Shift4 Payments (NYSE:FOUR) Issues FY 2026 Earnings Guidance

Shift4 Payments (NYSE:FOUR) updated its FY 2026 earnings guidance on Thursday. The company provided EPS guidance of 5.050-5.150 for the period, compared to the consensus EPS estimate of 4.980.

Analyst Ratings Changes

A number of analysts have commented on the company. DA Davidson decreased their target price on Shift4 Payments from $74.00 to $68.00 and set a “buy” rating on the stock in a research report on Monday, August 10th. Mizuho dropped their price objective on shares of Shift4 Payments from $55.00 to $46.00 and set an “outperform” rating for the company in a research report on Thursday, September 24th. Bank of America reissued a “neutral” rating on shares of Shift4 Payments in a report on Friday. Susquehanna decreased their price target on shares of Shift4 Payments from $63.00 to $56.00 and set a “positive” rating for the company in a research note on Friday. Finally, Zacks Research raised shares of Shift4 Payments from a “strong sell” rating to a “hold” rating in a research note on Thursday. Eleven equities research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Hold” and a consensus target price of $53.86.

Shift4 Payments Stock Performance

FOUR stock opened at $43.88 on Friday. Shift4 Payments has a twelve month low of $34.56 and a twelve month high of $75.35. The company has a market cap of $3.47 billion, a P/E ratio of 54.85, a price-to-earnings-growth ratio of 0.68 and a beta of 1.50. The business’s fifty day moving average is $40.31 and its 200-day moving average is $45.97. The company has a quick ratio of 1.21, a current ratio of 1.21 and a debt-to-equity ratio of 2.59.

Shift4 Payments (NYSE:FOUR) last posted its quarterly earnings results on Thursday, November 5th. The company reported $1.49 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.36 by $0.13. Shift4 Payments had a net margin of 2.20% and a return on equity of 28.40%. The business had revenue of $1.32 billion during the quarter, compared to the consensus estimate of $652.39 million. During the same quarter last year, the firm posted $1.47 EPS. Shift4 Payments’s revenue was up 10.0% compared to the same quarter last year. Shift4 Payments has set its FY 2026 guidance at 5.050-5.150 EPS. Equities research analysts forecast that Shift4 Payments will post 4.11 EPS for the current year.

Shift4 Payments News Summary

Here are the key news stories impacting Shift4 Payments this week:

• Positive Sentiment: Shift4 reported third-quarter adjusted EPS of $1.49, above the roughly $1.36 consensus, while revenue grew 10% year over year. The company also raised its 2026 EPS outlook to $5.05–$5.15, above the cited $4.98 consensus. Earnings report
• Positive Sentiment: The company authorized a $1 billion share buyback, which could support per-share results and signal confidence in the business. Buyback announcement
• Neutral Sentiment: Shift4 outlined mid- to high-single-digit organic growth for 2027 and a fourth-quarter gross revenue less network fees outlook of $625 million–$640 million. Investors will weigh that growth outlook against the company’s longer-term expectations. Growth outlook
• Negative Sentiment: The earnings beat did not prevent a sharp selloff: reports said third-quarter sales missed expectations, raising concern about growth and overshadowing stronger EPS and guidance. Sales and stock reaction
• Negative Sentiment: Several firms cut their price targets on FOUR, including RBC ($67 to $49), Wells Fargo ($59 to $46), Susquehanna ($63 to $56), and B. Riley ($94 to $77). Their ratings remained positive or bullish, but the broad reductions suggest more cautious assumptions about upside. RBC rating

Shift4 Payments Company Profile

Shift4 Payments, Inc (NYSE: FOUR) is a payment technology company that provides integrated commerce solutions for businesses and organizations. Its platform supports payment acceptance across in-person, online and mobile channels, combining payment processing with point-of-sale, commerce management and reporting tools.

The company serves merchants and enterprises in industries including restaurants, hospitality, hotels, sports and entertainment venues, gaming, retail and e-commerce. Its offerings include payment gateways, point-of-sale systems, mobile and contactless payment capabilities, fraud prevention, chargeback management and business analytics.