Susquehanna lowered the firm’s price target on Shift4 Payments (FOUR) to $100 from $140 and keeps a Positive rating on the shares. The company sounded confident in the guide given at the recent Analyst Day, but Susquehanna says the macro shouldn’t be ignored. The firm reduced 2H25 estimates given the risks tariffs pose to consumers and Shift4’s relatively high exposure to “travel and leisure” types of businesses.
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