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Stock impact report

B. Riley Reduces Target Price on Shift4 Payments (FOUR) to $120, Post Q4 Earnings [Yahoo! Finance]

Shift4 Payments, Inc. Class A (FOUR) 
Company Research Source: Yahoo! Finance
Shift4 Payments Inc. (NYSE:FOUR) is one of the 14 Most Undervalued NYSE Stocks to Buy According to Analysts B. Riley analyst Hal Goetsch, on February 27, reduced his target price on Shift4 Payments by 8.4% to $120 (from $131), but retained the firm's Buy recommendation on the stock. This update comes on the heels of the release of FOUR's Q4 2025 results, which B. Riley had mixed feelings about. Management's 2026 guidance also missed the firm's expectations, likely due to cautious assumptions amid ongoing acquisition integration and a higher cost of debt. Shift4 Payments released its Q4 2025 results on February 26, which showed adjusted diluted earnings per share declining 3.6% YoY to $1.60. This figure is in line with analyst expectations (albeit already tempered). The earnings decline was due to significantly higher interest expense (more than 2x vs. Q4 2024), as the company took on debt to temporarily finance its acquisition of GlobalBlue. The higher interest expense more than Show less Read more
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