Shift4 Payments: Strong Growth, Expanding Margins, Cheap Stock

Shift4 Payments is rated Strong Buy with a 12-month price target of $72.80, reflecting undervalued global growth and margin expansion. Q1 results showed GRLNF up 49% YoY and adjusted EBITDA up 39% YoY, with management reaffirming robust FY guidance despite travel headwinds. Acquisitions like Global Blue and Bambora have transformed FOUR into a diversified global commerce platform, with international GRLNF guided to grow 25%+ in 2026.