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.

FOUR analyst rating summary

On February 26, 2026, Raymond James maintained Strong Buy and lowered its price target to $67. That same day BTIG maintained Buy and cut its target to $80. Both notes were published via StreetInsider and show steady conviction but weaker short-term expectations. These maintained ratings mean analysts see the company as fundamentally sound despite near-term headwinds.

Analyst opinions and exact price targets

Raymond James issued its note at 03:35 PM on Feb 26, 2026, keeping Strong Buy and lowering its PT to $67 source. BTIG issued its note at 02:25 PM the same day, keeping Buy and cutting its PT to $80 source. Both firms cited pressure on near-term growth that underpins the lower targets.

What the maintained ratings mean for investors

A maintained rating with a lower price target signals continued confidence in the business model. It also flags shorter-term risks to revenue or margins. For investors, that means holding conviction but watching the next quarters for execution on growth and cost control.

How price target cuts connect to stock performance

Price target reductions often compress upside expectations and can weigh on the stock near term. Shift4 stock has seen volatility after recent earnings-driven commentary. Investors should compare the new targets against current market price and market cap of $3,917,601,375 when sizing positions.

Historical analyst coverage and recent context

Analyst coverage of Shift4 has shifted over the past year from broad optimism to more cautious views after volatile results. Recent third-party notes included a separate downgrade by Goldman Sachs that cited growth concerns. The Feb 26 maintained ratings continue a pattern of cautious optimism with lower short-term expectations.

Meyka AI grade, implications, and next steps

Meyka AI rates FOUR with a grade of A. This grade factors in S&P 500 benchmark comparison, sector performance, financial growth, key metrics, and analyst consensus. The grade reinforces why some analysts keep Buy views despite weaker near-term guidance. Use Meyka AI for real-time signals and check the Meyka stock page for FOUR for ongoing updates.

Final Thoughts

The Feb 26, 2026 notes from Raymond James and BTIG left recommendations unchanged while cutting price targets, a clear message of medium-term confidence and short-term caution. The FOUR analyst rating landscape now shows sustained analyst support but reduced upside, reflected in new targets of $67 and $80. Investors should weigh that reduced upside against the company’s fundamentals and Meyka AI rate of A, and monitor upcoming earnings and guidance updates. Maintain position sizing discipline, compare the new targets to current market price, and track execution on revenue growth and margin recovery. These maintained ratings are not endorsements and do not guarantee outcomes.

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Disclaimer:

Stock markets involve risks. This content is for informational purposes only. Analyst ratings are opinions and not guarantees of future performance. Past performance does not guarantee future results. Meyka AI PTY LTD provides market analysis and data insights, not financial advice. Always conduct your own research and consider consulting a licensed financial advisor.