$FOUR

Analysts provided mixed ratings for three tech companies. Truist's Matthew Coad maintained a Hold rating on Shift4 Payments (FOUR) with a $49 price target. CrowdStrike (CRWD) received a Buy rating from Cantor Fitzgerald's Jonathan Ruykhaver with a $250 target. Salesforce (CRM) was reiterated as Buy by Cantor Fitzgerald's Matthew VanVliet with a $250 target. Consensus ratings and targets vary for each company.

Shift4 Payments (FOUR) stock rose 4.6% after Wells Fargo upgraded it to Overweight, citing international synergies and stronger free cash flow. The firm raised its price target to $59. Despite FX headwinds, shares cooled to $49.86, up 3.9%. Q2 revenue grew 34% to $1.3B, but guidance was cut due to Middle East disruptions and FX impacts.

Dick's Sporting Goods (DKS) fell 27% after reporting $5.59B in sales, missing estimates. Dynatrace (DT) rose 3% on a Morgan Stanley upgrade. Shift4 Payments (FOUR) gained 4% after a Wells Fargo upgrade. Moderna (MRNA) climbed 13% following a Wolfe Research upgrade. Marvell (MRVL) jumped 5% on higher price targets. AMD (AMD) rose 5% after a Raymond James upgrade. Kura Oncology (KURA) gained 10% after CEO bought shares. Navitas Semiconductor (NVTS) rose 5% on a $232.8M deal with Claros.

Analysts upgraded five companies: UBS raised Fluence Energy's (FLNC) target to $12, Morgan Stanley boosted Dynatrace's (DT) target to $65, Raymond James upgraded AMD (AMD) to Strong Buy with a $641 target, Bernstein increased Summit Therapeutics' (SMMT) target to $11.9, and Wells Fargo raised Shift4 Payments' (FOUR) target to $59.

Wall Street analysts issued updates on several companies. AMD was upgraded to Strong Buy with a $641 target, while Five Below was downgraded to Hold. Bitcoin continued its rally, trading near $79,420. Investors await Fed comments and inflation data.

Shift4 Payments (FOUR) stock rose 3.4% in pre-market trading after Wells Fargo upgraded it to 'overweight' with a $59 price target, citing undervaluation. B.Riley maintained its 'buy' rating but lowered its target to $96. The stock has lost 47% over the past year, trading at $49.61, near its 52-week low of $34.56. The broader market also gained, supporting growth and fintech stocks.

Goldman Sachs reviewed Q2 2026 fintech earnings, noting median stock gains of 13%. Chime, Remitly, Par Tech, and Riskified saw upward revisions, while Western Union, Fiserv, and Shift4 faced downward revisions. Block Inc. experienced a post-earnings selloff due to high expectations. Global Payments and Shift4 Payments showed improved sentiment. Fiserv faced negative sentiment due to merchant story concerns. Visa secured a major portfolio win from Mastercard, while Mastercard faces revenue concer

Jack Henry (JKHY) reported Q2 revenue of $633.1M, up 6.6% YoY, beating estimates. EVERTEC (EVTC) saw 19.7% revenue growth, while Fiserv (FISV) missed estimates with a 4.5% decline. Shift4 (FOUR) grew 34% but missed guidance. Payment processing stocks are down 3.1% on average since earnings.

Shift4 Payments (FOUR) reported Q2 2026 results on an earnings call. Gross revenue rose 34% to $1,295M, GRLNF grew 51% to $624M, and adjusted EBITDA increased 39% to $284M (46% margin). Non-GAAP EPS was $1.32. Full-year GRLNF guidance is $2.48B-$2.53B and adjusted EBITDA $1.15B-$1.18B, with travel disruption and FX impacts noted.

Shift4 Payments said Iran-related travel disruption is hurting Global Blue’s tax-free shopping business in Europe. In its Aug. 6 Q2 report, it posted $24M net income, down 41%, and revenue up 34% to $1.3B. Shift4 cut 2026 H2 guidance, citing a $25M Q3 tax-free impact plus $20M FX drag. Global Blue was bought for $2.5B last year.