Shift4 Payments/$FOUR

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About Shift4 Payments

Shift4 Payments Inc is provider of integrated payment processing and technology solutions. The company offers software providers a single integration to an end-to-end payments offering, a powerful gateway and a robust suite of technology solutions (including cloud enablement, business intelligence, analytics, and mobile) to enhance the value of their software suites and simplify payment acceptance. The company derives maximum revenue from United States.

Ticker

$FOUR
Sector

Primary listing

NYSE

Employees

4,000

Shift4 Payments Metrics

BasicAdvanced
$5.2B
29.78
$2.57
1.72
-

What the Analysts think about Shift4 Payments

Analyst ratings (Buy, Hold, Sell) for Shift4 Payments stock.

Bulls say / Bears say

Shift4 Payments posted an adjusted EPS of $1.07 in Q1 2025, beating the LSEG consensus of $0.71 and driving a stock jump of over 11%, reflecting strong execution and investor confidence. (CNBC)
The completion of the $2.5 billion Global Blue acquisition expands Shift4’s unified commerce platform with tax-free shopping and currency conversion capabilities across over 400,000 merchants, enhancing cross-sell opportunities in luxury retail. (WSJ)
In Q2 2025, Shift4’s gross revenue less network fees reached $413.4 million, surpassing the Zacks consensus by 0.4% and underscoring resilience in core payment processing revenues. (Nasdaq)
Shift4’s Q2 2025 adjusted EPS of $1.10 missed the consensus estimate of $1.22, triggering a share decline of about 9.6%, which may dampen investor sentiment on profitability prospects. (Investing.com)
End-to-end payment volume rose 25% to $50.1 billion in Q2 but fell short of the $52 billion Street forecast, highlighting challenges in accelerating merchant transaction growth. (Investor’s Business Daily)
The announced retirement of CFO Nancy Disman and transition to Christopher Cruz creates potential transitional risks in financial oversight during a critical integration period. (Investing.com)
Data summarised monthly by Lightyear AI. Last updated on 29 Sept 2025.

Shift4 Payments Financial Performance

Revenues and expenses
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
$37B
-39.75%
Net income
$45B
107.52%
Profit margin
37.65%
6.78%

Shift4 Payments Earnings Performance

Company profitability
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
$3.69
$2.85
$2.45
$2.42
-
Expected
$3.55
$2.61
$2.05
$2.31
$3.94
Surprise
3.94%
9.20%
19.51%
4.63%
-
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.

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