News Sentiment

CBSH sentiment intelligence

Commerce Bancshares Inc news scored across direct company coverage, industry context, sector read-through, source quality, and freshness.

Weighted score 58 Balanced news tone 54 relevant articles
Exchange NASDAQ United States
Sector Financial Services Market context
Industry Banks - Regional Read-through group
Latest close 58.37 Week of 10 Jul 2026
Weighted tone 58/100

Balanced news tone

Market reaction Balanced read

News tone and price action are not far from neutral.

Primary event Earnings

79/100 classification confidence.

Company focus 54

directly relevant articles

Source quality 2

high-authority source matches

Trend context Trend active

+0.6% over one week, +4.6% over four weeks, trend active, and near fair-value range.

Latest direct headline Neutral

Commerce Bancshares (NASDAQ:CBSH) Surprises With Q2 CY2026 Sales

Market Reaction

Balanced read

57/100 confidence

News tone and price action are not far from neutral.

Primary event Earnings 79/100 classification
One-week reaction 0.6% Price digesting
Trend fit Trend active 4.6% over four weeks
Fair value 13.1% Near fair-value range

Sentiment Mix

Positive, neutral, negative

Weighted by relevance
Positive 27
Neutral 27
Negative 0

Relevance

Why the article matched

Direct first
Direct company coverage 54
Industry context 0
Sector context 0

Sources

Coverage mix

Publishers
Market source 9
MarketBeat 9
Stock Titan 6
Business Wire 6
Seeking Alpha 2
Moomoo 2
Simply Wall Street 2
TradingView 2

Event Lens

What the news is about

Classified themes
Earnings 30
Market update 13
Analyst action 6
Capital return 3
Deals and strategy 1
Guidance 1

Sentiment Trail

Score over time

50 baseline
Above 50 Neutral zone Below 50

News Tape

Relevant headlines

Showing 1-30 of 54
AlphaStreet Direct company coverage

Commerce Bancshares (CBSH) Q2 Results Show Margin Lift, but the Core Read Matters

Commerce Bancshares (CBSH) reported Q2 2026 earnings with an EPS of $1.10, showing a significant lift in net interest margin to 3.77% and solid credit quality. While non-interest income rose, investors are advised to distinguish between core operating progress and one-time events

Tone
Positive 64/100
Event
Earnings
Published
16 Jul 2026 14:13
Source
AlphaStreet
www.marketscreener.com Direct company coverage

Commerce Bancshares, Inc. Reports Unaudited Net Loan Charge-Offs for the Second Quarter Ended June 30, 2026

Commerce Bancshares, Inc. announced its unaudited net loan charge-offs for the second quarter ended June 30, 2026. The company reported net loan charge-offs of $9,541,000 for the quarter, which is a slight decrease compared to $9,690,000 reported in the same period a year ago.

Tone
Neutral 50/100
Event
Earnings
Published
16 Jul 2026 11:13
Source
www.marketscreener.com
10TV Direct company coverage

Commerce: Q2 Earnings Snapshot

Commerce Bancshares Inc. (CBSH) reported second-quarter earnings of $159.8 million, or $1.10 per share, surpassing Wall Street expectations of $1.04 per share. The bank holding company also exceeded revenue forecasts, posting $591.2 million in revenue and $498.9 million net of in

Tone
Positive 73/100
Event
Earnings
Published
16 Jul 2026 10:13
Source
10TV
Stock Titan Direct company coverage

Commerce Bancshares' $105M Visa Gain Met a $97.7M Portfolio Loss

Commerce Bancshares, Inc. announced Q2 2026 earnings per share of $1.10, driven by expanding net interest margin, solid loan growth, and lower funding costs. The company reported a net income of $159.8 million and a return on average assets of 1.84%. Key financial activities for

Tone
Positive 66/100
Event
Earnings
Published
16 Jul 2026 10:13
Source
Stock Titan
Moomoo Direct company coverage

Commerce Bancshares Initiated at Equal-Weight by Stephens & Co.

Stephens & Co. has initiated coverage on Commerce Bancshares (NASDAQ:CBSH) with an Equal-Weight rating. The firm set a price target of $56.00 for the company's stock. This initiation suggests a neutral outlook on the company's performance by Stephens & Co.

Tone
Neutral 50/100
Event
Analyst action
Published
15 Jul 2026 18:11
Source
Moomoo
Investing.com Direct company coverage

Commerce Bancshares set to report earnings amid NIM headwinds

Commerce Bancshares is slated to report its second-quarter earnings, with analysts expecting robust revenue growth but also margin compression. Investors will be keenly watching the bank's net interest margin and commentary on its recent acquisition of Nolan & Associates, as thes

Tone
Neutral 50/100
Event
Deals and strategy
Published
15 Jul 2026 14:11
Source
Investing.com
MarketBeat Direct company coverage

Commerce Bancshares (NASDAQ:CBSH) Now Covered by Analysts at Stephens

Stephens initiated coverage on Commerce Bancshares (NASDAQ:CBSH) with an "equal weight" rating and a $62 price target, indicating a 7.06% potential upside. The company currently holds an overall "Hold" consensus from analysts, with two "Buy" and seven "Hold" ratings, and an avera

Tone
Positive 60/100
Event
Analyst action
Published
15 Jul 2026 13:11
Source
MarketBeat
Seeking Alpha Direct company coverage

Stephens initiates coverage of UMB with Buy-equivalent, Commerce Bancshares with Hold-equivalent

Stephens has initiated coverage of UMB Financial (UMBF) with an "Overweight" (Buy-equivalent) rating, citing its consistent balance sheet growth, strong credit quality, and leading fee income. Conversely, Commerce Bancshares (CBSH) received an "Equal-Weight" (Hold-equivalent) rat

Tone
Positive 64/100
Event
Analyst action
Published
15 Jul 2026 10:00
Source
Seeking Alpha
Market source Direct company coverage

Commerce Bancshares (CBSH) To Report Earnings Tomorrow: Here Is What To Expect

Commerce Bancshares (CBSH) is expected to report its earnings this Thursday before market hours. Analysts predict a 9.9% year-on-year revenue growth for the quarter, an improvement from the previous year. The company has a history of meeting revenue estimates, and investor sentim

Tone
Positive 67/100
Event
Earnings
Published
15 Jul 2026 03:11
Source
Market source
Market source Direct company coverage

Does Commerce Bancshares’ (CBSH) Persistent Earnings Outperformance Still Matter With EPS Forecast To Decline?

Commerce Bancshares (CBSH) consistently outperforms earnings estimates, with analysts predicting another beat despite an expected 8.8% decline in EPS year-over-year. The bank maintains a steady, moderately growing profile, characterized by consistent profitability, disciplined ca

Tone
Neutral 50/100
Event
Earnings
Published
14 Jul 2026 06:11
Source
Market source
MarketBeat Direct company coverage

Commerce Bancshares (NASDAQ:CBSH) Upgraded to "Hold" at Wall Street Zen

Wall Street Zen has upgraded Commerce Bancshares (NASDAQ:CBSH) from a "sell" to a "hold" rating, contributing to a generally cautious but neutral analyst sentiment. The bank holds a consensus "Hold" rating with an average target price of $58.67, following a strong Q1 earnings rep

Tone
Positive 61/100
Event
Analyst action
Published
12 Jul 2026 17:10
Source
MarketBeat