FOURShift4 Payments, Inc.
Shift4 Payments, Inc. (FOUR) operates a digital payment platform that enables merchants to accept card and crypto payments, with a focus on the restaurant and hospitality sectors. The company’s next catalyst is Sep 28, 2026 — Chip Stocks Rise As Four New, which will test the market’s appetite for its new chip-based payment technology. The event will likely gauge investor confidence in Shift4’s ability to capitalize on the evolving payment infrastructure landscape.
- Revenue hit $4.56B in the latest period, up 25.5% YoY, with a net margin of 2.2%
- Debt-to-equity ratio stands at 3.16x, reflecting a leveraged capital structure
- Shareholders’ equity totals $1.44B, with a focus on scaling its digital payment ecosystem
The schedule
- Mon9Nov
This earnings release will test the company's financial performance, with a focus on revenue growth, margin expansion, and cash flow generation.
- Thu14Jan
This event will test the company's ability to showcase its technology and innovation to potential clients, with a focus on product development and market expansion.
- Tue9Feb
This earnings release will test the company's financial performance, with a focus on revenue growth, margin expansion, and cash flow generation.
- Thu6May
This earnings release will test the company's financial performance, with a focus on revenue growth, margin expansion, and cash flow generation.
- Thu5Aug
This earnings release will test the company's financial performance, with a focus on revenue growth, margin expansion, and cash flow generation.
Past
- Mon28Sep
This event will test the company's ability to capitalize on broader chip and payment trends, with a focus on its product mix and market share gains.
- Thu10Sep
Actual outcome: Bear · $37.06 at outcome
The stock fell 4.5% following the strategic SaaS integration announcement, likely due to investor concerns over the integration's impact on short-term revenue and operational costs. The price dropped below the bear floor, indicating a negative market reaction to the perceived risks and lack of clear upside potential from the integration.
Strategic SaaS integration announcement with potential implications for revenue growth and operational efficiency.
- Tue17Feb
Actual outcome: Mixed · $58.31 at outcome
Shift4 reported a beat on Q4 earnings but issued FY26 guidance that fell short of analyst estimates, leading to a mixed market reaction. The stock's performance was driven by the contrast between the cautious financial outlook and the completion of a corporate simplification that eliminated super-voting shares and Tax Receivable Agreement obligations to the founder.
Shift4 reported a beat on Q4 earnings but issued FY26 guidance that fell short of analyst estimates, leading to a mixed market reaction. The stock's performance was driven by the contrast between the cautious financial outlook and the completion of a corporate simplification that eliminated super-voting shares and Tax Receivable Agreement obligations to the founder.