FOUR

Shift4 Payments Inc

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Advanced Chart

104.650

-1.71(-1.608%)1D

Overview
Forecast
Valuation
Earnings

Line

Candle

YTD

High

107.155

Open

107.000

VWAP

Vol

744.13K

Mkt Cap

4.67B

Low

103.910

Amount

EV/EBITDA(TTM)

15.31

Total Shares

63.71M

10.04B

EV/OCF(TTM)

18.59

P/S(TTM)

2.27

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.

Market Estimates

Earnings Estimates

Revenue

YoY Chg

EPS

YoYChg

FY2025Q4

FY2025Q3

FY2025Q2

1.15B

+29.4%

1.641

+21.54%

1.06B

+16.86%

1.430

+37.54%

987.92M

+19.46%

1.255

+30.75%

Estimates Revision

The market is revising Upward the revenue expectations for Shift4 Payments, Inc. (FOUR) for FY2025, with the revenue forecasts being adjusted by 1.41% over the past three months. During the same period, the stock price has changed by 27.93%.

Revenue Estimates for FY2025

Revise Upward

+1.41%

In Past 3 Month

EPS Estimates for FY2025

Revise Upward

+1.77%

In Past 3 Month

Stock Price

Go Up

+27.93%

In Past 3 Month

21 Analyst Rating

8.70% Upside

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

8.70% Upside

Current: 104.650

Low

90.00

Averages

113.75

High

150.00

8.70% Upside

Current: 104.650

Low

90.00

Averages

113.75

High

150.00

Truist

Matthew Coad

Hold

maintain

$97 -> $109

2025-07-22

Reason

Truist

Matthew Coad

Price Target

$97 -> $109

2025-07-22

maintain

Hold

Reason

Truist analyst Matthew Coad raised the firm's price target on Shift4 Payments to $109 from $97 and keeps a Hold rating on the shares. Truist likes the setup for the FinTech sector as earnings results in totality should be solid, and the group has underperformed of late, the analyst tells investors in a research note.

Deutsche Bank

Hold

Buy

upgrade

$120

2025-07-17

Reason

Deutsche Bank

Price Target

$120

2025-07-17

upgrade

Hold

Buy

Reason

Deutsche Bank resumed coverage of Shift4 Payments with a Buy rating and $120 price target. The firm's previous rating was Hold. Deutsche Bank resumed coverage on 25 stocks in the payments, processors, and IT services industry with 9 Buys, 14 Holds, and 2 restricted ratings. Both industries have materially underperformed the S&P 500 Index year-to-date as investor expectations for 2025 increased around the November election, leading to an end of year run-up "that has since proven overly-optimistic," the analyst tells investors in a research note. The firm says that with trade uncertainty and consumer spending concerns, the outlook for the group "is as cloudy as it has been in the last five years."

Truist

Hold

maintain

$97 -> $109

2025-07-17

Reason

Truist

Price Target

$97 -> $109

2025-07-17

maintain

Hold

Reason

Truist raised the firm's price target on Shift4 Payments to $109 from $97 and keeps a Hold rating on the shares as part of a broader research note previewing Q2 earnings in FinTech. The setup for the FinTech sector should be solid, and the group has underperformed of late with a 2% year-to-date gain vs. 6% for the S&P 500, the analyst tells investors in a research note. Stablecoins have been the hot topic for payments/FinTech investors over the past month, and Truist expects discussions around crypto/stablecoins to dominate some earnings calls as management teams will likely provide their view on how stablecoins could potentially impact the industry, the firm added.

Truist

Matthew Coad

Hold

initiated

$97

2025-06-02

Reason

Truist

Matthew Coad

Price Target

$97

2025-06-02

initiated

Hold

Reason

Truist analyst Matthew Coad initiated coverage of Shift4 Payments with a Hold rating and $97 price target. The firm struggles with Shift4's acquisition-led growth strategy, saying it makes the company susceptible to always needing to find the next great deal and subjects Shift4 to churn risk over time due to underinvestment in its portfolio of software and point-of-sale assets. However, Truist expects success in Shift4's hotel and stadium verticals to continue.

B. Riley

Buy

maintain

$150

2025-06-02

Reason

B. Riley

Price Target

$150

2025-06-02

maintain

Buy

Reason

B. Riley reiterates a Buy rating on Shift4 Payments with a $150 price target following reports that the nomination of the company's former CEO and founder, Jared Isaacman, to lead NASA has been withdrawn by the Trump Administration. This is unexpected news, as Isaacman's Senate hearings went well, and he was projected to have support from as many as 70 Senators, the analyst tells investors in a research note. Riley believes Isaacman will return to his prior role at Shift4. The return, should it happen, will be positively received by investors, the firm contends.

Susquehanna

James Friedman

Buy

Maintains

$140 → $100

2025-04-11

Reason

Susquehanna

James Friedman

Price Target

$140 → $100

2025-04-11

Maintains

Buy

Reason

Susquehanna lowered the firm's price target on Shift4 Payments to $100 from $140 and keeps a Positive rating on the shares. The company sounded confident in the guide given at the recent Analyst Day, but Susquehanna says the macro shouldn't be ignored. The firm reduced 2H25 estimates given the risks tariffs pose to consumers and Shift4's relatively high exposure to "travel and leisure" types of businesses.

See All Ratings

Valuation Metrics

The current forward P/E ratio for Shift4 Payments Inc (FOUR.N) is 16.90, compared to its 5-year average forward P/E of 50.94. For a more detailed relative valuation and DCF analysis to assess Shift4 Payments Inc 's fair value, click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.

Fair

5Y Average PE

50.94

Current PE

16.90

Overvalued PE

98.65

Undervalued PE

3.23

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.

Fair

5Y Average EV/EBITDA

13.45

Current EV/EBITDA

9.58

Overvalued EV/EBITDA

19.15

Undervalued EV/EBITDA

7.75

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.

Fair

5Y Average PS

1.67

Current PS

1.55

Overvalued PS

2.37

Undervalued PS

0.97