What exactly changed in the Feb 26, 2026 analyst notes for Shift4 Payments?

Both Raymond James and BTIG kept their ratings on Feb 26, 2026, but lowered price targets to **$67** and **$80** respectively. The moves show continued analyst conviction with reduced near-term upside.

How should I interpret a maintained rating with a lower price target?

A maintained rating with a cut target signals confidence in business fundamentals but concern about near-term growth or margins. It suggests vigilance on upcoming results and guidance.

Does the new analyst commentary change Meyka AI’s grade for FOUR?

No. Meyka AI rates FOUR with a grade of **A** based on multi-factor analysis. Analyst target shifts inform the grade but do not automatically change it.

Where can I read the full analyst notes referenced here?

The Raymond James and BTIG notes are available via StreetInsider. See the Raymond James and BTIG summaries for the full text and context in the linked sources.

Analyst Ratings

Maintained Strong Buy: Raymond James for Shift4 Payments, Inc. (FOUR) Feb 2026

ByDanny Kontos February 28, 2026February 28, 2026

Two major firms maintained their recommendations on Shift4 Payments, Inc. on February 26, 2026, while trimming price targets. The FOUR analyst rating picture shows Raymond James holding Strong Buy and BTIG holding Buy, even as both cut targets to reflect near-term revenue and margin pressure. Investors should note the split message: conviction on medium-term business strength, but lower near-term upside. We use Meyka AI real-time coverage to place these moves in context for shareholders.