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↓Deteriorating
- +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
Interactive Brokers Group, Inc. (IBKR) Stock Analysis
Range Bound setup
Financial Services · Capital Markets
Hold if already holding. Not a fresh buy at $83.54, but acceptable to hold if already in. Reason: 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
Hold if already holding. Not a fresh buy at $83.54, but acceptable to hold if already in. Reason: Leverage penalty (D/E 1.5): -1.0. Chart setup: RSI 44 mid-range, Bollinger mid-band. Maintain position. Not compelling to add more. Score 5.5/10, moderate confidence.
Passes 8/9 gates (positive momentum, favorable risk/reward ratio, clean insider activity, no SEC red flags, news events none recent, earnings proximity 89d clear, semi cycle peak clear, materials cycle peak clear). Suitability: aggressive.
Recent developments
updated 2026-10-29Recent Developments — Interactive Brokers Group, Inc.
Latest news
- NEWS Interactive Brokers Group, Inc. Stock 12‑Month Price Target Raised to $105.9, Implies 12% Upside - TradingView — TradingView positive
- NEWS Interactive Brokers (IBKR) Q2 2026 Earnings Call Transcript - The Motley Fool — The Motley Fool neutral
- NEWS Interactive Brokers Group, Inc. (IBKR) Is Up 3.02% in One Week: What You Should Know - Yahoo Finance — Yahoo Finance positive
- NEWS Is Interactive Brokers Group (IBKR) One of the Top Wonderful Stocks to Buy Now? - Yahoo Finance — Yahoo Finance positive
- NEWS Interactive Brokers Group, Inc. : The Automation Advantage in Electronic Brokerage - marketscreener.com — marketscreener.com positive
Generated 2026-10-29T12:43:34Z.
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
Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static
Price Targets
Position Sizing
Analyst Consensus
Earnings
Verdict History
Frequently Asked Questions
Hold if already holding. Not a fresh buy at $83.54, but acceptable to hold if already in. Reason: Leverage penalty (D/E 1.5): -1.0. Chart setup: RSI 44 mid-range, Bollinger mid-band. Maintain position. Not compelling to add more. Analyst target $94.20 (+12.8%), stop $77.80 (−7.4%), A.R:R 1.9:1. Score 5.5/10, moderate confidence.
Analyst target: $94.20 (+12.8% upside). Analyst target $94.20 (+12.8%), stop $77.80 (−7.4%), A.R:R 1.9:1. Stop-loss: $77.80.
Leverage penalty (D/E 1.5): -1.0.
Interactive Brokers Group, Inc. trades at a P/E of 31.9 (forward 25.1). TrendMatrix value score: 4.3/10. Verdict: Hold.
21 analysts cover IBKR with a consensus score of 4.0/5. Average price target: $105.
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.