Shift4 completes acquisition of Global Blue for $7.50 per share in cash
Acquisition Announcement: Shift4 Payments has successfully completed a tender offer to acquire Global Blue Group for $7.50 per share, marking the largest acquisition in Shift4's history.
Strategic Expansion: This acquisition aims to enhance Shift4's capabilities and global reach, positioning the company as a leading unified commerce provider that adds significant value to its merchants worldwide.
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- Rebound Signs: Shift4 Payments, after a nearly 42% stock decline, has started 2026 strong with a nearly 6% increase since the year's beginning, indicating initial signs of recovery, which, while modest compared to 2025's drop, is essential for any rebound.
- Short-Term Catalysts: With a short interest of 20.7%, there is potential for traders to cover bearish positions, which could further drive up the stock price, while the company's solid fundamentals underpin its rebound potential, highlighting its investment value.
- Technological Flexibility Advantage: Shift4's payment platform integrates over 1,200 software solutions, showcasing its technological flexibility in fintech, which allows it to acquire customers at significantly lower costs than its largest competitor, enhancing its market competitiveness.
- Stablecoin Platform Potential: The recently announced stablecoin settlement platform provides clients with faster payment options and the ability to move funds outside standard banking hours, and if successful, it could significantly contribute to a rebound in Shift4's stock price.
- Profit Forecast Upgrade: 4imprint expects its fiscal 2025 pre-tax profit to be no less than $149 million, exceeding the previous estimate of $142 million, indicating resilience in profitability despite a challenging macroeconomic environment.
- Revenue Decline Trend: The projected group revenue for 2025 is $1.35 billion, down 2% from last year, reflecting a 12% drop in new customer orders while existing customer orders remained stable, showcasing strong retention rates.
- Strong Cash Flow Position: By the end of 2025, 4imprint's cash and bank deposits are expected to be $133 million, down from $148 million last year, yet the company remains highly cash-generative, positioning itself well for future market opportunities.
- Strong Market Confidence: The Board expresses strong confidence in navigating market conditions effectively, continuing to deliver solid financial results while positioning the business to capitalize on opportunities as economic conditions improve.
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Stock Picks Overview: The second installment of the 2026 Barron’s Roundtable features 30 stock picks from five investment experts, highlighting both well-known companies and lesser-known options.
Familiar Names Included: Among the stock picks are recognizable brands such as Home Depot, Starbucks, and Nike, indicating a mix of established and emerging investment opportunities.
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- Rating Downgrade: Deutsche Bank downgraded Shift4 Payments (NYSE:FOUR) price target from $100 to $65 and changed its rating from Buy to Hold, indicating a cautious outlook on the company's future growth.
- Price Target Increase: Morgan Stanley raised Rocket Lab Corp (NASDAQ:RKLB) price target from $67 to $105, upgrading its rating from Equal-Weight to Overweight, reflecting optimism about its future performance.
- Price Target Cut: Morgan Stanley lowered Kraft Heinz Co (NASDAQ:KHC) price target from $27 to $24, downgrading its rating from Equal-Weight to Underweight, signaling concerns about its market performance.
- Target Price Increase: JP Morgan raised Honeywell International Inc. (NASDAQ:HON) price target from $218 to $255, upgrading its rating from Neutral to Overweight, reflecting confidence in its future growth potential.










