Added to YB: 2026-09-24
Pitch date: 2026-09-21
BCBP [bullish]
BCB Bancorp, Inc.
-0.11%
current return
Author Info
No bio for this author
Company Info
BCB Bancorp, Inc. operates as the bank holding company for BCB Community Bank that provides various banking products and services to businesses and individuals in the United States.
Market Cap
$268.2M
Pitch Price
$8.70
Price Target
15.60 (+80%)
Dividend
N/A
EV/EBITDA
N/A
P/E
-7.86
EV/Sales
N/A
Sector
Banks
Category
turnaround
BCBP: A Postmortem
BCBP (hold): BCB Bancorp is being held at $8.69 after an ~$8 entry survived a broken credit thesis, $175-$185M of provisions and writedowns, and 61% dilution. The new thesis is a sale under turnaround CEO Thomas O’Brien: at 1.3x projected 2028 tangible book, the lower-end $12.67 outcome offers 46% upside, versus roughly 13% downside to post-cleanup tangible book of $7.51 if further losses emerge, regulatory action delays or blocks a sale, or O’Brien departs before completion.
Read full article (10 min)