Truist Lowers Shift4 Payments (FOUR) PT $74 on Uncertainty Over 2026 Organic Volume in Hospitality, Restaurant Sectors

5 days ago 7

Maham Fatima

Tue, November 25, 2025 astatine 7:28 AM CST 2 min read

Shift4 Payments Inc. (NYSE:FOUR) is 1 of the most undervalued NYSE stocks to bargain close now. On November 19, Truist expert Matthew Coad lowered the firm’s terms people connected Shift4 Payments to $74 from $80 and kept a Hold standing connected the shares. This sentiment was announced arsenic portion of a broader probe enactment released by Truist connected prime Payments companies. Coad noted that portion the Smartpay acquisition inflated Shift4’s near-term reported measurement forecasts (prompting terms people adjustments aft Q3 2025 results), the steadfast is lowering its projections for integrated volumes. This simplification reflects rising uncertainty astir show wrong Shift4’s cardinal hospitality and edifice verticals successful 2026.

Earlier successful its Q3 2025 net call, Shift4 Payments reported an summation of 61% year-over-year successful Gross Revenue Less Network Fees, reaching $589 million. The institution recorded a full gross of $1.18 cardinal successful the said quarter, which missed Street expectations by $3.74 million. Despite the miss, this gross represented a 29.44% emergence year-over-year. EPS for the 4th totaled $1.47, missing estimates by $0.01.

Truist Lowers Shift4 Payments (FOUR) PT $74 connected Uncertainty Over 2026 Organic Volume successful Hospitality, Restaurant Sectors

The company’s strategical acquisitions contributed importantly to its performance. The acquisition of Global Blue has positioned Shift4 arsenic a person successful luxury retail, contributing $156 cardinal to Gross Revenue Less Network Fees. Separately, the institution is leveraging caller acquisitions similar Smartpay successful Australia and Vectron successful Germany to efficiently present its products into caller geographies.

Shift4 Payments Inc. (NYSE:FOUR) provides bundle and outgo processing solutions successful the US and internationally. The institution distributes its products done autarkic bundle vendors, interior income and enactment network, enterprises, and value-added resellers.

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