Shift4

FOUR

Market cap $5.9B

Overview Fund Activity

85.96 USD

-1.44

1.65%

At close Updated Sep 15, 4:00 PM EDT

Pre-market

After hours

85.95

-0.01

0.01%

1 day

-1.65%

5 days

-1.85%

1 month

-5.38%

3 months

-6.03%

6 months

-1.42%

Year to date

-20.66%

1 year

3.13%

5 years

84.86%

10 years

156.29%

About: Shift4 Payments Inc is provider of integrated payment processing and technology solutions. The company offers software providers a single integration to an end-to-end payments offering, a powerful gateway and a robust suite of technology solutions (including cloud enablement, business intelligence, analytics, and mobile) to enhance the value of their software suites and simplify payment acceptance. The company derives maximum revenue from United States.

Employees: 4,000

Technology Software - Infrastructure

0

Funds holding %

of 7,463 funds

0

Analysts bullish %

of 8 analysts

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

148% more call options, than puts

Call options by funds: $166M | Put options by funds: $67.1M

40% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 58

31% more capital invested

Capital invested by funds: $6.54B [Q1] → $8.57B (+$2.03B) [Q2]

14% more repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 154

13% more funds holding in top 10

Funds holding in top 10: 16 [Q1] → 18 (+2) [Q2]

10.96% more ownership

Funds ownership: 117.27% [Q1] → 128.23% (+10.96%) [Q2]

4% more funds holding

Funds holding: 434 [Q1] → 452 (+18) [Q2]

See Fund Rankings

Research analyst outlook

8 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$92

7% upside

Avg. target

$111

29% upside

High target

$140

63% upside

8 analyst ratings

5 positive

63%

3 neutral

38%

0 negative

0%

Morgan Stanley James Faucette	$92	Equal-Weight Maintained	6 Aug 2025
UBS Tim Chiodo	$115	Buy Maintained	6 Aug 2025
Goldman Sachs Will Nance	$104	Buy Reinstated	6 Aug 2025
Keefe, Bruyette & Woods Sanjay Sakhrani	$100	Market Perform Maintained	6 Aug 2025
Piper Sandler Clarke Jeffries	$107	Overweight Maintained	6 Aug 2025
Raymond James John Davis	$140	Strong Buy Reiterated	1 Aug 2025
Deutsche Bank Nate Svensson	$120	Buy Reinstated	17 Jul 2025
Truist Securities Matthew Coad	$109	Hold Maintained	17 Jul 2025

See Analyst Rankings

Financial journalist opinion

Based on 8 articles about FOUR published over the past 30 days

Shift4 Payments, Inc. (FOUR) Presents At Goldman Sachs Communacopia + Technology Conference 2025 Transcript

Shift4 Payments, Inc. (NYSE:FOUR ) Goldman Sachs Communacopia + Technology Conference 2025 September 10, 2025 7:25 PM EDT Company Participants David Lauber - President, CEO, Principal Executive Officer & Director Conference Call Participants William Nance - Goldman Sachs Group, Inc., Research Division Presentation William Nance Research Analyst All right. We're going to kick off here.

Shift4 Payments, Inc. (FOUR) Presents At Goldman Sachs Communacopia + Technology Conference 2025 Transcript

Shift4 Payments: M&A Growth Train Looks Over, Initiating At Buy

Shift4 Payments has delivered strong growth through aggressive M&A, but now trades at a much more attractive valuation after a recent selloff. Despite increased leverage from the Global Blue acquisition, I see robust upside as the company integrates acquisitions and maintains profitability. Management guides for 30%+ CAGR in revenue and EBITDA over the next three years, with 2025 growth boosted by Global Blue.

Shift4 Payments: M&A Growth Train Looks Over, Initiating At Buy

Shift4: Shifting Into High Gear As It Integrates A Significant Acquisition

Shift4's Q2 reported headline misses were misleading—revenue less network fees grew 29% and cash flow hit record highs, with strong take rates and robust backlog. The Global Blue acquisition is transformative, offering major cross-sell and some expense synergistic opportunities, yet the market underappreciates its impact and overstates integration risks. Valuation is at historic lows: EV/S at 3.85x, forward P/E at 15x, and PEG at 0.62x, despite 25-30% projected CAGR and 26% free cash flow margins.

Shift4: Shifting Into High Gear As It Integrates A Significant Acquisition

Zacks Investment Research

PAGS vs. FOUR: Which Stock Is the Better Value Option?

Investors looking for stocks in the Financial Transaction Services sector might want to consider either PagSeguro Digital Ltd. (PAGS) or Shift4 Payments (FOUR).

PAGS vs. FOUR: Which Stock Is the Better Value Option?

Detroit Lions Partner with Shift4 to Power Ticketing and Gameday Commerce at Ford Field

DETROIT & CENTER VALLEY, Pa.--(BUSINESS WIRE)--Shift4 (NYSE:FOUR), the leader in integrated payments and commerce technology, have partnered with the Detroit Lions to power the NFL team's ticketing transactions, food & beverage concessions, and retail merchandise sales. Shift4 provides stadiums, arenas, and other venues with an end-to-end commerce ecosystem including a wide range of payments technologies and integrations to deliver a seamless ordering, payment, and ticketing experience from.

Detroit Lions Partner with Shift4 to Power Ticketing and Gameday Commerce at Ford Field

The Motley Fool

2 Growth Stocks to Buy Before Summer Ends

In this video, I will discuss Duolingo (DUOL -5.67%) and Shift4 and explain why buying the dip is smart. Watch the short video to learn more, consider subscribing, and click the special offer link below.

2 Growth Stocks to Buy Before Summer Ends

Insiders Trade Millions in NVIDIA-Linked Navitas, Hims, & Shift4

Insider trading activity often serves as a window into how company executives view their own businesses. When insiders buy, it can signal confidence in future growth; when they sell, it may raise questions about valuation or near-term headwinds.

Insiders Trade Millions in NVIDIA-Linked Navitas, Hims, & Shift4

Shift4 Completes Squeeze-Out Merger of Global Blue

CENTER VALLEY, Pa. & SIGNY, Switzerland--(BUSINESS WIRE)--Shift4 Payments, Inc. (“Shift4”) (NYSE: FOUR), the leader in integrated payments and commerce technology, and Global Blue Group Holding AG (“Global Blue”) (NYSE: GB), the leading specialty payments and technology platform enabling tax-free shopping, dynamic currency conversion, and payments solutions to the world's largest retail brands, today announced the successful completion of the squeeze-out merger under Swiss law pursuant to which.

Shift4 Completes Squeeze-Out Merger of Global Blue

Zacks Investment Research

PAGS or FOUR: Which Is the Better Value Stock Right Now?

Investors interested in stocks from the Financial Transaction Services sector have probably already heard of PagSeguro Digital Ltd. (PAGS) and Shift4 Payments (FOUR).

PAGS or FOUR: Which Is the Better Value Stock Right Now?

Blue Origin Spaceflights Aboard New Shepard Can Now Be Purchased With Crypto and Stablecoins Through Shift4

CENTER VALLEY, Pa. & KENT, Wash.--(BUSINESS WIRE)--Shift4 Payments, Inc. (“Shift4”) (NYSE: FOUR), the leader in integrated payments and commerce technology, and Blue Origin, the pioneering space exploration company, are working together to enable customers to pay in cryptocurrency and stablecoins for trips to space. Starting today and powered by Shift4's seamless payments technology, consumers can pay with popular cryptocurrencies and stablecoins like Bitcoin, Ethereum, Solana, USDT and USDC fo.

Blue Origin Spaceflights Aboard New Shepard Can Now Be Purchased With Crypto and Stablecoins Through Shift4

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