Shift4 Gets Mixed Analyst Views as UBS Downgrades, Goldman Reinstates with Buy

Shift4 Payments Inc. (NYSE:FOUR) is one of the best cheap growth stocks to buy according to analysts. On August 6, 2025, UBS lowered its rating on the stock from Outperform to Buy and cut the price target from $125 to $115. The firm cited a weaker-than-expected ramp in enterprise activity despite a healthy $35 billion backlog. End-to-end payment volume slightly missed expectations for the second quarter, and UBS flagged delayed implementations among larger clients.

While the Global Blue acquisition is expected to contribute approximately $300 million in revenue and $125 million in EBITDA during the second half of the year, UBS noted that execution risk remains.

On the same day, Goldman Sachs reinstated coverage of Shift4 with a Buy rating and issued a price target of $104. The firm described Shift4 as a compelling growth story, highlighting the company’s acquisition-led strategy as a way to scale without incurring high customer acquisition costs. The Global Blue deal was emphasized as a key example of that approach, allowing the company to expand its footprint in high-end international markets while maintaining capital efficiency.

Shift4 Payments Inc. (NYSE: FOUR) provides integrated payment processing and business solutions for merchants in hospitality, food and beverage, stadiums, casinos, e-commerce, and specialty retail. The company’s ecosystem includes secure payment platforms, software integrations, and analytics tools that support over 200,000 businesses across the United States and abroad.

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