The author identifies Shift4 Payments as a deep-value opportunity based on institutional support, CEO leadership, and anecdotal evidence of aggressive customer acquisition.
FOUR — LONG Shift4 Payments is undervalued relative to peers like Adyen and Block, trading at a low forward P/E of 10-12. The company is successfully moving upmarket into stadiums and casinos, while anecdotal evidence suggests they are aggressively acquiring new customers through software acquisitions. Institutional support at the $60 level provides a technical floor for the stock.
Shift4 is moving upmarket. Stadiums (NFL, NBA & NHL teams), casinos & hotels are its newest customers. It trades at a huge discount (6b) compared to Adyen (50B) & Block (35B).
This Reddit post, published January 23, 2026, features u/gigastonksmedia discussing FOUR. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/gigastonksmedia · Tickers: FOUR