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FOUR logo

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
44.720
Open
43.840
VWAP
44.26
Vol
1.41M
Mkt Cap
4.67B
Low
43.510
Amount
62.20M
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
select
link
2026-05-02 (ET)
2026-05-02
16:10:00
Vital Farms Short Interest Rises to 37.1%
select
2026-04-30 (ET)
2026-04-30
09:10:00
Shift4 Partners with Chicago Cubs to Enhance Fan Experience
select
2026-04-27 (ET)
2026-04-27
09:10:00
Inter Miami CF Partners with Shift4
select

News

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.
Fool
2.0
05-23Fool
ShawSpring Partners Fully Exits Shift4 Payments Stake
  • Complete Exit: ShawSpring Partners reported a full exit from its 1,148,861 shares in Shift4 Payments in an SEC filing dated May 14, 2026, with an estimated transaction value of $63.41 million, indicating a lack of confidence in the company's future performance.
  • Poor Stock Performance: As of last Friday, Shift4 Payments shares were priced at $43.24, down 50% over the past year, significantly underperforming the S&P 500, which rose about 28%, reflecting market concerns regarding its growth and profitability.
  • Financial Performance Analysis: Shift4 Payments reported a 32% year-over-year revenue increase to $1.1 billion and a 63% rise in EBITDA to $183 million, yet management acknowledged facing “significant volatility,” suggesting insufficient market confidence despite strong financial metrics.
  • Market Expansion Strategy: Shift4 is working to expand beyond its traditional restaurant and hospitality sectors into sports venues, entertainment, travel, and enterprise commerce, with CEO Taylor Lauber emphasizing the need for diversification to address competitive pressures and growth challenges.
Fool
4.5
05-18Fool
Market Recap: ARM, Shift4 Earnings, and SpaceX Investment
  • ARM and Shift4 Earnings Reaction: The earnings reactions of ARM and Shift4 have drawn market attention, and while specific financial data was not disclosed, investor expectations for future growth potential remain strong, indicating sustained interest in tech stocks.
  • SpaceX Major Investment: SpaceX's significant investment in Terafab signals its intent to expand in the infrastructure sector; although the investment amount was not disclosed, this move could enhance its competitiveness within the space industry supply chain.
  • Anthropic Compute Deal: The massive compute deal between Anthropic and Colosus 1, while specific terms were not revealed, is expected to significantly boost its AI model training capabilities, further solidifying its market position in artificial intelligence.
  • Overall Market Reaction: The market dynamics mentioned in the video reflect a high level of investor interest in technology and innovation, and although the overall market sentiment is neutral, there remains an optimistic outlook on the potential growth of tech stocks.
Yahoo Finance
9.5
05-17Yahoo Finance
Shift4 Earnings Analysis in Payment Processing Sector
  • Revenue Growth: Shift4 reported Q1 revenues of $1.12 billion, reflecting a year-over-year increase of 32.1%, surpassing analyst expectations by 3.2%; however, the full-year revenue guidance significantly missed expectations, indicating market pressures.
  • Market Reaction: Despite Shift4's strong revenue growth, its stock price has declined by 4.9% since the earnings report, currently trading at $40.97, reflecting investor concerns about future growth prospects.
  • Industry Performance Comparison: Shift4 achieved the fastest revenue growth in the payment processing sector but had the weakest full-year guidance among its peers, highlighting intensified competition and a lack of market confidence.
  • Overall Market Trends: The payment processing industry collectively exceeded analyst revenue expectations by 0.7%, yet stock prices have averaged a decline of 10.5%, indicating that despite positive earnings, market sentiment remains subdued and investors are cautious about future growth.
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
New
Reason
Truist
Price Target
$50 -> $46
AI Analysis
2026-05-27
New
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 31.97. 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
31.97
Current PE
23.17
Overvalued PE
53.64
Undervalued PE
10.31

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
11.75
Current EV/EBITDA
12.05
Overvalued EV/EBITDA
16.24
Undervalued EV/EBITDA
7.26

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
1.48
Current PS
1.96
Overvalued PS
2.05
Undervalued PS
0.91

Financials

AI Analysis
Annual
Quarterly

Whales Holding FOUR

S
Spyglass Capital Management LLC
Holding
FOUR
+9.12%
3M Return
S
Senator Investment Group LP
Holding
FOUR
+8.58%
3M Return
F
Fairview Capital Investment Management, LLC
Holding
FOUR
-1.08%
3M Return
D
Darlington Partners Capital Management, LP
Holding
FOUR
-1.21%
3M Return
W
Wasatch Advisors LP
Holding
FOUR
-1.90%
3M Return
N
North Reef Capital Management LP
Holding
FOUR
-2.13%
3M Return

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Frequently Asked Questions

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

The current price of FOUR is 44.56 USD — it has increased 1.67

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 May 31 2026.

What is Shift4 Payments Inc (FOUR) market cap?

Today FOUR has the market capitalization of 4.67B USD.