Shift4FOUR
FOUR
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
0
Funds holding %
of 7,431 funds
0
Analysts bullish %
of 9 analysts
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
185% more call options, than puts
Call options by funds: $129M | Put options by funds: $45.4M
37% more first-time investments, than exits
New positions opened: 81 | Existing positions closed: 59
29% more capital invested
Capital invested by funds: $6.54B [Q1] → $8.45B (+$1.91B) [Q2]
13% more repeat investments, than reductions
Existing positions increased: 173 | Existing positions reduced: 153
13% more funds holding in top 10
Funds holding in top 10: 16 [Q1] → 18 (+2) [Q2]
9.16% more ownership
Funds ownership: 117.27% [Q1] → 126.43% (+9.16%) [Q2]
3% more funds holding
Funds holding: 435 [Q1] → 449 (+14) [Q2]
Research analyst outlook
9 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$92
2%
upside
Avg. target
$112
25%
upside
High target
$140
56%
upside
9 analyst ratings
6 positive
67%
3 neutral
33%
0 negative
0%
Morgan Stanley James Faucette | 2%upside $92 | Equal-Weight Maintained | 6 Aug 2025 |
UBS Tim Chiodo | 28%upside $115 | Buy Maintained | 6 Aug 2025 |
Goldman Sachs Will Nance | 16%upside $104 | Buy Reinstated | 6 Aug 2025 |
Keefe, Bruyette & Woods Sanjay Sakhrani | 11%upside $100 | Market Perform Maintained | 6 Aug 2025 |
Piper Sandler Clarke Jeffries | 19%upside $107 | Overweight Maintained | 6 Aug 2025 |
Financial journalist opinion
Based on 16 articles about FOUR published over the past 30 days
Neutral
Business Wire
6 days ago
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.
Positive
The Motley Fool
1 week ago
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.
Neutral
MarketBeat
1 week ago
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.
Neutral
Business Wire
1 week ago
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.
Neutral
Zacks Investment Research
2 weeks ago
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).
Neutral
Business Wire
2 weeks ago
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.
Positive
Seeking Alpha
2 weeks ago
Shift4 Payments: Keep Buying The Dip And Do Not Look Back
Shift4 Payments delivered record payment volumes and revenue, raising FY 2025 guidance and demonstrating robust growth in core business metrics. Recent share issuance and debt increase for the Global Blue acquisition caused short-term concerns, but free cash flow remains strong and acquisition synergies are promising. Despite a dip in net income and rising interest expenses, management expects Global Blue to accelerate growth and expand Shift4's market reach.
Neutral
Business Wire
2 weeks ago
Shift4 Announces Upcoming Investor Conference Participation
CENTER VALLEY, Pa.--(BUSINESS WIRE)--Shift4 (NYSE: FOUR), the leader in integrated payments and commerce technology, has announced today that management will participate in the following investor conferences: August 12, 2025 – Management will participate in a fireside chat at the virtual 2025 Susquehanna Get Carded Conference beginning at 12:00PM ET. Management will also be available for one-on-one and small group meetings. September 10, 2025 – Management will participate in a fireside chat at.
Neutral
Seeking Alpha
2 weeks ago
Shift4 Payments, Inc. (FOUR) Q2 2025 Earnings Call Transcript
Shift4 Payments, Inc. (NYSE:FOUR ) Q2 2025 Earnings Conference Call August 5, 2025 8:30 AM ET Company Participants David Taylor Lauber - President, CEO, Principal Executive Officer & Director Nancy J. Disman - Chief Financial Officer Thomas Craig McCrohan - Executive Vice President of Investor Relations Conference Call Participants Dan Dolev - Mizuho Securities USA LLC, Research Division Daniel Rock Perlin - RBC Capital Markets, Research Division Darrin David Peller - Wolfe Research, LLC Dominic Ball - Unidentified Company John Kimbrough Davis - Raymond James & Associates, Inc., Research Division Rayna Kumar - Oppenheimer & Co. Inc., Research Division Sanjay Harkishin Sakhrani - Keefe, Bruyette, & Woods, Inc., Research Division Timothy Edward Chiodo - UBS Investment Bank, Research Division William Alfred Nance - Goldman Sachs Group, Inc., Research Division a division of S&P - Unidentified Company Operator Greetings.
Positive
Zacks Investment Research
3 weeks ago
Shift4 Payments (FOUR) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates
The headline numbers for Shift4 Payments (FOUR) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
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