FOUR

Shift4 Payments Inc. Class A Common Stock (FOUR) | Rumor.io

Shift4 Payments

FOUR

Attention (50-day avg)0%

Attention rank (50-day avg)#3,295

Bullish sentiment (50-day avg)71%

Price to earnings ratio57.9

Market capitalization2.9B

Earnings per share0.64

Dividend yield (TTM)—

Revenue (annual)4.2B

Net income (annual)147M

Social

What share of all stock conversation is about FOUR?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% new	0% new	0% 0	0.01% -0.01

Aug 7

The company's earnings were great, with prudent guidance due to disruptions in traveling and tourism.
The stock is undervalued, with a forward P/E of 9.50, PEG ratio of 0.38, and EV/Revenue of 1.87.
The company's debt is a concern, but the stock is considered incredibly undervalued, with a potential for a big squeeze or an acquisition.

Generated by AI

Sentiment

Of the messages about FOUR that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	100%	92.86% +28.24	93.67% -1
Bearish	—	0%	7.14% -28.24	6.33% +1

Bullish· May 13

Insider buying is a significant bullish indicator, with Shift4 Payments' founder Jared Isaacman purchasing $15.9M worth of stock at an average price of ~$41.
The stock's decline of 50% in the last 3 months presents a buying opportunity for long-term investors, who can potentially benefit from the company's growth and reduced leverage.
The recent insider purchases, including a $16M buy at around $41 per share, suggest that the company's owner may see the price bottoming at this level or that something is cooking at Shift4.

Bearish· Feb 27

$FOUR's financial engineering and acquisition strategy may lead to degradation in the long term, despite current cash minting.
The company's buyback program and increased long-term debt raise concerns about its allocation and potential long-term debt burden.
$FOUR's market price is significantly discounted, with some analysts suggesting it may become an acquisition target or face significant restructuring, potentially including workforce reductions.

Generated by AI

Topics

Of the messages about FOUR that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Earnings	—	—	—	3.97%
Technical Analysis	—	—	—	0.37%
Analysts	—	—	—	47.59%
Announcements	—	—	—	1.36%
Controversies	—	—	—	0.01%
Macro	—	—	—	46.71%

Earnings· Nov 6

Shift4 Payments ($FOUR) reported strong Q3 2025 earnings, with a 61% YoY increase in revenue and a 56% YoY increase in adjusted EBITDA.
The company announced a new $1 billion stock repurchase program, the largest in its history, and reaffirmed its full-year guidance.
Despite a minor EPS miss, the earnings beat expectations on revenue and adjusted EBITDA, with a strong execution and expanded global reach via Global Blue.

Announcements· Feb 26

Shift4 Payments (FOUR) has acquired Global Blue, adding complexity to its revenue growth due to geopolitical relations between China and Japan.
For acquirers like FOUR, tracking NOPAT is preferred over FCF or Net Income due to issues with amortization, interest expense, and seasonal working capital swings.
FOUR's Q4 2025 results show strong growth and profitability, with payment volume up 23% YoY to $59 billion and gross profit up 58% YoY to $429 million.

Macro· Mar 17

Shift4 Payments' (FOUR) business is fundamentally tied to the cyclical nature of the restaurant industry and consumer confidence.
A recession could significantly impact FOUR's revenue growth, which is currently tied to 24% annual expansion.
Competition in the restaurant tech space is intense, with multiple well-funded players vying for market share, including Clover, Square, Lightspeed, and Shift4 itself.

Generated by AI

Community

Of the messages about FOUR, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	0%	66.67%	75%	34.16%
Newcomers	100%	33.33%	25%	65.84%

Regulars· Aug 6

The regulars are focused on the potential for a violent squeeze or acquisition target, triggered by the shorts' attack on $FOUR.
The company's guidance was recently updated to the lower end of its previous guidance, and this was not reflected in the stock price, which dropped 20% while FISV's guidance cut resulted in a relatively flat stock price.
The regulars believe $FOUR is undervalued, citing a forward PE of 6.52 and trading at less than 10x earnings, with many seeing plenty of upside potential.

Newcomers· May 13

Insider buying activity by Shift4 Payments founder Jared Isaacman has been significant, with purchases totaling over $30 million in recent months, sparking questions about what he knows that others don't.
Despite some analysts labeling Shift4 Payments a value trap, others see potential in the company's revenue growth and margin recovery, but execution risks are a concern, particularly in synergy capture.
Shift4 Payments' high leverage and lack of GAAP EPS growth have been cited as reasons for the stock's depressed levels, but some investors believe the company can organically grow, reduce leverage, and see a significant increase in stock value over the next few years.

Generated by AI

Back in August, Shift4 Payments, Inc. (NYSE:FOUR) lowered its full-year outlook, cutting expected gross revenue less network fees to $2.48 billion – $2.53 billion from $2.5 billion – $2.6 billion and adjusted earnings per share to $5.15 – $5.35 from $5.50 – $5.70, citing roughly $25 million from Middle East travel disruption and $20 million […]

2d agoYahoo Finance

Mizuho cuts Shift4 Payments stock price target on revenue outlook

6d agoInvesting.com

StoneX Keeps Their Buy Rating on Shift4 Payments (FOUR)

Detailed price information for Shift4 Payments Inc (FOUR-N) from The Globe and Mail including charting and trades.

7d agoThe Globe and Mail

StoneX cuts Shift4 Payments stock price target on war impact

8d agoInvesting.com

Lazard, Perella Weinberg, Shift4, StoneX, and Atlanticus Holdings Shares Are Falling, What You Need To Know

14d agoYahoo Finance

Shift4 at Goldman Sachs conference: growth plan meets FX headwinds

19d agoInvesting.com

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Shift4 Payments Inc. Class A Common Stock

Technology
Software - Infrastructure

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.

Website

Location

3501 Corporate Parkway

Center Valley, PA, 18034

United States

Social

What share of all stock conversation is about FOUR?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% new	0% new	0% 0	0.01% -0.01

Aug 7

The company's earnings were great, with prudent guidance due to disruptions in traveling and tourism.
The stock is undervalued, with a forward P/E of 9.50, PEG ratio of 0.38, and EV/Revenue of 1.87.
The company's debt is a concern, but the stock is considered incredibly undervalued, with a potential for a big squeeze or an acquisition.

Generated by AI

Sentiment

Of the messages about FOUR that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	100%	92.86% +28.24	93.67% -1
Bearish	—	0%	7.14% -28.24	6.33% +1

Bullish· May 13

Insider buying is a significant bullish indicator, with Shift4 Payments' founder Jared Isaacman purchasing $15.9M worth of stock at an average price of ~$41.
The stock's decline of 50% in the last 3 months presents a buying opportunity for long-term investors, who can potentially benefit from the company's growth and reduced leverage.
The recent insider purchases, including a $16M buy at around $41 per share, suggest that the company's owner may see the price bottoming at this level or that something is cooking at Shift4.

Bearish· Feb 27

$FOUR's financial engineering and acquisition strategy may lead to degradation in the long term, despite current cash minting.
The company's buyback program and increased long-term debt raise concerns about its allocation and potential long-term debt burden.
$FOUR's market price is significantly discounted, with some analysts suggesting it may become an acquisition target or face significant restructuring, potentially including workforce reductions.

Generated by AI

Topics

Of the messages about FOUR that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Earnings	—	—	—	3.97%
Technical Analysis	—	—	—	0.37%
Analysts	—	—	—	47.59%
Announcements	—	—	—	1.36%
Controversies	—	—	—	0.01%
Macro	—	—	—	46.71%

Earnings· Nov 6

Shift4 Payments ($FOUR) reported strong Q3 2025 earnings, with a 61% YoY increase in revenue and a 56% YoY increase in adjusted EBITDA.
The company announced a new $1 billion stock repurchase program, the largest in its history, and reaffirmed its full-year guidance.
Despite a minor EPS miss, the earnings beat expectations on revenue and adjusted EBITDA, with a strong execution and expanded global reach via Global Blue.

Announcements· Feb 26

Shift4 Payments (FOUR) has acquired Global Blue, adding complexity to its revenue growth due to geopolitical relations between China and Japan.
For acquirers like FOUR, tracking NOPAT is preferred over FCF or Net Income due to issues with amortization, interest expense, and seasonal working capital swings.
FOUR's Q4 2025 results show strong growth and profitability, with payment volume up 23% YoY to $59 billion and gross profit up 58% YoY to $429 million.

Macro· Mar 17

Shift4 Payments' (FOUR) business is fundamentally tied to the cyclical nature of the restaurant industry and consumer confidence.
A recession could significantly impact FOUR's revenue growth, which is currently tied to 24% annual expansion.
Competition in the restaurant tech space is intense, with multiple well-funded players vying for market share, including Clover, Square, Lightspeed, and Shift4 itself.

Generated by AI

Community

Of the messages about FOUR, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	0%	66.67%	75%	34.16%
Newcomers	100%	33.33%	25%	65.84%

Regulars· Aug 6

The regulars are focused on the potential for a violent squeeze or acquisition target, triggered by the shorts' attack on $FOUR.
The company's guidance was recently updated to the lower end of its previous guidance, and this was not reflected in the stock price, which dropped 20% while FISV's guidance cut resulted in a relatively flat stock price.
The regulars believe $FOUR is undervalued, citing a forward PE of 6.52 and trading at less than 10x earnings, with many seeing plenty of upside potential.

Newcomers· May 13

Insider buying activity by Shift4 Payments founder Jared Isaacman has been significant, with purchases totaling over $30 million in recent months, sparking questions about what he knows that others don't.
Despite some analysts labeling Shift4 Payments a value trap, others see potential in the company's revenue growth and margin recovery, but execution risks are a concern, particularly in synergy capture.
Shift4 Payments' high leverage and lack of GAAP EPS growth have been cited as reasons for the stock's depressed levels, but some investors believe the company can organically grow, reduce leverage, and see a significant increase in stock value over the next few years.

Generated by AI

Shift4 Payments

Social

Aug 7

Bullish· May 13

Bearish· Feb 27

Earnings· Nov 6

Announcements· Feb 26

Macro· Mar 17

Regulars· Aug 6

Newcomers· May 13

Shift4 Payments (FOUR): A Stock Priced for Trouble, a Business Still Compounding Underneath

Mizuho cuts Shift4 Payments stock price target on revenue outlook

StoneX Keeps Their Buy Rating on Shift4 Payments (FOUR)

StoneX cuts Shift4 Payments stock price target on war impact

Lazard, Perella Weinberg, Shift4, StoneX, and Atlanticus Holdings Shares Are Falling, What You Need To Know

Shift4 at Goldman Sachs conference: growth plan meets FX headwinds

Also Discussed

Shift4 Payments Inc. Class A Common Stock

Company Information

Location

Shift4 Payments (FOUR): A Stock Priced for Trouble, a Business Still Compounding Underneath

Mizuho cuts Shift4 Payments stock price target on revenue outlook

StoneX Keeps Their Buy Rating on Shift4 Payments (FOUR)

StoneX cuts Shift4 Payments stock price target on war impact

Lazard, Perella Weinberg, Shift4, StoneX, and Atlanticus Holdings Shares Are Falling, What You Need To Know

Shift4 at Goldman Sachs conference: growth plan meets FX headwinds

Also Discussed

Social

Aug 7

Bullish· May 13

Bearish· Feb 27

Earnings· Nov 6

Announcements· Feb 26

Macro· Mar 17

Regulars· Aug 6

Newcomers· May 13