Old National Bancorp (ONB) — closed signal from October 5, 2025
Partial Published before the outcome was known, scored automatically when the window closed on January 3, 2026.
Predicted vs. what happened
What happened
Reached 41% of the predicted growth at its peak, without hitting the target.
The thesis — published October 5, 2025
Analysts see room for upside: the stock may be up to 43% cheaper than its worth, and earnings are expected to grow 34%. The price trend is okay but not strong, so buying near the lower end of its recent range and adding if momentum improves makes sense. Over the next 0-3 months, watch loans, deposits, and credit quality. More buyers than usual and a firmer trend would support the next move up. Keep position size moderate.
Primary drivers
- Analysts say shares may be up to 43% cheap, with earnings set to grow
- Investor mood is upbeat, with more buyers than usual showing steady interest
- Core banking basics look steady: loans, deposits, and credit quality hold up
- Momentum needs to firm up before a stronger move higher can stick
How it played out
ONB: thesis rose but target was not reached
Lyra published ONB at $22.04 on 2025-10-05 with a short-term view through 2026-01-03. The thesis expected 17% growth and pointed to shares that analysts saw as up to 43% cheap, earnings expected to grow 34%, steady loans, deposits, and credit quality, upbeat buyer interest, and momentum that still needed to firm up.
Inside the window, ONB rose but did not reach $25.63. The peak was $23.59 on 2025-12-22, a 7% gain. It never got there. The stock ended at $22.55. The thesis partially played out, because price moved up, but the published target was missed.
Prices are shown split- and dividend-adjusted, matching what public charts show today.
Read the next call before it closes.
This is one signal, scored after the fact. Today’s picks come with the same plain-language thesis — published before anyone knows the outcome.