B. Riley Cuts Target Price to $120 on Shift4 Payments (Four), Following Q4 Earnings


Shift4 Payments Inc. (NYSE:FOUR) is one of them 14 Most Undervalued NYSE Stocks to Buy According to Analysts.

B. Riley analyst Hal Goetsch, on February 27, lowered his price target on Shift4 Payments by 8.4% to $120 (from $131), but kept the company’s buy recommendation on the stock. This update comes amid the release of FOUR’s Q4 2025 results, which B. Riley had mixed feelings about. Management’s 2026 guidance also missed the company’s expectations, likely due to cautious assumptions amid continued acquisition consolidation and higher debt costs.

Shift4 Payments released Q4 2025 results on February 26, which reported adjusted diluted earnings per share down 3.6% YoY to $1.60. This number is in line with analysts’ expectations (although it is already warm). The decrease in revenue was due to significantly higher interest expense (more than 2x compared to Q4 2024), as the company took on debt to temporarily finance the acquisition of Global Blue. Higher interest expenses more than offset the 51% increase in revenue.

B. Riley Cuts Target Price to $120 on Shift4 Payments (Four), Following Q4 Earnings
B. Riley Cuts Target Price to $120 on Shift4 Payments (Four), Following Q4 Earnings

For 2026, management expects 26% to 31% growth in revenue, which (while still faster) would mark a significant decline from 2025. Meanwhile, adjusted EPS is expected to fall to $5.50-$5.70 (missing the consensus estimate), as the $6.45 debt level feels the higher impact.

Shift4 Payments Inc. (NYSE:FOUR) is a provider of payment acceptance and processing technology solutions. The company is located in Centerville, PA and was founded in 1999 by Jared Isaacman.

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