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CNOB

ConnectOne Bancorp, Inc.

CNOB

NASDAQ·Financial Services·Banks - Regional·Mkt cap $1.6B

$32.31

+0.78%

P/E

10.16

Mkt Cap

$1.6B

52-Wk Range

$23.20–$34.14

52-Week Range

$23.20 - $34.14

P/E

10.16

Fwd P/E

9.93

Beta

1.02

Div Yield

2.32%

Avg Vol

406.5K

Shares Out

50.3M

Mkt Cap

$1.6B

Price action

Price chart

Up 25.7% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

5 reasons

  • Strategic geographic footprint in high-growth Northern New Jersey and New York Metropolitan markets
  • Relationship-focused approach targeting underserved small and mid-sized business segment
  • Diversified loan portfolio across commercial, residential, and consumer lending
  • Established local market presence with 24 banking offices and deep community connections
  • Comprehensive digital banking platform including mobile banking and remote deposit capture

Bear Case

1 risk

  • Average volatility.

Growth

Revenue decline expected

Expansion in South Florida market with growing financial center presence

Value

Trading at 0.8x Commercial Banking peers — a discount despite the growth profile.

Momentum

Stable

+3.7% over 3m

Quality

Strong

Emerging growth company (-81% revenue growth). Early stage with higher risk.

Dividend

Solid

2.32% yield

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Oct 29, 2026

Q3 26 RECAP

JUL 23, 2026

Reported EPS of $0.84 vs $0.82 consensus (+2.9% surprise). Revenue of $122.8M vs $121.5M expected (+1.0%). Beat on both top and bottom lines.

EPS beat +2.9%
Rev beat +1.0%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Estimate

Actual

Q3 26

+2.9%

Revenue trend · last 8Q

+4%

+9%

+28%

+85%

+176%

+45%

-81%

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

Q2 26

$65.6M

$68.5M

$129.2M

$151.2M

$207.1M

$188.8M

$186.9M

$29.4M

Margins · last 8Q

Gross

Operating

-178.5%

Profit

141.6%

Wall Street consensus

2 analysts · 50% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

1

50%

Hold

1

50%

Sell

0%

Median Price Target

Latest: Raymond James · Jul 1, 2026

vs Industry

How CNOB stacks vs Banks - Regional

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.