Leadership Change: Shift4 founder Jared Isaacman has been appointed as the 15th Administrator of NASA, resigning from his role as Executive Chairman of the Board, marking a significant shift in the company's leadership structure.
New Board Chairman: CEO Taylor Lauber has taken over as Chairman of the Board, ensuring continuity in governance while potentially steering Shift4 towards new strategic directions in the evolving payments landscape.
Industry Impact: Isaacman's appointment is seen as a recognition of his leadership capabilities, with insiders at Shift4 noting that his achievements will inspire the company to continue pursuing innovation and growth, which may enhance its reputation in the payments technology sector.
Future Outlook: As a global leader in integrated payments and commerce technology, Shift4 is expected to continue simplifying complex payment ecosystems, and with this leadership transition, the company is poised for greater market expansion and technological innovation in the future.
FOUR
$64.43+Infinity%1D
Analyst Views on FOUR
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: 64.530
Low
90.00
Averages
113.75
High
150.00
Current: 64.530
Low
90.00
Averages
113.75
High
150.00
Freedom Capital
Buy
initiated
$80
2025-12-11
Reason
Freedom Capital
Price Target
$80
2025-12-11
initiated
Buy
Reason
Freedom Capital initiated coverage of Shift4 Payments with a Buy rating and $80 price target. The firm says Shift4 is a leading provider of integrated payment processing and software-as-a-service solutions. Shift4, through acquisitions, has achieved the "balanced transformation of becoming a more diversified and globally scaled provider of integrated payments and software," the analyst tells investors in a research note. Freedom views the recent pullback in the shares as providing an attractive entry point.
DA Davidson
Buy
downgrade
$114 -> $104
2025-11-12
Reason
DA Davidson
Price Target
$114 -> $104
2025-11-12
downgrade
Buy
Reason
DA Davidson lowered the firm's price target on Shift4 Payments to $104 from $114 but keeps a Buy rating on the shares. Shift4 reported Q3 with 61% y/y growth in net revenue and 56% y/y growth in adjusted EBITDA, the analyst tells investors in a research note. The firm adds however that for 2026 and 2027, given a little more uncertainty around global macro-trends, it has trimmed its forecasts for total revenue and adjusted EBITDA by approximately 1%-2% each.
Keefe Bruyette
Market Perform
downgrade
$90 -> $75
2025-11-10
Reason
Keefe Bruyette
Price Target
$90 -> $75
2025-11-10
downgrade
Market Perform
Reason
Keefe Bruyette lowered the firm's price target on Shift4 Payments to $75 from $90 and keeps a Market Perform rating on the shares.
Benchmark
Buy
downgrade
$111 -> $100
2025-11-10
Reason
Benchmark
Price Target
$111 -> $100
2025-11-10
downgrade
Buy
Reason
Benchmark lowered the firm's price target on Shift4 Payments to $100 from $111 and keeps a Buy rating on the shares. The company's Q3 results "confirmed that its core engine is still compounding nicely" and the firm sees the combination of a "great business with a messy narrative" giving rise to an attractive opportunity for long-term investors, the analyst says.
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.
