
Shift4 Payments (FOUR) Stock Forecast & Price Target
Shift4 Payments (FOUR) Analyst Ratings
Bulls say
Shift4 Payments is a leading provider of software and payment processing solutions in the US, with a focus on the hospitality industry. The company has a strong track record of revenue and earnings growth, with a high proportion of recurring revenue from its payments platform. Despite potential headwinds from the ongoing Middle East conflict and uncertainty around SMB exposure, we believe FOUR's strong cross-selling capabilities, attractive valuation, and potential for international growth make it an attractive investment opportunity.
Bears say
Shift4 Payments is a leading provider of software and payment processing solutions in the United States. While their revenue is predominantly recurring, derived mainly from processing fees and subscription revenue, they face potential headwinds from a potential slowdown in same-store-sales growth and a more aggressive gateway conversion strategy. These concerns have led to a downward revision in estimates and a reduction in our price target to $65, implying a valuation of 8x CY26 RBCe EV/EBITDA, which we believe is appropriate given the company's complexity and potential risk factors. In addition, while risks such as macroeconomic pressures, competition, and integration and regulatory risks exist, we believe the company's annualization of prior year wins and growth opportunities in international markets give us confidence in a mid-teens growth outlook for FY26+. As such, we rate FOUR as a Hold with a $65 price target.
This aggregate rating is based on analysts' research of Shift4 Payments and is not a guaranteed prediction by Public.com or investment advice.
Shift4 Payments (FOUR) Analyst Forecast & Price Prediction
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