Shift4 Payments, Inc.
38.79USD
-1.3800 (-3.44%)
Not enough data yet
A reading needs 5 members, each at least 14 days old with a track record on this site (simulated portfolios and calls), who shared a take in the last 30 days; 2 of them need a strong record.
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Consensus EPS on the street’s adjusted basis, not the filed GAAP figure — which is why the actuals here can differ from the income statement.
| Period | Consensus EPS | 90 days ago | Revisions up (30d) | Revisions down (30d) |
|---|---|---|---|---|
| Current quarter | $1.37▼ | $1.61 | 2 | 5 |
| Next quarter | $1.54▼ | $1.71 | 1 | 8 |
| Current year | $5.19▼ | $5.55 | 0 | 11 |
| Next year | $6.11▼ | $6.73 | 1 | 11 |
Beat in 2 of the last 4
| Quarter | Estimate | Actual | Surprise |
|---|---|---|---|
| 2026-06-30 | $1.24 | $1.32 | +0.08 (+6.8%) |
| 2026-03-31 | $0.96 | $0.97 | +0.01 (+1.0%) |
| 2025-12-31 | $1.6 | $1.6 | -0.00 (-0.0%) |
| 2025-09-30 | $1.48 | $1.47 | -0.01 (-0.6%) |
246 ratings from 36 firms
Ratings are attributed to the research firm, not to individual analysts. See every ticker.
| Firm | Action | Rating | Price Target | Date |
|---|---|---|---|---|
| Truist Securities | Maintained | Hold | $49 $42 | Oct 23, 2026 |
| Raymond James | Maintained | Outperform | $51 $50 | Oct 13, 2026 |
| BTIG | Maintained | Buy | $60 $50 | Oct 13, 2026 |
| B. Riley Securities | Maintained | Buy | $96 $94 | Oct 6, 2026 |
| Susquehanna | Maintained | Positive | $78 $63 | Oct 5, 2026 |
| Mizuho | Maintained | Outperform | $55 $46 | Sep 24, 2026 |
| StoneX | Maintained | Buy | $67 $56 | Sep 21, 2026 |
| RBC Capital | Reiterated | Outperform | $67 | Sep 11, 2026 |
| RBC Capital | Maintained | Outperform | $63 $67 | Aug 31, 2026 |
| Truist Securities | Maintained | Hold | $50 $49 | Aug 27, 2026 |
| Wells Fargo | Upgraded from Equal-Weight | Overweight | $55 $59 | Aug 25, 2026 |
| B. Riley Securities | Maintained | Buy | $120 $96 | Aug 24, 2026 |
| DA Davidson | Maintained | Buy | $74 $68 | Aug 10, 2026 |
| UBS | Maintained | Buy | $60 $52 | Aug 7, 2026 |
| RBC Capital | Maintained | Outperform | $65 $63 | Aug 7, 2026 |
| BTIG | Maintained | Buy | $70 $60 | Aug 6, 2026 |
| Truist Securities | Maintained | Hold | $46 $50 | Jul 24, 2026 |
| Goldman Sachs | Maintained | Neutral | $49 $55 | Jul 9, 2026 |
| Loop Capital | Initiated | Hold | $40 | Jun 25, 2026 |
| Truist Securities | Maintained | Hold | $50 $46 | May 27, 2026 |
| DA Davidson | Maintained | Buy | $82 $74 | May 12, 2026 |
| RBC Capital | Maintained | Outperform | $73 $65 | May 8, 2026 |
| Keefe, Bruyette & Woods | Maintained | Market Perform | $50 $52 | May 8, 2026 |
| BTIG | Reiterated | Buy | $70 | May 7, 2026 |
| BMO Capital | Initiated | Market Perform | $50 | Apr 22, 2026 |
65 filings from 12 insiders · 0 buy / 0 sell over 6m
Officers and directors of FOUR, from the last two years of filings. Grants, gifts and option exercises are shown but not colour-coded — they are compensation, not a view on the price.
| Insider | Action | Shares | Price | Value | Date |
|---|---|---|---|---|---|
| CRUZ CHRISTOPHER NESTORChief Financial Officer | Grant | 24.9k | — | — | Aug 7, 2026 |
| BAKHSHANDEHPOUR SAMDirector | Grant | 5.1k | $41.18 | $210k | Jun 15, 2026 |
| DISMAN NANCY J.Director | Grant | 7.3k | $41.18 | $302k | Jun 15, 2026 |
| DALLAIRE SETHDirector | Grant | 5.1k | $41.18 | $210k | Jun 15, 2026 |
| GOLDSMITH-GROVER SARAH A.Director | Grant | 5.1k | $41.18 | $210k | Jun 15, 2026 |
| DAVIS KAREN ROTERDirector | Grant | 5.1k | $41.18 | $210k | Jun 15, 2026 |
| HALKYARD JONATHAN SDirector | Grant | 5.1k | $41.18 | $210k | Jun 15, 2026 |
| ISAACMAN JAREDBeneficial Owner of more than 10% of a Class of Security | Buy | 388.5k | $40.66 | $15.94M | May 12, 2026 |
| ISAACMAN JAREDBeneficial Owner of more than 10% of a Class of Security | Giftindirect | 1.6k | — | — | Mar 17, 2026 |
| ISAACMAN JAREDBeneficial Owner of more than 10% of a Class of Security | Buy | 43.8k | $45.75 | $2.00M | Mar 10, 2026 |
| ISAACMAN JAREDBeneficial Owner of more than 10% of a Class of Security | Buy | 45.7k | $43.83 | $2.00M | Mar 2, 2026 |
| ISAACMAN JAREDBeneficial Owner of more than 10% of a Class of Security | Buy | 296.2k | $44.15 | $13.66M | Feb 27, 2026 |
| WHALEN JAMES J.Officer | Grant | 17.0k | $44.07 | $750k | Feb 27, 2026 |
| DISMAN NANCY J.Director | Grant | 76.0k | $44.07 | $3.35M | Feb 27, 2026 |
| CRUZ CHRISTOPHER NESTORChief Financial Officer | Grant | 17.1k | $44.07 | $755k | Feb 27, 2026 |
| LAUBER DAVID TAYLORChief Executive Officer | Grant | 222.4k | $44.07 | $9.80M | Feb 27, 2026 |
| FRANKEL JORDANOfficer | Grant | 62.5k | $44.07 | $2.75M | Feb 27, 2026 |
| ISAACMAN JAREDBeneficial Owner of more than 10% of a Class of Security | Otherindirect | 19.80M | — | — | Feb 6, 2026 |
| ISAACMAN JAREDBeneficial Owner of more than 10% of a Class of Security | Grantindirect | 1.12M | — | — | Feb 6, 2026 |
| DISMAN NANCY J.Director | Sell | 5.0k | $69.50 | $348k | Dec 11, 2025 |
Members whose judged calls on FOUR have played out most reliably.
No settled calls on FOUR yet. Nobody has filed a call with a deadline on it.
A member is listed once they have three judged calls on a name.
A call with a target is judged on whether the price reaches it by the deadline, counting each day's high (a buy) or low (a sell) from the day after the call was made. A call without one is judged on whether the price at the close on the deadline is higher (a buy) or lower (a sell) than the price the call was made at: the live price when it was saved, for a call made with Make a call, or the last close before the day it was filed, for a call made in a note. Not against the market or an index.
A percentage appears once five calls have reached their deadline. A target reached sooner is shown as played out early, and counts toward the percentage when its deadline passes, because a miss cannot be known before then.
A member’s prediction, judged on price history · not investment advice
Analyst Ratings
22 analysts covering
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Consensus |
|---|---|---|---|---|---|---|
| Current | 2 | 10 | 13 | 0 | 0 | Buy2.44 |
| 1 mo ago | 2 | 10 | 12 | 0 | 0 | Buy2.42 |
| 2 mo ago | 2 | 9 | 12 | 0 | 0 | Buy2.43 |
| 3 mo ago | 2 | 9 | 13 | 0 | 0 | Buy2.46 |