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Shift4 Payments, Inc. (FOUR)

Technology | Software - Infrastructure | Center Valley, United States | NYSE
49.66 USD +1.21 (2.497%) ⇧ (April 17, 2026, 4:02 p.m. EDT)
After hours: 49.65 -0.01 (-0.010%) ⇩ (April 17, 2026, 7:53 p.m. EDT)

Short-term: ★★★☆☆ | Long-term: ★★★★☆ | Dividends: ☆☆☆☆☆
Hot Take | April 18, 2026, 10:09 p.m. EDT

Shift4 (FOUR) is a strong long-term buy (4 stars) targeted at corporate payments consolidation, evidenced by analyst 'Buy' ratings and a promising forward-to-trailing P/E ratio of roughly 0.16 (implied by the 7.4 vs 46 split), yet it suffers from severe short-term structural damage (<3 year earnings CAGR, massive conversion of preferred debt to 60% of equity). Options data confirms this pivot point: sellers are betting on a fade near $40-50, but smart money is building a massive rally convexitity play at $175-180, suggesting the current 49.66 price is a high-probability mean reversion zone for the long term.

Model Selection — Backtest MAE (log-scale, lower is better)
ModelMAE
AutoARIMA ✓0.213630
AutoETS0.213671
MSTL0.214720
AutoTheta0.220269

Forecast horizon: 45 days | Selected: AutoARIMA

Forecast Reliability
Score 42%
H-stat 23.47
Ljung-Box p 0.000
Jarque-Bera p 0.128
Excess Kurtosis -1.43
Attribute Value
Sector Technology
Debt to Equity Ratio 235.871
Revenue per Share 61.416
Market Cap 5,073,446,912
Trailing P/E 45.98
Forward P/E 7.39
Beta 1.60
Profit Margins 2.85%
Website https://www.shift4.com

As of April 18, 2026, 10:09 p.m. EDT: Options flow reveals a distinct disconnect between short-term hedging and long-term strategizing. For the ~1-month expirations (April/May), massive buying pressure in downside calls (~280 units at $100 and ~1.9k contracts at $120) alongside high strike IVs strongly signals a tax-loss harvest or protective collar, with speculators positioning for a downside breach rather than an upside rip. Conversely, long-dated expirations (Jan 2027) show an aggressive bullish gamma squeeze setup: a 'Major OI Wall' is being constructed at $180 with 3.5k contracts, and $175 calls show top OI volume despite deep OTM. This indicates a contrarian narrative: short-term sellers (or hedgers) fear a drop to $40-50, while long-term capital is positioning for a multi-year rally back to historical highs ($108+).


Info Dump

Attribute Value
52 Week Change -0.3372481
Address1 3,501 Corporate Parkway
All Time High 127.5
All Time Low 29.39
Ask 50.21
Ask Size 200
Audit Risk 4
Average Analyst Rating 2.0 - Buy
Average Daily Volume10 Day 1,455,580
Average Daily Volume3 Month 2,428,390
Average Volume 2,428,390
Average Volume10Days 1,455,580
Beta 1.595
Bid 49.49
Bid Size 500
Board Risk 10
Book Value 7.239
City Center Valley
Compensation As Of Epoch Date 1,735,603,200
Compensation Risk 5
Country United States
Crypto Tradeable 0
Currency USD
Current Price 49.66
Current Ratio 1.66
Custom Price Alert Confidence HIGH
Date Short Interest 1,774,915,200
Day High 50.725
Day Low 48.875
Debt To Equity 235.871
Display Name Shift4 Payments
Earnings Call Timestamp End 1,772,112,600
Earnings Call Timestamp Start 1,772,112,600
Earnings Growth -0.722
Earnings Quarterly Growth -0.655
Earnings Timestamp 1,772,112,600
Earnings Timestamp End 1,777,379,400
Earnings Timestamp Start 1,777,379,400
Ebitda 784,000,000
Ebitda Margins 0.18756
Enterprise To Ebitda 11.702
Enterprise To Revenue 2.195
Enterprise Value 9,174,344,704
Eps Current Year 5.59442
Eps Forward 6.7172
Eps Trailing Twelve Months 1.08
Esg Populated 0
Exchange NYQ
Exchange Data Delayed By 0
Exchange Timezone Name America/New_York
Exchange Timezone Short Name EDT
Fifty Day Average 48.9814
Fifty Day Average Change 0.6786003
Fifty Day Average Change Percent 0.013854245
Fifty Two Week Change Percent -33.724808
Fifty Two Week High 108.5
Fifty Two Week High Change -58.84
Fifty Two Week High Change Percent -0.54230416
Fifty Two Week Low 39.905
Fifty Two Week Low Change 9.755001
Fifty Two Week Low Change Percent 0.24445562
Fifty Two Week Range 39.905 - 108.5
Financial Currency USD
First Trade Date Milliseconds 1,591,363,800,000
Float Shares 46,160,179
Forward Eps 6.7172
Forward P E 7.3929615
Free Cashflow 476,249,984
Full Exchange Name NYSE
Full Time Employees 6,300
Gmt Off Set Milliseconds -14,400,000
Governance Epoch Date 1,775,001,600
Gross Margins 0.34162998
Gross Profits 1,428,000,000
Has Pre Post Market Data 1
Held Percent Insiders 0.2873
Held Percent Institutions 1.03779
Implied Shares Outstanding 102,163,652
Industry Software - Infrastructure
Industry Disp Software - Infrastructure
Industry Key software-infrastructure
Ipo Expected Date 2,020-06-05
Is Earnings Date Estimate 1
Language en-US
Last Fiscal Year End 1,767,139,200
Long Business Summary Shift4 Payments, Inc. engages in the provision of software and payment processing solutions in the United States and internationally. The company offers payments platform, which provides omni channel card acceptance; and processing solutions across multiple payment types, including credit, debit, contactless card, Europay, MasterCard and Visa, QR Pay, and mobile wallets, as well as alternative payment methods, such as Apple Pay, Google Pay, Alipay, and WeChat Pay. It provides technology solutions, such as SkyTab POS, which provides purpose-built POS workstations; SkyTab Mobile, which provides pay-at-the-table, order-at-the-table, delivery, customer feedback, and email marketing solutions; SkyTab Venue, which provides mobile ordering, countertop POS, self-service kiosk, and digital wallet solutions; Lighthouse, a cloud-based suite of business intelligence tools that includes customer engagement, social media management, online reputation management, scheduling and product pricing, as well as extensive reporting and analytics; The Giving Block, a cryptocurrency donation marketplace; Shift4Shop, an ecommerce platform that creates a webstore and tools to manage product catalog, order fulfillment and inventory management, search engine optimization, and secure hosting; and Marketplace that enables integrations into third-party applications, as well as loyalty and inventory management. In addition, the company offers merchant operations and support services, including underwriting, onboarding, and activation; training; risk management; and support. It also provides software partner operations and support services, including software integrations and compliance management; partner support; and partner services. The company distributes its products through independent software vendors, internal sales and support network, enterprises, and value-added resellers. The company was founded in 1999 and is headquartered in Center Valley, Pennsylvania.
Long Name Shift4 Payments, Inc.
Market us_market
Market Cap 5,073,446,912
Market State CLOSED
Max Age 86,400
Message Board Id finmb_22308082
Most Recent Quarter 1,767,139,200
Net Income To Common 80,000,000
Next Fiscal Year End 1,798,675,200
Non Diluted Market Cap 4,090,127,906
Number Of Analyst Opinions 20
Open 48.89
Operating Cashflow 634,000,000
Operating Margins 0.105170004
Overall Risk 10
Payout Ratio 0.0
Peg Ratio 0.36
Phone 888 276 2108
Post Market Change -0.0099983215
Post Market Change Percent -0.020133551
Post Market Price 49.65
Post Market Time 1,776,470,003
Previous Close 48.45
Price Eps Current Year 8.876702
Price Hint 2
Price To Book 6.8600636
Price To Sales Trailing12 Months 1.2137433
Profit Margins 0.028469998
Quick Ratio 1.298
Quote Source Name Nasdaq Real Time Price
Quote Type EQUITY
Recommendation Key buy
Recommendation Mean 2.04348
Region US
Regular Market Change 1.21
Regular Market Change Percent 2.49742
Regular Market Day High 50.725
Regular Market Day Low 48.875
Regular Market Day Range 48.875 - 50.725
Regular Market Open 48.89
Regular Market Previous Close 48.45
Regular Market Price 49.66
Regular Market Time 1,776,456,167
Regular Market Volume 1,293,219
Return On Assets 0.0349
Return On Equity 0.09882
Revenue Growth 0.339
Revenue Per Share 61.416
Sand P52 Week Change 0.38150132
Sector Technology
Sector Disp Technology
Sector Key technology
Share Holder Rights Risk 10
Shares Outstanding 81,239,315
Shares Percent Shares Out 0.19860001
Shares Short 16,354,321
Shares Short Previous Month Date 1,772,150,400
Shares Short Prior Month 16,197,660
Short Name Shift4 Payments, Inc.
Short Percent Of Float 0.2041
Short Ratio 5.98
Source Interval 15
State PA
Symbol FOUR
Target High Price 120.0
Target Low Price 50.0
Target Mean Price 65.15
Target Median Price 62.5
Total Cash 964,000,000
Total Cash Per Share 11.866
Total Debt 4,616,000,000
Total Revenue 4,180,000,000
Tradeable 0
Trailing Annual Dividend Rate 0.0
Trailing Annual Dividend Yield 0.0
Trailing Eps 1.08
Trailing P E 45.98148
Trailing Peg Ratio 0.356
Triggerable 1
Two Hundred Day Average 71.37565
Two Hundred Day Average Change -21.715649
Two Hundred Day Average Change Percent -0.3042445
Type Disp Equity
Volume 1,293,219
Website https://www.shift4.com
Zip 18,034