FOUR Stock Recent News

Shift4 Payments: Eyes 30% Annual Revenue Growth Through 2028 With Margin Expansion

Investors looking for stocks in the Financial Transaction Services sector might want to consider either Paysafe Limited (PSFE) or Shift4 Payments (FOUR). But which of these two stocks offers value investors a better bang for their buck right now?

CENTER VALLEY, Pa.--(BUSINESS WIRE)--Shift4 Payments, Inc. (“Shift4”) (NYSE: FOUR), announced today that it is further extending its previously announced all-cash tender offer through its indirect wholly owned subsidiary, GT Holding 1 GmbH, a Swiss limited liability company (“Merger Sub”), to purchase all of the outstanding shares of Global Blue Group Holding AG (“Global Blue”) (NYSE: GB) pursuant to the previously announced transaction agreement, dated as of February 16, 2025 between Global Bl.

We Initiate Shift4 Payments with Strong Buy and $216 PT, citing robust volume growth, operating leverage, and early-stage cross-sell synergies. Shift4's margin expansion is accelerating, driven by disciplined integration of acquisitions and a scalable SaaS/payments platform, supporting sustained EBITDA outperformance. Valuation disconnect presents 135% upside; current multiples discount durable growth, margin leadership, and a deep enterprise backlog not fully reflected in peer comps.

FOUR-A is a 6% mandatory convertible preferred stock from Shift4 Payments, offering exposure that is closely tied to common stock performance. FOUR-A's dividend coverage appears robust, with annual preferred payouts representing just 15% of expected 2025 earnings, supporting payment safety. Shift4 Payments has outperformed both the S&P 500 and the digital payments sector, with strong earnings growth and bullish analyst sentiment.

CENTER VALLEY, Pa. & AUCKLAND, New Zealand--(BUSINESS WIRE)---- $FOUR--Shift4 (NYSE: FOUR), a leader in integrated payments and commerce technology, has announced it has signed a definitive agreement to acquire Smartpay (NZX:SPY, ASX:SMP), a leading independent provider of payment processing and point-of-sale solutions in Australia and New Zealand, for NZ$296.4 million (~$180m USD), or NZ$1.20 per share. This represents a 46.5% premium to 90 trading day Volume Weighted Average Price (VWAP). Smartpay sell.

Mid-cap fintech stocks like BILL, FOUR, OPFI, ACIW and STNE are riding on strong growth trends, offering long-term portfolio upside.

CENTER VALLEY, Pa.--(BUSINESS WIRE)---- $FOUR--Shift4 (NYSE: FOUR), the leader in integrated payments and commerce technology, has been named to the prestigious Fortune 1000® list for 2025. The list, published annually by Fortune® magazine, recognizes the largest public companies in the US by revenue. This is the second consecutive year that Shift4 has been named to the Fortune 1000® list. “It's an honor to receive this recognition for the second year in a row,” states Shift4 CEO Taylor Lauber. “This acc.

Investors interested in Financial Transaction Services stocks are likely familiar with Paysafe Limited (PSFE) and Shift4 Payments (FOUR). But which of these two stocks presents investors with the better value opportunity right now?

CENTER VALLEY, Pa.--(BUSINESS WIRE)---- $FOUR--Shift4 (NYSE: FOUR), the leader in integrated payments and commerce technology, has announced today that management will participate in the following investor conference: June 10, 2025 – Management will participate in a fireside chat at the 2025 RBC Financial Technology Conference beginning at 10:40AM ET in New York, NY. Management will also be available for one-on-one and small group meetings. The fireside chat will be webcasted live and interested parties.