On Nov 13, major Wall Street analysts update their ratings for $Shift4 Payments (FOUR.US)$, with price targets ranging from $110 to $120.
BofA Securities analyst Jason Kupferberg maintains with a buy rating, and adjusts the target price from $95 to $112.
Barclays analyst John Coffey maintains with a buy rating, and maintains the target price at $120.
Wells Fargo analyst Andrew Bauch maintains with a buy rating, and adjusts the target price from $100 to $110.
Mizuho Securities analyst Dan Dolev maintains with a buy rating.
BTIG analyst Andrew Harte maintains with a buy rating, and adjusts the target price from $105 to $118.
Furthermore, according to the comprehensive report, the opinions of $Shift4 Payments (FOUR.US)$'s main analysts recently are as follows:
Shift4 Payments' volumes came in below expectations and the forward guidance was adjusted downwards, influenced by a decrease in consumer spending within the restaurant and hospitality sectors, adverse weather conditions, and a slower pace of growth internationally than anticipated. Despite the shares experiencing only a modest decline after a significant run, this could be attributed to a marginal increase in the lower end of the fourth quarter revenue and adjusted EBITDA guidance, a volume backlog that rose by 32% from the previous quarter, and an annualized fourth quarter adjusted EBITDA that aligns with the 2025 consensus. Additionally, there's a current market tilt towards small and mid-cap names.
Shift4 Payments' Q3 outcomes fell short in terms of net revenues, gross profit, and end-to-end volumes, attributed to diminished consumer expenditure. Despite the less-than-ideal quarter, it is believed that through strategic ventures and beneficial acquisitions, the company is positioned to sustain over 20% organic revenue growth for several years.
Shift4 Payments' Q3 volume and net revenue fell below Street expectations. Analysts point out that although no explicit fiscal 2025 guidance was provided, there were indications of management's confidence in the company's prospects. It is believed that investors will retain a positive perspective on Shift4's growth potential despite the modest Q3 performance. The company continues to be viewed favorably in terms of its growth outlook.
Here are the latest investment ratings and price targets for $Shift4 Payments (FOUR.US)$ from 7 analysts:
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美东时间11月13日，多家华尔街大行更新了$Shift4 Payments (FOUR.US)$的评级，目标价介于110美元至120美元。
美银证券分析师Jason Kupferberg维持买入评级，并将目标价从95美元上调至112美元。
巴克莱银行分析师John Coffey维持买入评级，维持目标价120美元。
富国集团分析师Andrew Bauch维持买入评级，并将目标价从100美元上调至110美元。
瑞穗证券分析师Dan Dolev维持买入评级。
BTIG分析师Andrew Harte维持买入评级，并将目标价从105美元上调至118美元。
此外，综合报道，$Shift4 Payments (FOUR.US)$近期主要分析师观点如下：
受餐饮和酒店业消费者支出减少、恶劣天气条件以及国际增长速度低于预期的影响，Shift4 Payments的交易量低于预期，前瞻性指引向下调整。尽管股价在大幅上涨后仅略有下跌，但这可能归因于第四季度收入和调整后的息税折旧摊销前利润预期略有增加，积压交易量较上一季度增长了32％，以及第四季度调整后的年化息税折旧摊销前利润与2025年共识一致。此外，目前的市场倾向于中小型股票。
由于消费者支出减少，Shift4 Payments第三季度的业绩在净收入、毛利和端到端交易量方面表现不佳。尽管季度不太理想，但据信通过战略风险投资和有益收购，该公司有望在几年内保持20％以上的有机收入增长。
Shift4 Payments第三季度的交易量和净收入均低于华尔街的预期。分析师指出，尽管没有提供明确的2025财年指导，但有迹象表明管理层对公司的前景充满信心。据信，尽管第三季度表现不佳，但投资者仍将对Shift4的增长潜力保持积极的看法。就其增长前景而言，该公司的发展前景继续受到好评。
以下为今日7位分析师对$Shift4 Payments (FOUR.US)$的最新投资评级及目标价：
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