SHIFT4 PAYMENTS INC-CLASS A (FOUR) Forecast, Price Target & Analyst Ratings
NYSE:FOUR • US82452J1097
46.88 USD
-0.36 (-0.76%)
At close: Mar 10, 2026
46.8 USD
-0.08 (-0.17%)
After Hours: 3/10/2026, 8:26:54 PM
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
$91.06
+ 94.24% Upside
Next Earnings Forecast
Release DateApr 27, 2026
PeriodQ1 / 2026
EPS Estimate$1.06
Revenue Estimate1.129B
ChartMill Buy Consensus
78.62%
Weighted Analyst Rating Score
Price Target Details & History
Consensus Price Target and Range
Mean target
$91.06
Upside
+ 94.24%
From current price of $46.88 to mean target of $91.06, Based on 29 analyst forecasts
Low
$65.65
Median
$91.29
High
$137.55
Price Target Revisions
1 Month
-1.01%
3 Months
-5.32%
Price Target Summary
29 Wall Street analysts provided a forecast for the next 12 months for FOUR. The average price target is 91.06 USD. This implies a price increase of 94.24% is expected in the next year compared to the current price of 46.88.
The average price target has been revised downward by 5.32% in the past 3 months.
Analyst Ratings & History
Current Analyst Ratings
Analyst Ratings History
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.
Recent Upgrades & Downgrades
| Date | Firm | Action | From → To |
|---|---|---|---|
| 2026-03-05 | BTIG | Maintains | Buy -> Buy |
| 2026-03-02 | DA Davidson | Maintains | Buy -> Buy |
| 2026-03-02 | Benchmark | Maintains | Buy -> Buy |
| 2026-03-02 | Goldman Sachs | Maintains | Neutral -> Neutral |
| 2026-02-27 | Keefe, Bruyette & Woods | Maintains | Market Perform -> Market Perform |
| 2026-02-27 | Wells Fargo | Maintains | Equal-Weight -> Equal-Weight |
| 2026-02-27 | Evercore ISI Group | Maintains | In-Line -> In-Line |
| 2026-02-26 | BTIG | Maintains | Buy -> Buy |
| 2026-02-19 | BTIG | Reiterate | Buy -> Buy |
| 2026-01-16 | Deutsche Bank | Downgrade | Buy -> Hold |
| 2026-01-14 | Seaport Global | Maintains | Buy -> Buy |
| 2026-01-12 | Oppenheimer | Maintains | Outperform -> Outperform |
| 2026-01-08 | Susquehanna | Maintains | Positive -> Positive |
| 2026-01-02 | Keefe, Bruyette & Woods | Maintains | Market Perform -> Market Perform |
| 2025-12-22 | Mizuho | Maintains | Outperform -> Outperform |
| 2025-12-11 | Freedom Capital Markets | Initiate | Buy |
| 2025-11-19 | Truist Securities | Maintains | Hold -> Hold |
| 2025-11-12 | DA Davidson | Maintains | Buy -> Buy |
| 2025-11-10 | Keefe, Bruyette & Woods | Maintains | Market Perform -> Market Perform |
| 2025-11-10 | Benchmark | Maintains | Buy -> Buy |
| 2025-11-07 | UBS | Maintains | Buy -> Buy |
| 2025-11-07 | RBC Capital | Maintains | Outperform -> Outperform |
| 2025-11-07 | Susquehanna | Maintains | Positive -> Positive |
| 2025-11-07 | Wells Fargo | Maintains | Equal-Weight -> Equal-Weight |
| 2025-11-07 | Goldman Sachs | Maintains | Buy -> Buy |
Next Earnings Forecast Details
Next Earnings Details
Release DateApr 27, 2026
PeriodQ1 / 2026
EPS Estimate$1.06
Revenue Estimate1.129B
Revenue Q2Q33.09%
EPS Q2Q-0.75%
Number of Analysts23
Next Earnings Revisions
Revenue (1 Month)
-3.75%
Revenue (3 Months)
-4.08%
EPS (1 Month)
-13.22%
EPS (3 Months)
-14.48%
Next Earnings Summary
FOUR is expected to report earnings on 4/27/2026. The consensus EPS estimate for the next earnings is 1.06 USD and the consensus revenue estimate is 1.13B USD.
The next earnings revenue estimate has been revised downward by 4.08% in the past 3 months.
Full Analyst Estimates
Yearly Earnings Per Share (EPS), Revenue, EBIT, EBITDA and Operating Margin Analyst Estimates
| 2023 | 2024 | 2025 | 2026 | 2027 | 2028 | 2029 | 2030 | ||
|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY % growth | 2.565B 28.65% | 3.331B 29.86% | 4.18B 25.50% | 5.221B 24.90% | 5.981B 14.56% | 7.072B 18.24% | N/A | N/A | |
| EBITDA YoY % growth | 394.5M 43.40% | 603.7M 53.03% | 773M 28.04% | 1.218B 57.57% | 1.413B 16.01% | 1.64B 16.07% | 1.636B -0.24% | 1.899B 16.08% | |
| EBIT YoY % growth | 179.9M 42.78% | 307.1M 70.71% | 341M 11.04% | 626.14M 83.62% | 780.57M 24.66% | 726.14M -6.97% | 1.026B 41.30% | 1.197B 16.67% | |
| Operating Margin | 7.01% | 9.22% | 8.16% | 11.99% | 13.05% | 10.27% | N/A | N/A | |
| EPS YoY % growth | 2.83 103.60% | 3.89 37.46% | 5.24 34.70% | 6.12 16.78% | 7.35 20.05% | 8.89 21.04% | N/A | N/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 | |
|---|---|---|---|---|---|---|---|---|
| EPS Q2Q % growth | 1.06 -0.75% | 1.43 30.41% | 1.85 25.62% | 2.06 28.83% | 1.63 53.62% | 1.99 38.67% | 2.31 24.98% | 2.52 22.09% |
| Revenue Q2Q % growth | 1.129B 33.09% | 1.275B 31.96% | 1.428B 21.34% | 1.491B 25.40% | 1.336B 18.33% | 1.496B 17.33% | 1.623B 13.66% | 1.613B 8.18% |
| EBITDA Q2Q % growth | 243.38M 66.47% | 293.24M 5.14% | 344.99M -24.01% | 365.22M -33.60% | 293.02M 20.40% | 342.11M 16.67% | 391.56M 13.50% | 420.62M 15.17% |
| EBIT Q2Q % growth | 87.48M 43.41% | 134.45M 27.68% | 178.57M 14.98% | 196.06M 66.15% | 130.29M 48.94% | 187.81M 39.69% | 227.09M 27.17% | 254.08M 29.59% |
All data in USD
Yearly Earnings Per Share (EPS) and Revenue Trends vs Historical Data
Long Term Forward Growth Forecast Summary
Long Term EPS Growth (CAGR)
EPS Next 3 Year
19.28%
EPS Next 5 Year
N/A
Long Term Revenue Growth (CAGR)
Revenue Next 3 Year
18.28%
Revenue Next 5 Year
N/A
Long Term EBIT Growth (CAGR)
EBIT Next 3 Year
58.75%
EBIT Next 5 Year
35.89%
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 91.06 USD. This implies a price increase of 94.24% is expected in the next year compared to the current price of 46.88.
What is the next earnings date for FOUR stock?
SHIFT4 PAYMENTS INC-CLASS A (FOUR) will report earnings on 2026-04-27, before the market open.
What are the consensus estimates for SHIFT4 PAYMENTS INC-CLASS A (FOUR) next earnings?
The consensus EPS estimate for the next earnings of SHIFT4 PAYMENTS INC-CLASS A (FOUR) is 1.06 USD and the consensus revenue estimate is 1.13B USD.
Can you provide the expected long term growth rate for SHIFT4 PAYMENTS INC-CLASS A stock?
The expected long term growth rate for SHIFT4 PAYMENTS INC-CLASS A (FOUR) is 18.28%.