Benchmark Maintains Buy on Shift4 Payments (FOUR), PT Cut to $67 Mar 2026

Benchmark maintained a Buy rating on Shift4 Payments, Inc. (FOUR) and lowered its price target to $67 on March 2, 2026. The FOUR analyst rating came after the company’s Q4 results and updated guidance, which prompted the price target cut while the firm kept its positive view on long-term growth. We view the action as a cautious adjustment, not a change in conviction. This note sets the tone for how investors should weigh near-term execution risk against market share gains and recent acquisitions.