Shift4 Payments, Inc. (FOUR) Presents at 2026 SIG Annual Virtual Fintech Investor Conference Transcript
Shift4 Payments, Inc. (FOUR) Presents at 2026 SIG Annual Virtual Fintech Investor Conference Transcript
FOUR - Shift4 Payments, Inc.
Price:
--
--
|
CONSENSUS:
Buy
DETAILS
|
PRICE TARGET:
$52.73
DETAILS
HIGH:
$68.00
LOW:
$40.00
MEDIAN:
$50.00
CONSENSUS:
$52.73
UPSIDE:
7.42%
Stock News
Shift4's Global Blues Create Another Strong Buying Opportunity
Last thursday, Shift4 delivered a Q2 2026 double beat but cut full-year guidance, triggering a sharp stock selloff. Despite temporary headwinds from international travel, FX, and acquisition debt (increased interest expense), I maintain a 'Strong Buy' rating for FOUR in the $40s. Strategic investments and global expansion position FOUR for long-term operational leverage and higher free cash flows.
Shift4 Payments Q2 Earnings Call Highlights
Shift4 Payments NYSE: FOUR reported second-quarter 2026 results above its prior guidance, citing growth across its payments businesses and resilience in its diversified exposure to restaurants, lodging, sports and entertainment, luxury retail and international markets.
Shift4 Payments, Inc. (FOUR) Q2 2026 Earnings Call Transcript
Shift4 Payments, Inc. (FOUR) Q2 2026 Earnings Call Transcript
Shift4 Payments (FOUR) Q2 Earnings and Revenues Beat Estimates
Shift4 Payments (FOUR) came out with quarterly earnings of $1.32 per share, beating the Zacks Consensus Estimate of $1.19 per share. This compares to earnings of $1.1 per share a year ago.
Compared to Estimates, Shift4 Payments (FOUR) Q2 Earnings: A Look at Key Metrics
Although the revenue and EPS for Shift4 Payments (FOUR) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Shift4 Announces Second Quarter 2026 Results
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: +1-203-51.
Curious about Shift4 Payments (FOUR) Q2 Performance? Explore Wall Street Estimates for Key Metrics
Beyond analysts' top-and-bottom-line estimates for Shift4 Payments (FOUR), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended June 2026.
4imprint lifts outlook as new customer orders improve
4imprint Group Plc (AQSE:FOUR) shares jumped 9.2% to 4,794.2p after the promotional products maker said it expects full-year revenue and profit above analysts' current forecasts. First-half revenue rose 1% to $666.4 million, while total orders slipped to 1.04 million from 1.05 million.
Fifth Third Bancorp Increases Stock Holdings in Shift4 Payments, Inc. $FOUR
Fifth Third Bancorp boosted its holdings in Shift4 Payments, Inc. (NYSE: FOUR) by 19,626.6% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 30,379 shares of the company's stock after acquiring an additional 30,225 shares during the period. Fifth Third
Shift4 Announces Date of Second Quarter Earnings Results and Upcoming Investor Conference Participation
CENTER VALLEY, Pa.--(BUSINESS WIRE)--Shift4 (NYSE: FOUR) today announced the date for the release of its second quarter 2026 financial results. Q2 2026 Earnings Conference Call Shift4 will release its second quarter 2026 financial results pre-market open on Thursday, August 6, 2026. Management will also host a conference call at 8:30am ET to review these results. Conference Call Details Toll-free dial-in: +1-800-343-5172 Toll dial-in: +1-203-518-9856 Conference ID: FOUR2Q26 Th.
Wall Street Analysts See a 25.03% Upside in Shift4 Payments (FOUR): Can the Stock Really Move This High?
The consensus price target hints at a 25% upside potential for Shift4 Payments (FOUR). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.
Should Value Investors Buy Shift4 Payments (FOUR) Stock?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Shift4 and Global Blue Launch Shift4 One, an All-in-One Payment & Tax Free Shopping Solution
CENTER VALLEY, Pa. & SIGNY, Switzerland--(BUSINESS WIRE)--Shift4 (NYSE: FOUR), the global commerce technology provider powering the experience economy, has launched Shift4 One, an all-in-one solution combining payments, dynamic currency conversion, and tax-free shopping into a single handheld device. The tax-free shopping functionality is powered by Global Blue, the world's leading tax-free shopping provider, which was acquired by Shift4. The Shift4 One device automatically detects transactions.
FOUR vs. RBA: Which Stock Is the Better Value Option?
Investors with an interest in Financial Transaction Services stocks have likely encountered both Shift4 Payments (FOUR) and RB Global (RBA). But which of these two stocks presents investors with the better value opportunity right now?
Shift4 Payments Is No Longer Only A Payment Company: A Dominant, Structurally Protected Niche
Shift4 is evolving into a niche, vertically integrated payments monopoly post-Global Blue acquisition, with market synergies not yet priced in. FOUR's acquisition of Global Blue brings dominant VAT refund infrastructure, high-margin DCC, and access to 70,000+ European merchants, driving revenue and margin expansion. Hardware consolidation via Shift4 One POS could materially boost Global Blue's TFS success ratio, unlocking €80M+ incremental revenue and €32M EBITDA with minimal incremental cost.
Shift4 Announces Fifth Dividend Date for Mandatory Convertible Preferred Stock
CENTER VALLEY, Pa.--(BUSINESS WIRE)--Shift4 Payments, Inc. (“Shift4” or the “Company”) (NYSE: FOUR), announced today, in connection with the 10,000,000 shares of 6% Series A Mandatory Convertible Preferred Stock issued on May 5, 2025, consistent with the terms laid out in the offering, the Board of Directors has declared a dividend of $1.50 per share to be paid in cash on August 3, 2026 to holders of record as of the close of business on July 15, 2026. Subject to the terms of the Mandatory Conv.
Shift4 Payments: Poised To Win As The Experience Economy Continues To Expand
Shift4 Payments has lost over half its value in the past year, yet I see a strong buy opportunity. FOUR reported Q4 2025 revenues of $1.12B, up 32.15% YoY, beating analyst expectations by $34.04M. EPS for the quarter was $0.97, exceeding consensus by $0.01, signaling robust operational performance.
Shift4 Payments vs. PayPal: Which FinTech Stock Is a Better Buy in 2026?
Shift4 Payments specializes in high-volume, complex payment environments like hotels and stadiums. PayPal remains a global leader in digital wallets with over 430 million active accounts.
Shift4 Payments (FOUR) Surges 8.8%: Is This an Indication of Further Gains?
Shift4 Payments (FOUR) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.
Price Targets
Shift4 Payments price target lowered to $68 from $74 at DA Davidson
$68.00
(was $40.53)
D.A. Davidson
Shift4 Payments price target lowered to $55 from $70 at Mizuho
$55.00
(was $41.27)
Dan Dolev
·
Mizuho Securities
Shift4 Payments price target lowered to $51 from $60 at Raymond James
$51.00
(was $42.34)
Raymond James
Shift4 Payments price target lowered to $52 from $60 at UBS
$52.00
(was $41.74)
Timothy Chiodo
·
UBS
Shift4 Payments price target lowered to $63 from $65 at RBC Capital
$63.00
(was $42.47)
Daniel Perlin
·
RBC Capital
Shift4 Payments price target lowered to $46 from $48 at BMO Capital
$46.00
(was $42.58)
BMO Capital
Shift4 Payments price target lowered to $48 from $55 at Goldman Sachs
$48.00
(was $43.36)
Goldman Sachs
Shift4 Payments (FOUR) PT Lowered to $46 at Morgan Stanley
$46.00
(was $43.36)
James Faucette
·
Morgan Stanley
Shift4 Payments price target lowered to $60 from $70 at BTIG
$60.00
(was $43.36)
Andrew Harte
·
BTIG
Shift4 Payments price target raised to $50 from $46 at Truist
$50.00
(was $46.34)
Truist Financial
Shift4 Payments price target raised to $55 from $49 at Goldman Sachs
$55.00
(was $47.82)
Goldman Sachs
Shift4 Payments initiated with a Hold at Loop Capital
$40.00
(was $44.22)
Loop Capital Markets
Shift4 Payments price target lowered to $46 from $50 at Truist
$46.00
(was $43.68)
Truist Financial
Shift4 Payments price target lowered to $45 from $50 at Evercore ISI
$45.00
(was $43.60)
Adam Frisch
·
Evercore ISI
Shift4 Payments price target lowered to $74 from $82 at DA Davidson
$74.00
(was $40.04)
Peter Heckmann
·
D.A. Davidson
Shift4 Payments price target lowered to $65 from $73 at RBC Capital
$65.00
(was $43.83)
RBC Capital
Shift4 Payments initiated with a Market Perform at BMO Capital
$50.00
(was $48.61)
Capital One Financial
Shift4 Payments price target lowered to $50 from $55 at Evercore ISI
$50.00
(was $49.04)
Adam Frisch
·
Evercore ISI
Shift4 Payments downgraded at Stephens ahead of Q1 earnings
$50.00
(was $49.74)
Stephens
Shift4 Payments (FOUR) PT Lowered to $70 at BTIG
$70.00
(was $47.35)
Andrew Harte
·
BTIG