The business operates a high-quality franchise with a wide economic moat and strong margins, but the stock has effectively reached its resistance target, leaving near-zero upside against meaningful downside — the risk/reward geometry currently does not support new exposure.
Thesis pillars
- Stretched Valuation Limits Margin Safety↑Improving
- Wide Moat Durable Margins→Stable
- Earnings Beat Streak Near Report↑Improving
- +1 more pillar — see the Why tab for full reasoning
Pillars as of Jul 3, 2026, based on the 10-K filed Feb 27, 2026· older than 90 days
Interactive Brokers Group, Inc. (IBKR) Stock Analysis
Financial Services · Capital Markets
Hold if already holding. Not a fresh buy at $77.46, but acceptable to hold if already in. Reasons: Leverage penalty (D/E 1.5): -1.0; Negative momentum.
Interactive Brokers Group is an automated global broker executing and clearing trades in stocks, options, futures, forex, bonds, ETFs, and cryptocurrencies on more than 170 exchanges in 40 countries for roughly 4.4 million customers. Commissions, net interest on margin loans and... Read more
Hold if already holding. Not a fresh buy at $77.46, but acceptable to hold if already in. Reasons: Leverage penalty (D/E 1.5): -1.0; Negative momentum. Chart setup: No clear chart pattern; technical signals are mixed. Maintain position. Not compelling to add more. Score 5.4/10, moderate confidence.
Passes 7/8 gates (favorable risk/reward ratio, clean insider activity, no SEC red flags, news events none recent, earnings proximity 83d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum. Suitability: aggressive.
Recent developments
updated Nov 2, 2026Recent Developments — Interactive Brokers Group, Inc.
Latest news
- NEWS Rothschild & Co Redburn Lowers Price Target on Interactive Brokers Group — fiscal.ai Nov 2, 2026 negative
- NEWS A Look at Interactive Brokers Group Inc (IBKR) After 3.8% Decline -- GF Value $44.59 vs Price $84.14 - GuruFocus — GuruFocus Oct 14, 2026 neutral
- NEWS Interactive Brokers Group Inc Stock (IBKR) Closed Down by 3.83% on Oct 14: Drivers Behind the Movement - TradingKey — TradingKey Oct 14, 2026 negative
- NEWS Increased Trading Activity, Higher NII Likely to Aid IBKR Q3 Earnings - TradingView — TradingView Oct 14, 2026 positive
- NEWS Interactive Brokers Group's Next Earnings Report Tomorrow Could Send the Stock Soaring. Here's Why. - The Motley Fool — The Motley Fool Oct 14, 2026 positive
Latest item Nov 2, 2026 · Generated 2026-11-04T11:54:38Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- LOWGeographicoutside the U.S.30%10-K Item 1A: 'approximately 30% of our net revenues were generated by our operating subsidiaries outside the U.S.'
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Editorial policy
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Rating Breakdown
1 floor-breaker
Price action weak — below key moving averages, no momentum carry. Needs a base before trend-continuation setups apply.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Hold if already holding. Not a fresh buy at $77.46, but acceptable to hold if already in. Reasons: Leverage penalty (D/E 1.5): -1.0; Negative momentum. Chart setup: No clear chart pattern; technical signals are mixed. Maintain position. Not compelling to add more. Analyst target $93.75 (+21.0%), stop $72.40 (−7.0%), A.R:R 2.4:1. Score 5.4/10, moderate confidence.
Analyst target: $93.75 (+21.0% upside). Analyst target $93.75 (+21.0%), stop $72.40 (−7.0%), A.R:R 2.4:1. Stop-loss: $72.40.
Leverage penalty (D/E 1.5): -1.0; Negative momentum.
Interactive Brokers Group, Inc. trades at a P/E of 28.6 (forward 23.3). TrendMatrix value score: 4.8/10. Verdict: Hold.
24 analysts rate IBKR, with a consensus score of 4.0/5. 16 analysts publish price targets averaging $104.
What does Interactive Brokers Group, Inc. do?Interactive Brokers Group is an automated global broker executing and clearing trades in stocks, options, futures,...
Interactive Brokers Group is an automated global broker executing and clearing trades in stocks, options, futures, forex, bonds, ETFs, and cryptocurrencies on more than 170 exchanges in 40 countries for roughly 4.4 million customers. Commissions, net interest on margin loans and cash balances, and securities lending fees are the primary revenue sources, serving hedge funds, ETFs, registered investment advisors, introducing brokers, and individuals. The company joined the S&P 500 in August 2025 with 3,182 employees.