FOURTechnology · Software - InfrastructureThe 25 Wall Street analysts covering Shift4 Payments, Inc. hold a median 12-month price target of $50 — +23.2% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 18 of 100 as at 22 Oct 2026 — in the weakest quartile. The Street sees upside; the factor read is a caution. That gap is the story on this page.
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.
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): Sales and profits are climbing, and climbing faster than before.
Issuance (13): The company has been issuing shares or taking on financing, diluting existing holders.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on FOUR, reported as data — targets and ratings, the market's view beside the model's.
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
The green dot is the last close — the median target sits +23.2% from it.
Of the 20 most recent actions, 2 moved their price target up and 7 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 15 Oct 2026 | B of A Securities | Reinstates | Neutral | $42 |
| 13 Oct 2026 | BTIG | Maintains | Buy | $60 → $50 |
| 13 Oct 2026 | Raymond James | Maintains | Outperform | $51 → $50 |
| 6 Oct 2026 | B. Riley Securities | Maintains | Buy | — |
| 6 Oct 2026 | B. Riley Securities | Maintains | Buy | $96 → $94 |
| 5 Oct 2026 | Susquehanna | Maintains | Positive | $78 → $63 |
| 5 Oct 2026 | Susquehanna | Maintains | Positive | — |
| 24 Sept 2026 | Mizuho | Maintains | Outperform | — |
| 24 Sept 2026 | Mizuho | Maintains | Outperform | $55 → $46 |
| 21 Sept 2026 | StoneX | Maintains | Buy | $67 → $56 |
| 21 Sept 2026 | StoneX | Maintains | Buy | — |
| 11 Sept 2026 | RBC Capital | Reiterates | Outperform | $67 |
| 11 Sept 2026 | RBC Capital | Reiterates | Outperform | — |
| 31 Aug 2026 | RBC Capital | Maintains | Outperform | — |
| 31 Aug 2026 | RBC Capital | Maintains | Outperform | $63 → $67 |
| 27 Aug 2026 | Truist Securities | Maintains | Hold | — |
| 27 Aug 2026 | Truist Securities | Maintains | Hold | $50 → $49 |
| 25 Aug 2026 | Wells Fargo | Upgrade | Overweight | — |
| 25 Aug 2026 | Wells Fargo | Upgrade | Overweight | $55 → $59 |
| 24 Aug 2026 | B. Riley Securities | Maintains | Buy | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
FOUR appears in the Radar on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 22 Oct 2026, Shift4 Payments, Inc. returned −46.7% against +15.6% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 11% of US stocks
Cheaper than 76% of US stocks
Cheaper than 19% of US stocks
Cheaper than 40% of US stocks
Higher than 80% of US stocks
Higher than 14% of US stocks
Higher than 41% of US stocks
Higher than 60% of US stocks
Higher than 53% of US stocks
Higher than 56% of US stocks
Higher than 67% of US stocks
Higher than 1% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
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 $3.1B and an enterprise value of $8.5B.
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.
Trailing P/E: 62.9×; forward P/E: 6.5× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.00%, paying out 0% of earnings.
Shift4 Payments, Inc. employs 6,300 people — $759K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
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 →
Shift4 announced that it will release its third-quarter 2026 financial results before market open on November 5, 2026, and hold a conference call at 8:30 a.m. ET to review them.
Why it matters — FOUR watchers can note the scheduled date and time for the company’s next quarterly results update and management call.
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. 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 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.
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.
The 25 Wall Street analysts covering Shift4 Payments, Inc. have a median 12-month price target of $50, with estimates ranging from $40 to $94. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 25 analysts covering Shift4 Payments, Inc., 12 rate it a Buy, 13 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Shift4 Payments, Inc. 18 out of 100 across roughly 4,600 US stocks as at 22 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 22 Oct 2026, Shift4 Payments, Inc. ranks 18 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).
No one can know that. What the data says: the median 12-month target from 25 analysts implies +23.2% from the last close, and Ticker Nerd's factor model ranks Shift4 Payments, Inc. 18 out of 100 as at 22 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
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 $94 over the next 12 months.
Shift4 Payments, Inc. returned -46.7% over the 12 months to 22 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
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.
The most recent item we track (Business Wire, 22 Oct 2026): "Shift4 Announces Date of Third Quarter Earnings Results and Upcoming Investor Conference Participation". Shift4 announced that it will release its third-quarter 2026 financial results before market open on November 5, 2026, and hold a conference call at 8:30 a.m. ET to review them.
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
