Michael Burry’s Top 10 Stock Picks Heading into 2025

2) Shift4 Payments, Inc. (NYSE:FOUR)

Scion Asset Management’s Stake Value: $7,335,000

Number of Hedge Fund Holders: 33

Shift4 Payments, Inc. (NYSE:FOUR) offers software and payment processing solutions in the United States and internationally.

Shift4 Payments, Inc. (NYSE:FOUR)’s business model stands apart for its ability to fuel growth via multiple channels. These include adding new logos, geographical expansion, entering new verticals, and converting gateway and backlog opportunities. This diversified approach provides the company with a competitive edge. Shift4 Payments, Inc. (NYSE:FOUR)’s growth strategy remains multifaceted and it is not overly reliant on same-store sales, which should fuel its revenue growth.

Wall Street remains optimistic about the company’s acquisition of Revel Systems. This strategic acquisition should offer multiple levers for growth. The acquisition aligns with Shift4 Payments, Inc. (NYSE:FOUR)’s strategy of expanding its technological capabilities and market reach. This can further strengthen its competitive position and open up new avenues for growth.

The multifaceted growth strategy enables Shift4 Payments, Inc. (NYSE:FOUR) to capitalize on numerous market opportunities simultaneously. For example, while expanding in new geographic markets, it can deepen its penetration in the current verticals or explore emerging payment technologies. Analysts at Barclays initiated the coverage on the shares of Shift4 Payments, Inc. (NYSE:FOUR) on 9^th October. They gave an “Overweight” rating and a $120.00 price target.

ClearBridge Investments, an investment management company, released its second quarter 2024 investor letter. Here is what the fund said:

“Stock selection in the financials sector provided a positive offset. Shift4 Payments, Inc. (NYSE:FOUR), a software and payment processing solutions company, also saw positive returns during the period, with management increasing the top end of their full-year guidance for end-to-end payments volume.”