On Nov 14, major Wall Street analysts update their ratings for $Shift4 Payments (FOUR.US)$, with price targets ranging from $106 to $125.
UBS analyst Timothy Chiodo maintains with a buy rating, and adjusts the target price from $100 to $125.
Wells Fargo analyst Andrew Bauch maintains with a buy rating, and maintains the target price at $110.
Mizuho Securities analyst Dan Dolev maintains with a buy rating.
Piper Sandler analyst Clarke Jeffries maintains with a buy rating, and adjusts the target price from $93 to $120.
Seaport Global analyst Jeff Cantwell maintains with a buy rating, and maintains the target price at $106.
Furthermore, according to the comprehensive report, the opinions of $Shift4 Payments (FOUR.US)$'s main analysts recently are as follows:
Shift4 Payments experienced an unexpected shortfall and reduced guidance on volumes, which is attributed to a decline in consumer spending within the restaurant and hospitality sectors, weather-related impacts, and a slower pace of growth in international markets than anticipated. Despite this, the stock only saw a modest decline after a significant rally. This can possibly be explained by the fact that the lower end of the guidance for Q4 revenues and adjusted EBITDA saw a slight increase, there was a 32% quarter-over-quarter growth in the volume backlog amounting to $33B, and the annualized Q4 adjusted EBITDA aligns with the consensus for 2025. Additionally, there's a current market trend favoring small to mid-cap companies.
Shift4 Payments experienced a miss in Q3 net revenues, gross profit, and end-to-end volumes, attributed to softer consumer spending. Despite the third quarter's complexities, it is believed that strategic initiatives and the addition of new deals will underpin a sustainable organic revenue growth exceeding 20% for several years.
The company's Q3 performance in terms of volume and net revenue did not meet the expectations as per the market predictions. Despite not offering fiscal 2025 guidance, the leadership team implied a strong confidence in the company's future prospects. It is believed that investors will have a favorable view of the company's growth potential moving forward, even though the Q3 outcomes were not as robust as anticipated.
Here are the latest investment ratings and price targets for $Shift4 Payments (FOUR.US)$ from 6 analysts:
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美東時間11月14日，多家華爾街大行更新了$Shift4 Payments (FOUR.US)$的評級，目標價介於106美元至125美元。
瑞士銀行分析師Timothy Chiodo維持買入評級，並將目標價從100美元上調至125美元。
富國集團分析師Andrew Bauch維持買入評級，維持目標價110美元。
瑞穗證券分析師Dan Dolev維持買入評級。
派傑投資分析師Clarke Jeffries維持買入評級，並將目標價從93美元上調至120美元。
Seaport Global分析師Jeff Cantwell維持買入評級，維持目標價106美元。
此外，綜合報道，$Shift4 Payments (FOUR.US)$近期主要分析師觀點如下：
shift4 payments經歷了意外的成交量下滑，並調降了指引，這歸因於餐飲和酒店行業消費下降、天氣影響以及國際市場增長速度低於預期。儘管如此，股票在一次較大的上漲後只見了輕微下滑。這可能可以解釋爲Q4營業收入和調整後的EBITDA指引的下限略有增加，成交量積壓額按季增長了32%，達到330億美元，而年化的Q4調整後的EBITDA與2025年的共識接近。此外，當前市場趨勢看好中小市值公司。
shift4 payments在Q3淨營收、毛利潤和端到端成交量方面出現缺口，歸因於較低的消費支出。儘管第三季度複雜性較高，但人們認爲戰略舉措和新增交易的增加將支撐持續有機營收增長超過20%長達數年。
該公司在成交量和淨收入方面的Q3表現未達到市場預期。儘管未提供2025財年的指引，領導團隊表達了對公司未來前景的信懇智能。人們認爲投資者將積極看待公司未來的增長潛力，儘管Q3的結果並非如預期那樣強勁。
以下爲今日6位分析師對$Shift4 Payments (FOUR.US)$的最新投資評級及目標價：
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