$FOUR — FinTwit mentions on Surfaced

$FOUR — FinTwit mentions on Surfaced

Recent calls

18 calls

@vulturetradesJul 2, 2026 · 2:17 PM

$FOUR can make a huge move heard it here first

@cobraalertsJul 2, 2026 · 2:15 PM

High confidence idea 💡 $FOUR 60 CALL 7/17 @ .35 🐍🚨

@jerrycapJun 15, 2026 · 3:42 PM

@tomicki I'm down more than that on $FOUR

@invesquotesMay 22, 2026 · 12:17 PM

Shift4 $FOUR CFO on the valuation opportunity in payments: “This is a kind of payment that's integrated into software unit economic models that have high single digit attrition rates. The LTV, the free cash flow generation that comes through on it, they're far superior than where we were when the last time multiples were ever at this kind of pocket back in kind of the late 2000s.”

@invesquotesMay 7, 2026 · 4:04 PM

So ultimately with $FOUR you get a company that's growing double digits organically, hinting that it can return to 50% margins once it scales international operations (currently 43%), and with stable blended spreads despite fears of a race to the bottom?

@jerrycapApr 30, 2026 · 2:16 PM

When $FOUR hits $100 again https://t.co/nXqSvo2Bfi

@jerrycapMar 24, 2026 · 11:15 PM

America will own the moon again 🇺🇸 $FOUR will process the payments 🚀 https://t.co/YezsJkbYtp

@jerrycapMar 19, 2026 · 1:33 AM

$FOUR has more growth runway than Adyen, grows more in a recession, and this would be a double. We don't need 17x.

@jerrycapMar 9, 2026 · 12:22 PM

@4drant following Jared into $FOUR https://t.co/WMLQF4qIS2

@invesquotesMar 2, 2026 · 12:16 PM

Jared with a +$13 million purchase after the post-earnings drop Will try to publish a nuanced earnings digest today (things are rarely black/white) $FOUR https://t.co/aYo9MoZoyL

@jerrycapMar 2, 2026 · 12:06 PM

Just sell this shitco $FOUR https://t.co/260Iu8cBQ7

@jerrycapFeb 27, 2026 · 4:16 PM

@OnodaCapital $FOUR numbers look fine, fcf light. they aren't doing anything wrong, in fact love their strategy. probably an easy double to takeout now

@jerrycapFeb 26, 2026 · 2:49 PM

Adding to $FOUR https://t.co/0pJMZjnvGb

@jerrycapFeb 10, 2026 · 3:58 PM

$FOUR " just finished a long-overdue governance cleanup. The company collapsed its multi-class share structure into one share, one vote, eliminated “controlled company” status, and permanently killed the Tax Receivable Agreement (TRA) that would have sent a large share of future tax benefits to the founder. From here on out, all tax benefits belong to shareholders, voting power is equal, and the structure is materially simpler and more institutionally investable. The $191.8M paid to Jared Isaacman looks bad in isolation, but it’s mostly a settlement of existing obligations, not a giveaway. The bulk was cash already owed to him (tax distributions), plus some ordinary equity consideration and the cancellation of a prior commitment to fund employee equity awards. In exchange, shareholders avoided a much larger and longer-dated TRA liability, removed founder control risk permanently, and improved long-term free cash flow. Net-net, this is a positive NPV trade that removes the biggest governance discount on the stock."

@jerrycapJan 23, 2026 · 4:17 PM

Truist lowered the firm's price target on $FOUR to $71 from $74 and keeps a Hold rating on the shares as part of a broader research note previewing Q4 earnings in FinTech. The quarter's results should be solid, although a tougher y/y comparison may limit volume-related beats, and while Truist is optimistic on the group throughout 2026, some management teams may look to reset Street expectations a bit lower with their original 2026 guidance, the analyst tells investors in a research note.

@jerrycapJan 16, 2026 · 1:56 PM

brb selling $FOUR at 1x FCF because organic growth isn't 20% like Adyen

@jerrycapJan 14, 2026 · 5:28 PM

The CCCA forces routing competition between credit card networks; it does not cap interest rates, does not regulate processors. Potentially increases the value of processors that manage routing complexity. $FOUR $GPN

@jerrycapDec 31, 2025 · 3:52 PM

Selling $FOUR at 1x earnings because organic growth is actually not 20%