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→Stable
- Wide Moat Durable Margins→Stable
- Earnings Beat Streak Near Report→Stable
- +1 more pillar — see the Why tab for full reasoning
Interactive Brokers Group, Inc. (IBKR) Stock Analysis
Range Bound setup · Catalyst-Driven edge
Financial Services · Capital Markets
Sell if holding. Analyst target reached at $91.65 — A.R:R is negative (-1.6) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Leverage penalty (D/E 1.5): -1.0.
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
Sell if holding. Analyst target reached at $91.65 — A.R:R is negative (-1.6) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Leverage penalty (D/E 1.5): -1.0. Chart setup: RSI 55 mid-range, Bollinger mid-band. Score 5.2/10, moderate confidence.
Passes 6/8 gates (clean insider activity, no SEC red flags, news events none recent, earnings proximity 18d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and favorable risk/reward ratio. Suitability: aggressive.
Recent developments
updated 2026-07-06Recent Developments — Interactive Brokers Group, Inc.
Latest news
- NEWS Interactive Brokers Group (NASDAQ:IBKR) Reaches New 52-Week High - Should You Buy? - MarketBeat — MarketBeat positive
- NEWS Interactive Brokers stock hits all-time high at 79.2 USD - Investing.com — Investing.com positive
- NEWS Interactive Brokers Group Inc. (IBKR) stock falls on Q1 2026 Earnings - Quiver Quantitative — Quiver Quantitative negative
- NEWS Interactive Brokers (IBKR) Stock: What to Expect from Earnings Today - CoinCentral — CoinCentral neutral
- NEWS Interactive Brokers Group, Inc. (IBKR) Reports Next Week: Wall Street Expects Earnings Growth - Yahoo Finance — Yahoo Finance positive
Generated 2026-07-06T04:40:27Z.
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.
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Rating Breakdown
2 floor-breakers
Priced at a premium — multiples above sector norms. Needs delivery on growth + margins to justify.static
Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. Analyst target reached at $91.65 — A.R:R is negative (-1.6) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Leverage penalty (D/E 1.5): -1.0. Chart setup: RSI 55 mid-range, Bollinger mid-band. Prior stop was $84.94. Score 5.2/10, moderate confidence.
Take-profit target: $95.88 (+5.0% upside). Prior stop was $84.94. Stop-loss: $84.94.
Analyst target reached - limited upside remaining; Leverage penalty (D/E 1.5): -1.0; Expensive valuation.
Interactive Brokers Group, Inc. trades at a P/E of 39.2 (forward 31.5). TrendMatrix value score: 2.8/10. Verdict: Sell.
17 analysts cover IBKR with a consensus score of 4.2/5. Average price target: $90.
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.