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FOUR Stock Forecast: Shift4 Payments, Inc. Price Predictions for 2026-2027

Last close, 2 Oct 2026
$36
+1.60% on the day

The 24 Wall Street analysts covering Shift4 Payments, Inc. hold a median 12-month price target of $51 — +41.1% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 16 of 100 as at 2 Oct 2026 — in the weakest quartile. The Street sees upside; the factor read is a caution. That gap is the story on this page.

Market cap
$2.9B
Ticker Nerd rank
16 / 100
Median analyst target
$51
Analysts covering
24
Revenue$1.3B+34.0% y/y
Operating income$95.0M
Net income$24.0M
Free cash flow−$9.0M
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
−6.0%
1M
−18.3%
YTD
−42.6%
1Y
−54.1%
From 52W high
−54.5%
From 52W low
+1.6%
$36
$80
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

FOUR stock analysis: one number for the whole business

Consensus tells you what everyone already believes. The model scores Shift4 Payments, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.

Where the model ranks itAs at 2 Oct 2026
16 / 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Growth
72
Volatility
63
Quality
46
Revisions
41
Value
39
Size
30
Accruals
14
Issuance
13
Momentum
12

Growth (72): Sales and profits are climbing, and climbing faster than before.

Momentum (12): The shares have been drifting down relative to others.

Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.

Wall Street

FOUR stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on FOUR, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$30$40$50$60$70$80$90$100Jan 26Apr 26Jul 26Oct 26FOURHigh $96Median $51Low $40

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Data provided by Twelve Data

What Wall Street says24 analysts
12 Buy12 Hold0 Sell
Low $40Median $51High $96

The green dot is the last close — the median target sits +41.1% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 2 moved their price target up and 8 moved it down.

DateFirmActionRatingTarget
24 Sept 2026MizuhoMaintainsOutperform$55 → $46
21 Sept 2026StoneXMaintainsBuy$67 → $56
11 Sept 2026RBC CapitalReiteratesOutperform$67
11 Sept 2026RBC CapitalReiteratesOutperform—
31 Aug 2026RBC CapitalMaintainsOutperform—
31 Aug 2026RBC CapitalMaintainsOutperform$63 → $67
27 Aug 2026Truist SecuritiesMaintainsHold—
27 Aug 2026Truist SecuritiesMaintainsHold$50 → $49
25 Aug 2026Wells FargoUpgradeOverweight—
25 Aug 2026Wells FargoUpgradeOverweight$55 → $59
24 Aug 2026B. Riley SecuritiesMaintainsBuy—
24 Aug 2026B. Riley SecuritiesMaintainsBuy$120 → $96
10 Aug 2026DA DavidsonMaintainsBuy—
10 Aug 2026DA DavidsonMaintainsBuy$74 → $68
7 Aug 2026RBC CapitalMaintainsOutperform$65 → $63
7 Aug 2026RBC CapitalMaintainsOutperform—
7 Aug 2026UBSMaintainsBuy$60 → $52
7 Aug 2026UBSMaintainsBuy—
6 Aug 2026BTIGMaintainsBuy—
6 Aug 2026BTIGMaintainsBuy$70 → $60

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

Computed off the Friday close and sent before the US open.

Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. FOUR appears on the weeks it earns a place.

Free, every Monday. Unsubscribe any time.

Performance

FOUR vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 2 Oct 2026, Shift4 Payments, Inc. returned −54.1% against +16.2% for the S&P 500, dividends included.

FOUR vs S&P 500, last 12 monthsTotal return, rebased to 100
406080100120Jan 26Apr 26Jul 26Oct 26FOURS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

FOUR analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
EPS revision, 90 days
−6.7%
Analysts raising
0
Analysts cutting
23
Fundamentals

Shift4 Payments, Inc. (FOUR) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
56.5×

Cheaper than 12% of US stocks

Price / sales
0.6×

Cheaper than 78% of US stocks

Price / book
4.7×

Cheaper than 21% of US stocks

EV / EBITDA
9.0×

Cheaper than 41% of US stocks

Growth & margins
Revenue growth (YoY)
34.1%

Higher than 80% of US stocks

Earnings growth (YoY)
−35.3%

Higher than 14% of US stocks

Gross margin
34.4%

Higher than 41% of US stocks

Operating margin
7.5%

Higher than 60% of US stocks

Net margin
2.2%

Higher than 53% of US stocks

Returns & dividend
Return on equity
6.5%

Higher than 56% of US stocks

Return on assets
3.3%

Higher than 67% of US stocks

Dividend yield
—

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

Shift4 Payments, Inc. (FOUR) statistics: revenue, profit & scale

The headline figures, each with its date. Every row carries its own link — cite it straight from here.

  • Shift4 Payments, Inc. has a market value of $2.9B and an enterprise value of $8.2B.

  • Revenue in the twelve months to 30 June 2026: $4.8B. The latest quarter grew 34.1% year on year.

  • Net income over the same four quarters: $122.4M, a 2.6% net margin.

  • Free cash flow in the twelve months to 30 June 2026: $289.0M, after $122.0M of capital spending.

  • Shift4 Payments, Inc. spent $626.0M on share buybacks and $61.0M on dividends in the twelve months to 30 June 2026.

  • Shares outstanding: 79.0M.

  • Trailing P/E: 56.5×; forward P/E: 5.8× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Shift4 Payments, Inc. employs 6,300 people — $759K of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 1 Oct 2026

Data provided by Twelve Data

Peers

FOUR vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelSoftware - Infrastructure
CompanyMarket capTKN rank
FOURShift4 Payments, Inc.$2.9B
16
NTCTNetScout Systems, Inc.$2.9B
95
AVPTAvePoint, Inc.$3.0B
72
INFQInfleqtion, Inc.$2.8B
23
WIXWix.com Ltd.$3.0B
47
TDCTeradata Corp.$2.8B
99
APPNAppian Corp.$2.7B
98

Look up any of the roughly 4,600 stocks we score.

The rank is the raw material. Whether the rules would actually own Shift4 Payments, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →

News

Latest FOUR news & analysis

Shift4 Announces Fifth Dividend Date for Mandatory Convertible Preferred Stock

Business Wire · 2 Oct 2026neutral

Shift4 Payments announced the fifth dividend date for its 6% Series A Mandatory Convertible Preferred Stock, declaring a cash dividend of $1.50 per share payable on November 2, 2026 to holders of record as of October 15, 2026. This is consistent with the terms of the offering of 10,000,000 preferred shares issued on May 5, 2025.

Why it matters — This provides investors tracking Shift4 with a routine update on the scheduled cash dividend payments tied to its mandatory convertible preferred stock offering.

Shift4 Payments, Inc. (FOUR) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript

Seeking Alpha · 10 Sept 2026neutral

Shift4 Payments, Inc. presented at the Goldman Sachs Communacopia + Technology Conference 2026, with a transcript of the session published by Seeking Alpha. The company participated in the conference proceedings as part of its investor communications.

Why it matters — The presentation offers FOUR watchers an opportunity to hear management's commentary on the company's business at a major industry conference.

Shift4 and Bar Rescue's Jon Taffer Name Talisa's on Main Winner of 2026 Rescue Mission

Business Wire · 26 Aug 2026positive

Shift4 announced that Talisa's on Main, a boutique wine bar in Taunton, Massachusetts, won the third annual Shift4 Rescue Mission contest, run in partnership with Bar Rescue's Jon Taffer to support a community-focused restaurant or bar owner facing operational and financial challenges.

Why it matters — This highlights Shift4's ongoing community and hospitality-industry engagement initiatives, which are relevant to the company's brand and merchant relationships.

Shift4 CEO Taylor Lauber on Its AI Data Advantage, Global Expansion & Luxury Spending

After Earnings · 24 Aug 2026neutral

In an interview on After Earnings, Shift4 CEO Taylor Lauber discussed the company's evolution from processing payments for small businesses to powering transactions across restaurants, hotels, and stadiums. He also addressed Shift4's approach to AI, its acquisition strategy, and growing investor skepticism toward the payments sector.

Why it matters — A FOUR watcher would care because the CEO directly outlined the company's AI data advantage, global expansion ambitions, and acquisition strategy amid broader investor doubts about the payments industry.

Shift4 Payments, Inc. (FOUR) Presents at 2026 SIG Annual Virtual Fintech Investor Conference Transcript

Seeking Alpha · 12 Aug 2026neutral

Shift4 Payments, Inc. (FOUR) presented at the 2026 SIG Annual Virtual Fintech Investor Conference, with a transcript of the presentation published by Seeking Alpha. The item documents the company's participation in the investor conference.

Why it matters — A FOUR watcher would care because the transcript offers insight into what management communicated to investors at the fintech conference.

FAQ

Frequently asked questions about FOUR stock

What is the FOUR stock price forecast for 2026-2027?

The 24 Wall Street analysts covering Shift4 Payments, Inc. have a median 12-month price target of $51, with estimates ranging from $40 to $96. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is FOUR stock a buy right now?

Of the 24 analysts covering Shift4 Payments, Inc., 12 rate it a Buy, 12 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Shift4 Payments, Inc. 16 out of 100 across roughly 4,600 US stocks as at 2 Oct 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank FOUR?

As at 2 Oct 2026, Shift4 Payments, Inc. ranks 16 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Growth (72 of 100).

Will FOUR stock go up?

No one can know that. What the data says: the median 12-month target from 24 analysts implies +41.1% from the last close, and Ticker Nerd's factor model ranks Shift4 Payments, Inc. 16 out of 100 as at 2 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the FOUR stock forecast for 2030?

No analyst covering Shift4 Payments, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for FOUR are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $40 to $96 over the next 12 months.

How has FOUR stock performed over the past year?

Shift4 Payments, Inc. returned -54.1% over the 12 months to 2 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.

What does Shift4 Payments, Inc. do?

Shift4 Payments Inc. Class A Common Stock represents the equity of Shift4 Payments, a commerce-enabling technology company focused on payment processing and integrated software solutions.

What is the latest news on FOUR?

The most recent item we track (Business Wire, 2 Oct 2026): "Shift4 Announces Fifth Dividend Date for Mandatory Convertible Preferred Stock". Shift4 Payments announced the fifth dividend date for its 6% Series A Mandatory Convertible Preferred Stock, declaring a cash dividend of $1.50 per share payable on November 2, 2026 to holders of record as of October 15, 2026. This is consistent with the terms of the offering of 10,000,000 preferred shares issued on May 5, 2025.

Company

About Shift4 Payments, Inc.

Shift4 Payments Inc. Class A Common Stock represents the equity of Shift4 Payments, a commerce-enabling technology company focused on payment processing and integrated software solutions. Shift4 Payments provides omnichannel payment acceptance across in-store, online, and mobile channels, supporting a wide range of payment types including cards, contactless payments, QR-based transactions, mobile wallets, and alternative methods. Its platform serves businesses across hospitality, restaurants, retail, e-commerce, and other service-driven industries, where seamless transaction processing and back-end payment management are central to daily operations. The company also offers technology that helps merchants connect payments with broader business workflows, making it an important infrastructure provider in the digital payments ecosystem. Shift4 Payments Inc. is headquartered in Center Valley, Pennsylvania.

CEO Mr. David Taylor Lauber · 6,300 employees · United States · https://www.shift4.com