FOURFOURTechnology · Software - Infrastructure

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

Last close, 14 Aug 2026
$45
−5.48% on the day

The 24 Wall Street analysts covering Shift4 Payments, Inc. hold a median 12-month price target of $52 — +13.5% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 14 of 100 as at 15 Aug 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
$3.6B
Ticker Nerd rank
14 / 100
Median analyst target
$52
Analysts covering
24
Total return, dividends reinvested
1W
+10.0%
1M
−9.3%
YTD
−27.9%
1Y
−49.1%
From 52W high
−50.4%
From 52W low
+27.3%
$36
$92
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 15 Aug 2026
14 / 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
71
Volatility
63
Quality
44
Revisions
40
Value
36
Size
28
Accruals
13
Issuance
12
Momentum
10

Growth (71): Sales and profits are climbing, and climbing faster than before.

Momentum (10): 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$90Oct 25Jan 26Apr 26Jul 26FOURHigh $78Median $52Low $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.

What Wall Street says24 analysts
11 Buy13 Hold0 Sell
Low $40Median $52High $78

The green dot is the last close — the median target sits +13.5% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 2 moved their price target up and 4 moved it down.

DateFirmActionRatingTarget
10 Aug 2026DA DavidsonMaintainsBuy$74$68
7 Aug 2026RBC CapitalMaintainsOutperform$65$63
7 Aug 2026UBSMaintainsBuy$60$52
6 Aug 2026BTIGMaintainsBuy$70$60
24 July 2026Truist SecuritiesMaintainsHold
24 July 2026Truist SecuritiesMaintainsHold$46$50
9 July 2026Goldman SachsMaintainsNeutral$49$55
9 July 2026Goldman SachsMaintainsNeutral
25 June 2026Loop CapitalInitiatesHold
27 May 2026Truist SecuritiesMaintainsHold
12 May 2026DA DavidsonMaintainsBuy
8 May 2026Keefe, Bruyette & WoodsMaintainsMarket Perform
8 May 2026RBC CapitalMaintainsOutperform
7 May 2026BTIGReiteratesBuy
22 Apr 2026BMO CapitalInitiatesMarket Perform
21 Apr 2026Evercore ISI GroupMaintainsIn-Line
16 Apr 2026Seaport GlobalDowngradeNeutral
15 Apr 2026Wolfe ResearchDowngradePeer Perform
26 Mar 2026Raymond JamesDowngradeOutperform
5 Mar 2026BTIGMaintainsBuy

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.

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
−2.9%
Analysts raising
1
Analysts cutting
5
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
70.9×

Cheaper than 11% of US stocks

Price / sales
0.7×

Cheaper than 76% of US stocks

Price / book
5.6×

Cheaper than 20% of US stocks

EV / EBITDA
9.8×

Cheaper than 40% of US stocks

Growth & margins
Revenue growth (YoY)
34.1%

Higher than 81% of US stocks

Earnings growth (YoY)
−35.3%

Higher than 14% of US stocks

Gross margin
34.4%

Higher than 42% of US stocks

Operating margin
7.5%

Higher than 59% 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.

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.$3.6B
14
BLSHBullish$3.7B
9
XNDUXanadu Quantum Technologies Ltd.$3.4B
6
NNNextNav, Inc.$3.4B
32
DLOdLocal Ltd.$4.2B
63
TENBTenable Holdings, Inc.$4.2B
98
WIXWix.com Ltd.$3.1B
32

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 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.

Shift4's Global Blues Create Another Strong Buying Opportunity

Seeking Alpha · 10 Aug 2026positive

Shift4 reported Q2 2026 results that beat expectations but cut its full-year guidance, triggering a sharp stock selloff. The company faces temporary headwinds from international travel, foreign exchange, and higher interest expense tied to acquisition debt, while pursuing strategic investments and global expansion.

Why it matters — A FOUR watcher would care because the company's strategic investments and global expansion may position it for long-term operational leverage and higher free cash flows despite near-term headwinds.

Shift4 Payments Q2 Earnings Call Highlights

MarketBeat · 8 Aug 2026positive

Shift4 Payments reported second-quarter 2026 results that came in above its prior guidance, citing growth across its payments businesses. The company noted resilience from its diversified exposure to restaurants, lodging, sports and entertainment, luxury retail, and international markets.

Why it matters — A shift4 watcher would take interest because the company beat its own guidance and pointed to strength across multiple diverse end markets, suggesting broad-based momentum in its payments business.

Shift4 Payments, Inc. (FOUR) Q2 2026 Earnings Call Transcript

Seeking Alpha · 6 Aug 2026neutral

Shift4 Payments, Inc. (FOUR) held its Q2 2026 earnings call, and Seeking Alpha published the full transcript of the event covering the company's quarterly results and management commentary.

Why it matters — The transcript gives FOUR watchers direct access to management's own words on the quarter's performance and outlook.

Shift4 Payments (FOUR) Q2 Earnings and Revenues Beat Estimates

Zacks Investment Research · 6 Aug 2026positive

Shift4 Payments reported quarterly earnings of $1.32 per share for Q2, surpassing the Zacks Consensus Estimate of $1.19 per share and up from $1.10 per share a year earlier.

Why it matters — A FOUR watcher would care because the company beat analyst earnings expectations and improved its results year over year, signalling strong underlying business performance.

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 $52, with estimates ranging from $40 to $78. 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., 11 rate it a Buy, 13 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Shift4 Payments, Inc. 14 out of 100 across roughly 4,600 US stocks as at 15 Aug 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank FOUR?

As at 15 Aug 2026, Shift4 Payments, Inc. ranks 14 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 (71 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 +13.5% from the last close, and Ticker Nerd's factor model ranks Shift4 Payments, Inc. 14 out of 100 as at 15 Aug 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 $78 over the next 12 months.

How has FOUR stock performed over the past year?

Shift4 Payments, Inc. returned -49.1% over the 12 months to 14 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.

What does Shift4 Payments, Inc. do?

Shift4 Payments, Inc. is a financial technology company that provides integrated payment processing and commerce software for businesses in the United States and internationally.

What is the latest news on FOUR?

The most recent item we track (Seeking Alpha, 12 Aug 2026): "Shift4 Payments, Inc. (FOUR) Presents at 2026 SIG Annual Virtual Fintech Investor Conference Transcript". 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.

Company

About Shift4 Payments, Inc.

Shift4 Payments, Inc. is a financial technology company that provides integrated payment processing and commerce software for businesses in the United States and internationally. The company’s platform combines payment acceptance, merchant acquiring, gateway services, point-of-sale tools, e-commerce enablement, and reporting and analytics to support transactions across in-store, online, mobile, and tablet channels. Shift4 serves a broad range of industries, with particular strength in hospitality, restaurants, retail, lodging, gaming, sports and entertainment, and e-commerce. Its offerings also include value-added services such as security and risk management, mobile ordering, contactless payments, and software integrations that help merchants manage checkout and operations within a single ecosystem. Headquartered in Center Valley, Pennsylvania, Shift4 Payments, Inc. plays a significant role in commerce technology by connecting software providers and merchants through a unified payments platform.

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