Philip Morris Intl Option Alert: Jan, 2027 $95 Calls Sweep (5) near the Bid: 93 vs 38 OI; Earnings 7/22 Before Open 

Philip Morris Intl Option Alert: Jan, 2027 $95 Calls Sweep (5) near the Bid: 93 @ $86.316 vs 38 OI; Earnings 7/22 Before Open Ref=$179.9

Philip Morris Intl (NYSE:PM) 주식

PHILIP MORRIS INTERNATIONAL

Philip Morris Intl

Created from the international operations of Altria in 2008, Philip Morris International sells cigarettes and reduced-risk products, including heatsticks, vapes, and oral nicotine offerings primarily outside of the US. With the 2023 acquisition of Swedish Match, a leading manufacturer of traditional oral tobacco products and nicotine pouches primarily in the US and Scandinavia, PMI has not only diversified away from smokeable products but also gained a toehold into the US to sell its iQOS heated tobacco product.

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모멘텀 트레이더들은 10년 만에 최고의 성과를 내고 있으며, 이 전략의 대표 펀드가 기록이 시작된 이후로 가장 넓은 폭으로 미국 시장을 초과 수익하고 있다. 그리고 이는 팔란티어 테크놀로지스(NASDAQ:PLTR)가 주도하는 선택적인 주식 바스켓 덕분에 상당한 상승을 담당하고 있다.

팔란티어 효과: 전례 없는 큰 이익을 올리고 있는 모멘텀 주식

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2024년 S&amp;P 500 지수 순위표에는 의외의 이름과 익숙한 강자들이 포함되어 있다. 대형주 팔란티어 테크놀로지스(NASDAQ:PLTR)가 연초 대비 64% 급등하며 캐시 우드의 아크 인베스트 유니버스에서 유일하게 S&amp;P 500의 최고 수익률 목록에 이름을 올린 종목이다.

팔란티어: S&amp;P 500 급등주 중 캐시 우드가 선택한 유일한 종목

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벤징가 ‘스톡 위스퍼&#39; 지수는 매주 독점 데이터와 패턴 인식을 결합하여 수면 아래에 있지만 주목할 가치가 있는 5가지 종목을 소개한다. 투자자들이 비밀리에 주시하지만 아직 이야기하지 않는 주식들이다. 리얼티 인컴, 사이먼 프로퍼티, 셰니에르, 암페놀 및 필립 모리스

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Once a symbol of financial catastrophe, subprime consumers are now showing signs of resilience and spending power that defy economic uncertainties, according to Goldman Sachs, with the bank highlighting several investment opportunities tied to <a href="https://www.benzinga.com/analyst-ratings/analyst-color">the lower-income group. </a>
In a note issued Wednesday, Goldman Sachs analysts led by George K. Tong said U.S. subprime consumers—typically defined as individuals with credit scores below 660—are holding up better than expected despite economic headwinds such as tariffs, inflation and high interest rates.
<h3 class="wp-block-heading">US Subprime Consumers Are Stronger Than You Think</h3>
"Our call is that subprime consumers are, and will remain, resilient, with positive spending growth and improving delinquency trends despite economic uncertainty," Tong said.
Consumer wealth in the bottom income quintile rose 7% year-over-year through May 2025. The labor market remains reasonably healthy, with unemployment at 4.2% in May, while debt service payments as a share of disposable income came in at 11.3%, below the 45-year average of 11.9%.
Household debt stood at 61% of nominal GDP in 2024, the lowest level since late 1999 and significantly under the 20-year average of 70%, suggesting consumers remain financially unburdened.
Goldman said subprime borrowers are actively adjusting their financial behavior by shifting away from discretionary and high-cost items, instead prioritizing essential purchases such as groceries, household goods and lower-cost alternatives. 
This disciplined approach to spending reflects a prudent response to economic uncertainty—not distress.
<h3 class="wp-block-heading">Subprime Credit Metrics Show Positive Signs</h3>
Recent data shows a broad improvement in credit health across cards, auto loans and personal loans, suggesting that subprime consumers are stabilizing their financial positions. 
Thirty-plus day card delinquencies among lower-income borrowers fell 0.23% year-over-year in the first quarter of 2025 to 4.5%, marking a key reversal after a prolonged period of rising late payments. 
Deep subprime 60-plus day card delinquencies declined to 25.46% in May 2025, down from 27.42% a year earlier, the first sustained drop since late 2022.
In the auto segment, 60-plus day delinquencies among deep subprime borrowers slipped to 7.75% in May, now falling below the five-year average of 7.80%. This marks a turning point after nearly two years of worsening trends. 
Similarly, deep subprime personal loan delinquencies fell from 15.27% to 14.25% in May, extending the string of year-over-year improvements that began in mid-2024. 
Mortgages remain the only category showing slight deterioration, with deep subprime 90-plus day delinquencies rising to 12.92% in May, up from 11.59% a year ago, slightly above the five-year average of 12.88%. 
Yet, the investment bank notes that overall mortgage delinquency remains exceptionally low at just 0.7% of outstanding balances, reflecting the relative health of the broader housing market.
<h3 class="wp-block-heading">Subprime Crisis? Not This Time – 8 Stocks To Watch</h3>
Goldman Sachs recommends eight stocks across various sectors that are well-positioned to benefit from this subprime resurgence:
<ol class="wp-block-list">
<li>Fair Isaac Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FICO#NASDAQ">FICO</a>) – Buy-rated, $2,244 price target With improving delinquency trends, FICO could see a pickup in credit originations and score inquiries.</li>
<li>Dollar Tree Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DLTR#NASDAQ">DLTR</a>) – Buy-rated, $94 PT Budget-focused consumers are helping drive growth, especially as DLTR boosts operational efficiency.</li>
<li>Philip Morris International Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PM#NYSE">PM</a>) – Buy-rated, $190 PT Steady demand for non-discretionary tobacco and ZYN products fuels growth, even in low-income segments.</li>
<li>Monster Beverage Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MNST#NASDAQ">MNST</a>) – Buy-rated, $72 PT Energy drinks remain an affordable indulgence for subprime consumers, supporting revenue and margin expansion.</li>
<li>Affirm Holdings Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AFRM#NASDAQ">AFRM</a>) – Buy-rated, $58 PT As a leading Buy Now, Pay Later provider, AFRM is gaining from better credit and growing demand.</li>
<li>Block Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SQ#NYSE">SQ</a>) – Buy-rated, $57 PT Block's Cash App and lending business is rebounding, supported by subprime borrower stability.</li>
<li>Capital One Financial Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/COF#NYSE">COF</a>) – Buy-rated, $242 PT Credit card and auto segments are seeing improving delinquency trends and potential reserve releases.</li>
<li>Synchrony Financial (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SYF#NYSE">SYF</a>) – Buy-rated, $70 PT With 28% of loans to subprime consumers, SYF is poised to benefit from improving net charge-off and delinquency data.</li>
</ol>
Read now:
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<li><a href="https://www.benzinga.com/markets/tech/25/06/46096528/nasdaq-100-record-highs-rally-historical-performance">Nasdaq 100 Hits Record Highs After 30% Rally: History Suggests It&#8217;s Not Done Yet</a></li>
</ul>
Photo: Shutterstock

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Subprime Was A Trainwreck In 2008―Now It's A Sweet Spot, Says Goldman Sachs

Momentum traders are enjoying their best stretch in over a decade, with the strategy's flagship fund outpacing the broader U.S. market by the widest margin since records began — and it's a selective basket of stocks, led by Palantir Technologies Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>), doing <a href="https://www.benzinga.com/screener/top-momentum-stocks">all the heavy lifting.</a>
<h1 class="wp-block-heading">Momentum Strategy Crushes S&amp;P 500</h1>
The iShares MSCI USA Momentum Factor ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MTUM#NYSE">MTUM</a>) is up 11.4% year-to-date through June, versus a modest 2% gain for the S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>). 
That nine percentage point lead marks the largest six-month outperformance since MTUM's launch in 2013.
While the absolute performance is below the first half of 2024 — when the AI-fueled rally sent momentum stocks soaring 25% — the relative gap is now wider, as the broader market cooled following U.S. trade tensions and rate uncertainty.
MTUM targets large- and mid-cap U.S. stocks showing strong recent price momentum, adjusting exposure semi-annually to overweight leaders and cut laggards. 
The momentum style has clearly paid off in 2025.
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="528" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/20102014/image-312-1024x528.png" alt="" class="wp-image-956198" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/20102014/image-312-1024x528.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/20102014/image-312-300x155.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/20102014/image-312-768x396.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/20102014/image-312-1536x792.png 1536w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/20102014/image-312-2048x1056.png 2048w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
<h1 class="wp-block-heading">Five Stocks Are Driving The Momentum Rally – And Weighting Is The Key</h1>
Five stocks are powering the momentum&#8217;s outperformance in 2025, thanks to both strong returns and significantly higher weightings than in the S&amp;P 500.
<ol class="wp-block-list">
<li>Palantir Technologies has surged 83.4% year-to-date and carries a 3.72% weight in MTUM ETF versus just 0.6% in the SPY.</li>
<li>Netflix Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>) is up 38.7% with a 4.88% weight, more than quadruple its 1.03% allocation in the SPY. </li>
<li>Philip Morris International Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PM#NYSE">PM</a>) has climbed 53.1%, with a 3.25% momentum weight compared to just 0.56% in the broader SPY.</li>
<li>Meta Platforms Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>), up 18%, holds a 5.2% position in MTUM versus 3% in the SPY. </li>
<li>GE Vernova Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GEV#NYSE">GEV</a>), up 47.5%, has a 2.13% weight in the momentum ETF, far above its 0.3% SPY weighting. </li>
</ol>
Together, these five names account for roughly 6.6 percentage points — or over half — of the MTUM's year-to-date return.
<figure class="wp-block-table is-style-stripes"> 
<table class="has-fixed-layout">
<thead>
<tr>
<th>Stock Name</th>
<th>YTD Return</th>
<th>MTUM Weight</th>
<th>SPY Weight</th>
<th>MTUM Contribution</th>
<th>SPY Contribution</th>
</tr>
</thead>
<tbody>
<tr>
<td>Palantir Technologies Inc.</td>
<td>+83.4%</td>
<td>3.72%</td>
<td>0.6%</td>
<td>+197 bps</td>
<td>+26 bps</td>
</tr>
<tr>
<td>Netflix Inc.</td>
<td>+38.7%</td>
<td>4.88%</td>
<td>1.03%</td>
<td>+158 bps</td>
<td>+29 bps</td>
</tr>
<tr>
<td>Philip Morris International</td>
<td>+53.1%</td>
<td>3.25%</td>
<td>0.56%</td>
<td>+131 bps</td>
<td>+20 bps</td>
</tr>
<tr>
<td>Meta Platforms Inc.</td>
<td>+18.0%</td>
<td>5.20%</td>
<td>3.0%</td>
<td>+92 bps</td>
<td>+47 bps</td>
</tr>
<tr>
<td>GE Vernova Inc.</td>
<td>+47.5%</td>
<td>2.13%</td>
<td>0.3%</td>
<td>+80 bps</td>
<td>+9 bps</td>
</tr>
<tr>
<td>Cumulative Contribution</td>
<td>—</td>
<td>—</td>
<td>—</td>
<td>+658 bps</td>
<td>+131 bps</td>
</tr>
</tbody>
</table>
</figure>
Read Now:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/eurozone/25/06/46026714/this-rare-market-dynamic-preceded-the-dot-com-crash-its-back-in-2025">This Rare Market Dynamic Preceded The Dot-Com Crash — It&#8217;s Back In 2025</a> Photo: Shutterstock<a href="https://www.benzinga.com/markets/eurozone/25/06/46026714/this-rare-market-dynamic-preceded-the-dot-com-crash-its-back-in-2025"> </a></li>
</ul>

The Palantir Effect: Momentum Stocks Are Making A Killing Like Never Before

In September 2024, Aurora Cannabis Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ACB#NASDAQ">ACB</a>) launched a CBD lozenge in collaboration with Vectura Fertin Pharma (now Aspeya, Inc.), a pharmaceutical firm owned by Philip Morris International (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PM#NYSE">PM</a>). The dissolvable product, branded Luo, debuted on Aurora&#8217;s medical platform in Canada.
To some observers, it looked like a stealth alignment between cannabis and Big Tobacco. But according to Aurora CEO Miguel Martin, the story is more nuanced.
"Our relationship really is with Vectura Fertin," said Martin, noting the company now goes by the name Aspeya. "It's a broader health and wellness company, and it's really not so much with PMI, even though they have their own connection."
Aurora's strategy, he says, is grounded in medical science, not brand crossovers.
"We have always had a very conservative, pharmaceutically minded approach," Martin told <a href="https://www.benzinga.com/cannabis">Benzinga</a>. "To be able to partner with someone with [Vectura's] history, and particularly the technology they were bringing to ingestible cannabinoids, was exciting for us."
The companies launched the Luo lozenge in Canada as a physician-authorized product for patients seeking controlled CBD delivery. Aurora handles distribution through its direct-to-patient ecommerce platform. Martin said the partnership has been well-received and could expand in the future.
"This is really about learning and understanding… how that kind of science-based, medical approach is received. And it's been very well received," he said. "Our patients have enjoyed them. Hopefully, there's opportunity for other brand extensions."
Also read: <a href="https://www.benzinga.com/general/biotech/25/05/45386052/worlds-largest-tobacco-company-is-investing-in-medical-cannabis-heres-what-to-know">World&#8217;s Largest Tobacco Company Is Investing In Medical Cannabis: Here&#8217;s What To Know</a>
When asked whether this represented a deeper alignment with legacy industries, Martin was clear:
"Right now, it's about partnering and working with thoughtful, science-based, medically oriented companies," he said.
Aurora has similar relationships with prescribers, wholesalers and pharmaceutical partners across markets like Germany, Australia and the UK.
<h3 class="wp-block-heading">A Pharma-First Cannabis Strategy</h3>
The Luo lozenge deal, combined with Aurora's global medical push and Canada-first manufacturing strategy, fits into a broader vision Martin has reinforced consistently: that cannabis should follow pharmaceutical norms—from delivery methods to regulatory rigor.
Also read: <a href="https://www.benzinga.com/general/health-care/25/02/43666635/zyn-changed-nicotine-forever-are-cannabis-pouches-the-next-big-thing">Zyn Changed Nicotine Forever &#8211; Are Cannabis Pouches The Next Big Thing?</a>
"We're experts in medical cannabis," he said. "That's where all of our profitability comes from. If a partnership helps us improve patient outcomes and deliver consistency, we're open to it."
For now, that means dissolvable CBD lozenges backed by pharma-grade R&amp;D. Whether future deals bring Aurora closer to companies like PMI remains to be seen. But Martin insists the priority is patients, not optics.
"If it wasn't additive or accretive to our financials, we wouldn't do it," he said. "We don't chase headlines—we build around what works."
Photo: Shutterstock

Cannabis

Interview

EXCLUSIVE: Aurora Cannabis CEO Responds To Big Tobacco Concerns — It's Not That Kind Of Partnership

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul class="wp-block-list">
<li>JP Morgan raised Ross Stores, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ROST#NASDAQ">ROST</a>) price target from $141 to $154. JP Morgan analyst Matthew Boss maintained an Overweight rating. Ross Stores shares closed at $133.47 on Thursday. <a href="https://www.benzinga.com/quote/ROST/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Barclays increased the price target for Philip Morris International Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PM#NYSE">PM</a>) from $205 to $220. Barclays analyst Gaurav Jain maintained an Overweight rating. Philip Morris shares closed at $184.10 on Thursday. <a href="https://www.benzinga.com/quote/PM/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Jefferies raised EOG Resources, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EOG#NYSE">EOG</a>) price target from $144 to $148. Jefferies analyst Lloyd Byrne maintained a Buy rating. EOG Resources shares closed at $120.59 on Thursday. See how other analysts <a href="https://www.benzinga.com/quote/EOG/analyst-ratings">view this stock</a>.</li>
<li>Rosenblatt raised the price target for Extreme Networks, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EXTR#NASDAQ">EXTR</a>) from $18 to $20. Rosenblatt analyst Mike Genovese maintained a Buy rating. Extreme Networks shares closed at $16.70 on Thursday. <a href="https://www.benzinga.com/quote/EXTR/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Wells Fargo raised the price target for DocuSign, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DOCU#NASDAQ">DOCU</a>) from $67 to $80. Wells Fargo analyst Michael Turrin upgraded the stock from Underweight to Equal-Weight. DocuSign shares closed at $76.01 on Thursday. <a href="https://www.benzinga.com/quote/DOCU/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Citigroup cut The Sherwin-Williams Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SHW#NYSE">SHW</a>) price target from $405 to $385. Citigroup analyst Patrick Cunningham downgraded the stock from Buy to Neutral. Sherwin-Williams shares settled at $356.20 on Thursday. <a href="https://www.benzinga.com/quote/SHW/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Jefferies raised Darden Restaurants, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DRI#NYSE">DRI</a>) price target from $165 to $210. Jefferies analyst Andy Barish upgraded the stock from Underperform to Hold. Darden shares closed at $217.81 on Thursday. <a href="https://www.benzinga.com/quote/DRI/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Oppenheimer increased Shift4 Payments, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FOUR#NYSE">FOUR</a>) price target from $121 to $142. Oppenheimer analyst Rayna Kumar maintained an Outperform rating. Shift4 Payments shares closed at $93.31 on Thursday.  <a href="https://www.benzinga.com/quote/FOUR/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Barclays boosted the price target for Oracle Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) from $202 to $221. Barclays analyst Raimo Lenschow maintained an Overweight rating. Oracle shares settled at $199.86 on Thursday. <a href="https://www.benzinga.com/quote/ORCL/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>JP Morgan raised Riot Platforms, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RIOT#NASDAQ">RIOT</a>) price target from $13 to $14. JP Morgan analyst Reginald Smith maintained an Overweight rating. Riot Platforms shares closed at $10.21 on Thursday. <a href="https://www.benzinga.com/quote/RIOT/analyst-ratings">See how other analysts view this stock</a>.</li>
</ul>
Considering buying ORCL stock? Here&#8217;s what analysts think:

News

Price Target

Markets

DOCU

EXTR

FOUR

ORCL

RIOT

ROST

Oracle To Rally Around 11%? Here Are 10 Top Analyst Forecasts For Friday

Barclays analyst Gaurav Jain maintains Philip Morris Intl (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PM#NYSE">PM</a>) with a Overweight and raises the price target from $205 to $220.

Barclays Maintains Overweight on Philip Morris Intl, Raises Price Target to $220

On CNBC's &#8220;Mad Money Lightning Round,&#8221; Jim Cramer said Philip Morris International Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PM#NYSE">PM</a>) is a &#8220;very, very good company and a very good stock.&#8221; However, he added, &#8220;I just can't get behind it because <a href="https://www.benzinga.com/quote/PM/analyst-ratings">of what they do.&#8221;</a>
Supporting his view, B of A Securities analyst Lisa Lewandowski, on June 4, maintained Philip Morris Intl with a Buy rating and raised the price target from $182 to $200.
&#8220;That's a rough one for me,&#8221; Cramer said when asked about Wingstop Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WING#NASDAQ">WING</a>). &#8220;I don't see what they have that I'd like to see.&#8221;
On the earnings front, the restaurant franchise, on April 30, reported first-quarter earnings per share of 99 cents, beating the street view of 90 cents. Quarterly sales of $171.1 million (+17.4% year over year) marginally beat the analyst consensus estimate of $170.92 million.
United Parcel Service, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UPS#NYSE">UPS</a>) is a &#8220;very tough stock to own," Cramer said. &#8220;I don't know if it goes up from here.&#8221;
UPS, on June 2, announced the appointment of John Morikis to the UPS board of directors.
Price Action:
<ul class="wp-block-list">
<li>Wingstop shares gained 0.4% to settle at $376.13 on Monday.</li>
<li>Philip Morris fell 0.6% to settle at $180.63 on Monday.</li>
<li>UPS shares rose 1.1% to close at $99.31.</li>
</ul>
Read Next: 
<ul class="wp-block-list">
<li>T<a href="https://www.benzinga.com/news/25/06/45835438/top-3-financial-stocks-that-may-collapse-in-june">op 3 Financial Stocks That May Collapse In June</a></li>
</ul>
Image: Shutterstock

Media

WING

Jim Cramer: UPS Is A 'Very Tough Stock To Own'

Philip Morris Intl (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PM#NYSE">PM</a>) has outperformed the market over the past 5 years by 6.19% on an annualized basis producing an average annual return of 20.73%. Currently, Philip Morris Intl has a market capitalization of $281.15 billion. 
Buying $1000 In PM: If an investor had bought $1000 of PM stock 5 years ago, it would be worth $2,535.16 today based on a price of $180.63 for PM at the time of writing.
<h3>Philip Morris Intl's Performance Over Last 5 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1749500119_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

$1000 Invested In Philip Morris Intl 5 Years Ago Would Be Worth This Much Today

Large global tobacco companies are investing in and partnering with cannabis companies with eyes set on future growth <a href="https://www.benzinga.com/cannabis">for the sector.</a>
Industry experts shared the reasons why the cannabis sector is attractive to tobacco companies during the<a href="https://www.benzinga.com/cannabis-conference"> </a><a href="https://www.benzinga.com/cannabis-conference">2025 Benzinga Cannabis Capital Conference</a> in Chicago.
Tobacco Sector Looks to Cannabis: Among the major global tobacco operators,&nbsp;British American Tobacco&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BTI#NYSE">BTI</a>)&nbsp;and Philip Morris International&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PM#NYSE">PM</a>) may differ in their approaches to entering and growing in <a href="https://www.benzinga.com/news/financing/25/03/44144069/big-tobaccos-latest-868m-cannabis-investment-signals-growing-industry-influence">the cannabis sector.</a>
KBS Strategic Advisors Lead Advisor Nick Kenny said Philip Morris has taken a more pharmaceutical and medical approach to the cannabis market, while British American Tobacco has looked more to consumer packaged goods in the sector.
Organigram Global (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/OGI#NASDAQ">OGI</a>) has secured two investments from British Tobacco, something highlighted by CEO Beena Goldenberg during the Benzinga panel.
Goldenberg said British American Tobacco was looking for a product development collaboration and research on cannabinoids in a federally legalized jurisdiction. A follow-on investment will now see the two companies look to international expansion.
This includes both British American Tobacco and Organigram investing in German company Sanity Group.
"More investments to come," Goldenberg said.
Alliance Global Partners Managing Director of Equity Research Aaron Grey said that what the cannabis sector is seeing now, related to tobacco, is a lot more strategic investments through partnerships or capital infusions.
"Investments are meant for a very specific reason," Grey said.
FoxNRTH Founder Chris Murray added that there is still a risk of a reputation for big tobacco companies in some regions, as cannabis is heavily stigmatized in some markets. This could be the reason for slow and steady entry into the sector instead of diving right in.
Read Also: <a href="https://www.benzinga.com/news/earnings/25/05/45351523/organigram-lights-up-q2-with-74-sales-surge-profitable-turn">Organigram Lights Up Q2 With 74% Sales Surge, Profitable Turn</a>
What's Next For Tobacco Sector: Grey said Philip Morris could be slower before going heavily into the cannabis sector, with legality issues and recreational use having more risk.
"They've been consistent in their medical angle," Grey said.
Grey said the company will likely be conservative and look to learn more about the product.
"They've always been a little more conservative on that front."
For British American Tobacco, the company is looking at non-combustibles for growth.
"Vapes, edibles, beverages, that's the space," Goldenberg said.
The Organigram CEO said British American Tobacco wants to stay away from combustibles and reduce its risk with new products.
"Most tobacco companies are really looking to the future."
Goldenberg said a recent consumer survey showed that 90% of cannabis consumers are using multiple formats, which means the consumer of tomorrow is likely significantly different from the consumer of today.
With the market currently around 70% flower and pre-rolls, growth of other formats will likely mean 50% for flower and pre-rolls and 50% for vapes, beverages, edibles and other formats in the future, Goldenberg predicted.
Murray said the real exercise for tobacco companies is to investigate and learn more about it. He said the challenge of scaling the business is that you have to be relatively close to the space.
Kenny said there has to be an appetite for risk from the tobacco industry to keep investing in the cannabis space.
"Tobacco has a lot to lose," Kenny said.
Kenny added there are shareholder agreements, banking and insurance that factor into investments in the cannabis space, and there are likely internal battles for opportunity versus risk at tobacco companies.
Read Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/cannabis/25/06/45823235/this-week-in-cannabis-americas-crackdown-down-on-hemp-global-reform-industry-gathering-in-chicago">This Week In Cannabis: America&#8217;s Crackdown Down On Hemp, Global Reform, Industry Gathering In Chicago</a></li>
</ul>
Photo: Chris Murray, Aaron Grey, Beena Goldenberg, Nick Kenny, Deepak Anand at Benzinga Cannabis Capital Conference, June 9, 2025; photo by Wendy Davis

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