CNOB — ConnectOne Bancorp, Inc.

✨ Hidden Gem Founder-Led

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

About ConnectOne Bancorp, Inc.

ConnectOne Bancorp, Inc. operates as the bank holding company for ConnectOne Bank that provides commercial banking products and services for small and mid-sized businesses, local professionals, and individuals in the United States. The company offers personal and business checking, money market, and time and savings accounts; credit cards, wire transfers, safe deposit boxes, automated teller services and telephone, and internet and mobile banking… Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$30.06
Market Cap$1.50B
Float47.5M
Shares Outstanding50.3M
P/E (Forward)10.21
P/E (TTM)16.01
Price/Sales (TTM)3.96
vs. Analyst Target+12.4% to analyst PT
Profit Margin25.91%
Operating Margin (TTM)53.90%
Revenue (TTM)$378M
Earnings Growth (YoY)47.50%
Dividend Rate0.8%
Analyst Target Price$33.80 (5 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 $323M $71.3M $211M $97.2M
2021 $317M $130M $283M $181M
2022 $387M $125M $298M $177M
2023 $504M $87.0M $261M $123M
2024 $535M $73.8M $250M $104M
2025 $606M $80.4M $268M $113M

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Jun 2025 $151M -$20.3M
Sep 2025 $207M $41.0M
Dec 2025 $189M $39.5M
Mar 2026 $187M $37.8M

Ownership & Float

Insider Ownership5.3%
Institutional Ownership77.7%
Short Float3.2%
% of All Funds Holding2.40%
Number of Funds Holding197

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$28.66Near-term / short-term trend
Weekly40-Week SMA$26.61Medium-term trend
Weekly80-Week SMA$25.28Cyclical trend (business cycle)
Weekly200-Week SMA$22.83Secular trend (multi-year)
Monthly10-Month SMA$26.52Near-term monthly trend
Monthly20-Month SMA$25.33Medium-term monthly trend
Monthly40-Month SMA$22.57Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$26.90 support 1.20x 0 months ago
$22.90 support 1.19x 8 months ago
$18.90 support 1.54x 21 months ago

Historical Earnings Reactions (111 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap -0.02% 0.00% 45.95% 7.91% -8.00%
1 Day -0.73% -0.52% 38.74% 5.91% -12.64%
1 Week -0.16% -0.39% 45.05% 26.64% -18.39%
2 Weeks -0.15% 0.69% 54.05% 20.44% -23.16%
1 Month 0.16% 0.49% 52.73% 29.08% -32.18%

Next earnings: August 4, 2026 (68 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

MonthAvg ReturnWin RateSamples
Jan-0.7%40.6%32
Feb0.9%65.6%32
Mar-0.4%43.8%32
Apr-1.2%40.6%32
May0.2%46.9%32
Jun3.1%53.1%32
Jul1.0%40.6%32
Aug-0.3%46.9%32
Sep1.1%56.3%32
Oct-0.2%43.8%32
Nov4.6%65.6%32
Dec2.2%56.3%32

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday -0.05% 40.4% 1519
Tuesday 0.10% 41.7% 1661
Wednesday 0.03% 42.2% 1659
Thursday 0.02% 41.7% 1627
Friday 0.14% 42.0% 1622

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 77.7%

Insider Transactions — Smart Summary

Total insider ownership: 5.3%

Founder-led management: Frank Sorrentino III (Chairman, President & CEO)

12-Month Insider Activity Summary

Total Filings4
Net Value-$43,282
Net Shares Change-66,816
% of Float-0.1%
C-Suite Filings1
Clusters Detected0

Key Insiders

NameTitleNet ValueFilingsActivity
Kempner Michael W -$1.0M 1 1 sell
Boswell Stephen T. +$171,232 1 2 buy
O'Donnell Susan C +$60,000.068 1 1 buy
Javitz Joseph T. EVP and Chief Credit Officer -$43,282 1 1 sell

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-03-19 Kempner Michael W -$1.0M Transaction at $14.75, now +103.7%
2025-08-05 Boswell Stephen T. +$171,232 Transaction at $22.24, now +35.1%
2025-08-04 O'Donnell Susan C +$60,000.068 Transaction at $22.30, now +34.8%
2025-09-03 Javitz Joseph T. EVP and Chief Credit Officer -$43,282 Transaction at $25.46, now +18.1%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for ConnectOne Bancorp, Inc. (CNOB) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for CNOB on Trend Edge →