Is the Options Market Predicting a Spike in Commerce Bancshares Stock?

Core Viewpoint - Investors in Commerce Bancshares, Inc. (CBSH) should closely monitor the stock due to significant movements in the options market, particularly the high implied volatility of the Feb 20, 2026 $35 Call option [1] Group 1: Implied Volatility - Implied volatility indicates the market's expectation of future price movement, with high levels suggesting a potential significant price change or an upcoming event that could lead to a rally or sell-off [2] - The current high implied volatility for Commerce Bancshares may signal a developing trading opportunity, as options traders often seek to sell premium on such options to capture decay [4] Group 2: Analyst Sentiment - Commerce Bancshares currently holds a Zacks Rank 4 (Sell) within the Banks – Midwest industry, which is in the top 35% of the Zacks Industry Rank [3] - Over the past 30 days, one analyst has raised the earnings estimate for the current quarter, while four analysts have lowered their estimates, resulting in a decrease of the Zacks Consensus Estimate from $1.07 to $1.05 per share [3]