Shift4 Payments: Positioned For Growth
Shift4 Payments(FOUR) Seeking Alpha·2024-01-23 01:55JulPo Thesis Shift4 Payments, Inc.'s (NYSE:FOUR) integrated payment and software solutions eye an addressable market of over $3.5 trillion, offering a growth runway with share gains from legacy point-solution providers and processors. The company has prospects for growth beyond core verticals- restaurant, hospitality, and specialty retail- and the US provides levers for new business while cross-selling end-to-end processing to legacy gateway clients may bring sales up. I am optimistic on the company's l ...