NBTB Stock Analysis: Buy, Sell, or Hold?

NBTB - NBT Bancorp Inc

NATIONAL COMMERCIAL BANKS
$45.49
1.06 (2.39%) ▲
5d: +3.6%
30d: +9.56%
90d: +12.35%
HOLD
MODERATE Confidence
Last Updated: January 30, 2026
Earnings: Apr 23, 2026

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Interactive Price Chart (1 Month)

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💡
Bottom Line:
📊 HOLD: NBTB shows mixed signals. Fine to hold existing positions. Not urgent to buy or sell.

Long-Term Wealth Forecast (2031)

Based on Analyst Consensus Growth & Historical Valuation

0% (Stagnation) 50% (Hyper Growth)
EST. PRICE IN 2031
$64.22
Based on 6.7% avg growth
INTRINSIC VALUE TODAY
$39.88
Trading above fair value

How this is calculated: We use a Growth Decay Model: starting with analyst consensus growth (adjusted above) and gradually slowing it down to a long-term terminal rate (4%) by Year 5. This provides a more realistic valuation than assuming constant hyper-growth. We then apply a 10.1x Exit PE.

In-depth Analysis How we analyze

Valuation Analysis: NBTB is currently trading at $45.49, which is considered extended relative to its 30-day fair value range of $42.10 to $44.29. The stock's valuation (Forward PE: 9.6) is in line with its historical norms (10.1). Remarkably, the market is currently pricing in an annual earnings decline of 1.5% over the next few years. This pessimistic expectation contrasts with the company's recent 39.5% earnings growth, suggesting potential undervaluation if the company simply maintains stability.

Technical Outlook: Technically, NBTB is in a uptrend. The price is approaching resistance at $45.97. A breakout above this level would be a bullish signal, while rejection here could lead to consolidation.

Market Sentiment: NBTB has a strong technical setup (75/100), with favorable trendlines, momentum, and price action for short-term traders. The stock is fairly positioned - fine to hold existing positions or accumulate slowly on dips, but not an urgent buy.

Quick Decision Summary

Current Position EXTENDED
Fair Price Range $42.10 - $44.29
Company Quality Score 64/100 (BUY)
Options IV Signal 33th percentile (NORMAL)
Volume Confirmation HIGH
Confidence Score 59.6%

All Signals

  • BEARISH: Price extended above range
  • NEUTRAL: Options fairly priced (IV 33th percentile)
  • BULLISH: Strong technical setup (75/100)
  • BULLISH: High volume confirmation
  • NEUTRAL: Near Wall St target ($48.20)

Fair Price Analysis

30-Day Fair Range $42.10 - $44.29
Current vs Fair Value EXTENDED
Expected Move (7 Days) ±$2.60 (5.7%)

Support & Resistance Levels

Support Level $41.87
Resistance Level $45.97
Current Trend Uptrend

Fundamental Context

Forward P/E (Next Year Est.) 9.63
Wall Street Target $48.20 (+8.5%)
Revenue Growth (YoY) 24.0%
Earnings Growth (YoY) 39.5%
Profit Margin 24.9%
Valuation Discount vs History -1.5% cheaper
PE vs Historical 9.6 vs 10.1 FAIR
Market-Implied Price Targets If current PE multiple persists
Implied Growth (YoY): -1.5% (market-implied from PE analysis)
1-Year Target $43.76 (-2%)
2-Year Target $43.11 (-3%)
3-Year Target $42.46 (-4%)
3-Yr Target (if PE normalizes) (PE: 10→10) $44.52 (+0%)
3-Year Scenarios Using analyst projected EPS growth
Bull: (PE: 22.3, Growth: 9.3%) $134.42 (+203%)
Base: (SPY PE: 9.6, Growth: 9.3%) $58.07 (+31%)
Bear: (PE: 8.2, Growth: 9.3%) $49.36 (+11%)
📈 Valuation based on Current Earnings
RECOVERY PLAY: Stock looks expensive now (13x PE), but valuation improves significantly next year (10x PE) as earnings recover.
Trailing PE: 12.80 | Current EPS (TTM): $3.33
Bull Case $64.59 (+45%)
Analyst growth 37.8%, PE expands to 14.1
Base Case $58.72 (+32%)
Market implied 37.8%, PE stable at 12.8
Bear Case $28.98 (-35%)
Severe decline -20.0%, PE contracts to 10.9
These are projections based on PE multiples and EPS growth scenarios, not predictions. Actual results may vary significantly.
💡 Upside Surprise Potential
If earnings stabilize (0% growth), PE could expand from 9.6 to 10.1
Stabilization Target: $46.58 (+4.8%)
PE Expansion Potential: +4.8%
Last updated: February 02, 2026 12:26 PM ET
Data refreshes hourly during market hours. Next update: 1:26 PM
🔥 Top Stocks Breaking Out Now
Ticker Score Recommendation Change %
Technical Signals Check
Insider Activity (6 Months)
0
Buys
1
Sells
Net
INSIDERS SELLING
Recent Transactions
David J Nasca SELL 19603 shares 2025-08-13

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