SHIFT4 PAYMENTS INC-CLASS A (FOUR) Forecast, Price Target & Analyst Ratings

NYSE:FOUR • US82452J1097

Current stock price

45.21 USD
+0.93 (+2.1%)
At close:
45.5 USD
+0.29 (+0.64%)
After Hours:

Analyst forecast overview

View the latest analyst price targets, stock forecast, EPS estimates, revenue projections, revisions, full estimates, rating distribution and upgrades/downgrades for SHIFT4 PAYMENTS INC-CLASS A (FOUR).

Forecast Snapshot

Consensus Price Target

Price Target
$66.21
+ 46.44% Upside
→ Price target details

Next Earnings Forecast

Earnings Estimate
Release Date
May 7, 2026
Period
Q1 / 2026
EPS Estimate
$0.99
Revenue Estimate
1.109B
→ Full earnings forecast details

ChartMill Buy Consensus

Rating
78.62%
Weighted Analyst Rating Score
→ Analyst Ratings details

Price Target Details & History

Consensus Price Target and Range

Mean target
$66.21
Upside
+ 46.44%
From current price of $45.21 to mean target of $66.21, Based on 29 analyst forecasts
Low
$50.50
Median
$63.24
High
$126.00

Price Target Revisions

1 Month
-27.29%
3 Months
-29.76%

Price Target Summary

29 Wall Street analysts provided a forecast for the next 12 months for FOUR. The average price target is 66.21 USD. This implies a price increase of 46.44% is expected in the next year compared to the current price of 45.21.
The average price target has been revised downward by 29.76% in the past 3 months.
→ Find peer stocks trading 30% below analyst price target

Analyst Ratings & History

Current Analyst Ratings

FOUR Current Analyst RatingFOUR Current Analyst Buy, Sell and Hold Ratings.Current Analyst Rating Strong Buy Buy Hold Sell Strong Sell 2 4 6 8 10

Analyst Ratings History

FOUR Historical Analyst RatingsFOUR Historical Analyst Buy, Sell and Hold Ratings and number of analysts.Historical Monthly Analyst Rating -19 -17 -15 -13 -11 -9 -7 -5 -3 -1 10 20 30

Analyst Ratings Consensus

ChartMill Buy Consensus
78.62%
FOUR was analyzed by 29 analysts. The buy percentage consensus is at 79. So analysts seem to be have mildly positive about FOUR.
In the previous month the buy percentage consensus was at a similar level.
FOUR was analyzed by 29 analysts, which should be a sufficient number of analysts to have a meaningful average consensus rating.
→ Find peer stocks with a buy consensus above 85%

Recent Upgrades & Downgrades

DateFirmActionFrom → To
2026-04-22BMO CapitalInitiate Market Perform
2026-04-21Evercore ISI GroupMaintains In-Line -> In-Line
2026-04-16Seaport GlobalDowngrade Buy -> Neutral
2026-04-15Wolfe ResearchDowngrade Outperform -> Peer Perform
2026-03-26Raymond JamesDowngrade Strong Buy -> Outperform
2026-03-05BTIGMaintains Buy -> Buy
2026-03-02DA DavidsonMaintains Buy -> Buy
2026-03-02BenchmarkMaintains Buy -> Buy
2026-03-02Goldman SachsMaintains Neutral -> Neutral
2026-02-27Keefe, Bruyette & WoodsMaintains Market Perform -> Market Perform
2026-02-27Wells FargoMaintains Equal-Weight -> Equal-Weight
2026-02-27Evercore ISI GroupMaintains In-Line -> In-Line
2026-02-26BTIGMaintains Buy -> Buy
2026-02-19BTIGReiterate Buy -> Buy
2026-01-16Deutsche BankDowngrade Buy -> Hold
2026-01-14Seaport GlobalMaintains Buy -> Buy
2026-01-12OppenheimerMaintains Outperform -> Outperform
2026-01-08SusquehannaMaintains Positive -> Positive
2026-01-02Keefe, Bruyette & WoodsMaintains Market Perform -> Market Perform
2025-12-22MizuhoMaintains Outperform -> Outperform
2025-12-11Freedom Capital MarketsInitiate Buy
2025-11-19Truist SecuritiesMaintains Hold -> Hold
2025-11-12DA DavidsonMaintains Buy -> Buy
2025-11-10Keefe, Bruyette & WoodsMaintains Market Perform -> Market Perform
2025-11-10BenchmarkMaintains Buy -> Buy

Next Earnings Forecast Details

Next Earnings Details

Release Date
May 7, 2026
Period
Q1 / 2026
EPS Estimate
$0.99
Revenue Estimate
1.109B
Revenue Q2Q
30.73%
EPS Q2Q
-7.39%
Number of Analysts
23

Next Earnings Revisions

Revenue (1 Month)
0.00%
Revenue (3 Months)
-5.46%
EPS (1 Month)
0.67%
EPS (3 Months)
-19.02%

Next Earnings Summary

FOUR is expected to report earnings on 5/7/2026. The consensus EPS estimate for the next earnings is 0.99 USD and the consensus revenue estimate is 1.11B USD.
The next earnings revenue estimate has been revised downward by 5.46% in the past 3 months. Downward revisions are a negative sign and indicate that analysts are more pessimistic about the next earnings compared to 3 months ago.
→ Find peers expecting at least 20% revenue growth next quarter

Full Analyst Estimates 2026 - 2030

Yearly Earnings Per Share (EPS), Revenue, EBIT, EBITDA and Operating Margin Analyst Estimates

2023 2024 2025 2026 2027 2028 2029 2030
Revenue
YoY % growth
FOUR revenue by date.FOUR revenue by date.
2.565B
28.65%		3.331B
29.86%		4.18B
25.50%		5.176B
23.83%		5.916B
14.30%		6.863B
16.01%		N/AN/A
EBITDA
YoY % growth
FOUR ebitda by date.FOUR ebitda by date.
394.5M
43.40%		603.7M
53.03%		878M
45.44%		1.208B
37.59%		1.4B
15.89%		1.617B
15.50%		1.636B
1.18%		1.899B
16.08%
EBIT
YoY % growth
FOUR ebit by date.FOUR ebit by date.
179.9M
42.78%		307.1M
70.71%		446M
45.23%		559.68M
25.49%		698.33M
24.77%		860.68M
23.25%		1.026B
19.21%		1.197B
16.67%
Operating Margin
FOUR operating margin by date.FOUR operating margin by date.
7.01%9.22%10.67%10.81%11.80%12.54%N/AN/A
EPS
YoY % growth
FOUR eps by date.FOUR eps by date.
2.83
103.60%		3.89
37.46%		5.24
34.70%		5.70
8.85%		6.91
21.18%		8.41
21.67%		N/AN/A

All data in USD

Quarterly Earnings Per Share (EPS), Revenue, EBIT and EBITDA Analyst Estimates

Q1 / 26 Q2 / 26 Q3 / 26 Q4 / 26 Q1 / 27 Q2 / 27 Q3 / 27 Q4 / 27 Q1 / 28 Q2 / 28 Q3 / 28 Q4 / 28
EPS
Q2Q % growth		0.99
-7.39%		1.37
24.68%		1.64
11.23%		1.75
9.28%		1.23
24.52%		1.66
21.34%		1.97
20.78%		2.06
18.03%		1.59
28.87%		1.94
16.83%		2.32
17.48%		2.43
17.58%
Revenue
Q2Q % growth		1.109B
30.73%		1.265B
30.93%		1.372B
16.58%		1.432B
20.44%		1.273B
14.79%		1.447B
14.39%		1.558B
13.56%		1.613B
12.64%		1.465B
15.08%		1.675B
15.76%		1.804B
15.79%		1.877B
16.37%
EBITDA
Q2Q % growth		238.41M
63.07%		290.8M
4.27%		331.64M
-26.95%		350.08M
-37.08%		284.47M
19.32%		339.8M
16.85%		388.55M
17.16%		399.33M
14.07%		341.84M
20.17%		376.14M
10.69%		456.25M
17.42%		469.2M
17.50%
EBIT
Q2Q % growth		88.39M
44.90%		140.59M
33.51%		173.11M
11.47%		180.94M
45.45%		124.86M
41.26%		181.56M
29.14%		218.02M
25.94%		221.13M
22.21%		175.13M
40.26%		198.02M
9.07%		253.27M
16.17%		268.91M
21.61%

All data in USD

Yearly Earnings Per Share (EPS) and Revenue Trends vs Historical Data

FOUR Yearly Revenue VS EstimatesFOUR Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2B 4B 6B
FOUR Yearly EPS VS EstimatesFOUR Yearly EPS VS EstimatesYearly EPS VS Estimates 2020 2021 2022 2023 2024 2025 2026 2027 2028 0 2 4 6 8

Long Term Forward Growth Forecast Summary

Long Term EPS Growth (CAGR)

EPS Next 3 Year
17.08%
EPS Next 5 Year
N/A

Long Term Revenue Growth (CAGR)

Revenue Next 3 Year
17.10%
Revenue Next 5 Year
N/A

Long Term EBIT Growth (CAGR)

EBIT Next 3 Year
58.01%
EBIT Next 5 Year
35.89%
→ Find peers expecting at least 20% CAGR revenue growth over the next 3 years

SHIFT4 PAYMENTS INC-CLASS A / FOUR Forecast FAQ

What do analysts expect the price target to be for SHIFT4 PAYMENTS INC-CLASS A (FOUR)?

29 analysts have analysed FOUR and the average price target is 66.21 USD. This implies a price increase of 46.44% is expected in the next year compared to the current price of 45.21.

Can you provide the upcoming earnings date for SHIFT4 PAYMENTS INC-CLASS A?

SHIFT4 PAYMENTS INC-CLASS A (FOUR) will report earnings on 2026-05-07, before the market open.

Can you provide the consensus estimates for SHIFT4 PAYMENTS INC-CLASS A next earnings?

The consensus EPS estimate for the next earnings of SHIFT4 PAYMENTS INC-CLASS A (FOUR) is 0.99 USD and the consensus revenue estimate is 1.11B USD.

Can you provide the analyst count for SHIFT4 PAYMENTS INC-CLASS A stock?

The number of analysts covering SHIFT4 PAYMENTS INC-CLASS A (FOUR) is 29.