StreetInsider.com News Articles

Shift4 Payments (FOUR) PT Lowered to $68 at DA Davidson

Mon, 10 Aug 2026 10:13:48 -0400

(Updated - August 10, 2026 10:13 AM EDT)

DA Davidson analyst Peter Heckmann lowered the price target on Shift4 Payments (NYSE: FOUR) to $68.00 (from $74.00) while maintaining a Buy rating.

The analyst commented, "Shift4 reported 2Q results, with both net revenue and adjusted EBITDA above our forecasts by approximately 2%. With 2Q26 results, however, management trimmed their prior guidance for 2026, due to the continuing Iran conflict as well as FX converting to a modest headwind. Following 2Q results, we have trimmed our 2026 and 2027 forecasts. We are reiterating our BUY rating on Shift4, but trimming our price target to

Shift4 Payments (FOUR) PT Lowered to $68 at DA Davidson

Mon, 10 Aug 2026 10:13:48 -0400

(Updated - August 10, 2026 10:13 AM EDT)

DA Davidson analyst Peter Heckmann lowered the price target on Shift4 Payments (NYSE: FOUR) to $68.00 (from $74.00) while maintaining a Buy rating.

Sharp selloff in this fintech stock has gone too far: Raymond James

Mon, 10 Aug 2026 09:00:00 -0400

Shares of a payments company fell 19% after second-quarter results, but one analyst says the reaction is overdone despite a lowered outlook, maintaining its Outperform rating while cutting its price target.

Payment processor Shift4 Payments (NYSE: FOUR) reported adjusted EBITDA of $284 million, 2% above Street estimates of $279 million, while net revenue rose 51% to $624 million, also topping consensus by 2%.

Organic revenue growth held at 11%, consistent with the first quarter, with upside driven by pro forma Tax Free Shopping revenue accelerating 400 basis points to 8% year-over-year, a result Raymond James analyst Madison Suhr said exceeded Street expectations

Sharp selloff in this fintech stock has gone too far: Raymond James

Mon, 10 Aug 2026 09:00:00 -0400

Shift4 Payments (FOUR) PT Lowered to $55 at Mizuho

Mon, 10 Aug 2026 07:13:34 -0400

Mizuho analyst Dan Dolev lowered the price target on Shift4 Payments (NYSE: FOUR) to $55.00 (from $70.00) while maintaining a Outperform rating.

Form 4 Shift4 Payments, Inc. For: Aug 05 Filed by: Cruz Christopher Nestor

Fri, 07 Aug 2026 16:05:00 -0400

si-local-file:///var/storage/secattach/20260807/26890949.html

Form 4 Shift4 Payments, Inc. For: Aug 05 Filed by: Cruz Christopher Nestor

Fri, 07 Aug 2026 16:05:00 -0400

si-local-file:///var/storage/secattach/20260807/26890949.html

Shift4 Payments (FOUR) PT Lowered to $52 at UBS

Fri, 07 Aug 2026 10:11:10 -0400

UBS analyst Timothy Chiodo lowered the price target on Shift4 Payments (NYSE: FOUR) to $52.00 (from $60.00) while maintaining a Buy rating.

Shift4 Payments (FOUR) PT Lowered to $46 at BMO Capital

Fri, 07 Aug 2026 08:21:34 -0400

BMO Capital analyst Andrew Bauch lowered the price target on Shift4 Payments (NYSE: FOUR) to $46.00 (from $48.00) while maintaining a Market Perform rating.

Shift4 Payments (FOUR) PT Lowered to $63 at RBC Capital

Fri, 07 Aug 2026 07:30:36 -0400

RBC Capital analyst Daniel Perlin lowered the price target on Shift4 Payments (NYSE: FOUR) to $63.00 (from $65.00) while maintaining a Outperform rating.

Shift4 Payments (FOUR) PT Lowered to $46 at Morgan Stanley

Fri, 07 Aug 2026 05:35:15 -0400

Morgan Stanley analyst James Faucette lowered the price target on Shift4 Payments (NYSE: FOUR) to $46.00 (from $50.00) while maintaining a Equalweight rating.

The analyst comments "Remain EW, PT to $46. Our price target for FOUR goes to $46 as we apply an unchanged P/E multiple of ~7.5x on '27 Adj. EPS of $6.17 (vs. prior $6.73). Our assumed multiple is in line with peers on a growth-adjusted basis and adequately reflects an opportunity for ongoing enterprise wins and SMB POS ramp, while accounting for less-favorable exposure in a potentially tougher macro environment, lower earnings quality, and historically inconsistent guidance communication

Shift4 Payments (FOUR) PT Lowered to $46 at Morgan Stanley

Fri, 07 Aug 2026 05:35:15 -0400

Morgan Stanley analyst James Faucette lowered the price target on Shift4 Payments (NYSE: FOUR) to $46.00 (from $50.00) while maintaining a Equalweight rating.

Form S-8 Shift4 Payments, Inc.

Thu, 06 Aug 2026 16:38:00 -0400

si-local-file:///var/storage/secattach/20260806/26884936.html

Form S-8 Shift4 Payments, Inc.

Thu, 06 Aug 2026 16:38:00 -0400

si-local-file:///var/storage/secattach/20260806/26884936.html

Form 10-Q Shift4 Payments, Inc. For: Jun 30

Thu, 06 Aug 2026 16:14:00 -0400

si-local-file:///var/storage/secattach/20260806/26884186.html

Form 10-Q Shift4 Payments, Inc. For: Jun 30

Thu, 06 Aug 2026 16:14:00 -0400

si-local-file:///var/storage/secattach/20260806/26884186.html

Shift4 Payments (FOUR) Tops Q2 EPS by 8c; misses on guidance

Thu, 06 Aug 2026 07:35:14 -0400

Shift4 Payments (NYSE: FOUR) reported Q2 EPS of $1.32, $0.08 better than the analyst estimate of $1.24. Revenue for the quarter came in at $624 million versus the consensus estimate of $614.84 million.

GUIDANCE:

Shift4 Payments sees Q3 2026 revenue of $650 million.

Shift4 Payments sees FY2026 revenue of $2.48-2.53 billion, versus the consensus of $2.6 billion.

For earnings history and earnings-related data on Shift4 Payments (FOUR) click here.

Shift4 Payments (FOUR) Tops Q2 EPS by 8c; misses on guidance

Thu, 06 Aug 2026 07:35:14 -0400

GUIDANCE:

Shift4 Payments sees Q3 2026 revenue of $650 million.

Shift4 Payments sees FY2026 revenue of $2.48-2.53 billion, versus the consensus of $2.6 billion.

For earnings history and earnings-related data on Shift4 Payments (FOUR) click here.

Form 8-K Shift4 Payments, Inc. For: Aug 06

Thu, 06 Aug 2026 07:06:00 -0400

si-local-file:///var/storage/secattach/20260806/26878525.html

Form 8-K Shift4 Payments, Inc. For: Aug 06

Thu, 06 Aug 2026 07:06:00 -0400

si-local-file:///var/storage/secattach/20260806/26878525.html

Shift4 Announces Second Quarter 2026 Results

Thu, 06 Aug 2026 07:00:00 -0400

CENTER VALLEY, Pa.--(BUSINESS WIRE)-- Shift4 (NYSE: FOUR) has posted its second quarter 2026 financial results as part of its Q2 2026 Shareholder Letter, which can be viewed here or by navigating to the Financials section of its Investor Relations website at https://investors.shift4.com.

Earnings Conference Call

Management will host a conference call today, August 6th, 2026, at 8:30 a.m. ET to discuss the results.

Conference Call Details

Toll-free dial-in: +1-800-343-5172
Toll dial-in: +1-203-518-9856
Conference ID: FOUR2Q26

The earnings conference call will also be webcast live and interested parties can join the live webcast through

Shift4 Announces Second Quarter 2026 Results

Thu, 06 Aug 2026 07:00:00 -0400

Earnings Conference Call

Management will host a conference call today, August 6th, 2026, at 8:30 a.m. ET to discuss the results.

Conference Call Details

Toll-free dial-in: +1-800-343-5172
Toll dial-in: +1-203-518-9856
Conference ID: FOUR2Q26

The earnings conference call will also be webcast live and interested parties can join the live webcast through

Shift4 Announces Second Quarter 2026 Results

Thu, 06 Aug 2026 07:00:00 -0400

Earnings Conference Call

Management will host a conference call today, August 6th, 2026, at 8:30 a.m. ET to discuss the results.

Conference Call Details

Toll-free dial-in: +1-800-343-5172
Toll dial-in: +1-203-518-9856
Conference ID: FOUR2Q26

The earnings conference call will also be webcast live and interested parties can join the live webcast through

Shift4 Announces Second Quarter 2026 Results

Thu, 06 Aug 2026 07:00:00 -0400

Earnings Conference Call

Management will host a conference call today, August 6th, 2026, at 8:30 a.m. ET to discuss the results.

Conference Call Details

Toll-free dial-in: +1-800-343-5172
Toll dial-in: +1-203-518-9856
Conference ID: FOUR2Q26

The earnings conference call will also be webcast live and interested parties can join the live webcast through

Shift4 Announces Second Quarter 2026 Results

Thu, 06 Aug 2026 07:00:00 -0400

Earnings Conference Call

Management will host a conference call today, August 6th, 2026, at 8:30 a.m. ET to discuss the results.

Conference Call Details

Toll-free dial-in: +1-800-343-5172
Toll dial-in: +1-203-518-9856
Conference ID: FOUR2Q26

The earnings conference call will also be webcast live and interested parties can join the live webcast through