Shift4 Payments (FOUR) Stock Forecast & Price Target

Shift4 Payments Inc. demonstrated robust growth in 2Q25, achieving an end-to-end payment volume of $50 billion, which reflects a 25% year-over-year increase despite a deceleration from the previous quarter. The company's strategic acquisition of Global Blue is expected to enhance EBITDA significantly by adding $125 million, indicating strong potential for improved profitability and revenue expansion. With substantial capital raised to support this acquisition and a favorable market position bolstered by multiple growth pillars, Shift4 Payments is well-positioned for continued growth above industry averages.

Shift4 Payments Inc. faces significant headwinds due to increasing competition within the payment processing industry, which threatens its ability to gain market share. The company's exposure to a deteriorating macroeconomic environment, particularly with 60% of its volume stemming from the restaurant and hospitality sectors, raises concerns about future revenue stability amidst potential economic downturns. Additionally, the lack of clarity surrounding key growth drivers and a reliance on an inorganic growth strategy create uncertainties that could hinder financial performance, further contributing to the negative outlook on the stock.