Beyond Air (NASDAQ:XAIR) Bolsa

Beyond Air

Beyond Air Inc is a commercial-stage medical device and biopharmaceutical company that develops a Nitric Oxide (NO) Generator and Delivery System that uses NO generated from ambient air and delivers precise amounts of NO to the lungs for the potential treatment of respiratory and other diseases. The firm is applying its therapeutic expertise to develop treatments for pulmonary hypertension, in addition to treatments for lower respiratory tract infections.

Beyond Air Inc

WIIM

HUSA

Houston American Energy shares are trading higher. Volatility may be due to a surge in energy stocks amid rising oil prices.

<a href="https://www.benzinga.com/fda-calendar">The U.S. Food and Drug Administration (FDA)</a> announced its Commissioner's National Priority Voucher (CNPV) program.
What Happened: The FDA aims to modernize its regulatory framework to meet emerging public health needs.
Drug developers may redeem the new voucher to participate in the FDA&#8217;s novel priority program, which shortens the review time from approximately 10-12 months to 1-2 months following a sponsor's final drug application submission.
As per the press release on Tuesday, the new CNPV process <a target="_blank" href="https://www.fda.gov/news-events/press-announcements/fda-issue-new-commissioners-national-priority-vouchers-companies-supporting-us-national-interests" rel="noreferrer noopener">convenes</a> experts from FDA offices for a team-based review rather than the standard review system for a drug application sent to numerous FDA offices.
Clinical information will be reviewed by a multidisciplinary team of physicians and scientists who will pre-review the submitted information and convene for a 1-day "tumor board style" meeting.
Also Read: <a href="https://www.benzinga.com/general/biotech/25/05/45254051/vinay-prasads-appointment-to-fdas-cber-triggers-questions-over-future-of-cell-and-gene-therapy-regulation" target="_blank" rel="noreferrer noopener">Vinay Prasad&#8217;s Appointment To FDA&#8217;s CBER Triggers Questions Over Future Of Cell And Gene Therapy Regulation</a>
Why It Matters: "Using a common-sense approach, the national priority review program will allow companies to submit the lion's share of the drug application before a clinical trial is complete so that we can reduce inefficiencies&#8230;," said FDA Commissioner Marty Makary. "As a surgical oncologist, we often made multidisciplinary decisions with a team of doctors on major life-and-death questions for patients, incorporating the latest medical studies in a 1-day tumor board-style discussion. This voucher harnesses that model to deliver timely decisions for drug developers." 
In the program&#8217;s first year, the FDA plans to award a limited number of vouchers to companies aligned with U.S. national priorities.
In addition to receiving the benefits of this program, the agency may also grant an accelerated approval if the product for which the voucher is used meets the applicable legal requirements for accelerated approval.
To qualify, sponsors must submit the chemistry, manufacturing, and controls (CMC) portion of the application and the draft labeling at least 60 days before submitting the final application.
The FDA reserves the right to extend the review window if the data or application components submitted are insufficient or incomplete, if the pivotal trial(s) results are ambiguous, or if the review is particularly complex.
Vouchers can be directed by the FDA towards a specific investigational new drug of a company or be granted to a company as an undesignated voucher, allowing a company to use the voucher for a new drug at the company's discretion and consistent with the program's objectives.
This program aims to accelerate the drug review process for companies aligned with U.S. national priorities.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/news/health-care/25/06/45846728/nih-revolts-scientists-decry-budget-cuts-rfk-jr-political-interference-warn-of-long-term-public-health-damage" target="_blank" rel="noreferrer noopener">NIH Revolts: Scientists Decry Budget Cuts, RFK Jr. Political Interference, Warn Of Long-Term Public Health Damage</a></li>
</ul>
Image: Shutterstock

Biotech

News

Health Care

General

FDA Introduces Tumor Board-Style Reviews For Faster Drug Decisions

Amazon.Com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) chief Andy Jassy in a blog post on Tuesday, highlighted the company&#8217;s extensive leveraging of <a target="_blank" href="https://www.benzinga.com/topic/artificial-intelligence" rel="noreferrer noopener">Generative AI</a> to drive value.
Technologies like Generative AI are rare and come about once-in-a-lifetime, completely transforming possibilities for customers and businesses, Jassy said, justifying its aggressive investment.
He stated that Alexa+, the company&#8217;s advanced Alexa personal assistant, is the first personal assistant that can <a target="_blank" href="https://www.aboutamazon.com/news/company-news/amazon-ceo-andy-jassy-on-generative-ai?utm_campaign=Watchlist&amp;utm_source=Benzinga&amp;utm_medium=Email" rel="noreferrer noopener">take significant actions</a> for customers while providing intelligent answers to virtually any question, citing its tens of millions of customers worldwide.
Also Read: <a target="_blank" href="https://www.benzinga.com/markets/25/02/43550696/amazon-to-pour-nearly-100-billion-into-ai-in-2025-surpassing-microsoft-and-alphabet-andy-jassy-says-cost-of-inference-will-meaningfully-come-down-amid-deepseek-worries" rel="noreferrer noopener">Amazon To Pour Nearly $100 Billion Into AI In 2025, Surpassing Microsoft And Alphabet</a>
Jassy stated that this AI-driven transformation might reduce the corporate workforce in the coming years due to increased efficiency. He recommended being curious about AI and educating yourself by attending workshops and training.
He highlighted the huge impact of Gen AI and said that nearly half a million selling partners are using these services, and the listings they are creating are measurably better.
Jassy wrote about how the company transformed advertising with AI, helping brands plan, onboard, create, and optimize campaigns. He said over 50,000 advertisers used these capabilities in the first quarter alone.
Jassy highlighted Generative AI&#8217;s crucial role within Amazon Web Services (AWS) for developers and in optimizing internal functions such as fulfillment and customer service. He also pointed to the development of AI agents to automate tasks and accelerate innovation.
Amazon also restructured its Customer Service Chatbot with GenAI and assembled more intelligent and compelling product detail pages by leveraging GenAI.
Jassy underscored Amazon&#8217;s substantial investment in AI, expressing a firm belief in its capacity to alter work and daily life profoundly. He envisions a future where AI agents become ubiquitous, dramatically expanding the scope and pace of innovation for consumers.
He said Amazon has over 1,000 Generative AI services and applications in progress or built, which is a small fraction of what it will ultimately build.
Earlier, Jassy <a target="_blank" href="https://www.benzinga.com/news/management/25/04/44746436/amazon-ceo-justifies-large-ai-investments-as-once-in-a-lifetime-reinvention-of-everything-we-know" rel="noreferrer noopener">highlighted the need</a> for substantial capital to secure AI chips and build data centers, reiterating the need for large capital investments during the current period of &#8220;high demand&#8221; in order to remain competitive in the rapidly changing AI landscape.&nbsp;
Price Action: AMZN stock is down 0.57% at $214.86 at the last check on Tuesday.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/25/03/44118144/amazon-unveils-ai-reasoning-model-for-june-2025-strengthening-aws-leadership-in-ai-innovation" target="_blank" rel="noreferrer noopener">Amazon To Launch AI Reasoning Model In June, Reinforcing AWS&#8217;s AI Dominance</a></li>
</ul>
Photo via Shutterstock

Tech

AMZN

Amazon CEO Says Generative AI Will Reduce Total Corporate Workforce

JP Morgan analyst Michael W. Mueller downgraded FrontView REIT, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FVR#NYSE">FVR</a>) to Neutral from Overweight, lowering the <a target="_blank" href="https://www.benzinga.com/quote/JPM/analyst-ratings" rel="noreferrer noopener">price forecast from $14 to $12</a>.
On Monday, the firm&nbsp;announced the appointment of Sean Fukumura as <a target="_blank" href="https://www.benzinga.com/pressreleases/25/06/b45963224/frontview-reit-announces-appointment-of-sean-fukumura-as-interim-cfo" rel="noreferrer noopener">Interim Chief Financial Officer of the company</a>, effective immediately.
Fukumura will continue to serve as the company&#8217;s Chief Accounting Officer. This appointment follows the company&#8217;s decision to terminate Randall Starr for cause, effective immediately.
Also Read: <a target="_blank" href="https://www.benzinga.com/analyst-stock-ratings/downgrades/25/06/45972559/this-enphase-energy-analyst-turns-bearish-here-are-top-5-downgrades-for-tuesday" rel="noreferrer noopener">This Enphase Energy Analyst Turns Bearish; Here Are Top 5 Downgrades For Tuesday</a>
Mueller pointed out that Starr&#8217;s dismissal followed an internal probe by the board&#8217;s audit committee and was not tied to the company&#8217;s operations, financial performance, or filings.
The company clarified that the issue was unrelated to its business. This marks the second CFO departure since the October 2024 IPO.
While Mueller writes that the company&#8217;s portfolio remains undervalued, with a NAV estimate of around $18 per share based on a 7.5% cap rate, he sees limited external growth prospects and a weakened leadership team, making the stock difficult to recommend.
The analyst views it more as a special situation with rising takeover potential, noting that management previously indicated M&amp;A could be explored if the stock stays discounted.
Given the company&#8217;s turbulent early public history, Mueller asserts that regaining investor interest may be challenging in the near term.
According to Muller, the company&#8217;s ability to invest while maintaining leverage neutrality has been materially impacted by its weak stock performance.
The analyst adds that abrupt leadership changes within a year of the IPO could hinder the execution of its growth strategy and make it harder to regain investor attention.
On the flip side, the analyst sees the stock as undervalued relative to the real estate portfolio, with its straightforward structure and assets potentially making it an easy fit for another platform.
As a result, Mueller views the stock as offering some downside protection and now fitting better into a special situation category.
Price Action: FVR shares are trading higher by 1.30% to $11.69&nbsp;at last check Tuesday.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/economic-data/25/06/45971228/retail-sales-slump-more-than-expected-as-tariff-fears-hit-spending" target="_blank" rel="noreferrer noopener">Retail Sales Slump More Than Expected As Tariff Fears Hit Spending </a></li>
</ul>
Photo by SuPatMaN via Shutterstock

Analyst Color

Equities

Downgrades

Price Target

Markets

Analyst Ratings

FrontView REIT A 'Special Situation' With Increased Takeover Potential Post-CFO Ousting: Analyst

Trading Ideas

Houston American Energy Shares Halted On Circuit Breaker To The Upside, Stock Now Up 110.8%

Redwire Corporation (NYSE: RDW shares are trading higher Tuesday after the company announced the pricing of a major public stock offering.
What To Know: The offering includes 15,525,000 shares priced at $16.75 each, bringing in approximately $260 million in gross proceeds. 
This offering represents a significant move by Redwire to raise capital but it also introduces concerns about dilution, which likely contributed to the sharp drop in share price. 
Redwire stated that the proceeds will be used for a combination of purposes, including strengthening its balance sheet, reducing dilution by repurchasing some of its outstanding convertible preferred stock and repaying a seller note connected to its acquisition of Edge Autonomy.
RDW Price Action: Redwire corporation shares were down 20.4% at $16.37 at the time of writing, according to <a href="https://pro.benzinga.com/dashboard?new_user=False&amp;backend=google-oauth2">Benzinga Pro.</a>
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/market-summary/25/06/45981450/wall-street-drops-as-trump-weighs-iran-action-defense-stocks-jump-whats-driving-markets-tuesday">Wall Street Drops As Trump Weighs Iran Action, Defense Stocks Jump: What&#8217;s Driving Markets Tuesday? </a></li>
</ul>
Image Via Shutterstock.

Movers

RedWire Shares Are Down Today: What's Going On?

Supernus Pharmaceuticals, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SUPN#NASDAQ">SUPN</a>) on Monday agreed to acquire Sage Therapeutics, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SAGE#NASDAQ">SAGE</a>) for $12.00 per share in cash, or an aggregate of up to approximately $795 million.
The deal consideration includes $8.50 per share in cash (or an aggregate of approximately $561 million) plus one non-tradable contingent value right (CVR) collectively worth up to $3.50 per share in cash (or an aggregate of approximately $234 million).
"This acquisition represents a major step in bolstering our future growth. It augments our growth profile by adding a significant fourth growth product to our portfolio and further diversifies our sources of future growth. Zurzuvae aligns with our focus of acquiring novel value-enhancing and clinically differentiated medicines to treat CNS conditions," said Jack Khattar, president and CEO of Supernus Pharmaceuticals.
Sage Therapeutics shares gained 0.4% to trade at $9.11 on Tuesday.
These analysts made changes to their price targets on Sage Therapeutics following acquisition announcement.
<ul class="wp-block-list">
<li>Canaccord Genuity analyst Sumant Kulkarni maintained Sage Therapeutics with a Hold and raised the price target from $8 to $8.5.</li>
<li>Truist Securities analyst Joon Lee maintained the stock with a Hold and raised the price target from $8 to $9.</li>
<li>Piper Sandler analyst David Amsellem downgraded Sage Therapeutics from Overweight to Neutral and lowered the price target from $9 to $8.5.</li>
</ul>
Considering buying SAGE stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><a href="https://www.benzinga.com/quote/SAGE/analyst-ratings"><img loading="lazy" decoding="async" width="1024" height="574" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/17142045/image-267-1024x574.png" alt="" class="wp-image-952816" style="width:612px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/17142045/image-267-1024x574.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/17142045/image-267-300x168.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/17142045/image-267-768x430.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/17142045/image-267.png 1137w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
Read This Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/news/25/06/45973780/nvidia-to-rally-more-than-38-here-are-10-top-analyst-forecasts-for-tuesday">Nvidia To Rally More Than 38%? Here Are 10 Top Analyst Forecasts For Tuesday</a> </li>
</ul>
Photo via Shutterstock

SAGE

SUPN

These Analysts Revise Their Forecasts On Sage Therapeutics Following Acquisition News

iShares MSCI Israel Capped Investable Market Index Fund

Reuters Cites White House Official Saying Trump Is Now Meeting His National Security Council About Israel-Iran Conflict

<a href="https://www.cnbc.com/2025/06/17/meta-oakley-prada-smart-glasses-luxottica.html?&amp;qsearchterm=meta">https://www.cnbc.com/2025/06/17/meta-oakley-prada-smart-glasses-luxottica.html?&amp;qsearchterm=meta</a>

'Meta to release smart glasses with Oakley and Prada, extending Luxottica partnership'- CNBC

<a href="https://www.benzinga.com/etfs">AI-themed ETFs</a> have proliferated in recent years, and many of them loaded with so-called &#8220;<a href="https://www.benzinga.com/topic/magnificent-seven">magnificent seven&#8221; tech giants</a>. 
However, not all are designed to endure the next innovation cycle. As the discussion moves from &#8220;what&#8217;s hot&#8221; to &#8220;what stands the test of time,&#8221; a new generation of ETFs is on the rise—those that adapt.
One such fund is the Wedbush ETFMG Global Cloud Technology ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IVES#NYSE">IVES</a>). The <a href="https://www.benzinga.com/etfs/new-etfs/25/06/45774136/wedbush-launches-ai-revolution-etf-backed-by-dan-ives-proprietary-tech-picks">ETF, launched on June 4</a>, managed to <a href="https://www.globenewswire.com/news-release/2025/06/13/3099005/0/en/Dan-IVES-AI-Revolution-ETF-Surpasses-100-Million-AUM-Within-First-Trading-Week-of-Wedbush-Fund-Advisers-Inaugural-Offering.html">pull</a> in $100 million in only five trading days. 
IVES &#8220;is built to be disciplined and transparent,&#8221; Wedbush Fund Advisers CIO Cullen Rogers tells Benzinga. &#8220;We don't react to short-term performance or headlines.&#8221;
IVES rebalances quarterly and aligns with revisions to the AI30 model developed by Wedbush&#8217;s Dan Ives, who created the methodology. This frequency steers clear of performance-chasing whiplash from more active managers, while retaining thematic relevance.
The fund &#8220;follows a clear set of rules and reflects the ongoing evolution of Dan's AI30 framework. That combination of research-driven insight alongside a passive index structure gives us the ability to stay focused on the long term,&#8221; Rogers added.
Also Read: <a href="https://www.benzinga.com/etfs/broad-u-s-equity-etfs/25/06/45978750/why-smart-money-is-spreading-out-etf-flows-signal-surge-in-portfolio-diversification">Why Smart Money Is Spreading Out: ETF Flows Signal Surge In Portfolio Diversification</a>
<h2 class="wp-block-heading">The Case Against Static AI ETFs</h2>
Global X Robotics &amp; Artificial Intelligence ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BOTZ#NASDAQ">BOTZ</a>) and ROBO Global Robotics and Automation ETF (ROBO) both have portfolios that lean towards robotics, semiconductors, and infrastructure-heavy hardware. 
BOTZ, for example, has Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Intuitive Surgical (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ISRG#NASDAQ">ISRG</a>), and Keyence (OTCPK: KYCCF) as its leading holdings. 
ROBO has a strong tilt into industrials and health tech.
But these ETFs tend to be afflicted by static index approaches that fail to adjust rapidly to new AI subsectors like inference engines, generative software, or quantum compute.
<h2 class="wp-block-heading">Inside IVES: A Living Portfolio For A Moving Target</h2>
IVES employs a modified market-cap weighting strategy to keep its biggest bets in check. Yes, it includes the likes of Microsoft (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), Nvidia, and Amazon (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>). However, it also leaves room for lesser-known high-conviction picks.
&#8220;We intentionally moved away from traditional straight-line market-cap weighting to avoid exactly that issue (overconcentration and valuation risk tied to the magnificent seven stocks). The modified market-cap weighting approach we use helps large-cap leaders hold influence, but it also prevents them from overwhelming the rest of the portfolio. At the same time, it gives room for smaller, high-conviction names to matter,&#8221; said Rogers.
IVES takes a tight, research-driven approach, Rogers explains. 
"This isn't about market timing — it's about giving investors access to the companies actually building and monetizing the AI revolution, in a format that's disciplined and transparent," he adds.
<h2 class="wp-block-heading">What Happens In A Downturn?</h2>
With valuations across the tech sector under renewed scrutiny, some wonder if AI ETFs are a bubble waiting to pop. Rogers isn't fazed. "Short-term market swings are part of investing, but IVES is built for the long run. What sets the fund apart is its ability to evolve with the AI ecosystem. Not just where it is today, but where it&#8217;s going. That's the advantage of anchoring the portfolio to Dan's ongoing research. As AI matures and new players, platforms, or verticals emerge, the index can adapt," he said.
&#8220;If the center of gravity in AI shifts from semis to inference, or from traditional compute to quantum, Dan's research is positioned to catch that. And our structure is designed to follow it. So even through a downturn, we're confident the fund will stay aligned with the most important parts of the AI value chain as they evolve,&#8221; Rogers emphasized.
Contrast that with holdings such as BOTZ, where old-school industrials and automation stocks constitute a huge percentage of the assets. They&#8217;re exposed to AI, perhaps, but sometimes indirectly and without the agility to change direction quickly.
<h2 class="wp-block-heading">Investor Takeaway: Adaptive &gt; Aggressive</h2>
For individual investors, the message is straightforward: not to conflate AI exposure with AI relevance. BOTZ funds might have expansive baskets, but that expansiveness tends to be at the expense of thematic integrity and forward-looking design. ROBO still stands for its robotics theme and first-mover appeal, but perhaps it will not be the final say on AI innovation as it extends into software.
IVES, on the other hand, presents a more streamlined style that balances conviction with agility. It&#8217;s not attempting to be everywhere, it&#8217;s trying to be where the AI narrative is really headed.
If the previous cycle of AIs revolved around who could train the largest model, perhaps the next will be a question of who can best monetize it. In that game, flexibility, not merely exposure, may be the ultimate advantage.
As Rogers summarizes: &#8220;IVES isn't a static snapshot, it's a living framework.&#8221;
Read Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/etfs/sector-etfs/25/06/45975763/risk-on-revival-growth-themed-etfs-hit-52-week-highs-as-market-calms-down">Risk-On Revival: Growth-Themed ETFs Hit 52-Week Highs As Market Calms Down</a></li>
</ul>
Image: Shutterstock

Specialty ETFs

ETFs

BOTZ

ISRG

IVES

KYCCF

MSFT

NVDA

Beyond Magnificent 7: Can Thematic ETFs Like IVES Lead The Next Wave Of AI Investing? CIO Cullen Rogers Explains

Gilead Sciences Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GILD#NASDAQ">GILD</a>) is facing mounting pressure to price its <a href="https://www.benzinga.com/general/health-care" target="_blank" rel="noreferrer noopener">long-acting HIV prevention</a> drug, lenacapavir, affordably as it prepares for U.S. regulatory approval on June 19.
In December 2022, the FDA <a target="_blank" href="https://www.gilead.com/news-and-press/press-room/press-releases/2022/12/sunlenca-lenacapavir-receives-fda-approval-as-a-firstinclass-twiceyearly-treatment-option-for-people-living-with-multidrug-resistant-hiv" rel="noreferrer noopener">approved</a> Lenacapavir in combination with other antiretrovirals to treat HIV-1 infection in heavily treatment-experienced adults with multi-drug resistant HIV-1 infection.
Researchers and global health leaders are urging the company to ensure widespread access, especially in low- and middle-income countries, given the drug&#8217;s potential to significantly curb the HIV pandemic.
Also Read: <a href="https://www.benzinga.com/markets/biotech/25/06/45799258/gileads-hiv-pipeline-gains-traction-with-upcoming-fda-decision-for-hiv-1-drug" target="_blank" rel="noreferrer noopener">Gilead&#8217;s HIV Pipeline Gains Traction With Upcoming FDA Decision For HIV-1 Drug</a>
In June 2024, Gilead Sciences shared topline results from an interim analysis of its Phase 3 PURPOSE 1 trial, indicating its twice-yearly lenacapavir&nbsp;demonstrated 100% efficacy for the investigational use of HIV <a target="_blank" href="https://www.benzinga.com/markets/equities/24/06/39416579/why-is-gilead-sciences-stock-trading-higher-on-thursday" rel="noreferrer noopener">prevention in cisgender women</a>, marking a major shift from daily oral pre-exposure prophylaxis (PrEP) regimens. However, concerns are rising about affordability.
While Gilead has not yet disclosed the price, it is expected to align with existing preventive medications at approximately $25,000 annually. As a treatment for those already living with HIV, the drug costs around $39,000 per year.
Citing a new analysis from the University of Liverpool, the Guardian report <a href="https://www.theguardian.com/society/2025/jun/17/hiv-ending-drug-lenacapavir-manufacture-cost-per-patient-gilead" target="_blank" rel="noreferrer noopener">suggests</a> that if produced at a large scale, lenacapavir could be manufactured for as little as $25 annually, even with a 30% profit margin.
Dr. Andrew Hill, one of the study&#8217;s authors, argued that charging over $20,000 a year would make widespread use unfeasible, even in wealthy countries.
He added that updated production estimates show lenacapavir could be made for $35 to $46 per year at 2 million doses annually and as low as $25 at volumes between 5 million and 10 million doses.
Earlier, Hill estimated that a generic version of lenacapavir could be produced for $40 a year, assuming 10 million <a target="_blank" href="https://www.benzinga.com/general/biotech/24/07/39940874/gileads-42-5k-priced-hiv-drug-could-be-made-at-just-40-annually-campaigners-urge-company-to-slash" rel="noreferrer noopener">people used it annually</a>.
In October 2024, Gilead partnered with <a target="_blank" href="https://www.gilead.com/news/news-details/2024/gilead-signs-royalty-free-voluntary-licensing-agreements-with-six-generic-manufacturers-to-increase-access-to-lenacapavir-for-hiv-prevention-in-high-incidence-resource-limited-countries" rel="noreferrer noopener">six</a> generic manufacturers to supply low-cost versions in 120 low-income countries.
The Guardian report added that the company has pledged to deliver doses to about 2 million people at no profit ahead of generic availability.
Despite these commitments, advocates have criticized the exclusion of key countries with high HIV burdens, such as Brazil, Argentina, and parts of Eastern Europe, from Gilead&#8217;s licensing agreements.
Last week, the U.S. Food and Drug Administration <a target="_blank" href="https://www.gilead.com/company/company-statements/2025/gilead-provides-update-on-clinical-studies-evaluating-gs-1720-and-or-gs-4182-for-the-treatment-of-hiv-1-infection" rel="noreferrer noopener">placed</a> a clinical hold on Gilead's HIV treatment trials of GS-1720 (an investigational integrase strand transfer inhibitor) and/or GS-4182 (an investigational capsid inhibitor).
The clinical hold is due to the identification of a safety signal of decreases in CD4+T-cell (CD4) and absolute lymphocyte counts in a subset of participants receiving the combination of GS-1720 and GS-4182.
Price Action: GILD stock is trading lower by 2.22% to $108.37 at last check Tuesday.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/25/03/44284430/merck-plans-regulatory-submission-for-two-drug-regime-for-hiv-infection-by-mid-2025" target="_blank" rel="noreferrer noopener">Merck Plans Regulatory Submission For Two-Drug Regime For HIV Infection By Mid-2025</a></li>
</ul>
Image via Shutterstock

Large Cap

Media

GILD

Gilead's HIV Prevention Drug Could Be Manufactured At Shocking Low Cost: Report

<a href="https://www.bloomberg.com/news/articles/2025-06-17/house-tax-bill-boosts-deficit-2-8-trillion-cbo-analysis-shows">https://www.bloomberg.com/news/articles/2025-06-17/house-tax-bill-boosts-deficit-2-8-trillion-cbo-analysis-shows</a>

Politics

'House Tax Bill Boosts Deficit $2.8 Trillion, CBO Analysis Shows'- Bloomberg

U.S. stocks traded lower toward the end of trading, with the Nasdaq Composite falling more than 150 points on Tuesday.
The Dow traded down 0.70% to 42,217.89 while the NASDAQ fell 0.87% to 19,530.08. The S&amp;P 500 also fell, dropping, 0.79% to 5,985.31.
Check This Out: <a href="https://www.benzinga.com/trading-ideas/dividends/25/06/45968628/wall-streets-most-accurate-analysts-weigh-in-on-3-financial-stocks-with-over-15-dividend-yields">Wall Street&#8217;s Most Accurate Analysts Weigh In On 3 Financial Stocks With Over 15% Dividend Yields</a>
Leading and Lagging Sectors Energy shares jumped by 1.4% on Tuesday.
In trading on Tuesday, health care stocks fell by 0.7%.
Top Headline
Jabil Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JBL#NYSE">JBL</a>) reported better-than-expected third-quarter results on Tuesday.
The company reported quarterly adjusted earnings per share of $2.55, beating the analyst consensus estimate of $2.31. Quarterly sales of $7.83 billion outpaced the analyst consensus estimate of $7.06 billion.
This positive performance was further bolstered by an optimistic outlook for the upcoming quarter and fiscal year 2025, and a significant investment announcement for expanding its footprint in the Southeast United States, specifically to support cloud and AI data center infrastructure customers.
Equities Trading UP &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;
<ul class="wp-block-list">
<li>Processa Pharmaceuticals, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PCSA#NASDAQ">PCSA</a>) shares shot up 113% to $0.48 after the company signed a binding term sheet granting Intact Therapeutics an exclusive option to license PCS12852 for gastroparesis.</li>
<li>Shares of Acurx Pharmaceuticals, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ACXP#NASDAQ">ACXP</a>) got a boost, surging 144% to $0.75 after the company announced publication of its Phase 2 ibezapolstat study results in The Lancet.</li>
<li>CERo Therapeutics Holdings, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CERO#NASDAQ">CERO</a>) shares were also up, gaining 258% to $24.62 after the company received FDA Orphan Drug Designation for CER-1236 for the treatment of acute myeloid leukemia.</li>
</ul>
Equities Trading DOWN
<ul class="wp-block-list">
<li>Stardust Power Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SDST#NASDAQ">SDST</a>) shares dropped 55% to $0.17 after the company announced the pricing of a $4.3 million public offering of 21.5 million shares at $0.20 per share.</li>
<li>Shares of Sunrun Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RUN#NASDAQ">RUN</a>) were down 42% to $5.64 after GLJ Research downgraded the stock from Hold to Sell. Keybanc analyst Sophie Karp also downgraded Sunrun from Sector Weight to Underweight.</li>
<li>Solaredge Technologies Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SEDG#NASDAQ">SEDG</a>) was down, falling 37% to $15.04 after GLJ Research downgraded the stock from Hold to Sell. Keybanc analyst Sophie Karp downgraded the stock from Sector Weight to Underweight.</li>
</ul>
Commodities In commodity news, oil traded up 3.7% to $74.43 while gold traded down 0.4% at $3,403.10.
Silver traded up 2.1% to $37.215 on Tuesday, while copper fell 1.2% to $4.7805.
Euro zone
European shares were lower today. The eurozone's STOXX 600 declined 0.72%, while Spain's IBEX 35 Index dipped 1.23%. London's FTSE 100 fell 0.39%, Germany's DAX 40 declined 0.88% and France's CAC 40 fell 0.70% during the session.
Asia Pacific Markets
Asian markets closed mixed on Tuesday, with Japan's Nikkei gaining 0.59%, Hong Kong's Hang Seng Index falling 0.34%, China's Shanghai Composite falling 0.04% and India's BSE Sensex falling 0.26%.
Economics
<ul class="wp-block-list">
<li>U.S. retail sales fell 0.9% month-over-month in May compared to a revised 0.1% decline in April and versus market estimates of a 0.7% fall.</li>
<li>U.S. import prices came in unchanged from the previous month in May, while export prices declined 0.9% month-over-month in May.</li>
<li>U.S. industrial production declined 0.2% in May, versus market estimates of a 0.1% gain.</li>
<li>The NAHB/Wells Fargo Housing Market Index declined two points to 32 for June, recording the lowest reading since December 2022.</li>
<li>U.S. business inventories came in flat month-over-month in April following a 0.1% gain in the previous month.</li>
</ul>
Now Read This:
<ul class="wp-block-list">
<li> <a href="https://www.benzinga.com/trading-ideas/short-ideas/25/06/45970767/top-3-health-care-stocks-that-are-ticking-portfolio-bombs">Top 3 Health Care Stocks That Are Ticking Portfolio Bombs</a> </li>
</ul>
Photo via Shutterstock

Earnings

Eurozone

Commodities

Intraday Update

ACXP

CERO

PCSA

SDST

SEDG

Crude Oil Rises Sharply; Jabil Earnings Top Views

<a href="https://www.bloomberg.com/news/articles/2025-06-17/musk-s-xai-burning-through-1-billion-a-month-as-costs-pile-up?embedded-checkout=true">https://www.bloomberg.com/news/articles/2025-06-17/musk-s-xai-burning-through-1-billion-a-month-as-costs-pile-up?embedded-checkout=true</a>

TSLA

'Musk's xAI Burning Through $1 Billion a Month as Costs Pile Up'- Bloomberg

Shares of Digital Turbine Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/APPS#NASDAQ">APPS</a>) are trading higher Tuesday after the company posted better-than-expected its <a href="https://www.benzinga.com/markets/earnings/25/06/45961553/digital-turbine-stock-climbs-after-better-than-expected-q4-report-details">fourth-quarter financial results.</a>
What To Know: The mobile advertising platform reported earnings of 10 cents per share for the quarter, beating the consensus estimate of 4 cents. Revenue for the period was $119.15 million, surpassing the forecast of $116.64 million and marking an increase from $112.22 million in the same quarter last year.
 Profit margins improved notably and adjusted EBITDA grew 66% year-over-year in the quarter.
Looking ahead, Digital Turbine provided fiscal year 2026 revenue guidance between $515 million and $525 million, generally in line with market expectations. Analysts and investors are likely to watch how sustainable the company's demand trends are in a competitive digital ad landscape.
APPS Price Action: Digital Turbine shares were up 51.6% at $7.29 at the time of writing, according to<a href="https://pro.benzinga.com/dashboard?new_user=False&amp;backend=google-oauth2"> Benzinga Pro.</a>
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/macro-economic-events/25/06/45978856/federal-reserve-rate-cuts-trump-tariffs-what-to-watch-wednesday">No Rate Cuts Yet, Fed Wants To See Where Tariffs Land: Here&#8217;s What To Watch Wednesday </a></li>
</ul>
Image Via Shutterstock.

APPS

What's Going On With Digital Turbine Shares Today?

Vertiv Holdings Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VRT#NYSE">VRT</a>) has been quietly building the backbone of <a href="https://www.benzinga.com/topic/artificial-intelligence">the AI boom</a> &#8211; and now, it's getting loud.
Still trading 25% below its peak, the data center infrastructure player just got a major jolt after announcing a deal with Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and getting a big-time analyst upgrade. With AI infrastructure demand soaring, Vertiv looks primed for a second wind.
<h2 class="wp-block-heading">Nvidia Deal Powers Up Vertiv's AI Story</h2>
Vertiv recently announced a <a href="https://www.nasdaq.com/articles/vrt-boosts-ai-infrastructure-nvidia-deal-sign-more-upside'">collaboration</a> with Nvidia to supply its energy-efficient 142kW cooling and power reference architecture for the GB300 NVL72 platform. This puts Vertiv squarely at the heart of next-gen AI data centers, a segment exploding with investment and urgency.
The news was followed by a $32 <a href="https://www.benzinga.com/quote/VRT/analyst-ratings">price target bump from Citi</a>, taking the new bullseye to $130. With the stock closing at $117, that's an 11% upside—and investors are clearly taking notice.
Read Also: <a href="https://www.benzinga.com/insights/news/25/06/45838100/1000-invested-in-this-stock-5-years-ago-would-be-worth-this-much-today">$1000 Invested In This Stock 5 Years Ago Would Be Worth This Much Today</a>
<h2 class="wp-block-heading">VRT: A Technically Bullish Setup</h2>
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0617"><img loading="lazy" decoding="async" width="628" height="486" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/17133044/Screenshot-2025-06-17-at-11.00.31-PM.png" alt="" class="wp-image-952726" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/17133044/Screenshot-2025-06-17-at-11.00.31-PM.png 628w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/17133044/Screenshot-2025-06-17-at-11.00.31-PM-300x232.png 300w" sizes="(max-width: 628px) 100vw, 628px" /></a></figure>
<a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0617" target="_blank" rel="noreferrer noopener">Chart created using Benzinga Pro</a>
Vertiv's technicals are flashing green across the board. The stock is trading above its eight, 20, 50 and 200-day moving averages. The MACD (moving average convergence/divergence) indicator reads 4.71 &#8211; bullish. The RSI (relative strength index) is hovering at 64.35, suggesting buying pressure but still shy of overbought territory.
Fundamentally, it's not just about momentum. Stephanie Link, chief investment strategist at Hightower Advisors, who recently added Vertiv to her portfolio, highlights long-term earnings growth in the mid-20% range and industry outperformance of 300–500 basis points.
With Dave Cote, the former Honeywell CEO, now steering the ship as executive chair, noted Link in comments shared with Benzinga over email, some are betting history may repeat itself.
So yes, Vertiv is still 25% off its highs. But with Nvidia in its corner and AI demand surging, that dip might not last much longer.
Read Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/crypto/cryptocurrency/25/06/45965853/elizabeth-warren-says-billionaires-like-jeff-bezos-and-elon-musk-will-track-your-purchases-if-allowed-to-launch-stablecoins-and-stick-you-with-the-bill-when-it-blows-up">Elizabeth Warren Says Billionaires Like Jeff Bezos And Elon Musk Will &#8216;Track Your Purchases&#8217; If Allowed To Launch Stablecoins, And Stick You With The Bill When It &#8216;Blows Up&#8217;</a></li>
</ul>
Photo: Shutterstock

Technicals

Vertiv Holdings Stock, 25% Off Highs, Is Now Riding Nvidia's AI Wave

B of A Securities analyst Joshua Dennerlein downgrades FrontView REIT (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FVR#NYSE">FVR</a>) from Neutral to Underperform and lowers the price target from $15 to $11.

B of A Securities Downgrades FrontView REIT to Underperform, Lowers Price Target to $11

Investors with a lot of money to spend have taken a bullish stance on Micron Technology (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>).
And retail traders should know.
We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.
Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with MU, it often means somebody knows something is about to happen.
So how do we know what these investors just did? 
Today, <a href="https://www.benzinga.com/pro/">Benzinga</a>'s options scanner spotted 89 uncommon options trades for Micron Technology.
This isn't normal.
The overall sentiment of these big-money traders is split between 51% bullish and 35%, bearish.
Out of all of the special options we uncovered, 20 are puts, for a total amount of $1,164,979, and 69 are calls, for a total amount of $4,360,018.
<h3>Predicted Price Range</h3>
Based on the trading activity, it appears that the significant investors are aiming for a price territory stretching from $55.0 to $195.0 for Micron Technology over the recent three months. 
<h3>Volume &amp; Open Interest Trends</h3>
Assessing the volume and open interest is a strategic step in options trading. These metrics shed light on the liquidity and investor interest in Micron Technology's options at specified strike prices. The forthcoming data visualizes the fluctuation in volume and open interest for both calls and puts, linked to Micron Technology's substantial trades, within a strike price spectrum from $55.0 to $195.0 over the preceding 30 days.
<h3>Micron Technology 30-Day Option Volume &amp; Interest Snapshot</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1750183269_0.png" alt="Options Call Chart" />
<h3>Biggest Options Spotted:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>MU</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>08/15/25</td>
<td>$25.6</td>
<td>$25.55</td>
<td>$25.6</td>
<td>$100.00</td>
<td>$179.2K</td>
<td>7.4K</td>
<td>90</td>
</tr>
<tr>
<td>MU</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>07/18/25</td>
<td>$46.35</td>
<td>$46.1</td>
<td>$46.25</td>
<td>$75.00</td>
<td>$161.8K</td>
<td>8.5K</td>
<td>88</td>
</tr>
<tr>
<td>MU</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>07/18/25</td>
<td>$51.0</td>
<td>$50.7</td>
<td>$51.0</td>
<td>$70.00</td>
<td>$153.0K</td>
<td>3.6K</td>
<td>30</td>
</tr>
<tr>
<td>MU</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>08/15/25</td>
<td>$2.56</td>
<td>$2.52</td>
<td>$2.52</td>
<td>$100.00</td>
<td>$123.9K</td>
<td>4.9K</td>
<td>4.2K</td>
</tr>
<tr>
<td>MU</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>08/15/25</td>
<td>$8.75</td>
<td>$8.7</td>
<td>$8.75</td>
<td>$125.00</td>
<td>$123.3K</td>
<td>3.6K</td>
<td>685</td>
</tr>
</tbody>
</table>

<h3>About Micron Technology</h3>
Micron is one of the largest semiconductor companies in the world, specializing in memory and storage chips. Its primary revenue stream comes from dynamic random access memory, or DRAM, and it also has minority exposure to not-and or NAND, flash chips. Micron serves a global customer base, selling chips into data centers, mobile phones, consumer electronics, and industrial and automotive applications. The firm is vertically integrated.
Following our analysis of the options activities associated with Micron Technology, we pivot to a closer look at the company's own performance.
<h3>Current Position of Micron Technology</h3>
<ul>
<li>Trading volume stands at 14,039,863, with MU's price up by 1.05%, positioned at $121.1.</li>
<li>RSI indicators show the stock to be may be overbought.</li>
<li>Earnings announcement expected in 8 days.</li>
</ul>
<h3>What Analysts Are Saying About Micron Technology</h3>
3 market experts have recently issued ratings for this stock, with a consensus target price of $126.67.
Turn $1000 into $1270 in just 20 days?
20-year pro options trader reveals his one-line chart technique that shows when to buy and sell. Copy his trades, which have had averaged a 27% profit every 20 days. <a href="https://www.benzinga.com/premium/ideas/options-moneyline-2/?t=Moop1arja3be22op14&amp;adType=benzinga-insights&amp;ad=options-activity&amp;campaign=wallstreetadvantage">Click here for access</a>. 
&#x2A; Consistent in their evaluation, an analyst from UBS keeps a Buy rating on Micron Technology with a target price of $120. 
&#x2A; An analyst from Mizuho has decided to maintain their Outperform rating on Micron Technology, which currently sits at a price target of $130. 
&#x2A; Consistent in their evaluation, an analyst from Citigroup keeps a Buy rating on Micron Technology with a target price of $130. 
Trading options involves greater risks but also offers the potential for higher profits. Savvy traders mitigate these risks through ongoing education, strategic trade adjustments, utilizing various indicators, and staying attuned to market dynamics. Keep up with the latest options trades for Micron Technology with <a href="https://www.benzinga.com/pro/">Benzinga Pro</a> for real-time alerts.

Options

A Closer Look at Micron Technology's Options Market Dynamics

Commerce Bancshares (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CBSH#NASDAQ">CBSH</a>) has been analyzed by 5 analysts in the last three months, revealing a diverse range of perspectives from bullish to bearish.
The following table provides a quick overview of their recent ratings, highlighting the changing sentiments over the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">5</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">4</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Analysts' evaluations of 12-month price targets offer additional insights, showcasing an average target of $63.0, with a high estimate of $70.00 and a low estimate of $58.00. A negative shift in sentiment is evident as analysts have decreased the average price target by 5.41%. 
<img src="https://www.benzinga.com/files/images/story/2025/1750183267_0.png" alt="price target chart" />
<h2>Deciphering Analyst Ratings: An In-Depth Analysis</h2>
The perception of Commerce Bancshares by financial experts is analyzed through recent analyst actions. The following summary presents key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Manan Gosalia</td>
<td>Morgan Stanley</td>
<td>Raises</td>
<td>Equal-Weight</td>
<td>$61.00</td>
<td>$58.00</td>
</tr>
<tr>
<td>Nathan Race</td>
<td>Piper Sandler</td>
<td>Raises</td>
<td>Neutral</td>
<td>$66.00</td>
<td>$65.00</td>
</tr>
<tr>
<td>Christopher Mcgratty</td>
<td>Keefe, Bruyette &amp; Woods</td>
<td>Lowers</td>
<td>Market Perform</td>
<td>$70.00</td>
<td>$74.00</td>
</tr>
<tr>
<td>Timur Braziler</td>
<td>Wells Fargo</td>
<td>Lowers</td>
<td>Equal-Weight</td>
<td>$60.00</td>
<td>$70.00</td>
</tr>
<tr>
<td>Manan Gosalia</td>
<td>Morgan Stanley</td>
<td>Lowers</td>
<td>Equal-Weight</td>
<td>$58.00</td>
<td>$66.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Responding to changing market dynamics and company performance, analysts update their recommendations. Whether they 'Maintain', 'Raise', or 'Lower' their stance, it signifies their response to recent developments related to Commerce Bancshares. This offers insight into analysts' perspectives on the current state of the company.</li>
<li>Rating: Offering insights into predictions, analysts assign qualitative values, from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of Commerce Bancshares compared to the broader market.</li>
<li>Price Targets: Understanding forecasts, analysts offer estimates for Commerce Bancshares's future value. Examining the current and prior targets provides insight into analysts' changing expectations.</li>
</ul>
For valuable insights into Commerce Bancshares's market performance, consider these analyst evaluations alongside crucial financial indicators. Stay well-informed and make prudent decisions using our Ratings Table.
<a href="https://www.benzinga.com/quote/CBSH/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on Commerce Bancshares analyst ratings.</a>
<h2>All You Need to Know About Commerce Bancshares</h2>
Commerce Bancshares Inc operates as the bank holding company for Commerce Bank. The bank is engaged in the general banking business, providing a broad range of retail, mortgage banking, corporate, investment, trust, and asset management products and services to individuals, businesses, and municipalities. It operates through three segments: Consumer, Commercial, and Wealth. The Commercial segment provides corporate lending, payment solutions, leasing, international services, and business banking. The Consumer segment covers retail banking, mortgages, installment lending, and card services. The Wealth segment offers trust and estate planning, brokerage, and investment management services.
<h3>Commerce Bancshares's Economic Impact: An Analysis</h3>
Market Capitalization Analysis: The company's market capitalization is below the industry average, suggesting that it is relatively smaller compared to peers. This could be due to various factors, including perceived growth potential or operational scale.
Revenue Growth: Over the 3M period, Commerce Bancshares showcased positive performance, achieving a revenue growth rate of 5.75% as of 31 March, 2025. This reflects a substantial increase in the company's top-line earnings. When compared to others in the Financials sector, the company faces challenges, achieving a growth rate lower than the average among peers.
Net Margin: Commerce Bancshares's net margin excels beyond industry benchmarks, reaching 31.0%. This signifies efficient cost management and strong financial health.
Return on Equity (ROE): Commerce Bancshares's financial strength is reflected in its exceptional ROE, which exceeds industry averages. With a remarkable ROE of 3.84%, the company showcases efficient use of equity capital and strong financial health.
Return on Assets (ROA): Commerce Bancshares's ROA stands out, surpassing industry averages. With an impressive ROA of 0.4%, the company demonstrates effective utilization of assets and strong financial performance.
Debt Management: Commerce Bancshares's debt-to-equity ratio is below the industry average at 0.01, reflecting a lower dependency on debt financing and a more conservative financial approach.
<h2>The Core of Analyst Ratings: What Every Investor Should Know</h2>
Analyst ratings serve as essential indicators of stock performance, provided by experts in banking and financial systems. These specialists diligently analyze company financial statements, participate in conference calls, and engage with insiders to generate quarterly ratings for individual stocks.
In addition to their assessments, some analysts extend their insights by offering predictions for key metrics such as earnings, revenue, and growth estimates. This supplementary information provides further guidance for traders. It is crucial to recognize that, despite their specialization, analysts are human and can only provide forecasts based on their beliefs.
Breaking: Wall Street's Next Big Mover
Benzinga's #1 analyst just identified a stock poised for explosive growth. This under-the-radar company could surge 200%+ as major market shifts unfold. <a href="https://www.benzinga.com/premium/ideas/turning-point-trader-checkout-2/?t=Tu1tu3arja3be22tu36&amp;adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantag">Click here for urgent details</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

CBSH

Deep Dive Into Commerce Bancshares Stock: Analyst Perspectives (5 Ratings)

B of A Securities analyst Tal Liani maintains Qualcomm (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>) with a Buy and lowers the price target from $245 to $200.

QCOM

B of A Securities Maintains Buy on Qualcomm, Lowers Price Target to $200

Press Releases

Beyond Air Announces Agreements Expanding Global Distribution of LungFit® PH

Financing

NeuroNOS Secures $2.0 Million in Funding to Advance Development of an Innovative Autism Therapy

Beyond Air Announces Vanderbilt University Medical Center as First Luminary Site

NeuroNOS Announces Groundbreaking Research Publication by its CSO Demonstrating Mechanism of Action in Alzheimer's Disease and Reinforcing Platform's Strength Across Neurological Disorders

Beyond Air Publishes Article in Annals of the American Thoracic Society Journal Highlighting NTM-PD Patients' Ability to Safely Self-Administer High-Dose Intermittent iNO Treatments Using the LungFit™ GO at Home

Management

NeuroNOS Appoints Nobel Prize Laureate, Professor Dan Shechtman, to Scientific Advisory Board

NeuroNOS Granted FDA Orphan Drug Designation for Phelan-McDermid Syndrome, a Neurodevelopmental Disorder Linked to Autism

Legal

Beyond Air Granted U.S. Patent Covering Treatment of NTM Infections  Using gaseous Nitric Oxide (gNO)

Beyond Air Schedules Fiscal Year End 2025 Financial Results Conference Call and Webcast

Comments

Beyond Air

Noticias

SOCIO/CONTRIBUIDOR

BENZINGA GLOBAL