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Posted by
Two Blokes Jun 23 -
Filed in
Stock
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We Initiate Shift4 Payments with Strong Buy and $216 PT, citing robust volume growth, operating leverage, and early-stage cross-sell synergies. Shift4's margin expansion is accelerating, driven by disciplined integration of acquisitions and a scalable SaaS/payments platform, supporting sustained EBITDA outperformance. Valuation disconnect presents 135% upside; current multiples discount durable growth, margin leadership, and a deep enterprise backlog not fully reflected in peer comps.
