Lock Stock Thesis Shift4 Payments' (NYSE:FOUR) stock saw a massive spike after reporting Q4 earnings. This was likely due to the combination of a good earnings report/guidance and M&A speculation. No M&A activity ended up taking place, and since then the stock has declined precipitously. We believe the recent selloff is overdone and that long-term investors can acquire shares at an attractive valuation. The Basics Shift4 is a payments processor, though they do have some software/website offerings throug ...

Lyndon Stratford Shift4: Market share gains, strong revenue growth, rising margins and free cash flow: who needs a buyout to like these shares? Shift4 shares have hit a speed bump; Shift4’s (NYSE:FOUR) business hasn’t seen even a pot hole. As most readers will recollect, the CEO of Shift4, Jared Isaacson had indicated back late last year that he and his board would be amenable to take over bids. Part of this was a reaction to a hit piece by activist short seller Blue Orca. But some of this was based on ...

Fintech firms focus on using technology to enhance financial services, including payments, banking, and financial management. Among some of the more popular services that such companies deliver are cryptocurrencies, “buy now, pay later,” peer-to-peer payments, payments to businesses, and consumer banking. Fintech firms have multiple, strong, positive catalysts, including the rapid, global digitization of financial transactions, continued, reduced reliance on cash worldwide, and the increased willingness of ...

Will Shift4 eventually get a higher takeover offer?Shares of financial-technology (fintech) company Shift4 Payments (FOUR -4.76%) dropped 19.6% in March, according to data provided by S&P Global Market Intelligence. The company has been a rumored acquisition target. And for a brief moment, it looked like a deal would get done. But things fell apart in March, leading to the drop in stock price.On Feb. 28, Shift4 stock soared after a Reuters report said that Amadeus and Fiserv were in a bidding war. D.A. Davi ...

Analysts think this stock should be worth 30% more.In this video, I will talk about Shift4 Payments (FOUR 0.09%) and explain why it might be flying under the radar.*Stock prices used were from the trading day of April 3, 2024. The video was published on April 4, 2024. ...

isayildiz/E+ via Getty Images Investment Thesis Shift4 (NYSE:FOUR) presents an intriguing investment opportunity supported by its strong financial performance, innovative solutions, and strategic acquisitions. With a solid track record of revenue growth, margin expansion, and efficient cost management, Shift4 is well-positioned for sustained growth of 29.6% in the next 3 years in the dynamic payment processing landscape. I believe Shift4 is priced at a premium for good reasons, and therefore, I rate it ...

Shares of financial technology (fintech) company Shift4 Payments (FOUR -7.78%) dropped on Monday morning as the market digested news regarding a potential sale of the company. As of 10 a.m. ET, Shift4 stock was down 9%.Potential acquirers aren't bidding high enoughAccording to a weekend report from Bloomberg, Shift4 founder and CEO Jared Isaacman sent an internal memo on Friday. The memo said that multiple companies have offered to buy Shift4 for more than its stock price right now. But the board of directo ...

Shift4 Payments’ CEO is reportedly unhappy with the offers from potential buyers for his firm.Chief Executive Jared Isaacman said those bids failed to “sufficiently value” the payments processor, Bloomberg News reported Sunday (March 17), citing an eternal memo.According to the report, the memo said the Pennsylvania-based Shift4  received “multiple offers” above its share price but its board of directors concluded that none properly valued the business or its potential.The Bloomberg report noted Isaacman wr ...

NEW YORK--(BUSINESS WIRE)--ICR, a leading strategic communications and advisory firm, is pleased to announce that Jared Isaacman, Founder & CEO, Shift4 (NYSE: FOUR) and Draken International, and Morgan Brennan, Co-Anchor of CNBC's Closing Bell: Overtime, recently appeared on Episode 116 of ICR’s “Welcome to the Arena” podcast. The second installment of this two-part discussion will air as Episode 117 on March 13. Welcome to the Arena is hosted by Tom Ryan, Co-Founder & CEO of ICR. This special two-part epi ...

Today’s article introduces three stocks to buy for a cashless society. Artificial intelligence (AI), machine learning and blockchain technologies are transforming the fintech industry, merging traditional models with cutting-edge solutions to drive efficiency, improve service delivery and enhance customer interaction. While higher interest rates initially put pressure on many fintech companies, anticipated declines in the second half of 2024 are expected to reignite growth in the fintech sector.Recent resea ...