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 $33 billion, and the annualized fourth quarter adjusted EBITDA aligning with the 2025 consensus. Additionally, the current market trend that favors small to mid-cap companies may also be playing a role in the stock's performance.
Shift4 Payments exhibited a miss in Q3 net revenues, gross profit, and end-to-end volumes, which has been attributed to a softer consumer spend. Despite a cluttered third quarter, strategic initiatives and the impact of recent deals are anticipated to sustain organic revenue growth exceeding 20% over the coming years.
Shift4 Payments' Q3 volume and net revenue results did not meet the expectations of the market. However, despite not offering fiscal 2025 guidance, management conveyed a sense of confidence in future prospects. It is believed that investors will retain a positive view of Shift4's growth potential after the conference call, despite the weaker than anticipated Q3 performance. Shift4 continues to be regarded favorably for its growth prospects.
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戴維森信託分析師Peter Heckmann維持$Shift4 Payments (FOUR.US)$買入評級，目標價126美元。
根據TipRanks數據顯示，該分析師近一年總勝率為65.0%，總平均回報率為16.4%。
此外，綜合報道，$Shift4 Payments (FOUR.US)$近期主要分析師觀點如下：
據報道，Shift4 Payments未達到預期，並向下調整了預測，以應對餐飲和酒店業消費者支出減少、惡劣天氣條件以及國際市場滲透率低於預期。儘管該股在大幅上漲後略有下跌，但由於第四季度收入下端略有增長和調整後的息稅折舊攤銷前利潤指引，積壓交易量同比增長32％，總額爲330億美元，以及按年計算的第四季度調整後的息稅折舊攤銷前利潤與2025年共識一致，市場的反應似乎有所緩和。此外，當前有利於中小型股公司的市場趨勢也可能影響該股的表現。
Shift4 Payments在第三季度淨收入、毛利和端到端交易量均出現下滑，這歸因於消費者支出疲軟。儘管第三季度混亂，但戰略舉措和最近交易的影響預計將在未來幾年內維持超過20％的有機收入增長。
Shift4 Payments第三季度的交易量和淨收入業績未達到市場的預期。但是，儘管沒有提供2025財年的指導，但管理層對未來前景表現出了信心。儘管第三季度表現低於預期，但據信，在電話會議結束後，投資者仍將對Shift4的增長潛力保持樂觀的看法。Shift4的增長前景繼續受到好評。
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