Benchmark Reaffirms Buy Rating on Shift4 Payments (FOUR)
Shift4 Payments Inc. (NYSE:FOUR) is one of the 12 best buy-the-dip stocks to buy according to Wall Street analysts. On March 2, Benchmark reduced its price target on Shift4 Payments Inc. (NYSE:FOUR) to $67 from $100 while maintaining a Buy rating. In a post-earnings research note, the firm addressed investors by stating that:
“Q4 results justified concern, but not the panic it appears to have caused”.
The decline in share price by over 23% following the announcement is a sign that investors are pricing in structural deterioration in the business. However, the firm stated:
“The reality is more nuanced and not nearly as dire as the downdraft would suggest.”
On February 27, BTIG analyst Andrew Harte reduced the firm’s price target on Shift4 Payments Inc. (NYSE:FOUR) from $105 to $80. The analyst maintained his Buy rating on the stock.
The revision follows a disappointing FY26 guidance that fell short of investor expectations, which had already been gradually lowered in recent months. Although Harte expressed disappointment with the company’s initial FY26 outlook, he believes Shift4 still has several avenues to create shareholder value in both the short and long term.
Shift4 Payments Inc. (NYSE:FOUR) is a payment processing company that provides software and payment processing solutions worldwide. The company facilitates an end-to-end payment process covering various payment types such as credit, debit & contactless cards, Europay, QR Pay, and mobile wallets.
While we acknowledge the potential of FOUR as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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1. Technology stocks fell sharply as investor interest shifted toward energy and selected defensive assets. From October 10 to 16, the Nasdaq 100 declined 5.49% and the S&P 500 fell 1.95%, while the Dow gained 0.67% and WTI crude rose 10.41%. BTC, ETH, and SOL declined 1.27%, 2.65%, and 4.44%, respectively. This week's technology earnings will be an important test of whether revenue growth, margins, and cash flow can justify current valuations. Better-than-expected results could help stabilize markets in the near term. 2. Crypto continues to see pockets of strong activity, but a broad-based altcoin season has yet to materialize. CoinMarketCap's (CMC) Altcoin Season Index stood at 54 as of the October 18 UTC daily observation, below the altcoin-season threshold of 75, while BTC dominance rose to 60.08%. Our proxy leverage ratio fluctuated between 4.00 and 4.07 during the week, showing no sustained increase and suggesting limited appetite for additional leverage. Meanwhile, as major exchanges expand access to traditional financial assets, the recent sell-off in AI-related equities could attract short-term speculative capital away from crypto. Such capital rotation could make it more difficult for a new altcoin season to take hold. 3. Papertrade's loss-to-mine model has generated significant interest across the crypto community. The protocol combines high-leverage derivatives trading with zero slippage and a mechanism that rewards trading losses with PAPER tokens. Across the eight complete UTC days from October 10 to 17, cumulative reported revenue reached approximately $56.08 million, including $51.90 million distributed to token holders. With growing participation from key opinion leaders (KOLs), Papertrade has reportedly ranked among the top three platforms by profitability in the broader market recently. Assets to watch: BTC, ETH, SOL, ARB, OP, SKHYNIX, SKHY, META, TSLA, LRCX, and SPCX. Key research priorities this week: Cash flow performance in technology earnings; the relative discount and holding costs of the two SK Hynix contracts; and U.S. initial jobless claims and PMI data. Weekly market data cover the period through October 16, while research information was verified through October 18. Observation periods are specified separately for each chart.
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