Shift4 Payments slides after FY26 profit misses estimates

Shift4 Payments

26/02/2026 13:40

** Shares of payments processor Shift4 Payments FOUR.N fall 4.22% to $54.95 in premarket

** Co forecast FY 26 adjusted EPS between $5.50 and $5.70, below analysts' estimates of $6.40 - data compiled by LSEG

** Co also forecasts Q1'26 revenue of $548 million, below estimates of $579 million

** Analyst at RBC Capital says, "While we believe the 4Q25 results and FY26 guide are causing weakness in the shares this morning, we highlight that Payments-based revenue less network fees is expected to grow in the low 20s% range in FY26"

** 16 of 23 analysts rate stock "strong buy" or "buy" and seven "hold"; their median PT is $89.50 - data compiled by LSEG

** As of last close, FOUR down 8.8% YTD

(Reporting by Pragyan Kalita in Bengaluru)

((Pragyan.Kalita@thomsonreuters.com;))