$FOUR mention timeline

Shift4 Payments. Every tracked FinTwit mention of $FOUR, newest first. 69 mentions since the first on Dec 16, 2025. See the price chart.

July 2026 · 8 mentions

Jul 15
Leandro — This is ideally what you'd want to see if management is repurchasing a lot of stock with shareholder's money $FOUR https://t.co/Eesq1MQc3C↗
Jul 2
Vulture trades 🦅 — $FOUR can make a huge move heard it here first↗
Jul 2
Vulture trades 🦅 — $FOUR 60 Call 7/17 here 🚨↗
Jul 2
Vulture trades 🦅 — Potential 5x 🚨 $FOUR 60 Call 7/17 at 0.35↗
Jul 2
Cobra — High confidence idea 💡 $FOUR 60 CALL 7/17 @ .35 🐍🚨↗
Jul 2
Vulture trades 🦅 — $FOUR 60 Call 7/17 at 0.35 🚨↗
Jul 2
Cobra — $FOUR 60 CALL 7/17 @ .35 🐍🚨↗
Jul 2
Jerry Capital — $FOUR +45% off the lows↗

June 2026 · 5 mentions

Jun 27
Leandro — Last Best Anchor Stocks in-depth reports vs SPY (since publish date): 1. Medpace $MEDP +75% vs +31% SPY 2. Tiendas 3B $TBBB +26% vs +6% SPY 3. Shift4 $FOUR -39% vs +10% SPY (belie…↗
Jun 15
Jerry Capital — @tomicki I'm down more than that on $FOUR↗
Jun 12
Jerry Capital — New $FOUR bull market↗
Jun 11
Jerry Capital — $FOUR↗

May 2026 · 6 mentions

May 22
Leandro — 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 ra…↗
May 13
Jerry Capital — $FOUR https://t.co/Q3kHC1Dn4w↗
May 8
Leandro — When $TOST is up that’s bad for $FOUR because they are peers When $TOST is down that’s bad for $FOUR because they are peers Love it↗
May 8
Leandro — Published an update on Shift4 $FOUR I discuss the results and also what the new PSU objectives imply for FCF growth in 2027 Hope you enjoy it! https://t.co/0KqAfvyyn1

April 2026 · 2 mentions

Apr 30
Jerry Capital — When $FOUR hits $100 again https://t.co/nXqSvo2Bfi↗
Apr 20
Jerry Capital — Can anyone who is good at math tell me how much $FOUR investment in SpaceX is worth at $2 trillion valuation? Then compare to current market cap?↗

March 2026 · 18 mentions

Mar 30
Jerry Capital — So you're telling me the moonbase payment thesis was overly optimistic $FOUR↗
Mar 28
mon — It's great to see that Jake is being honest. Down 84% YTD. DAMN. 😱 To put that into perspective, he believes the following 5 stocks are undervalued: $PATH is down 32% YTD $KLAR…↗
Mar 25
Jerry Capital — murder the shorts they have no souls 🧛‍♂️ 🧛‍♀️ 🧛🏼‍♀️ $FOUR↗
Mar 24
Jerry Capital — America will own the moon again 🇺🇸 $FOUR will process the payments 🚀 https://t.co/YezsJkbYtp↗

February 2026 · 17 mentions

Feb 27
Jerry Capital — $FOUR remains a shitco until https://t.co/LiniSoAGbD↗
Feb 27
Jerry Capital — @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↗
Feb 27
Jerry Capital — "I want to stress that our story is not a complicated one" $FOUR https://t.co/TBJr5b8Ywx↗
Feb 26
Jerry Capital — Adding to $FOUR https://t.co/0pJMZjnvGb↗

January 2026 · 8 mentions

Jan 23
Jerry Capital — 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 quar…↗
Jan 16
Jerry Capital — brb selling $FOUR at 1x FCF because organic growth isn't 20% like Adyen↗
Jan 14
Jerry Capital — 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 m…↗
Jan 13
Jerry Capital — $FOUR tracked the Global Blue acquisition for six years before acquiring.

December 2025 · 5 mentions

Dec 31
Jerry Capital — Selling $FOUR at 1x earnings because organic growth is actually not 20%↗
Dec 29
Jerry Capital — @WaterworldCapi1 $FOUR $GPN↗
Dec 20
Leandro — Published the NOTW! I discuss if the market gets noisier as we approach the end of the year and also a misunderstood aspect of Shift4's TRA liability (now that Jared has left) $F…↗
Dec 19
Jerry Capital — Governance getting simpler at $FOUR Jared Isaacman gave up control, special voting rights, and special cash payments while keeping all the skin in the game. $FOUR is now a clean,…

Jun 2

Jerry Capital — One year return for select payment names: $FI -66% $FOUR -54% $ADYEN -49% $MA -19% $GPN -3% 🐐🐐🐐↗

May 7

Leandro — 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…↗

May 6

Jerry Capital — "And for what it's worth, NASA assignments don't last forever." $FOUR https://t.co/zJvEKAXz6i↗

Mar 24

Jerry Capital — people are finally understanding the moonbase potential at $FOUR↗

Mar 24

Jerry Capital — $FOUR will have a monopoly on moon payments https://t.co/GtsryFbHDv↗

Mar 24

Jerry Capital — moonbases payments will be processed by $FOUR↗

Mar 24

Jerry Capital — squeeze the $FOUR shorts they have no souls!↗

Mar 24

Jerry Capital — $FOUR +25% in two sessions 🚀 Maybe don't stomp around like an elephant with the buyback guys 🧠 https://t.co/oDnms7gmsf↗

Mar 19

Jerry Capital — The free cash flow per share will come $FOUR https://t.co/HJnQXpoaaO↗

Mar 19

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

Mar 9

Jerry Capital — @4drant following Jared into $FOUR https://t.co/WMLQF4qIS2↗

Mar 5

Jerry Capital — @HatfieldCapital TBF $FOUR is the real terror i unleashed↗

Mar 2

Jerry Capital — $FOUR↗

Mar 2

Jerry Capital — $FOUR https://t.co/0gHFELQLsU↗

Mar 2

Leandro — Published this on $FOUR Hopefully a nuanced take on recent earnings/developments Free to read https://t.co/qFPE3eejdy↗

Mar 2

Leandro — 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↗

Mar 2

Jerry Capital — Just sell this shitco $FOUR https://t.co/260Iu8cBQ7↗

Feb 26

Jerry Capital — $FOUR -18% implosion↗

Feb 20

Shay Boloor — THE SUPER BOWL OF EARNINGS IS NEXT WEEK • Monday | $HIMS, $WGS, $BWXT, $KTOS • Tuesday | $MELI, $TEM, $AXON, $CIFR, $DOCN, $WDAY, $ZETA, $FSLR, $TMDX, $CAVA, $ABCL, $PRCT, $NVTS…↗

Feb 19

pennyether — @matthew_sigel Could be good news for $XYZ and $FOUR↗

Feb 13

Raging Capital Ventures — @JustinRTipton Around $23, $TOST was trading below 13x ‘27 EBITDA estimates. I don’t know $DLO or $WISE; earnings quality is very poor at $FOUR.↗

Feb 10

Jerry Capital — $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…↗

Feb 10

Jerry Capital — $FOUR is in a bull market +5%↗

Feb 6

Jerry Capital — @MikeFritzell His $FOUR analysis was objectively dumb. he wrote an analysis of the company that was entirely wrong! not even close. and he made shit up. I suspect he may dumb or sl…↗

Feb 4

Jerry Capital — me trying to cook up an AI short thesis for $FOUR https://t.co/Hb01H7YnGY↗

Feb 3

Jerry Capital — $FOUR $GPN↗

Feb 3

Jerry Capital — $FOUR↗

Feb 3

Jerry Capital — $FOUR -10%↗

Feb 3

Jerry Capital — "this strategy I call instant Berkshire" notably short seller and $FOUR skeptic Michael Burry↗

Feb 2

Jerry Capital — @DarkfireCapital what do you prefer about $FISV over $GPN or $FOUR↗

Jan 8

Jerry Capital — $FOUR https://t.co/BrJUllavkJ↗

Jan 7

Shay Boloor — @jd_dhaliwj I'll share my thoughts on $FOUR in our community!↗

Jan 3

Jerry Capital — "If you put $FOUR at Shopify's multiple of annualized quarterly Cash Flows, the stock is trading at a $90B valuation" Agreed↗

Jan 2

Jerry Capital — So $FOUR wasn't down on tax loss selling 😭😭😭↗

Dec 16

Jerry Capital — @CapitalJurassic I have almost 20% in $GPN and $FOUR which is about as high as I can go. I think they will work very well.↗