Is Valley National Bancorp (NASDAQ:VLY) a buy in 2026?
Yes, on balance. The Compass leans toward accumulating Valley National Bancorp at current levels.
A boring New Jersey bank cleaning up its CRE book just as the regional bank fear trade unwinds. Re-rating story.
Where VLY is headed
Valley National in mid-2027 looks materially different from the bank that spent 2023 and 2024 getting hammered for its commercial real estate concentration. The office portfolio has been worked down through pay-offs and selective sales, the loan mix has tilted further toward C&I and specialty niches (cannabis banking, HOA deposits, venture banking, healthcare equipment), and net interest margin sits comfortably above 3% as the high-cost CD book from the 2023 deposit panic finally rolls off. Earnings power that the market priced as suspect in 2024 is showing up in the actual P&L: +19% earnings growth next year on top of +23% revenue growth this trailing year is not a turnaround pitch, it's a turnaround in progress.
Read the full Compass Direction on VLY
The complete destination call, the overlooked angle, milestones, and bull, base, and bear price scenarios (around $13.52).
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Frequently asked questions
Is Valley National Bancorp (NASDAQ:VLY) a buy in 2026?
Yes, on balance. The Compass leans toward accumulating Valley National Bancorp at current levels. A boring New Jersey bank cleaning up its CRE book just as the regional bank fear trade unwinds. Re-rating story.
What is VLY's Compass Score?
Valley National Bancorp scores 83/100 on Alexandria's Compass, placing it in the "True North" tier. Scores blend eight factors and update weekly.
What is the price target for VLY?
Alexandria's full Compass Direction includes bull, base, and bear price scenarios with the valuation math behind each. Read the full breakdown on the VLY page.
Compass verdicts are AI-generated, forward-looking editorial research from publicly available data, not investment advice or a recommendation regarding any security. Scores and verdicts update as the data changes.