CBSH

Stock markets declined following a higher-than-expected CPI inflation report. Investors are awaiting today's PPI inflation data. Commerce Bancshares (CBSH) is drawing attention due to high implied volatility in its February 2027 $40 call options, suggesting traders expect significant price movement, though analyst sentiment remains neutral with a Zacks Rank #3 (Hold) rating.

Commerce Bancshares (CBSH) has a strong track record of beating earnings estimates, with an average surprise of 3.95% over the past two quarters. The company has a positive Earnings ESP of +1.31% combined with a Zacks Rank #3 (Hold), suggesting a high probability of another earnings beat in its October 20, 2026 report. Stocks with this combination historically beat consensus estimates nearly 70% of the time.

Commerce Bancshares is expected to report Q3 2026 earnings on October 20 with consensus EPS of $1.07 (up 0.9% YoY) and revenues of $492.85 million (up 11.8% YoY). The company has a positive Earnings ESP of +1.31% combined with a Zacks Rank #3, suggesting it will likely beat consensus estimates. Commerce has beaten EPS estimates in 3 of the last 4 quarters.