B. Riley Reduces Target Price on Shift4 Payments (FOUR) to $120, Post Q4 Earnings

B. Riley expert Hal Goetsch, connected February 27, reduced his people terms connected Shift4 Payments by 8.4% to $120 (from $131), but retained the firm’s Buy proposal connected the stock. This update comes connected the heels of the merchandise of FOUR’s Q4 2025 results, which B. Riley had mixed feelings about. Management’s 2026 guidance besides missed the firm’s expectations, apt owed to cautious assumptions amid ongoing acquisition integration and a higher outgo of debt.

Shift4 Payments released its Q4 2025 results connected February 26, which showed adjusted diluted net per stock declining 3.6% YoY to $1.60. This fig is successful enactment with expert expectations (albeit already tempered). The net diminution was owed to importantly higher involvement disbursal (more than 2x vs. Q4 2024), arsenic the institution took connected indebtedness to temporarily concern its acquisition of GlobalBlue. The higher involvement disbursal much than offset the 51% summation successful revenue.

For 2026, absorption expects a 26% to 31% maturation successful revenue, which (while inactive rapid) would people a important deceleration vs. 2025. Adjusted EPS, meanwhile, is expected to diminution further to $5.50-$5.70 (missing the statement estimation of $6.45), arsenic the institution feels the full-year interaction of the higher indebtedness level.

Shift4 Payments Inc. (NYSE:FOUR) is simply a outgo acceptance and processing exertion solutions provider. The institution is based successful Center Valley, PA, and was founded successful 1999 by Jared Isaacman.

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