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FOUR Overview

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$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
OverviewStock Price PredictionTechnicalValuationFinancialsEarningsShould I BuyNews & Events
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Intellectia

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High
40.390
Open
39.660
VWAP
39.53
Vol
2.85M
Mkt Cap
4.67B
Low
38.800
Amount
112.49M
EV/EBITDA(TTM)
15.31
Total Shares
--
EV
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.
Show More

Events Timeline

(ET)
2026-05-14
09:10:00
Shift4 Partners with Lydian to Support Tether Payments
select
2026-05-07 (ET)
2026-05-07
07:30:00
Company Reports Q1 Revenue of $1.12B
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link
2026-05-02 (ET)
2026-05-02
16:10:00
Vital Farms Short Interest Rises to 37.1%
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2026-04-30 (ET)
2026-04-30
09:10:00
Shift4 Partners with Chicago Cubs to Enhance Fan Experience
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2026-04-27 (ET)
2026-04-27
09:10:00
Inter Miami CF Partners with Shift4
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News

Fool
6.5
06-17Fool
Investment Comparison: Shift4 Payments vs PayPal
  • Shift4 Growth Potential: Shift4 Payments reported nearly $4.2 billion in revenue for FY 2025, marking a 25.5% increase year-over-year, with a net income of approximately $119 million and a net margin of about 2.8%, indicating strong growth potential in the hospitality and entertainment sectors.
  • PayPal Market Position: PayPal achieved roughly $33.2 billion in revenue for FY 2025, a 4.3% increase from the previous year, with a net income of around $5.2 billion and a net margin close to 15.8%, solidifying its leadership in the global payments market.
  • Risks and Competition: Shift4 Payments faces intense competition from players like Adyen and Block, and its debt-to-equity ratio of 3.2x may limit capital flexibility during economic downturns, while PayPal continues to navigate significant legal scrutiny despite the dismissal of some securities fraud class actions.
  • Valuation Comparison: With a forward P/E ratio of 6.5x, Shift4 Payments appears more attractively priced relative to PayPal's 8.2x, highlighting its relative advantage in future earnings expectations, particularly in the context of ongoing acquisitions and market expansion.
NASDAQ.COM
6.5
06-17NASDAQ.COM
Comparing Growth Potential: Shift4 Payments vs PayPal
  • Revenue Growth Comparison: Shift4 Payments reported nearly $4.2 billion in revenue for FY 2025, marking a 25.5% increase, while PayPal's revenue reached $33.2 billion with a 4.3% growth, indicating Shift4's robust growth potential in niche markets.
  • Profitability Analysis: Shift4's net income was approximately $119 million with a net margin of 2.8%, whereas PayPal achieved a net income of $5.2 billion and a net margin of 15.8%, highlighting PayPal's superior profitability.
  • Debt and Liquidity Status: Shift4's debt-to-equity ratio stands at 3.2x, indicating high financial leverage, while PayPal maintains a much lower ratio of 0.5x and a current ratio of 1.3, showcasing its stronger short-term debt coverage capability.
  • Market Competition and Risks: Shift4 faces intense competition from companies like Adyen and Block, and its reliance on complex IT systems and AI tools increases vulnerability to cyberattacks and regulatory risks, while PayPal contends with significant legal scrutiny, particularly regarding consumer protection.
Newsfilter
7.5
06-03Newsfilter
Loman AI Partners with Shift4 to Boost Restaurant Revenue
  • Efficiency Boost: The partnership between Loman AI and Shift4 enables restaurants to achieve 100% call answering through its voice AI platform, significantly enhancing operational efficiency and customer satisfaction while helping restaurants capture previously missed revenue.
  • Order Capture Growth: Restaurants using Loman AI typically experience a 20-25% increase in order capture rates, which not only mitigates losses from unanswered calls but also raises average order values through AI-driven upselling, resulting in tens of thousands in annual savings.
  • Customer Experience Improvement: The instant response and zero hold times provided by Loman AI greatly enhance customer satisfaction, allowing restaurants to better meet customer needs and thereby strengthen customer loyalty and market competitiveness.
  • Technological Integration Advantage: Loman AI is purpose-built for the restaurant industry and trained on tens of millions of real guest interactions, ensuring best-in-class order accuracy and the ability to handle complex orders, further solidifying Shift4's leadership in restaurant technology.
Fool
5.0
05-30Fool
Jared Isaacman Acquires 388,500 Shares of Shift4 Payments
  • Scale of Acquisition: Jared Isaacman's acquisition of 388,500 shares of Shift4 Payments on May 11 and 12, 2026, valued at approximately $15.9 million, reflects his confidence in the company’s future, particularly after a significant 54.7% decline in stock price.
  • Historical Trading Record: This purchase marks Isaacman's largest single transaction to date, increasing his direct ownership to 1,787,455 shares and indirect holdings to 20,922,737 shares, indicating a substantial capital redeployment that may influence investor confidence moving forward.
  • Company Financial Performance: Shift4 Payments reported over $1.1 billion in revenue for Q1 2026, a 32% year-over-year increase, although rising interest expenses prevented profit growth; this rapid expansion suggests resilience in a challenging fintech landscape.
  • Market Reaction and Outlook: Despite a nearly 55% drop in Shift4 Payments' stock over the past year, Isaacman's purchase could signal positive future prospects for the company, especially as investors remain hopeful about its performance under new leadership following his departure as CEO.
NASDAQ.COM
5.0
05-30NASDAQ.COM
Former CEO Acquires $15.94 Million in Shift4 Shares
  • Share Acquisition: Former CEO Jared Isaacman acquired 388,500 shares of Shift4 Payments in multiple open-market transactions on May 11 and 12, 2026, for a total transaction value of approximately $15.94 million at an average price of $41.04 per share, indicating his confidence in the company's future prospects.
  • Ownership Changes: Following this acquisition, Isaacman's direct holdings increased to 1,787,455 shares, while his indirect holdings through Rook and trusts reached 20,922,737 shares, maintaining a 1.74% ownership stake, which reflects his ongoing commitment to corporate governance.
  • Financial Performance Insight: Shift4 Payments reported over $1.1 billion in revenue for Q1 2026, marking a 32% year-over-year increase; however, profits did not rise due to soaring interest expenses, yet the company's rapid expansion stands out amid slower growth in larger fintech firms.
  • Market Signal Interpretation: Despite a nearly 55% decline in Shift4's stock price over the past year, Isaacman's share purchase may signal his confidence in the company's future, prompting investors to consider potential growth opportunities under new leadership.
NASDAQ.COM
2.0
05-23NASDAQ.COM
ShawSpring Fully Exits Shift4 Payments Stake
  • Share Sale Details: ShawSpring Partners sold 1,148,861 shares of Shift4 Payments in Q1 2026, with an estimated transaction value of $63.41 million, indicating a significant loss of confidence in the company.
  • AUM Impact: This sale represented a 23.7% decrease in 13F reportable AUM, with a decline of $72.34 million in position value at quarter-end, reflecting growing market concerns regarding Shift4.
  • Company Performance Overview: Despite Shift4's total revenue increasing by 32% to $1.1 billion and EBITDA rising by 63% to $183 million, management acknowledged that market volatility has negatively impacted investor confidence.
  • Market Outlook Analysis: Shift4 Payments' stock has dropped approximately 50% over the past year, raising investor concerns about growth and competitive pressures, even as the company retains potential in transaction processing and software adoption.
Wall Street analysts forecast FOUR stock price to rise
21 Analyst Rating
Wall Street analysts forecast FOUR stock price to rise
15 Buy
6 Hold
0 Sell
Moderate Buy
Current: 0.000
sliders
Low
90.00
Averages
113.75
High
150.00
Current: 0.000
sliders
Low
90.00
Averages
113.75
High
150.00
Truist
Hold
maintain
$50 -> $46
AI Analysis
2026-05-27
Reason
Truist
Price Target
$50 -> $46
AI Analysis
2026-05-27
maintain
Hold
Reason
Truist lowered the firm's price target on Shift4 Payments to $46 from $50 and keeps a Hold rating on the shares as part of a broader research note on Payments names. The firm notes that its estimates across metrics are little changed aside from its adjusted EPS forecasts increasing in the low single digit range as a result of a lower stock price, though it expects Q2 to be another solid quarter for Shift4, with growth supported by some level of World Cup boost, the analyst tells investors in a research note.
Evercore ISI
Adam Frisch
In Line
downgrade
$50 -> $45
2026-05-18
Reason
Evercore ISI
Adam Frisch
Price Target
$50 -> $45
2026-05-18
downgrade
In Line
Reason
Evercore ISI analyst Adam Frisch lowered the firm's price target on Shift4 Payments to $45 from $50 and keeps an In Line rating on the shares.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for FOUR
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Valuation Metrics

The current forward P/E ratio for Shift4 Payments Inc (FOUR.N) is 23.17, compared to its 5-year average forward P/E of 31.00. 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.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PE
31.00
Current PE
23.17
Overvalued PE
51.20
Undervalued PE
10.81

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.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average EV/EBITDA
11.54
Current EV/EBITDA
12.05
Overvalued EV/EBITDA
15.67
Undervalued EV/EBITDA
7.40

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.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
1.45
Current PS
1.96
Overvalued PS
1.98
Undervalued PS
0.93

Financials

AI Analysis
Annual
Quarterly

Whales Holding FOUR

S
Senator Investment Group LP
Holding
FOUR
+19.08%
3M Return
S
Spyglass Capital Management LLC
Holding
FOUR
+11.86%
3M Return
D
Durable Capital Partners, LP
Holding
FOUR
+5.69%
3M Return
W
Wasatch Advisors LP
Holding
FOUR
+3.69%
3M Return
N
North Reef Capital Management LP
Holding
FOUR
+2.27%
3M Return
D
Darlington Partners Capital Management, LP
Holding
FOUR
+1.61%
3M Return

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Frequently Asked Questions

What is Shift4 Payments Inc (FOUR) stock price today?

The current price of FOUR is 39.4 USD — it has increased 0.59

What is Shift4 Payments Inc (FOUR)'s business?

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.

What is the price predicton of FOUR Stock?

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 is113.75 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.

What is Shift4 Payments Inc (FOUR)'s revenue for the last quarter?

Shift4 Payments Inc revenue for the last quarter amounts to 848.30M USD, increased 19.92

What is Shift4 Payments Inc (FOUR)'s earnings per share (EPS) for the last quarter?

Shift4 Payments Inc. EPS for the last quarter amounts to 0.20 USD, decreased -35.48

How many employees does Shift4 Payments Inc (FOUR). have?

Shift4 Payments Inc (FOUR) has 4000 emplpoyees as of June 21 2026.

What is Shift4 Payments Inc (FOUR) market cap?

Today FOUR has the market capitalization of 4.67B USD.