Piper Sandler analyst Clarke Jeffries maintains $Shift4 Payments (FOUR.US)$ with a buy rating, and adjusts the target price from $93 to $120.
According to TipRanks data, the analyst has a success rate of 57.7% and a total average return of 6.7% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Shift4 Payments (FOUR.US)$'s main analysts recently are as follows:
Analysts note that while Shift4 Payments experienced an unexpected shortfall and reduced guidance on transaction volumes primarily due to a decline in consumer spending within the restaurant and hospitality sectors, adverse weather conditions, and a slower rate of international growth than anticipated, the company's stock only saw a modest decrease following a significant uptrend. This resilience in share price may be attributed to marginal improvements in the lower end of the fourth-quarter revenue and adjusted EBITDA forecasts, a 32% quarter-over-quarter increase in the volume backlog reaching $33 billion, the annualized fourth-quarter adjusted EBITDA aligning with consensus expectations for 2025, and the current market trend that favors small to mid-cap stocks.
Shift4 Payments' Q3 performance showed a shortfall in net revenues, gross profit, and end-to-end volumes, attributed to a softer consumer spending environment. Despite the less than ideal quarter, strategic initiatives and beneficial deals are anticipated to underpin over 20% organic revenue growth for several years ahead.
Shift4 Payments' Q3 volume and net revenue results did not meet Street expectations. However, even without providing explicit fiscal 2025 guidance, management conveyed a sense of confidence in the company's outlook. It is believed that investors will have a positive takeaway from the conference call regarding Shift4's growth prospects, despite the less than expected Q3 outcome. The company continues to be highly regarded for its growth potential.
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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派傑投資分析師Clarke Jeffries維持$Shift4 Payments (FOUR.US)$買入評級，並將目標價從93美元上調至120美元。
根據TipRanks數據顯示，該分析師近一年總勝率為57.7%，總平均回報率為6.7%。
此外，綜合報道，$Shift4 Payments (FOUR.US)$近期主要分析師觀點如下：
分析師指出，儘管Shift4 Payments經歷了一次意外的不足，基本上由於消費者在餐飲和酒店行業的支出下降，不利的天氣條件以及國際增長速度低於預期，導致交易量指引下調，但公司股票在重要上漲之後僅出現了小幅下降。股價上的這種韌性可能歸因於四季度底部營收和調整後EBITDA預測的邊際改善，成交量積壓增長達到330億美元，與2025年的共識預期對齊的四季度調整後EBITDA年化增長率爲32%，以及當前市場趨勢偏好中小市值股票。
Shift4 Payments的第三季度表現顯示，淨營收、毛利潤和端到端成交量出現不足，歸因於消費環境的疲軟。儘管該季度不盡如人意，但戰略舉措和有益交易預計將在未來幾年支持20%以上的有機營收增長。
Shift4 Payments的第三季度交易量和淨營收結果未達到街頭預期。然而，即使沒有提供明確的2025財年指引，管理層也表達了對公司前景的信心。人們相信投資者將從電話會議中對Shift4的增長前景有積極的看法，儘管第三季度的結果不盡人意。該公司因其增長潛力而備受推崇。
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