Explore tweets tagged as #shift4
🥙Fresh and Yummy LLC, a delicious food truck with outstanding service, located in Bronson,FL, has just made the switch to @SkyTabPOS from @Shift4. Welcome to the family!🧆 #BoldlyForward
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$FOUR Shift4 Payments Shift4 is down about 50% in the last year, but their fundamentals only continue to improve📈 Consistently increasing revenue 30% YoY and management is guiding to keep that up for the next 3-5 years Gross margins have increased from 20% in 2021 to 32% in
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$FOUR One of the most exciting small cap companies Im looking at for this year is Shift4. Fintech, highly undervalued, misunderstood, +20% short interest, some debt risks for sure, but great fundamentals and strong tailwinds approaching 2026. Chart looks ready, too.
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Sofia 1 in Roswell GA is another happy customer who decided to switch to the best option for POS, @SkyTabPOS by @Shift4 and be part of our big family Welcome!!!
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Beantown Diner has moved on from their old Adelo POS system and is now utilizing the best in the business with @SkyTabPOS from @Shift4
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When the experience matters, Shift4 makes it perfect. Every hotel stay is a memory in the making and we remove every moment of friction between a guest and that memory. When payments disappear, experiences shine. ✨
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$FOUR Shift4 Payments hasn’t traded in the $50s in almost 2 years Yet the fundamentals have continuously gotten better Yes, their debt is high… But they’ve achieved a 19% ROIC since 2019 The market is wrong about this one
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There will come a day when valuations matter again. Until then... Shift4 Payments is trading at: P/S | 0.8 P/E | 20.4 P/FCF | 5.7 EV/AdjEBITDA | 6.6 Debt/Equity | 2.0 Debt/AdjEBITDA | 4.3 Fwd Growth | 20-25% Translation: Long $FOUR (NFA, DYOR, DSMB)
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Did you know the "engine room" of @Shift4 isn't in USA? It’s in Vilnius, Lithuania. 🇱🇹 $FOUR It’s the Global R&D and Operations center with close to 900 people. Nearly everything you see on a SkyTab screen was built here. 🧵
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The “picks & shovels” trade for World Cup 2026 isn’t a jersey sponsor ,it’s the payments rail inside stadiums. One name to watch: $FOUR (Shift4). Shift4 is already a primary processor across multiple high-volume venues, including MetLife (host of the World Cup Final) and
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$FOUR: Shift4 is evolving from a U.S. hospitality processor into global commerce infrastructure, with governance simplification improving investability. Shares near the mid-$60s price it at ~9x FY25 EBITDA despite ~50% margins and strong FCF. Global Blue could add a cross-border
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Very interesting! Shift4 Payments $FOUR is evolving from a domestic payment processor into a global commerce powerhouse. The core thesis rests on its "playbook" of converting high-volume gateway customers into end-to-end payment partners, which significantly expands Revenue Per
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$FOUR I must be trippin. This is the same guy right? He's owned Shift4 in size multiple times at higher prices. But somehow between end of Nov and beginning Jan he had a monumental epiphany that there is accounting tricks afoot. Ppl PAID you to manage money...??
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$FOUR has ✅Strong CAP (competitive advantages) - •Restaurant Coverage: Shift4 is considered a top-2 player in the US restaurant market alongside Toast, with a strong emphasis on full-service dining, covering ~1/3 of US table service restaurants. •Hospitality & Enterprise:
$FOUR CEO: we are expanding outside the US incredibly rapidly....we're now in 75 countries that we weren't in two years ago and most of those countries the payment experience looks like it did 10 or 15 or 20 year ago in the US.... this year our focus is gonna be outside the US
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Summary: $four is mathematically broken If you believe Shift4 can manage merchant churn without triggering a revolt (The Bear Case), the stock is mathematically broken (too cheap) relative to peers. The market is offering you Adyen-like growth at a legacy processor price
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