Core Insights - Shift4 Payments Inc. is considered one of the most undervalued stocks on the NYSE, with a recent price target adjustment from Truist analyst Matthew Coad, lowering it to $74 from $80 while maintaining a Hold rating [1][3] - The company's Q3 2025 earnings report showed a 61% year-over-year increase in Gross Revenue Less Network Fees, totaling $589 million, and a total revenue of $1.18 billion, which was slightly below market expectations [2][3] - Strategic acquisitions, including Global Blue, Smartpay, and Vectron, have significantly contributed to Shift4's performance and expansion into new markets [3][4] Financial Performance - Shift4 Payments reported a total revenue of $1.18 billion for Q3 2025, reflecting a year-over-year increase of 29.44%, despite missing Street expectations by $3.74 million [2] - The company's EPS for the quarter was $1.47, which was $0.01 below estimates [2] Strategic Acquisitions - The acquisition of Global Blue has positioned Shift4 as a leader in the luxury retail sector, contributing $156 million to Gross Revenue Less Network Fees [3] - Recent acquisitions like Smartpay in Australia and Vectron in Germany are being leveraged to introduce products into new geographical markets efficiently [3]