NASDAQ: CNOB

ConnectOne Bancorp (CNOB) Stock Analysis & Forecast

Oct 12 close

$30.16+0.22 (+0.7%)

Gekko Brief

AI summaryOct 12 close

This week's coverage centers on ConnectOne Bancorp's upcoming third quarter results, with the company confirming it will host its conference call on 22 October 2026, releasing results before market open that day. A separate piece highlights the bank's Q2 performance and valuation, noting CNOB trades at a 0.99x price-to-book and 9.2x forward price-to-earnings, with the discount attributed to market caution over commercial real estate exposure, even as the quarter showed a 3.42% net interest margin, a 42.7% efficiency ratio, and growth in deposits and loans.

CNOB closed at $30.16, up 0.7%, sitting between its 50-day average of $31.71 and 200-day average of $29.70. The stock is down 5.2% over the past month and 6.9% over three months, though up 6.9% over six months and 19.7% over the past year. The GekkoIndex reads 64.1, placing the stock in the Accumulation zone. Shares trade 10.8% below the Gekko Fair Value of $33.80.

The next earnings date falls on 22 October 2026, just 10 days away and inside a typical 20-trading-day holding window; the prior quarter produced a -1.9% reaction despite an EPS beat of $0.84 versus $0.83 expected. The company has beaten estimates in 7 of 8 recent quarters, with an average absolute reaction of 3.2%. No insider, Congress, or unusual options activity appears in the respective 90-day and 30-day windows. Seasonality over 5 years shows an average 6.8% move across the next 20 trading days, positive in 4 of those years. Two covering analysts carry buy ratings with a consensus target of $36.75.

Written by AI from the Oct 12, 2026 close and checked automatically against the figures on this page.

ConnectOne Bancorp price vs fair value

$33.80$30.16Oct ’25Apr ’26Oct ’26
Close $30.16200-day averageGekko Fair Value $33.80

ConnectOne Bancorp quick facts

Market cap
$1.52B
P/E ratio
9.7
Forward P/E
10.2
EPS, TTM
$3.09
Revenue, TTM
$443.3M
Profit margin
36.1%
Dividend yield
2.47%
Beta
1.07
Volume
252,751 avg 393,742
1-year return
+19.7%
Typical daily move
±2%
Typical 20-day move
±6.4%
50-day average
$31.71
200-day average
$29.70
Next earnings
Oct 22
Shares outstanding
50.32M
52-week range
$23.20$34.14

ConnectOne Bancorp swing-trade checklist

ConnectOne Bancorp scores 3 supportive, 1 mixed and 1 headwind across the 5 checklist items with data.

Six things swing traders check before a 20-day hold, read from the latest data.

3 supportive1 mixed1 headwind

  • Trendmixed

    Averages disagree

    Close $30.16 sits between the 50-day ($31.71) and 200-day ($29.70) averages, or the averages disagree.

    See the chart
  • GekkoIndexsupportive

    64.1, Accumulation

    Reading 64.1 is in the Accumulation zone.

    See the GekkoIndex
  • Fair valuesupportive

    10.8% below

    Price is 10.8% below Gekko Fair Value (more than 5% below).

    See fair value
  • Smart moneyno data

    No data

    No insider, Congress or unusual options activity in the window.

    See smart money
  • Earnings riskheadwind

    Reports in 10 days

    Reports on Oct 22, 2026, 10 days away — inside a typical 20-trading-day hold.

    See earnings
  • Seasonalitysupportive

    +6.8% on average

    From this point in the calendar, the next 20 trading days averaged +6.8% over 5 years, rising in 4 of them.

    See seasonality

A description of current data, not a recommendation. How this page works

ConnectOne Bancorp stock chart and price history

ConnectOne Bancorp closed at $30.16 on Oct 12, 2026, +19.7% over the past year, inside a 52-week range of $23.20 to $34.14.

Close50-day average200-day averageVolume
ConnectOne Bancorp share price, past year, with 50-day and 200-day moving averages and volume$25NovDecJan 2026FebMarAprMayJunJulAugSepOct30.16

Use the left and right arrow keys to read daily values.

Performance Breakdown

1 month
−5.2%
3 months
−6.9%
6 months
+6.9%
1 year
+19.7%
The full CNOB chart adds GekkoIndex, insider, options, Congress and hedge fund markers, plus TrendCandles™.Open CNOB in Gekko

Follow ConnectOne Bancorp through every session

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About ConnectOne Bancorp

ConnectOne Bancorp operates as the parent of ConnectOne Bank, which handles everyday commercial banking work for small and midsize businesses, local professionals, and individual customers. It is recognized for combining standard deposit and lending products with a broad set of supporting services, giving its customers a full suite of banking tools under one roof rather than a narrow specialty offering.

The bank earns its revenue through two main channels: deposit accounts and lending. On the deposit side it offers personal and business checking, money market accounts, retirement plans, and time and savings products. On the lending side it issues consumer and commercial loans, lines of credit, commercial and residential mortgages, home equity and bridge loans, and financing for construction and real estate projects. It also supports clients with cards, wire transfers, online and mobile banking, treasury services, ACH origination, safe deposit boxes, and remote deposit capture. Its branch network spans Northern New Jersey, the New York metropolitan area, and South Florida.

The company traces back to 1982 as Center Bancorp, Inc., taking its present name in July 2014. ConnectOne Bancorp is headquartered in Englewood Cliffs, New Jersey, and its shares are listed on the NASDAQ under the ticker CNOB.

Listed
NASDAQ
Sector
Finance
Industry
Regional banks
Website
connectonebank.com

ConnectOne Bancorp GekkoIndex: the smart money zone

ConnectOne Bancorp’s GekkoIndex — Gekko’s 0 to 100 smart money score — reads 64.1, in the Accumulation zone, up 0.1 points over five sessions.

010064.1Accumulation

Up 0.1 points over five sessions.

Reading for Oct 12, 2026

What followed past readings in each zone

ZoneReadings5 days10 days20 days50 days
Buying26+0.3%+1.1%+5.1%+1.3%
Accumulation (current zone)218+0.8%+1.7%+4.6%+6.5%
Neutral3940.0%+0.4%+0.2%+4.0%
Distribution39−0.2%−3.2%−4.2%−3.5%
Selling5Too few readings yet

Average CNOB share-price change over the trading days after each daily reading in its GekkoIndex history. Across every stock Gekko tracks, Accumulation readings averaged +2.2% over 20 days. Past behaviour doesn’t guarantee future results.

Accumulation zone: Institutional interest building. About the five zones →

See every daily GekkoIndex reading plotted over the CNOB price, zone by zone.Track CNOB in Gekko

Is ConnectOne Bancorp stock overvalued? Gekko Fair Value

ConnectOne Bancorp trades 10.8% below Gekko Fair Value of $33.80, so the shares are undervalued on Gekko’s estimate.

Gekko’s own estimate of what ConnectOne Bancorp shares are worth, recalculated every trading day.

$33.80

Gekko Fair Value, Oct 9, 2026

10.8% Undervalued

At the end of Aug 2026 the price was 11.1% below the estimate.

Gekko Fair ValueShare price, month end
$34$30Aug 2026SepOct 2026

How Gekko Fair Value works →

Gekko Fair Value on every chart, with the gap to price updating daily.Open CNOB in Gekko

ConnectOne Bancorp insider and Congress trading

No open-market insider purchases were filed for ConnectOne Bancorp, and no Congress trades were disclosed, in the last 90 days.

Plus buybacks, unusual options and fund positions, each dated to when it became public.

Insider buying last 90 days

No open-market insider purchases were filed for CNOB in the last 90 days.

From Form 4 filings, dated to when each was filed.

Every CNOB insider filing, plotted on the chart in Gekko.Open CNOB in Gekko

Congress trades last 90 days

No trades in CNOB were disclosed by members of Congress in the last 90 days.

From congressional disclosures, which report amounts as ranges.

Congress disclosures for CNOB, plotted on the chart in Gekko.Open CNOB in Gekko

Buybacks

ConnectOne Bancorp has been buying back its own shares.

Bought back, quarter ended Jun 30, 2026
$2.39M
As a share of market cap
0.16%

From company filings.

ConnectOne Bancorp earnings: next date and track record

ConnectOne Bancorp reports on Oct 22, 2026 (10 days away), and beat the EPS estimate in 7 of its last 8 reports.

7 of 8reports beat the EPS estimate
±3.2%average move across the report
4 of 8reports followed by a gain

Share-price move across each report

−4.9%Oct ’24+6.3%Jan ’25+0.2%Apr ’25−5.0%Jul ’25+0.8%Oct ’25−4.4%Jan ’26+1.8%Apr ’26−1.9%Jul ’26

Last earnings call, Jul 23, 2026 AI summary

What they said
ConnectOne Bancorp reported Q2 2026 net income of $40.2M ($0.80/share), up 10%+ sequentially from $36.3M ($0.72/share). Net interest margin expanded to 3.42%, the seventh consecutive quarter of widening. Operating PPNR improved to 1.94% from 1.81% prior quarter. The bank resolved a flagged rent-stabilized credit relationship with targeted charge-offs. Efficiency initiatives via nCino partnership reduced manual loan processing time by over 50%.
Guidance
Management expects continued NIM expansion driven by approximately $100M/month in adjustable-rate loan repricing at ~255bps higher rates. Non-interest income momentum from SBA and BoeFly expected to continue, with residential build-out gaining traction through remainder of 2026.
ReportedEPSSurpriseRevenueSurpriseMove
Jul 23, 2026$0.84
est $0.83
+1.2%$122.8M
est $121.5M
+1.0%−1.9%
Apr 23, 2026$0.79
est $0.73
+8.2%$116.6M
est $115.5M
+1.0%+1.8%
Jan 29, 2026$0.83
est $0.74
+12.2%$114.6M
est $115.2M
−0.5%−4.4%
Oct 30, 2025$0.70
est $0.65
+7.7%$121.4M
est $111.0M
+9.4%+0.8%
Jul 29, 2025$0.55
est $0.52
+5.8%$84.07M
est $111.0M
−24.3%−5.0%
Apr 24, 2025$0.51
est $0.46
+10.9%$70.21M
est $68.68M
+2.2%+0.2%
Jan 30, 2025$0.52
est $0.42
+23.8%$68.46M
est $65.00M
+5.3%+6.3%
Oct 24, 2024$0.43
est $0.44
−2.3%$65.62M
est $63.55M
+3.3%−4.9%

“Move” is the close of the first session after the report compared with the close of the last session before it, so it reads the same whether the company reported before the open or after the close.

ConnectOne Bancorp stock forecast and analyst price targets

Analysts’ average 12-month price target for ConnectOne Bancorp is $36.75, +21.9% from the last close, from 2 firms rating the stock in the last 90 days.

$36.75consensus 12-month target, +21.9% from the last close
Low $37High $38
Buy2
Hold0
Sell0

Each firm’s latest rating in the last 90 days: 2 firms.

Latest analyst actions

DateFirmRatingTargetvs price
Jul 27Piper SandlerBuy, maintained$38+26.0%
Jul 24KBWBuy, reiterated$37+22.7%
+4.6%average 20-day move after past Accumulation readings
+6.8%average move over the next 20 trading days in the last 5 years
±2%typical daily move, from the 14-day average range

Gekko doesn’t publish price predictions. These are analyst targets and historical base rates, which don’t guarantee future results.

ConnectOne Bancorp seasonality: the next 20 trading days

Over the next 20 trading days from Oct 10, ConnectOne Bancorp averaged +6.8% across the last 5 years, rising in 4 of them.

Next 20 trading days, by year

+9.0%2021+7.3%2022+3.1%2023+8.2%2024−0.2%2025

Average move and hit rate

WindowAverageYears higher
Next 5 trading days+2.7%4 of 5
Next 10 trading days+1.2%4 of 5
Next 15 trading days+1.5%2 of 5
Next 20 trading days+6.8%4 of 5
Next 30 trading days+7.2%5 of 5

For scale, CNOB’s typical 20-trading-day move in either direction is about 6.4%.

ConnectOne Bancorp market cap and key statistics

ConnectOne Bancorp’s market cap is $1.52B, with a P/E ratio of 9.7 and revenue of $443.3M over the last twelve months.

Valuation

Market cap
$1.52B
P/E ratio
9.7
Forward P/E
10.2
EPS, TTM
$3.09
Gekko Fair Value
$33.80

Trading

Volume
252,751
Avg volume, 20 days
393,742
52-week high
$34.14
52-week low
$23.20
Shares outstanding
50.32M

Financials

Revenue, TTM
$443.3M
Profit margin
36.1%
Return on equity
10.2%
Quarterly earnings growth, YoY
+47.5%

Risk and income

Beta
1.07
Typical daily move
±2%
Typical 20-day move
±6.4%
Dividend yield
2.47%

ConnectOne Bancorp stock news this week

2 headlines about ConnectOne Bancorp from the past week, newest first, each linking to the publisher.

ConnectOne Bancorp peers

ConnectOne Bancorp’s 6 largest industry peers by market value, with today’s move, GekkoIndex zone and gap to Gekko Fair Value.

StockTodayGekkoIndex zonevs Fair Value
CMCanadian Imperial Bank of Commerce+0.4%Accumulation5.7% below
USBU.S. Bancorp+0.4%Accumulation11.0% below
NUNu−0.6%Neutral0.7% below
TFCTruist Financial+0.9%Accumulation9.6% below
FITBFifth Third Bancorp+0.1%Accumulation11.2% below
MTBM&T Bank+0.9%Accumulation9.1% below

A peer links to its own page where one exists.

In the Buying zone today

Reporting earnings this week

Popular on Gekko

ConnectOne Bancorp stock FAQ

What is ConnectOne Bancorp’s market cap?

ConnectOne Bancorp’s market cap is $1.52B at the Oct 12, 2026 close of $30.16, with 50.32M shares outstanding. The shares trade on a P/E ratio of 9.7.

What is the ConnectOne Bancorp stock forecast?

The consensus analyst 12-month price target for ConnectOne Bancorp is $36.75, +21.9% from the last close. Of the 2 firms that rated the stock in the last 90 days, 2 rate it a buy, 0 a hold and 0 a sell. Gekko doesn’t publish price predictions of its own.

Is ConnectOne Bancorp stock overvalued or undervalued?

On Gekko’s estimate ConnectOne Bancorp is undervalued: the Oct 12, 2026 close of $30.16 is 10.8% below Gekko Fair Value of $33.80. Gekko Fair Value is recalculated every trading day, and a gap inside 5% either way counts as about fair value.

When does ConnectOne Bancorp report earnings next?

ConnectOne Bancorp is expected to report on Oct 22, 2026 (10 days away). Analysts expect earnings of $0.85 per share on revenue of $125.4M. ConnectOne Bancorp beat the earnings estimate in 7 of its last 8 reports, moving 3.2% on average across the report.

What is ConnectOne Bancorp’s 52-week high and low?

ConnectOne Bancorp’s 52-week high is $34.14 and its 52-week low is $23.20; it closed at $30.16 on Oct 12, 2026, +19.7% over the past year. Over the last five years the shares peaked at $37.00 on Jan 14, 2022.

Is ConnectOne Bancorp stock a buy right now?

Gekko describes the data; it does not make buy or sell recommendations. On the swing-trade checklist, 3 of the 5 items with data read as supportive (gekkoindex, fair value and seasonality), 1 as mixed (trend) and 1 as a headwind (earnings risk). The checklist is a description of current data, not a recommendation.

How this page works

During US trading hours the price at the top of the page is a delayed quote, refreshed every 15 minutes; everything else is rebuilt after each US market close. The GekkoIndex, Gekko Fair Value and the checklist are Gekko’s own, and the Gekko Brief is written by AI from this page’s data and checked against it before it is published. How Gekko’s data works →

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