D.A. Davidson analyst Peter Heckmann maintains $Shift4 Payments (FOUR.US)$ with a buy rating, and sets the target price at $126.
According to TipRanks data, the analyst has a success rate of 65.0% and a total average return of 16.4% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Shift4 Payments (FOUR.US)$'s main analysts recently are as follows:
Shift4 Payments has been reported to have not met expectations and adjusted forecasts downward in response to a decrease in consumer spending within the restaurant and hospitality sectors, adverse weather conditions, and a slower than anticipated international market penetration. Despite the stock's minor decline after a notable increase, it appears that the market's reaction may be tempered due to a marginal rise in the lower end of the fourth quarter revenue and adjusted EBITDA guidance, a 32% quarter-over-quarter increase in the volume backlog amounting to $33 billion, and the annualized fourth quarter adjusted EBITDA aligning with the 2025 consensus. Additionally, the current market trend that favors small to mid-cap companies may also be playing a role in the stock's performance.
Shift4 Payments exhibited a miss in Q3 net revenues, gross profit, and end-to-end volumes, which has been attributed to a softer consumer spend. Despite a cluttered third quarter, strategic initiatives and the impact of recent deals are anticipated to sustain organic revenue growth exceeding 20% over the coming years.
Shift4 Payments' Q3 volume and net revenue results did not meet the expectations of the market. However, despite not offering fiscal 2025 guidance, management conveyed a sense of confidence in future prospects. It is believed that investors will retain a positive view of Shift4's growth potential after the conference call, despite the weaker than anticipated Q3 performance. Shift4 continues to be regarded favorably for its growth prospects.
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戴维森信托分析师Peter Heckmann维持$Shift4 Payments (FOUR.US)$买入评级，目标价126美元。
根据TipRanks数据显示，该分析师近一年总胜率为65.0%，总平均回报率为16.4%。
此外，综合报道，$Shift4 Payments (FOUR.US)$近期主要分析师观点如下：
据报道，Shift4 Payments未达到预期，并向下调整了预测，以应对餐饮和酒店业消费者支出减少、恶劣天气条件以及国际市场渗透率低于预期。尽管该股在大幅上涨后略有下跌，但由于第四季度收入下端略有增长和调整后的息税折旧摊销前利润指引，积压交易量同比增长32％，总额为330亿美元，以及按年计算的第四季度调整后的息税折旧摊销前利润与2025年共识一致，市场的反应似乎有所缓和。此外，当前有利于中小型股公司的市场趋势也可能影响该股的表现。
Shift4 Payments在第三季度净收入、毛利和端到端交易量均出现下滑，这归因于消费者支出疲软。尽管第三季度混乱，但战略举措和最近交易的影响预计将在未来几年内维持超过20％的有机收入增长。
Shift4 Payments第三季度的交易量和净收入业绩未达到市场的预期。但是，尽管没有提供2025财年的指导，但管理层对未来前景表现出了信心。尽管第三季度表现低于预期，但据信，在电话会议结束后，投资者仍将对Shift4的增长潜力保持乐观的看法。Shift4的增长前景继续受到好评。
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