FOUR

Shift4 is evolving into a niche, vertically integrated payments monopoly post-Global Blue acquisition, with market synergies not yet priced in. FOUR's acquisition of Global Blue brings dominant VAT refund infrastructure, high-margin DCC, and access to 70,000+ European merchants, driving revenue and margin expansion. Hardware consolidation via Shift4 One POS could materially boost Global Blue's TFS success ratio, unlocking €80M+ incremental revenue and €32M EBITDA with minimal incremental cost.

CENTER VALLEY, Pa.--(BUSINESS WIRE)--Shift4 Payments, Inc. (“Shift4” or the “Company”) (NYSE: FOUR), announced today, in connection with the 10,000,000 shares of 6% Series A Mandatory Convertible Preferred Stock issued on May 5, 2025, consistent with the terms laid out in the offering, the Board of Directors has declared a dividend of $1.50 per share to be paid in cash on August 3, 2026 to holders of record as of the close of business on July 15, 2026. Subject to the terms of the Mandatory Conv.

Shift4 Payments has lost over half its value in the past year, yet I see a strong buy opportunity. FOUR reported Q4 2025 revenues of $1.12B, up 32.15% YoY, beating analyst expectations by $34.04M. EPS for the quarter was $0.97, exceeding consensus by $0.01, signaling robust operational performance.

Shift4 Payments (FOUR) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.

Shift4 Payments (FOUR) is positioned as a leading integrated payments processor with strong niche market leadership and a diverse customer base. FOUR's Q1 results outperformed 2026 guidance, with volume up 24% yoy and international revenue up 51%, signaling underappreciated growth potential. Valuation remains attractive at ~8.5x forward earnings, with consensus 2027 EPS at $6.75 and potential upside to $7.40, implying 30-35% stock appreciation.

Shift4 Payments, Inc. (FOUR) Presents at RBC Capital Markets Global Financial Technology Conference 2026 Transcript

AUSTIN, Texas--(BUSINESS WIRE)--Loman AI now available within Shift4 Dine, bringing the #1 Voice AI for restaurants to customers across the Shift4 ecosystem.

CENTER VALLEY, Pa.--(BUSINESS WIRE)--Shift4 (NYSE: FOUR), the global commerce technology provider powering the experience economy, today announced the launch of its third Shift4 Rescue Mission contest, partnering once again with hospitality expert and Bar Rescue star Jon Taffer. The program will award $100,000 to a community-focused restaurant or bar owner facing operational and financial challenges. Applications open today for restaurant owners nationwide seeking support to revitalize their bu.

CENTER VALLEY, Pa. & NEW YORK--(BUSINESS WIRE)---- $FOUR--Shift4 (NYSE: FOUR), the global commerce technology provider powering the experience economy, and Lydian, the global crypto and stablecoin payment platform, today announced a partnership to expand upon Shift4's Pay with Crypto solution, enabling Shift4's merchants to accept Tether (USDT) with settlement in local currency. Shift4's Pay with Crypto product allows customers to pay with any major wallet, just as they would with a credit card. Merchant.

Shift4 Payments is rated Strong Buy with a 12-month price target of $72.80, reflecting undervalued global growth and margin expansion. Q1 results showed GRLNF up 49% YoY and adjusted EBITDA up 39% YoY, with management reaffirming robust FY guidance despite travel headwinds. Acquisitions like Global Blue and Bambora have transformed FOUR into a diversified global commerce platform, with international GRLNF guided to grow 25%+ in 2026.