Shift4 Payments, Inc.
No SEC Form 4 filings for $FOUR in the last 30 days.
Shift4 Payments reported Q2 gross revenue up 34% to $1.295B and volume up 22% to $61B. Net income was $24M, with gross profit up 53% to $420M and adjusted EBITDA up 39% to $284M. For 2026, it lowered volume and adjusted EBITDA ranges and set non-GAAP EPS of $5.15 to $5.35. Shares fell over 10% after the outlook change.
Shift4 Payments (NYSE: FOUR) shares fell 6.4% after the company lowered its 2026 outlook. Shift4 cited Middle East travel disruption, FX headwinds, and higher interest expense. Q2 results were strong, with gross revenue up 34% to about $1.30B. Non-GAAP EPS guidance was cut to $5.15–$5.35. Raymond James and UBS trimmed price targets to $51 and $52.
U.S. July payrolls contracted, with 23,000 jobs lost versus 80,000 forecast, and May-June payrolls revised down by 103,000. Hourly earnings rose 0.1% monthly and 3.2% yearly. Fed rate-hike odds for September fell to 42%. Stocks hit records; Atlassian (+30.8%), Twilio (+30.6%), and Trade Desk (-21%) moved on earnings.
Over the past 7 days, alphai's AI scored 7 news stories mentioning FOUR (Shift4 Payments, Inc.). Coverage has skewed bearish: 0 bullish, 4 neutral, and 3 bearish.
Recent FOUR coverage spans earnings, technology and market movers.
The guidance reset and Q2 growth metrics are likely to drive near-term repricing, especially given the stock fell more than 10% after the announcement.
Guidance cut tied to Middle East travel disruption, FX headwinds, and higher interest expense is the immediate driver of downside risk for FOUR.
Despite strong results, the stock is being sold, suggesting positioning or guidance/other concerns not detailed here.
Beat on quarterly revenue and EPS, but a sharply weaker full-year revenue guide likely drives the post-results selloff.
Earnings beat was outweighed by cautious forward guidance, low Q2 adjusted free cash flow guidance, and leverage/integration concerns tied to the Global Blue acquisition.
alphai scores every news story that mentions FOUR with an AI model for sentiment and relevance, and aggregates insider trades from Shift4 Payments, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Shift4 Payments reported Q2 gross revenue up 34% to $1.295B and volume up 22% to $61B. Net income was $24M, with gross profit up 53% to $420M and adjusted EBITDA up 39% to $284M. For 2026, it lowered volume and adjusted EBITDA ranges and set non-GAAP EPS of $5.15 to $5.35. Shares fell over 10% after the outlook change.
3 min readShift4 Payments (NYSE: FOUR) shares fell 6.4% after the company lowered its 2026 outlook. Shift4 cited Middle East travel disruption, FX headwinds, and higher interest expense. Q2 results were strong, with gross revenue up 34% to about $1.30B. Non-GAAP EPS guidance was cut to $5.15–$5.35. Raymond James and UBS trimmed price targets to $51 and $52.
4 min readU.S. July payrolls contracted, with 23,000 jobs lost versus 80,000 forecast, and May-June payrolls revised down by 103,000. Hourly earnings rose 0.1% monthly and 3.2% yearly. Fed rate-hike odds for September fell to 42%. Stocks hit records; Atlassian (+30.8%), Twilio (+30.6%), and Trade Desk (-21%) moved on earnings.
7 min readShift4 Payments (NYSE:FOUR) reported Q2 CY2026 revenue of $1.30 billion, up 34% year on year and about 4% above analysts’ estimates. Non-GAAP EPS was $1.32, 6.8% above consensus. Full-year revenue guidance was $2.51 billion at the midpoint, 50.8% below estimates, and the stock fell 10.8% to $47.61.
4 min readShift4 Payments shares fell about 13.4% pre-open after Q2 2026 results. The company reported adjusted EPS of $1.32 vs about $1.19 expected, and adjusted revenue of $624M vs about $615M. Despite beating estimates, investors reacted to unchanged 2026 guidance, Q2 adjusted free cash flow guidance of $10M, and leverage near 3.7x after Global Blue, plus analyst target cuts.
4 min readShift4 Payments, Inc. (FOUR) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99 2 ex991q2.htm EX-99 ex991q2 We power the Experience Economy Enabling businesses to deliver the Moments that Matter Q2 2026 Shareholder Letter | Investors.shift4.com Exhibit 99.1 2 Non-GAAP Financial Measures and Key Performance Indicators Forward-Looking Statements We use s
2 min read4imprint (FOUR) said it is upgrading guidance despite tariff pressures after reciprocal tariffs announced by President Trump in April 2025. The company, which derives most profits from North America, reported revenue up 1% to $666mn (£495mn) for the first six months of 2026, with new orders falling more slowly and existing-customer orders broadly flat, helped by price increases.
3 min readShift4 Payments (NYSE: FOUR) shares rose about 2% to close at $50.99 after investors reacted to the launch of Shift4 One, an all-in-one payments and tax-free shopping platform aimed at Europe cross-border retail. The move followed a broader sector rally. The article also notes prior volatility and references a $750 million term loan plan and an S&P 'BB-' rating.
3 min readShift4 (NYSE: FOUR) launched Shift4 One, an all-in-one handheld payments device combining payments, dynamic currency conversion, and tax-free shopping powered by Global Blue. It began in the UK, Ireland, Spain and Germany, targets 15 European countries by year-end, and plans rollout across Europe in 2026. The company says it automates tax refunds and currency conversion to reduce merchant complexity and costs.
3 min readShift4 Payments, Inc. (FOUR) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. EX-10.1 2 form8-k7826ex101.htm EX-10.1 Document Exhibit 10.1 AMENDMENT NO. 4 TO SECOND AMENDED AND RESTATED FIRST LIEN CREDIT AGREEMENT This AMENDMENT NO. 4 TO SECOND AMENDED AND RESTATED FIRST LIEN CREDIT AGREEMENT, dated as of July 8, 2026 (this “ Fourth Amendment ”), by and am
4 min read
