Shift4 Payments Q1 Preview: $1.09B Revenue, EPS of $0.07; 2026 Estimates Cut
Shift4 Payments' Q1 revenue is projected at $1.09B with EPS of $0.07, while 2026 revenue forecasts have been cut from $5.26B to $5.08B and EPS estimates slashed from $3.40 to $2.11. The stock fell 15.6% on Q4 misses and trades with an average price target of $64.43, implying 58.5% upside.
1. Q1 Earnings Estimates
Shift4 Payments is scheduled to report Q1 2026 results on May 7, with consensus revenue of $1.09 billion and earnings per share projected at $0.07.
2. Downward Estimate Revisions
Analyst forecasts for full-year 2026 revenue have declined from $5.26 billion to $5.08 billion over the past 90 days, while EPS estimates fell from $3.40 to $2.11; 2027 revenue and EPS projections have been similarly cut.
3. Previous Quarter Performance Miss
In Q4 ended December 31, reported revenue of $1.19 billion missed expectations by 1.29% and earnings of $0.36 per share fell 55.06% short of forecasts, prompting a 15.6% one-day stock drop.
4. Price Targets and Analyst Rating
The average 12-month price target stands at $64.43, suggesting 58.5% upside from current levels, and the consensus brokerage rating of 2.3 indicates an Outperform recommendation.