
2025-12-22
downgrade
Outperform
Reason
Mizuho analyst Dan Dolev lowered the firm's price target on Shift4 Payments to $90 from $102 and keeps an Outperform rating on the shares. The firm updated models and targets in the payments, processors and IT services group to reflect recent macro data points and management commentary at investor conferences.
About FOUR
Shift4 Payments, Inc. is engaged in commerce-enabling technology. The Company is an independent provider of software and payment processing solutions in the United States based on the total volume of payments processed. Its payments platform provides omni-channel card acceptance and processing solutions across multiple payment types, including credit, debit, contactless card, Europay, MasterCard and Visa (EMV), QR Pay, and mobile wallets, as well as alternative payment methods, such as Apple Pay, Google Pay, Alipay and WeChat Pay. Through its proprietary gateway, its payments platform is integrated with over 550 software suites. It enables connectivity with the payment processors, alternative payment rails and many different payment devices. Its suite of technology solutions includes SkyTab POS, SkyTab Mobile, SkyTab Venue, Lighthouse, The Giving Block, Shift4Shop and Marketplace. Its SkyTab POS offering helps its merchants scale their business and improve operational efficiency.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.