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    Shift4 Payments Inc (FOUR)

    Official site

    TECHNOLOGY • SOFTWARE - INFRASTRUCTURE • NYSE

    $39.36
    +1.37 (+3.61%)

    Market Cap: $3.00B

    Last updated: Oct 16, 2026 at 1:55 PM ET

    Earnings

    Performance (10Y)

    Beat Rate
    62%(16/26)
    Avg Surprise
    +40.67%
    Streak
    1 Q

    Upcoming Estimates

    Period ending Sep 30, 2026
    EPS Consensus$1.37
    Range$1.27 - $1.45
    21 analysts
    EPS RevisionsNo revisions (7d)
    0
    1
    30d
    EPS Estimate DriftChange to current
    90d ago$1.63-15.8%
    60d ago$1.38-0.7%
    30d ago$1.38-1.0%
    7d ago$1.38-0.7%
    Current$1.37
    Revenue Consensus
    $1.3B
    Range$1.3B - $1.4B
    14 analysts
    Period ending Dec 31, 2026
    EPS Consensus$1.64
    Range$1.48 - $1.89
    23 analysts
    Revenue Consensus
    $1.5B
    Range$1.4B - $1.5B
    14 analysts
    PeriodReportedEst.SurpriseB/MYoY
    Dec 26EST
    		-$1.64---
    Sep 26EST
    		-$1.37---
    Jun 26
    Reported Aug 6
    		$1.01$0.97+4.12%Beat-8.2%
    Mar 26
    Reported May 7
    		$0.97$1.18-17.80%Miss-9.3%
    Dec 25
    Reported Feb 26
    		$1.22$1.39-12.23%Miss-9.6%
    Sep 25
    Reported Nov 6
    		$1.47$1.48-0.68%Miss+41.3%
    Jun 25
    Reported Aug 5
    		$1.10$1.20-8.33%Miss+14.6%
    Mar 25
    Reported Apr 29
    		$1.07$0.70+52.86%Beat+98.1%
    Dec 24
    Reported Feb 18
    		$1.35$1.15+17.57%Beat+77.6%
    Sep 24
    Reported Nov 12
    		$1.04$1.06-1.89%Miss+26.8%
    Jun 24
    Reported Aug 8
    		$0.96$0.87+10.34%Beat+29.7%
    Mar 24
    Reported May 9
    		$0.54$0.62-12.90%Miss+5.9%
    Dec 23
    Reported Feb 27
    		$0.76$0.82-7.32%Miss+61.7%
    Sep 23
    Reported Nov 8
    		$0.82$0.69+18.84%Beat+86.4%
    Jun 23
    Reported Aug 3
    		$0.74$0.52+42.31%Beat+124.2%
    Mar 23
    Reported May 4
    		$0.51$0.36+41.67%Beat+240.0%
    Dec 22
    Reported Feb 28
    		$0.47$0.39+20.51%Beat+487.5%
    Sep 22
    Reported Nov 7
    		$0.44$0.43+2.33%Beat+69.2%
    Jun 22
    Reported Aug 4
    		$0.33$0.24+37.50%Beat+50.0%
    Mar 22
    Reported May 5
    		$0.15$0.06+150.00%Beat+0.0%
    Dec 21
    Reported Mar 1
    		$0.08N/A-55.56%Miss+188.9%
    Sep 21
    Reported Nov 10
    		$0.26$0.25+4.00%Beat+620.0%
    Jun 21
    Reported Aug 5
    		$0.22$0.17+29.41%Beat+222.2%
    Mar 21
    Reported May 6
    		$0.15$0.01+1400.00%Beat+287.5%
    Dec 20
    Reported Mar 4
    		$-0.09$0.02-550.00%Miss-
    Sep 20
    Reported Nov 5
    		$-0.05$0.05-200.00%Miss-
    Jun 20
    Reported Aug 6
    		$-0.18N/A+72.73%Beat-
    Mar 20
    Reported Jun 8
    		$-0.08$-0.10+20.00%Beat-

    Key Metrics

    Valuation
    P/E Ratio8.43EV/EBITDA11.30x
    Price/FCF14.40xFCF Yield6.94%
    Profitability
    Profit Margin2.20%Operating Margin7.49%
    ROE6.49%ROIC4.92%
    Financial Health
    Debt/Equity2.79xInterest Coverage1.44x
    Current Ratio1.21xQuick Ratio1.21x
    Trading Statistics
    Beta1.39Avg Volume2.05M
    52-Week High$77.5052-Week Low$34.56

    Technical Indicators Dashboard

    Moving Averages

    SMA 10$38.68
    SMA 20$38.26
    SMA 50$41.91
    SMA 200$47.74
    EMA 10$38.80
    EMA 20$39.22
    EMA 50$41.52
    EMA 200$49.70

    MACD

    Line: -0.91Signal: -1.34Hist: 0.43

    ADX

    ADX: 15.3+DI: 16.8-DI: 23.3

    Aroon & PSAR

    Aroon Up8.0
    Aroon Down60.0
    PSAR$40.53

    Bollinger Bands

    Upper Band$40.82
    Lower Band$35.69
    %B Position1339%(Upper)
    Band Width0.72

    RSI (14-Day)

    Neutral
    48.2

    Momentum Oscillators

    Stoch %K64.9
    Stoch %D71.6
    Williams %R-23.3
    ROC (10d)10.6%
    Momentum3.78
    CCI (20d)51.4
    MFI (14d)54.7

    Volatility Measures

    ATR (14d)$2.00(5.1%)
    StdDev (20d)1.28
    Hist Vol38.6%(Moderate)

    Volume Flow

    VWAP$39.04
    OBV-67.7M
    AD Line-65.1M
    CMF (20d)-0.042

    Volume Metrics

    Avg Vol (20d)2.1M
    Vol Ratio0.7x
    VWMA (20d)$38.10

    Pivot Points

    R3$41.67
    R2$40.47
    R1$39.23
    Pivot Point$38.02
    S1$36.78
    S2$35.58
    S3$34.34

    Advanced Oscillators

    TSI-13.15
    Ultimate Osc54.8
    KST-105.17

    Financial Data

    QuarterJun 2026Mar 2026Dec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024Jun 2024Mar 2024Dec 2023Sep 2023
    Total Revenue$1.29B$1.12B$1.19B$1.18B$966.00M$848.00M$887.40M$909.20M$827.00M$707.40M$705.60M$675.40M
    Cost of Revenue$849.00M$729.00M$739.10M$747.90M$674.00M$591.00M$601.30M$641.90M$595.20M$519.60M$510.20M$495.10M
    Gross Profit$446.00M$392.00M$449.50M$429.00M$292.00M$257.00M$286.10M$267.30M$231.80M$187.80M$195.40M$180.30M
    Operating Expenses$351.00M$342.00M$321.60M$314.40M$209.00M$232.00M$200.10M$186.90M$172.60M$166.40M$167.80M$135.60M
    R&D$0$0$0$0$0$0$0$0$0$0$0$0
    SG&A$246.00M$237.00M$227.10M$223.70M$146.00M$172.00M$135.60M$127.60M$121.70M$115.10M$100.70M$82.00M
    Operating Income$95.00M$50.00M$127.90M$114.60M$83.00M$25.00M$86.00M$80.40M$59.20M$21.40M$27.60M$44.70M
    Interest Income$5.00M$5.00M$9.90M$17.50M$19.00M$13.00M$59.30M$20.50M$4.80M$16.40M$15.40M$12.20M
    Interest Expense$65.00M$65.00M$61.00M$70.00M$42.00M$29.00M$27.50M$18.30M$8.10M$8.10M$7.90M$8.00M
    Income Before Tax$37.00M$-12,000,000$67.40M$60.50M$56.00M$11.00M$124.70M$-208,300,000$52.70M$29.90M$22.30M$47.40M
    Income Tax Expense$13.00M$-24,000,000$14.40M$27.10M$15.00M$-9,000,000$-15,100,000$-280,500,000$-1,800,000$1.40M$3.00M$900,000
    Net Income$24.00M$12.00M$53.00M$33.40M$41.00M$20.00M$139.80M$72.20M$54.50M$28.50M$19.30M$46.50M
    EBITDA$238.00M$186.00M$255.00M$241.00M$173.00M$115.00M$179.20M$-130,700,000$127.70M$89.80M$78.90M$100.40M
    EBIT$97.00M$48.00M$118.50M$113.00M$79.00M$27.00M$92.90M$-210,500,000$56.00M$21.60M$14.80M$43.20M
    * Some calculated fields are derived from available data when not provided by source

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    News

    RBC Raises Price Target on Shift4 Payments to $67 From $63, Keeps Outperform Rating

    RBC Capital has increased its price target for Shift4 Payments (FOUR) to $67 from $63, while maintaining an Outperform rating on the stock. This adjustment reflects RBC's continued positive outlook on the company's...

    marketscreener.com•8/31/26•Somewhat-Bullish

    (FOUR) Movement as an Input in Quant Signal Sets

    This article analyzes Shift4 Payments Inc. Class A (NASDAQ: FOUR) using AI models, highlighting weak near-term sentiment within a broader long-term weak bias...

    Stock Traders Daily•8/31/26•Somewhat-Bullish

    Weekly Recap: Raised guidance, FX/travel headwinds and Q2 beat

    Shift4 Payments (NYSE:FOUR) reported strong Q2 results, with adjusted EPS of $1.32 and revenue of $1.30B, exceeding estimates. The company raised its full-year guidance for GRLNF and adjusted EBITDA but cautioned about...

    TradingView•8/10/26•Somewhat-Bullish

    Shift4 Payments (NYSE: FOUR) CFO gets 24,854 RSUs, 14,073 shares withheld

    Shift4 Payments, Inc. CFO Christopher Nestor Cruz was awarded 24,854 restricted stock units (RSUs) on August 7, 2026, which will vest in three equal annual installments starting February 27, 2027. Additionally...

    Stock Titan•8/8/26•Neutral

    BlackRock (FOUR) discloses 5.9M Shift4 Payments shares in amended 13G filing

    BlackRock, Inc. has filed an amended Schedule 13G, disclosing a passive ownership stake of 7.4% in Shift4 Payments Inc.'s Class A stock...

    Stock Titan•7/30/26•Neutral

    FOUR Valuation and Fair Value

    P/E
    8.4x
    Forward P/E
    6.4x
    EV/EBITDA
    11.3x
    P/FCF
    14.4x
    PEG
    0.3x
    P/B
    3.9x
    See GNG's fair value

    FOUR Profitability: Margins, ROIC and FCF

    Gross margin
    35.9%
    Operating margin
    7.5%
    Net margin
    2.2%
    ROIC
    4.9%
    ROE
    6.5%
    FCF margin
    9.1%
    FCF yield
    6.9%

    FOUR Competitors

    CompanyTicker
    Intapp IncINTA
    PagSeguro Digital LtdPAGS
    SPS Commerce IncSPSC
    Avepoint IncAVPT
    OSI Systems IncOSIS
    Cellebrite DICLBT
    Extreme Networks IncEXTR
    Digi International IncDGII

    Sector: Technology

    FOUR Analyst Ratings

    Consensus
    Buy
    Analysts
    24
    Strong Buy
    2
    Buy
    10
    Hold
    12
    Sell
    0
    Strong Sell
    0

    FOUR Bull Case vs Bear Case

    Bull case

    • FOUR grew quarterly revenue 34.1% year over year.

    Bear case

    • FOUR beat EPS estimates in 37.5% of its last 8 reported quarters.
    • FOUR has a debt-to-equity ratio of 2.8x.

    FOUR Earnings: Beat Rate and Next Report

    Beat rate
    3 of 8 quarters (37.5%)
    Average surprise
    4.2%
    EPS estimate (fiscal period ending Sep 30, 2026)
    $1.37
    Estimate revisions (30 days, fiscal period ending Sep 30, 2026)
    0 up, 1 down

    Frequently Asked Questions About FOUR

    Does FOUR pay dividends?

    Shift4 Payments Inc (FOUR) does not currently pay a regular dividend.

    What is FOUR's P/E ratio?

    Shift4 Payments Inc has a price-to-earnings (P/E) ratio of 8.43.

    What is FOUR's market cap?

    Shift4 Payments Inc (FOUR) has a market capitalization of $3.00B with a current stock price of $39.36.

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