
Shift4 Payments, Inc. (FOUR) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript
Shift4 Payments, Inc. provides integrated payment processing and technology solutions in the United States. The company is headquartered in Allentown, Pennsylvania.
| Revenue (TTM) | $4.78B |
| Gross Profit (TTM) | $1.72B |
| EBITDA | $909.00M |
| Operating Margin | 7.49% |
| Return on Equity | 6.49% |
| Return on Assets | 3.29% |
| Revenue/Share (TTM) | $66.36 |
| Book Value | $7.76 |
| Price-to-Book | 1.88 |
| Price-to-Sales (TTM) | 0.64 |
| EV/Revenue | 1.516 |
| EV/EBITDA | 7.73 |
| Quarterly Earnings Growth (YoY) | -75.40% |
| Quarterly Revenue Growth (YoY) | 34.10% |
| Shares Outstanding | $78.96M |
| Float | $44.07M |
| % Insiders | 30.51% |
| % Institutions | 92.04% |
Volatility is currently contracting

Shift4 Payments, Inc. (FOUR) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript

Ann Berry is joined by Taylor Lauber, CEO of Shift4, to discuss how the company grew from processing payments for small businesses to powering transactions across restaurants, hotels and stadiums. They also delve into Shift4's approach to AI, its acquisition strategy and why investors have grown more skeptical of the payments sector.

Shift4 Payments, Inc. (FOUR) Presents at 2026 SIG Annual Virtual Fintech Investor Conference Transcript

Last thursday, Shift4 delivered a Q2 2026 double beat but cut full-year guidance, triggering a sharp stock selloff. Despite temporary headwinds from international travel, FX, and acquisition debt (increased interest expense), I maintain a 'Strong Buy' rating for FOUR in the $40s. Strategic investments and global expansion position FOUR for long-term operational leverage and higher free cash flows.

Shift4 Payments, Inc. (FOUR) Q2 2026 Earnings Call Transcript

Shift4 Payments (FOUR) came out with quarterly earnings of $1.32 per share, beating the Zacks Consensus Estimate of $1.19 per share. This compares to earnings of $1.1 per share a year ago.

Although the revenue and EPS for Shift4 Payments (FOUR) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Beyond analysts' top-and-bottom-line estimates for Shift4 Payments (FOUR), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended June 2026.

The consensus price target hints at a 25% upside potential for Shift4 Payments (FOUR). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
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