Shift4 Payments early Tuesday reported first-quarter adjusted earnings that topped estimates while revenue, payment volume and other key financial metrics came in above Wall Street's targets. Shift4 stock rose on the news.
Reported before the market open, Shift4 earnings on an adjusted basis rose 13% to $1.07 per share. Revenue minus network fees rose 40% to $369 million.
Further, Shift4 stock analysts had projected adjusted earnings of 68 cents a share on sales of $355 million.
In addition, Shift4 reported earnings before interest, taxes, depreciation and amortization of $169 million, up 38%, topping consensus EBITDA estimates of $162 million.
End-to-end payment volume from merchant customers climbed 35% to $45 billion beating estimates of $43.4 billion.
For the current quarter ending in June, Shift4 predicted revenue of $410 million at the mid-point of guidance, just above estimates.
Chief Executive Leading NASA
On the stock market today, Shift4 stock popped 12.8% to near 90. Heading into the earnings report, Shift4 stock had retreated 24% in 2025.
Allentown, Pa.-based Shift4 gets most of its revenue from customers in the hotel and restaurant industries as well as casinos. Aside from the hotel and restaurant industries, Shift4 has expanded into sports stadiums, airlines and charitable giving as well as food and beverage companies.
President Donald Trump in early 2025 named Shift4's founder and Chief Executive, Jared Isaacman, to lead NASA. Isaacman is a private astronaut and close associate of Tesla and SpaceX founder Elon Musk, who is an advisor to Trump.
In addition, Shift4 in February announced a deal to acquire Global Blue, a specialty payments and technology platform focused on retail luxury brands, for $2.5 billion.
Shift4 competes with Clover, owned by Fiserv, as well as Square, owned by Block and Toast, among others. Fiserv plunged last week, in part on slowing Clover growth. Square-parent Block will report on Thursday with Toast due next week.
Shift4 Stock Technical Ratings
Further, PYPL stock holds an IBD Composite Rating of 84 out of a best-possible 99, according to IBD Stock Checkup. IBD's Composite Rating combines five separate proprietary ratings into one easy-to-use rating. The best growth stocks have a Composite Rating of 90 or better.
Also, PYPL stock has an Accumulation/Distribution Rating of C-plus. That rating analyzes price and volume changes in a stock over the past 13 weeks of trading. Its current rating indicates more funds are buying than selling.
The rating, on an A+ to E scale, measures institutional buying and selling in a stock. A+ signifies heavy institutional buying, E means heavy selling. Think of the C grade as neutral.
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