Posts on FOUR

Latest ideas and analyses related to Shift4 Payments Inc. Class A Common Stock

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V , MA , FIS , FISV , PAYO , TOST , HOOD , FLYW , GLBE , WU , FOUR , ESMT , Fintech

+18 pts



3Q22 Preview: If V/MA are underperforming the market, is anywhere in fintech safe?

By ethonomics on Oct. 6, 2022, 1:46 p.m.
Tagged topics: earnings preview

Views: 12, Votes: 6, Responses: 0, Attachments: 1
FOUR

+52 pts



Highlights From Meetings With Management

By Thomasidea on Sept. 23, 2022, 10:50 a.m.
Tagged topics: Financial technology

Views: 7, Votes: 3, Responses: 0, Attachments: 1
FOUR

+31 pts



$FOUR Will new verticals & share gains support H2/22 E2E volume guidance

By cassie on July 19, 2022, 4:30 p.m.
Tagged topics: earnings preview

Views: 11, Votes: 2, Responses: 0, Attachments: 1
V , MA , FIS , FISV , GPN , FOUR , WU , PAR

+44 pts



Americas Payment Technology: Investor feedback on initiation: Investor sentiment remains high on Networks, low on the Acquirers

By ethonomics on June 2, 2022, 2:06 p.m.
Tagged topics: investor feedback

Views: 28, Votes: 6, Responses: 0, Attachments: 1
FOUR

+32 pts



$FOUR Dissecting '22 + Medium-Term Outlook; Maintain Market Perform

By CdnInvstr on June 1, 2022, 2:12 p.m.
Tagged topics: deep dive

Views: 26, Votes: 2, Responses: 0, Attachments: 1
FOUR

+53 pts



Dissecting '22 + Medium-Term Outlook; Maintain Market Perform

By toastcrunch.info on June 1, 2022, 10:44 a.m.
Tagged topics: payments ecosystem

Views: 21, Votes: 4, Responses: 0, Attachments: 1
V , MA , FIS , WU , FISV , GPN , FOUR , PAR

+42 pts



Long-term secular tailwinds to drive continued above-GDP growth; Buy $V/$MA, $FIS; Sell $WU (initiation report)

By ethonomics on May 19, 2022, 4:55 p.m.
Tagged topics: initiation report

Views: 34, Votes: 4, Responses: 0, Attachments: 3
FOUR

+32 pts



$FOUR is a beneficiary of a shift from goods to services spending

By realjoe on May 2, 2022, 12:57 p.m.
Tagged topics: earnings preview

Views: 22, Votes: 2, Responses: 0, Attachments: 1
FOUR

+35 pts



$FOUR - Sports & Entertainment venues get a payments refresh

By puckerman17 on April 13, 2022, 2:59 p.m.
Tagged topics: analyst checks

Views: 14, Votes: 2, Responses: 1, Attachments: 1
PYPL , MA , V , AFRM , FISV , GPN , FIS , FOUR , GLBE , RPAY , PAYA

+17 pts



Digital India & digital payments go together, and this alliance is impacting every industry segment be it financial services, education or consumer markets; changing the...

By gangubai on March 30, 2022, 10:44 a.m.
Tagged topics: deep dive , fintech

Views: 32, Votes: 6, Responses: 0, Attachments: 0
FOUR

+30 pts



$FOUR - mixed Q4 given Omicron, but 2 acquisitions unlock new TAMs

By junkfoodlover on March 2, 2022, 10:01 a.m.
Tagged topics: earnings results

Views: 28, Votes: 1, Responses: 0, Attachments: 2
FOUR

+31 pts



$FOUR - 3 areas of focus for Q4

By josiebe on Feb. 28, 2022, 11:45 a.m.
Tagged topics: earnings preview

Views: 29, Votes: 1, Responses: 0, Attachments: 1
V , MA , PYPL , AFRM , GLBE , FISV , FIS , GPN , FOUR , RPAY , PAYA

+60 pts



2022 Fintech & Payments Outlook: Waiting for the World to Change

By underdog on Jan. 21, 2022, 2:36 p.m.
Tagged topics: deep dive , fintech

Views: 101, Votes: 10, Responses: 1, Attachments: 1
MA , V , PYPL , SQ , AXP , FOUR

+30 pts



$MA, $V - Piper Sandler sees downside risk to estimates from lagging cross-border transaction recovery

By phenphen on April 14, 2021, 12:08 p.m.
Tagged topics: eCommerce , travel recovery , economic recovery , Piper Sandler , restaurants , downside to estimates , cross-border transactions

Views: 179, Votes: 1, Responses: 0, Attachments: 18
KTB , ELF , LOW , FOUR , BBY , YETI , HD , BIG , OSTK , VFC , CMG , WING , WEN , LESL , CHWY , GIS , AXP , ZM , W

+32 pts



Piper Sandler data suggest increased interest in spending on reopening areas (apparel, restaurants), but also continued strength among 'COVID winners' (home, pets, outdoors)

By josiebe on April 12, 2021, 1:22 p.m.
Tagged topics: analyst checks , eCommerce , post-COVID , reopening , fiscal stimulus , pandemic trends , Piper Sandler , stimulus checks

Views: 183, Votes: 2, Responses: 0, Attachments: 94
FOUR

+66 pts



$FOUR - Piper Sandler calls Shift4 a 'coiled spring recovery play' as 50% of sales tied to hospitality

By realjoe on March 4, 2021, 4:47 p.m.
Tagged topics: earnings results , post-COVID , post-vaccine , travel recovery , fintech , Piper Sandler

Views: 164, Votes: 1, Responses: 0, Attachments: 5