Interactive Brokers Group, Inc. research snapshot
IBKR AI stock analysis currently reads Interactive Brokers Group as a scaled global electronic brokerage with strong account growth, high client equity, rising DARTs, low-cost execution, and meaningful net interest income leverage. At the July 8, 2026 data cutoff, IBKR traded near $94.57 with a public Class A market capitalization near $42.13 billion. The business quality score is high, but the IBKR AI stock forecast uses scenario ranges rather than a single price prediction because trading volumes, interest rates, client cash balances, regulatory rules, and valuation multiples can change quickly. This page is informational research and not investment advice.
Current price
$94.57
Market cap
$42.13 billion public Class A market cap
AI score
78 / 100
Rating
High-quality electronic brokerage and market access platform, with valuation dependent on trading activity, client balances, interest rates, and the public Class A share structure
Trend status
Above the 50-day and 200-day moving averages, with positive but not deeply oversold momentum
Data cutoff (updated weekly)
July 8, 2026
Informational use only. This page is not investment advice.
| Dimension | Conclusion | Confidence |
|---|---|---|
| Business quality | IBKR combines global market access, low-cost brokerage, margin lending, securities lending, cash yield, advisor and institutional workflows, and trading technology in one platform. | High |
| Moat | Moat comes from automation, low unit cost, global product breadth, professional trader workflows, margin rates, risk systems, scale, and customer switching friction once accounts and APIs are embedded. | High |
| Management | Founder Thomas Peterffy remains a major strategic influence through IBG Holdings, while CEO Milan Galik runs a technology-led brokerage model that has emphasized automation, risk control, and low pricing. | Medium-high |
| Financial trend | FY2025 net revenues were $6.205 billion and net income available to common stockholders was $984 million. Q1 2026 net revenues rose to $1.67 billion and diluted EPS reached $0.59. | High |
| Valuation | At $94.57, financial_rigor.py calculates about 40.6x TTM EPS, 7.54x book value, 6.54x sales, 18.6% ROE, and a 0.37% dividend yield using public Class A inputs. | High |
| Technical trend | The stock trades above its 50-day moving average near $86.80 and 200-day moving average near $73.83, while ChartMill showed a neutral RSI near 61.63. | Medium-high |
| Risk level | Main risks are lower trading volumes, lower margin balances, lower interest rates, securities lending weakness, platform reliability, regulatory scrutiny, concentration in active traders, and valuation sensitivity. | Medium-high |
| AI confidence | High for disclosed historical facts and math. Medium for the forecast because IBKR earnings can shift with volatility, rates, client activity, and market levels. | High data confidence |
| Investment certainty | Medium certainty. IBKR is a strong platform, but the public stock price already discounts a good deal of account growth and trading activity. | Medium |
IBKR AI stock forecast
The IBKR AI stock forecast uses scenario math around the $94.57 quote. A three-year EPS framework using TTM EPS of $2.33 produced a bullish value near $117.80, a base value near $83.30, and a bearish value near $42.50 before dividends. The range is wide because small changes in trading activity, interest income, and the market multiple have a large impact on the public share price.
$110 to $120
More likely if client accounts keep compounding above 25% year over year, client equity stays near record levels, DARTs remain elevated, margin loans grow, interest income stays resilient, and the market accepts a mid-30s earnings multiple.
$80 to $90
More likely if account growth stays strong but trading activity and net interest income normalize, leaving EPS growth near mid-single digits and the market using a 30x earnings multiple.
$40 to $50
More likely if volatility fades, DARTs fall, margin balances contract, interest rates decline, customer cash yield pressure rises, or investors rerate IBKR closer to a mature brokerage multiple.
IBKR AI technical analysis
IBKR AI technical analysis is constructive as of the July 8, 2026 data cutoff. Barchart showed IBKR above its 20-day, 50-day, 100-day, and 200-day moving averages, with 20-day average volume near 4.78 million shares. ChartMill showed RSI near 61.63, which is positive but not above the common 70 overbought threshold.
| Level | Value | Why it matters |
|---|---|---|
| Current price | $94.57 | StockAnalysis public market cap quote used for this static page and market cap verification. |
| Near support | $91 to $92 | Barchart showed the 20-day moving average near $91.60, which is the first short-term support zone to watch. |
| Secondary support | $86 to $87 | The 50-day moving average near $86.80 is the next trend support if the stock loses short-term momentum. |
| Deep trend support | $73 to $74 | The 200-day moving average near $73.83 defines the deeper trend support area after the 2026 rally. |
| Near resistance | $96 to $98 | MarketWatch showed a 52-week high near $97.84, making the upper $90s the first breakout test. |
| Major resistance | $110 to $120 | This zone lines up with the bullish scenario range and would need continued DART, account, margin loan, and earnings strength. |
| Momentum | RSI 61.63 | ChartMill showed positive but not extreme momentum, so the setup favors confirmation instead of assuming a straight-line continuation. |
| Volume | About 4.78 million shares | Barchart listed 20-day average volume near 4.78 million shares, a baseline for judging breakout sponsorship. |
| Volatility | Beta 1.16 | MarketWatch beta suggests the stock can move more than the broad market, especially around earnings and monthly brokerage metrics. |
| Invalidation | Close below $91, then $86 | A close below the 20-day average would weaken the short-term setup. A close below the 50-day average would put the current uptrend at risk. |
IBKR AI trading strategy
The IBKR AI trading strategy is a rules-based framework for an electronic brokerage stock. It is not personalized advice and should be paired with live chart data, position sizing, earnings dates, monthly brokerage metrics, interest rate expectations, and clear invalidation levels.
Watch for IBKR to hold above the $91 to $92 support band and then clear the $96 to $98 resistance area on volume above the 20-day average, with monthly metrics still showing strong DARTs, client accounts, and client equity.
A close below $91, or a failed breakout while volume rises on down days, should invalidate the near-term trend setup.
If IBKR pulls back toward the 50-day average near $86.80 without a deterioration in client accounts, margin loans, customer equity, or net interest income, compare the price move with the earnings thesis.
Do not treat platform quality as a substitute for stop discipline because brokerages can rerate quickly when market activity, rates, or regulatory expectations change.
Track DARTs, client accounts, client equity, customer margin loans, customer credit balances, net interest income, commission revenue, securities lending, average commission per order, platform reliability, and regulatory updates.
Reduce confidence if DARTs slow for several months, margin balances contract, rate cuts reduce spread income, or the stock keeps a high PE while earnings growth normalizes.
Investment research summary
Interactive Brokers helps active investors, advisors, hedge funds, introducing brokers, and institutions access global markets, finance positions, automate trading workflows, and hold cash and securities at low cost.
The moat is built from automation, global market connectivity, low pricing, risk controls, margin economics, API depth, product breadth, and the friction of moving complex trading and advisor workflows.
The thesis fails if trading activity normalizes, interest rates fall, margin lending shrinks, regulators restrict practices, platform reliability weakens trust, or competitors match IBKR pricing and product breadth.
Thomas Peterffy shaped the firm around automation and risk discipline, while Milan Galik continues the technology-led model. The key-person risk is lower than in the early founder era but still relevant because culture matters.
IBKR sits inside long-running trends toward self-directed investing, global market access, algorithmic workflows, low-cost brokerage, portfolio margin, and institutional-style tools reaching smaller accounts.
The current public share price assumes strong growth and high returns continue. Margin of safety improves if the stock pulls back while client accounts, DARTs, margin loans, and net interest income remain healthy.
Source-backed data
Every metric below includes a source and last verification date.
| Metric | Value | Source | Last verified |
|---|---|---|---|
| IBKR price | $94.57 current quote used for public market cap verification | StockAnalysis market cap page | July 8, 2026 |
| Public market capitalization | $42.13 billion, verified as $94.57 x 445.48 million Class A shares | financial_rigor.py market cap verification | July 8, 2026 |
| Shares outstanding | 445.48 million current share class shares, with Yahoo also showing about 1.7 billion implied shares due to IBKR economic structure | StockAnalysis statistics and Yahoo Finance key statistics | July 8, 2026 |
| FY2025 net revenues | $6.205 billion, cross-validated across Macrotrends, StockAnalysis, and the 2025 Form 10-K | Interactive Brokers 2025 Form 10-K | July 8, 2026 |
| FY2025 net income available to common stockholders | $984 million, cross-validated across Macrotrends and SEC companyfacts | SEC companyfacts and Macrotrends | July 8, 2026 |
| Q1 2026 results | $1.67 billion net revenues, $0.59 diluted EPS, $613 million commission revenue, and $904 million net interest income | Interactive Brokers 1Q 2026 earnings release | July 8, 2026 |
| June 2026 brokerage metrics | 5.269 million DARTs, $930.3 billion ending client equity, and 5.185 million client accounts | Interactive Brokers June 2026 monthly metrics release | July 8, 2026 |
| Cash and equivalents | $5.085 billion at Q1 2026, cross-validated with Trading Economics at about $5.09 billion | SEC Q1 2026 companyfacts | July 8, 2026 |
| Balance sheet scale | $218.749 billion total assets and $5.585 billion stockholders equity at Q1 2026 | SEC Q1 2026 companyfacts | July 8, 2026 |
| StockAnalysis valuation data | TTM EPS $2.33, book value per share $12.54, cash $124.59 billion, total debt $32.36 billion, and net cash $92.23 billion under StockAnalysis balance sheet definitions | StockAnalysis statistics page | July 8, 2026 |
| Technical data | 50-day SMA $86.80, 200-day SMA $73.83, RSI 61.63, beta 1.16, and 20-day average volume near 4.78 million shares | Barchart, ChartMill, and MarketWatch | July 8, 2026 |
This IBKR AI stock analysis is an informational research tool only. It is not investment advice, financial planning, tax advice, or a recommendation to buy or sell Interactive Brokers Group, Inc. Forecast scenarios are based on available public data as of the stated cutoff date and can be wrong if earnings, rates, trading volumes, regulation, client behavior, valuation multiples, or market conditions change.
