Shift4 (FOUR) — What Changed

Material changes in the AI committee's view · 8 events tracked · Detected nightly

← Overview📈 Rating History💰 Earnings📰 Recent Events🔄 What Changed📖 Thesis Evolution🔍 Similar Stocks
2026-08-01 MATERIAL
▼ Agreement Shift

FOUR's Committee agreement moved from 57.10% to 42.90% (-14.20pp, 1 day(s) apart).

57.10 → 42.90 (-14.2)

2026-08-01 MINOR
▲ Score Change

FOUR's Committee score moved from 49.17 to 51.07 (+1.90, 1 day(s) apart).

49.17 → 51.07 (+1.9)

2026-07-31 MATERIAL
▲ Agreement Shift

FOUR's Committee agreement moved from 42.90% to 57.10% (+14.20pp, 1 day(s) apart).

42.90 → 57.10 (+14.2)

2026-07-31 MINOR
▲ Score Change

FOUR's Committee score moved from 49.04 to 49.17 (+0.13, 1 day(s) apart).

49.04 → 49.17 (+0.1)

2026-07-30 MINOR
▲ Score Change

FOUR's Committee score moved from 48.73 to 49.04 (+0.31, 1 day(s) apart).

48.73 → 49.04 (+0.3)

2026-07-28 MINOR
▼ Score Change

FOUR's Committee score moved from 50.71 to 48.73 (-1.98, 1 day(s) apart).

50.71 → 48.73 (-2.0)

2026-07-24 MATERIAL
▼ Agreement Shift

FOUR's Committee agreement moved from 57.10% to 42.90% (-14.20pp, 1 day(s) apart).

57.10 → 42.90 (-14.2)

2026-07-24 MINOR
▼ Score Change

FOUR's Committee score moved from 51.82 to 49.64 (-2.18, 1 day(s) apart).

51.82 → 49.64 (-2.2)

How Change Detection Works

Every night, Innellis compares the committee's latest scores against the previous session. Changes are recorded only when they cross documented materiality thresholds — score moves, rating transitions, conviction shifts, and analyst agreement changes. Small day-to-day noise is deliberately filtered out. View full score history →