ConnectOne Bancorp, Inc. (CNOB) fair value analysis
Nasdaq · Updated 2026-10-19
CNOB price how computed
Forward Fair Value verdict
UndervaluedCNOB is trading at a 10–25% discount to estimated fair value.
Based on TickrTrends' weekly Forward Fair Value model.
- Last price
- $30.44
- Sector
- Financial Services
- 12-month range
- $23.36–$34.11
- Market cap
- $1.53B
- From 52-week high
- -10.8%
- Shares outstanding
- 50.3M
- Rank in Financial Services by discount to fair value
- #53 of 167
Last price is our stored weekly price from 2026-10-16, older than the 2026-10-19 run that built this page; the chart runs through 2026-10-16.
ConnectOne Bancorp, Inc. is a bank holding company that operates community banks providing a range of financial services including commercial and consumer lending, deposit products, and other banking services. The company operates primarily in the New Jersey and New York regions.
CNOB currently ranks #53 of 167 Financial Services stocks by discount to fair value. It has screened as Undervalued for 4 consecutive weekly runs.
Fundamentals (4 quarters) how computed
- Market cap
- $1.53B
- P/E (trailing)
- 10x
- Revenue (TTM)
- $612M
- Net margin
- 26.1%
- EPS (TTM)
- $3.16
- Gross margin
- -174.6%
- Debt / equity
- 0.02
- Revenue growth (3-yr avg)
- -25.6%
- Shares outstanding
- 50.3M
Derived indicators how computed
- Quality grade
- C
- Margin trend
- Contracting
- 52-week position
- The upper-middle quarter of its range
Technicals how computed
- RSI (14-day)
- 43 · neutral
- 50-day average
- $31.46
- 200-day average
- $29.77
- Moving-average state
- 50-day above 200-day (golden cross state); price between the averages
Dividends how computed
- Paid, last 12 months
- $0.75 per share (4 payments)
- Yield on last price
- 2.46%
- Consecutive years of increases
- 7
- Last ex-dividend date
- 2026-08-14
- Last payment date
- 2026-09-01
Earnings how computed
- Last 8 quarters vs consensus
- 6 beat, 2 missed
- Quarter by quarter
- 2026-06 ▲ beat (+1.2%)
2026-03 ▲ beat (+8.2%)
2025-12 ▲ beat (+13.7%)
2025-09 ▲ beat (+4.5%)
2025-06 ▼ miss (-6.8%)
2025-03 ▲ beat (+10.9%)
2024-12 ▲ beat (+20.9%)
2024-09 ▼ miss (-4.5%)
Analyst consensus how computed
This is not TickrTrends' verdict.
- Analyst ratings
- 4 buy · 1 hold · 0 sell (5 analysts)
- Consensus lean
- Buy-leaning
- Consensus price target
- $36.8
- Target vs last price
- +20.9%
What our data shows for CNOB
- Our model validated 16 trailing price-to-earnings windows for CNOB, built from quarterly earnings records.
- Shares are trading in the middle of their 12-month price range of $23.36–$34.11.
- The 14-day relative strength index sits at a neutral 43.
The exact numbers are one step away
- The precise Forward Fair Value dollar figure for CNOB
- Exact discount / premium to today's price
- The normalized historical P/E behind the estimate, and how many quarters support it
- Forward EPS input and fiscal-year basis
- Screeners and rankings across the full S&P 500 and Nasdaq universes
Forward Fair Value applies a conservatively normalized historical price-to-earnings multiple to the consensus earnings estimate for the next full fiscal year; how TickrTrends computes it.
Recent CNOB news
TickrTrends' derived news-sentiment signal for CNOB is currently leaning positive, computed from recent coverage.
- ConnectOne Stock: Further Upside After Resolving Rent-Stabilized Loans (NASDAQ:CNOB) (seekingalpha.com, 2026-10-23)
TickrTrends take: ConnectOne Bancorp operates in the Financial Services sector and is currently assessed as undervalued according to TickrTrends metrics. The resolution of rent-stabilized loans mentioned in recent analysis removes a previous uncertainty that may have weighed on investor perception of asset quality and earnings predictability. For valuation-focused readers, the clearing of this issue potentially strengthens the fundamental case underlying the undervalued assessment, though monitoring how this resolution flows through to actual financial results will be important for confirming whether the current valuation reflects the improved risk profile. - ConnectOne Bancorp, Inc. (CNOB) Q3 2026 Earnings Call Transcript (seekingalpha.com, 2026-10-22)
TickrTrends take: ConnectOne Bancorp operates in the Financial Services sector where earnings performance directly influences valuation multiples and investor confidence in capital returns. TickrTrends currently derives an Undervalued verdict for CNOB, suggesting the market may not fully reflect the company's earnings capacity or asset quality as demonstrated in recent quarterly results. A valuation-focused reader should monitor whether Q3 2026 results show sustained profitability trends and loan growth that could justify or challenge the current undervalued assessment. - ConnectOne Bancorp: Improving Fundamentals Despite CRE Concerns (NASDAQ:CNOB) (seekingalpha.com, 2026-10-09)
TickrTrends take: ConnectOne Bancorp operates in the Financial Services sector and currently trades at a valuation that TickrTrends assesses as undervalued. Given the headline's focus on improving fundamentals alongside commercial real estate concerns, valuation-focused readers should monitor whether the company can sustain operational improvements while managing its exposure to the CRE market, as resolution of this tension could significantly impact the validity of the undervaluation thesis. The interplay between strengthening core metrics and sector-specific headwinds will be critical to watch as the market recalibrates its pricing of the bank.
What people are saying
Follow the CNOB conversation: Stocktwits · Reddit · X
TickrTrends weekly updates
- 2026-10-19 — CNOB's position within the Financial Services sector has shifted this week, with its sector discount rank declining from number 50 to number 58. The company maintains an undervalued valuation verdict according to TickrTrends' derived indicators. This change reflects a relative movement in how CNOB's valuation metrics compare to other companies in its sector.
- 2026-10-12 — No material change this week: the verdict, bands and grades all held steady.
- 2026-10-11 — No material change this week: the verdict, bands and grades all held steady.
- 2026-10-10 — TickrTrends' derived indicators for CNOB shifted this week, with the stock's valuation verdict changing from Fairly valued to Undervalued. This change reflects adjustments in the underlying valuation metrics tracked for the Financial Services sector company. The shift suggests CNOB now trades at a lower relative valuation compared to the previous week's assessment.
- 2026-10-05 — No material change this week: the verdict, bands and grades all held steady.
- 2026-09-28 — CNOB's sector positioning has shifted this week as its discount rank within the Financial Services sector declined from number 50 to number 56. This movement indicates that the company has become relatively less discounted compared to its sector peers. The current valuation verdict remains Fairly valued.
- 2026-09-21 — No material change this week: the verdict, bands and grades all held steady.
- 2026-09-17 — No material change this week: the verdict, bands and grades all held steady.
Frequently asked questions
Is CNOB stock undervalued?
Based on TickrTrends' Forward Fair Value model (updated 2026-10-19), CNOB is trading at a 10–25% discount to estimated fair value and screens as undervalued. The exact fair value and discount are available to subscribers.
What is CNOB's TickrTrends verdict?
CNOB's current verdict is Undervalued, refreshed with every weekly Forward Fair Value run.
How does CNOB compare to other Financial Services stocks?
CNOB ranks #53 of 167 Financial Services stocks in TickrTrends' coverage by discount to fair value.
Is CNOB overbought or oversold?
CNOB's 14-day RSI is in neutral territory - neither overbought nor oversold.
Does CNOB pay a dividend?
Yes. CNOB paid $0.75 per share over the last twelve months (4 payments), a 2.46% yield on TickrTrends' last price, and has raised the annual total for 7 consecutive years. The last ex-dividend date was 2026-08-14.
Does CNOB usually beat earnings estimates?
Over its last 8 reported quarters CNOB beat the consensus estimate 6 times and missed 2 times, by TickrTrends' comparison of reported and estimated EPS.
What do analysts say about CNOB?
Of 5 analysts covering CNOB, 4 rate it a buy, 1 a hold and 0 a sell - buy-leaning, with a consensus price target of $36.8 (+20.9% versus TickrTrends' last price). This is the analyst consensus, not TickrTrends' Forward Fair Value verdict.
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