DA Davidson maintains Buy rating on Shift4 Payments stock

On Thursday, DA Davidson analysts reiterated their Buy rating for Shift4 Payments stock (NYSE: FOUR) while maintaining a price target of $124. The $8.26 billion market cap company has demonstrated strong momentum, with InvestingPro data showing impressive revenue growth of 27% year-over-year. This decision follows the release of Global Blue’s financial results for the fiscal fourth quarter and full year 2025.

Global Blue reported a 20% year-over-year increase in total revenue, reaching €508 million ($579 million). Additionally, the company’s adjusted EBITDA rose by 36% year-over-year to €202 million ($231 million).

Despite these positive results, DA Davidson analysts indicated that they do not anticipate significant changes to their preliminary pro forma financial forecasts for Shift4 Payments.

The analysts expressed their continued confidence in Shift4 Payments by maintaining the current Buy rating and price target.

Shift4 Payments is a key player in the financial technology sector, and its stock is listed on the New York Stock Exchange under the ticker FOUR.

In other recent news, Shift4 Payments has announced significant leadership changes, with Jared Isaacman resigning as CEO to become the Executive Chairman, while Taylor Lauber steps in as the new CEO. This transition is part of a previously planned succession strategy, and the company has expressed confidence in Lauber’s ability to lead through the next growth phase. Citi analysts have reiterated their Buy rating on Shift4 Payments, maintaining a price target of $114, citing optimism about the leadership changes and the company’s performance against its guidance. Meanwhile, Keefe, Bruyette & Woods maintained a Market Perform rating with a $95 price target, noting that Isaacman’s return in a leadership role could enhance shareholder alignment. BofA Securities also kept a Neutral rating with a $100 price target, expressing caution over potential execution risks amid the leadership transition and integration of Global Blue. Shift4 Payments has reported strong first-quarter results, which were highlighted under the guidance of Lauber. However, the company’s restructuring plans have been halted due to Isaacman’s withdrawn NASA nomination, affecting the anticipated simplification of its corporate structure. Investors are keeping a close watch on how these developments will impact Shift4 Payments’ strategic direction and market performance.

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