What Makes Shift4 Payments (FOUR) an Investment Bet?

In its third-quarter 2025 investor letter, Ave Maria Growth Fund highlighted stocks such as Shift4 Payments, Inc. (NYSE:FOUR). Shift4 Payments, Inc. (NYSE:FOUR) offers software and payment processing solutions. The one-month return of Shift4 Payments, Inc. (NYSE:FOUR) was -4.45%, and its shares lost 38.26% of their value over the last 52 weeks. On January 6, 2026 Shift4 Payments, Inc. (NYSE:FOUR) stock closed at $65.89 per share, with a market capitalization of $5.827 billion.

Ave Maria Growth Fund stated the following regarding Shift4 Payments, Inc. (NYSE:FOUR) in its third quarter 2025 investor letter:

Shift4 Payments, Inc. (NYSE:FOUR) is a payment processor focused on the hospitality industry. The company charges for payment processing services but gives customers the critical software they need to run their businesses for free. The company was started by Jared Isaacman, who set the world record for circumnavigating the earth in a light jet at age 26, and more recently, was the commander of the first all-civilian space flight.Shift4 has a long history of acquiring software companies and converting the business models to a bundling model, earning shareholders exceptional returns in the process."

Shift4 Payments, Inc. (NYSE:FOUR) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 45 hedge fund portfolios held Shift4 Payments, Inc. (NYSE:FOUR) at the end of the third quarter, which was 55 in the previous quarter. While we acknowledge the potential of Shift4 Payments, Inc. (NYSE:FOUR) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on thebest short-term AI stock.